Company Overview - ACADIA Pharmaceuticals Inc. is a biopharma firm listed on NASDAQ under the ticker ACAD, with a portfolio that includes two commercial drugs: Nuplazid and Daybue [1] Product Details - Nuplazid is used for the treatment of hallucinations and delusions associated with Parkinson's disease psychosis (PDP) [1] - Daybue is indicated for the treatment of Rett syndrome [1]

Key Takeaways Acadia's ACP-101 failed to show benefit in phase III PWS study, ending its development.Nuplazid and Daybue sales rose double digits in H1 2025, fueling ACAD's revenue growth.SLNO stock jumped as Vykat XR gains ground with ACAD exiting the PWS hyperphagia market.Shares of Acadia Pharmaceuticals (ACAD) lost 9.9% on Wednesday after the company announced a disappointing update from a late-stage study of its investigational candidate, intranasal carbetocin (ACP-101), in patients with hyperphagia in ...

Core Insights - Acadia Pharmaceuticals reported Q2 2025 earnings of $0.16 per share, exceeding the Zacks Consensus Estimate of $0.14, but down from $0.20 in the same quarter last year [1][6] - Total revenues reached $264.6 million, surpassing the Zacks Consensus Estimate of $260 million, with a year-over-year increase of 9% driven by sales of Nuplazid and Daybue [1][2][6] Revenue Breakdown - Nuplazid sales increased by 7% year over year to $168.5 million, outperforming the Zacks Consensus Estimate of $166 million [3][6] - Daybue generated net product sales of $96.1 million, a 14% increase year over year, with 987 unique patients receiving shipments, indicating strong growth potential [4][6] Financial Performance - Year-to-date, Acadia's shares have increased by 29.7%, significantly outperforming the industry growth of 0.2% [5] - R&D expenses for Q2 were $78 million, up 2% year over year, while SG&A expenses rose by 14% to $133.5 million, primarily due to increased marketing costs [8] Financial Outlook - Acadia revised its 2025 revenue guidance to $1.045-$1.095 billion, up from $1.030-$1.095 billion, with Nuplazid sales expected between $665-$690 million [10] - Projected R&D expenses for 2025 are between $330-$350 million, and SG&A expenses are expected to be between $535 million and $565 million [11] Regulatory and Legal Updates - Acadia received favorable court rulings extending Nuplazid's patent protection in the U.S. through 2030 and 2038, safeguarding against generic competition [6][15][16] - A regulatory filing for Daybue in the EU is under review, with approval anticipated in Q1 2026 [13]

Core Insights - The Medical sector is experiencing a robust first-quarter earnings season, with several drugmakers reporting results, and large caps like J&J, Merck, and Amgen exceeding earnings and sales estimates [1][2] - Overall, first-quarter earnings for the Medical sector are projected to rise by 40%, with revenues expected to increase by 8.3% [3] Earnings Performance - As of April 30, 45% of Medical sector companies, representing approximately 57.9% of the sector's market capitalization, have reported earnings, with 66.7% beating both earnings and revenue estimates [2] - Year-over-year earnings growth for the sector is reported at 60.5%, while revenues have increased by 7.8% [2] Company Highlights - **Novo Nordisk**: Expected to report earnings of 92 cents per share and revenues of $11.33 billion, with strong sales anticipated from diabetes and obesity care products [6][7] - **Pacira BioSciences**: Projected earnings of 57 cents per share and revenues of $174.96 million, driven by sales of its pain-management product Exparel [8][9] - **Ultragenyx Pharmaceuticals**: Expected to report a loss of $1.54 per share and revenues of $141.99 million, with growth driven by its lead drug Crysvita [10][11] - **Acadia Pharmaceuticals**: Anticipated earnings of 6 cents per share and revenues of $241.74 million, primarily from sales of Nuplazid for Parkinson's disease psychosis [12][13] - **Denali Therapeutics**: Expected loss of 71 cents per share and revenues of $8.3 million, with updates on pipeline programs anticipated during the earnings report [17][18] Earnings Surprise Potential - The Earnings ESP methodology indicates that stocks with a positive Earnings ESP and a Zacks Rank of 1, 2, or 3 have a high chance of delivering earnings surprises, with a success rate of up to 70% [4][5]