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ACADIA Pharmaceuticals Inc.
NASDAQ: ACAD Healthcare Pharma 🔎 Screen
🏹 Trader: 🚀 Stage 2 + Near High 📈 Stage 2 🎯 Near 52W High | BRS 76 Ready View all →
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$4.7B
Market Cap
11.6
P/E
7.43
PEG
42.9%
ROCE
39.9%
ROE
0.04
D/E
9.8%
OPM
-10.0%
% from 52W High
78
α RS
🔍 ACAD is showing a high-conviction setup because it matches 10 of 39 tracked screener presets, Sector RRG has Technology in the Leading quadrant with the trail still rolling over, and RS Rating is 78. Net: Broad signal stack, not a recommendation. ? Conviction RRG RS Rating
Sources
Conviction 10/39 · Technology in Leading quadrant · RS Rating 78
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🌏 Global Investor Returns
Currency-adjusted total returns for ACAD including FX impact
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📈 Price History
Ratio Health
Excellent
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Average
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By Category
📊 Sector Averages
About

ACADIA Pharmaceuticals Inc., a biopharmaceutical company, focuses on the development and commercialization of medicines for neurological and rare disease in North America. The company offers NUPLAZID (pimavanserin), a selective serotonin inverse agonist/antagonist for the treatment of hallucinations and delusions associated with Parkinson’s disease psychosis; and DAYBUE, a novel synthetic analog of the amino-terminal tripeptide of insulin-like growth factor 1 to treat the symptoms of Rett syndrome by reducing neuroinflammation and supporting synaptic function. It also develops remlifanserin, which is in phase 2 clinical trial for the treatment of alzheimer’s disease psychosis and lewy body dementia psychosis; ACP-211, which is in phase 2 clinical trial to treat major depressive disorder; ACP-711, which is in phase I clinical trial for the treatment of essential tremor; and ACP-271, a GPR88 agonist for the treatment of tardive dyskinesia and huntington’s disease and is in phase I trial. In addition, the company develops ACP-2591, a cGP analogue which is in Phase 1 clinical trial to treat rett syndrome and fragile X syndrome; and STOKE Antisense Oligonucleotide Program, which is in discovery program for SYNGAP1 syndrome. It has a license agreement with Neuren Pharmaceuticals Limited to trofinetide for Rett syndrome and other indications; and a license and collaboration agreement with Stoke Therapeutics, Inc. to discover, develop, and commercialize novel RNA-based medicines for the potential treatment of severe and rare genetic neurodevelopmental diseases of the CNS. The company was formerly known as Receptor Technologies, Inc. and changed its name ACADIA Pharmaceuticals Inc. in 1997. ACADIA Pharmaceuticals Inc. was incorporated in 1993 and is headquartered in San Diego, California.

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📈 Growth Pattern
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⭐ Superinvestors Holding ACAD
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Manager Shares Value % of Fund Period
Steve Cohen Point72 Asset Management 2.58M $57.4M 0.07% Mar 2026
Jim Simons Renaissance Technologies LLC 1.72M $38.4M 0.06% Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

