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ACADIA Pharmaceuticals (DR6) Q3 2026 Earnings Report

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DE:DR6 Q3 2026 EPS Results

Actual EPS
EUR 0.28
Consensus EPS
EUR 0.18
Beat/Miss
Beat by +EUR 0.10
One Year Ago EPS
EUR 0.38

DE:DR6 Q3 2026 Revenue Results

Actual Revenue
EUR 309.41M
Expected Revenue
EUR 300.63M
Beat/Miss
Beat by +EUR 8.78M
YoY Revenue Growth
+22.85%

Earnings Announcement Details

Quarter
Q3 2026
Date
11/04/2026
Time
After Close
Conference Call
Wednesday, November 4, 2026
DE:DR6 Upcoming Earnings

ACADIA Pharmaceuticals's next earnings date is estimated for March 1, 2027, based on past reporting schedules.

Q3 2026 Earnings Call Audio

DE:DR6 Q3 2026 Earnings Call
0:00 / 0:00

Q3 2026 Earnings Slide Deck

Q3 2026 Earnings Call Summary

Q3 2026
Earnings Call Date:Nov 04, 2026|% Change Since:-11.79%|
Earnings Call Sentiment|Positive

The call conveyed strongly positive commercial momentum, with record DAYBUE sales, substantial STIX adoption, European approval, extended patent protection, continued NUPLAZID growth, and a strong cash position. The pipeline outlook was constructive, supported by a clear 60-milligram remlifanserin efficacy signal, favorable safety findings, and multiple development programs, although the RADIANT primary endpoint narrowly missed statistical significance and the company is managing a leadership transition and timing-related NUPLAZID guidance constraints. Highlights significantly outweighed the lowlights.

Company Guidance

Acadia now expects total revenues of $1.265 billion to $1.295 billion for 2026, DAYBUE full year global net sales of $505 million to $520 million, NUPLAZID full year net sales of $760 million to $775 million, DAYBUE gross-to-net of approximately 23% to 24%, NUPLAZID gross-to-net of approximately 22% to 23%, R&D expenses of $325 million to $340 million, and SG&A expenses of $665 million to $685 million; it remains confident in reaching $700 million in DAYBUE sales by the end of 2028 and approximately $1 billion in NUPLAZID net sales by the end of 2028, expects Phase II results from ILLUMERA in the fourth quarter of 2027, an additional NORLIGHT data readout in the second half of 2027, an expected 2027 regulatory submission for DAYBUE in Japan, and a targeted launch in 2028.

