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Thursday, November 6, 2025

ACADIA Pharmaceuticals Inc (ACAD) Q3 2025 Earnings Call Highlights: Record Sales

 

Positive Points

  • ACADIA Pharmaceuticals Inc (NASDAQ:ACAD) reported total revenues of $278.6 million for the third quarter, marking an 11% increase from the previous year.

  • DAYBUE achieved its highest net sales in a single quarter at $101.1 million, with over 1,000 unique patients globally receiving the treatment.

  • NUPLAZID delivered record net sales of $177.5 million, representing a 12% year-over-year growth driven by a 9% increase in volume.

  • The company initiated a Phase 2 study for ACP-204 in Lewy Body Dementia Psychosis and a Phase 3 study of trofinetide in Japan, indicating strong pipeline progress.

  • ACADIA Pharmaceuticals Inc (NASDAQ:ACAD) ended the quarter with $847 million in cash, up from $762 million at the end of the second quarter, showcasing strong financial health.

Negative Points

  • Despite progress, DAYBUE's market penetration remains relatively low at about 40% in the US and only 27% in the community setting.

  • Penetration among patients older than 11 years is significantly lower, indicating a potential challenge in expanding the treatment's reach.

  • The company faces increased R&D expenses, which rose to $87.8 million in the third quarter, primarily due to higher clinical trial expenses.

  • ACADIA Pharmaceuticals Inc (NASDAQ:ACAD) had a disappointing outcome in their Prader-Willi syndrome study, which did not meet expectations.

  • The company is making significant investments in expanding its field force, which could increase operational costs and impact short-term profitability.

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