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📊 MIXED ACADIA posts Q1 2026 total revenue of $268M, DAYBUE up 20%, NUPLAZID up 6%.
Revenue & Profitability
Total revenue in Q1 2026 was $268 million, up 11% year-over-year (adjusted for NUPLAZID). DAYBUE net sales were $101 million (up 20% YoY) and NUPLAZID net sales were $167 million (up 6% YoY on an adjusted basis). Gross-to-net adjustments were 22.1% for NUPLAZID and 25.8% for DAYBUE. R&D expenses were $76.9 million, SG&A was $171 million, and cash stood at $851 million. Full-year 2026 revenue guidance of $1.22-$1.28 billion was reaffirmed.
Outlook
Management is optimistic about demand for both brands, citing strong referral growth for NUPLAZID (11% YoY) and robust DAYBUE momentum from the STIX launch. A temporary refill delay for NUPLAZID in early Q1 has normalized. The company expects total revenue to be back-end loaded in 2026 as expanded NUPLAZID sales force and broader STIX adoption ramp up. Tailwinds include increased awareness from the More to Parkinson's campaign.
Growth Drivers
Key growth levers include the launch of DAYBUE STIX, which is attracting new patients, restarts, and switches from the liquid formulation. For NUPLAZID, a 30% sales force expansion and DTC campaigns are driving growth. International expansion is supported by a phase III trofinetide trial in Japan (results expected Sep-Nov 2026) and ongoing EU reexamination. Pipeline catalysts include the phase II remlifanserin readout in Alzheimer's disease psychosis (Aug-Oct 2026).
Balance Sheet & CapEx
Not discussed in this earnings call.
Margins
Not discussed in detail in this earnings call.
Key Risks
Key risks include dependence on the upcoming phase II remlifanserin readout (August-October 2026) for Alzheimer's disease psychosis, potential regulatory setbacks for trofinetide in Europe (reexamination ongoing), competitive dynamics in Rett syndrome (gene therapy), and the retirement of R&D head Liz Thompson (though continuity is planned). A temporary NUPLAZID refill delay highlighted the risk of payer dynamics, but it has since normalized.
Generated by AI · Q1 2026 results · Not investment advice
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✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter
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📞 Earnings Call Transcripts (5)
Q2 2026 Q2 2026 2026-08-04
Q2 2026 saw 17% revenue growth to $308M, driven by DAYBUE (30% growth) and NUPLAZID (10% growth). Guidance for DAYBUE was raised, with strong U.S. uptake and a positive CHMP opinion paving the way for a European launch. Pipeline progress includes phase II completion for remlifanserin.
Q1 2026 Q1 2026 2026-05-06
Q1 2026 revenue grew 11% year-over-year to $268M, led by DAYBUE's 20% and NUPLAZID's 6% growth. DAYBUE STIX launched with strong uptake, and guidance for both brands was reaffirmed. Key pipeline catalysts include phase II remlifanserin data in ADP expected in August–October.
Q4 2025 Q4 2025 2026-02-25
Adjusted revenues surpassed $1 billion for the first time, with NUPLAZID and DAYBUE both posting double-digit sales growth in 2025. 2026 guidance projects continued strong growth, supported by new product launches, expanded field teams, and a robust R&D pipeline.
Q3 2025 Q3 2025 2025-11-05
Q3 2025 revenues rose 11% year-over-year to $278.6M, with DAYBUE and NUPLAZID both posting record sales and strong prescription growth. Strategic investments in salesforce expansion and R&D are expected to drive continued momentum, with updated 2025 guidance reflecting this strength.
Q2 2025 Q2 2025 2025-08-06
Q2 2025 revenue grew 9% year-over-year to $264.6 million, led by strong DAYBUE and NUPLAZID sales. Persistency and community uptake for DAYBUE improved, while NUPLAZID saw record shipments and DTC-driven growth. Pipeline progress and raised guidance reflect continued momentum.
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📊 Analysis Methodology

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Financial Model
Projections are built from each company's audited annual financials (Income Statement, Balance Sheet, Cash Flow) over the last 5 fiscal years. Forward assumptions — revenue growth %, EBITDA margin, D&A (USD millions), interest expense, tax rate, and capex — are AI-generated using historical context and refreshed twice a year: after the December results season and after the September/Q4 results season.

DCF Valuation
Fair Value = Σ(FCFt / (1+WACC)t) + Terminal Value. Terminal Value uses the Gordon Growth Model: FCF5 × (1+g) / (WACC−g). Default WACC: 10% (US risk-free ~4.5%, equity risk premium ~5.5%). Default terminal growth: 3% (long-run US nominal GDP proxy).

CAGR Tracker
Expected 5-year CAGR = (DCF Fair Value / Current Price)1/5 − 1. Assumes fair value is reached in exactly 5 years — a mechanical estimate only.

Data Sources & Limitations
Financial statements sourced from public filings. Prices updated daily. Forward assumptions are AI-generated. All monetary values in USD millions. Non-US ADR companies may have currency conversion inaccuracies. Models are point-in-time and do not update intra-quarter or account for M&A, macro shocks, or extraordinary items.

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Investment Risk:
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Information Sources:
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