  • Strong Third-Quarter Revenue GrowthTotal revenues were $342 million in the third quarter, representing 22% year-over-year growth on an adjusted basis.
  • DAYBUE Record Sales and Raised GuidanceDAYBUE delivered record third-quarter net sales of $140 million, up 39% year-over-year, with almost all growth driven by volume. The company raised and narrowed full-year global DAYBUE net sales guidance to $505 million to $520 million and reiterated confidence in reaching $700 million in sales by the end of 2028.
  • DAYBUE STIX Adoption and Restart OpportunityMore than 50% of all U.S. DAYBUE patients were receiving STIX by the end of the third quarter. Adoption is occurring among both centers of excellence and community practices, and early patient restarts are expanding the opportunity beyond treatment-naive patients. More than 80% of patients who previously discontinued DAYBUE have yet to retry with STIX.
  • DAYBUE Community-Practice ExpansionNearly 80% of third-quarter DAYBUE referrals came from the community, compared with about 20% from centers of excellence. Community practices represent about two-thirds of overall volumes outside centers of excellence, with approximately 30% penetration, leaving significant headroom according to the company.
  • DAYBUE European Approval and Commercial LaunchThe European Commission approved DAYBUE, making it the first and only approved treatment for the neurobehavioral symptoms of Rett syndrome in the EU. Acadia launched commercially in Germany in early October, reported encouraging early physician response, and planned to submit reimbursement dossiers for key launch countries before year-end.
  • DAYBUE International Development ProgressAcadia successfully completed the Phase III DAYBUE trial in Japan, with results consistent with the prior LAVENDER Phase III results. The company is preparing for an expected 2027 regulatory submission and is targeting a 2028 launch in Japan while identifying a distribution partner.
  • Extended DAYBUE Patent ProtectionAcadia received a USPTO notice of allowance for a patent covering the weight-banded dosing regimen used in DAYBUE oral solution and DAYBUE STIX. Following issuance with pediatric exclusivity, the patent is expected to provide U.S. protection for both formulations through March 2041, extending protection by nearly five years.
  • NUPLAZID Revenue Growth Driven by VolumeNUPLAZID third-quarter net sales were $202 million, up 12% year-over-year on an adjusted basis, with 11% of growth attributable to volume. The company said virtually all adjusted growth was driven by patient demand through volume and reiterated its ambition to reach approximately $1 billion in net sales by the end of 2028.
  • Expanded NUPLAZID Field ForceThe NUPLAZID field-force investment more than doubled reach to a customer universe of over 10,000 physicians, including more than 5,000 physicians being called on for the first time. Call volume and representative productivity increased, and intent to prescribe among the highest-value customers reached its highest level in years.
  • NUPLAZID Patient-Awareness Campaign ResultsThrough September, branded and unbranded campaigns reached more than 1.3 million qualified Parkinson's patients. Approximately 1 in 10 subsequently visited a neurologist, and more than 1,500 had initiated NUPLAZID as a result. Canadian awareness of NUPLAZID and of Parkinson's disease hallucinations and delusions was also reported to be at an all-time high or significantly increased.
  • Updated Full-Year Revenue OutlookAcadia now expects full-year total revenues of $1.265 billion to $1.295 billion. Full-year NUPLAZID net sales guidance was narrowed to $760 million to $775 million, while expected full-year gross-to-net rates are approximately 23% to 24% for DAYBUE and approximately 22% to 23% for NUPLAZID.
  • Strong Cash Position and Investment FlexibilityCash at the end of the quarter was $976 million. Management described the balance sheet as providing flexibility to invest behind the strongest pipeline evidence, pursue strategically fitting business development opportunities, and execute commercial ambitions.
  • RADIANT Phase II Efficacy Signal at 60 MilligramsAlthough the Phase II portion of RADIANT in Alzheimer's disease psychosis narrowly missed statistical significance on the primary SAPS H+D endpoint, the 60-milligram dose showed efficacy across all four assessed psychosis scales. CGI-S ADP achieved nominal statistical significance with a p-value of 0.0077, while effect sizes were 0.26 on the primary endpoint and 0.37 on CGI-S ADP; both measures showed increasing separation from placebo through six weeks.
  • RADIANT Safety and Phase III OptimizationAdverse-event rates for remlifanserin were similar to placebo, with no negative impact on cognition, no motor adverse effects compared with placebo, no signal of QTc prolongation compared with placebo, and no deaths in the remlifanserin treatment arms. Acadia plans to advance the 60-milligram dose, discontinue the 30-milligram arm in Phase III for ADP, refine site selection, expand central-rater use, enhance site training, and modify the statistical plan.
  • Progress in Lewy Body Dementia PsychosisAcadia expects Phase II results from the ILLUMERA study in Lewy Body Dementia Psychosis in the fourth quarter of 2027 and recently received FDA Fast Track designation for the RADIANT LBDP program. The company said the ADP results and prior pimavanserin experience increased its confidence in the LBDP opportunity, while the LBDP study continues to evaluate both 30-milligram and 60-milligram doses in a sample of around 180 patients.
  • ACP-211 Development ProgressACP-211, an oral deuterated R-norketamine compound for major depressive disorder, is expected to have an additional NORLIGHT Phase II data readout in the second half of 2027. Phase I data in healthy volunteers showed no sedation, limited dissociation, no psychotomimetic effects, and no blood-pressure signal. The Phase II study is intended to assess dose response, efficacy, safety, and operational characteristics to inform Phase III.
  • Broad Pipeline Value OpportunityAcadia described multiple independent potential value-creation paths across remlifanserin in Alzheimer's disease psychosis and Lewy Body Dementia Psychosis, ACP-211 in major depressive disorder, and earlier-stage programs, representing combined peak sales potential of approximately $11 billion. The company also described the combined remlifanserin opportunity in ADP and LBDP as approximately $4 billion in peak sales.
  • Essential Tremor Program AdvancementThe 711 program in essential tremor remains in Phase I, while the Phase II study design is being developed. Potential endpoints under consideration include the TETRAS performance scale, activities-of-daily-living score, and change in CGI, with the company expecting to provide more information next year.
  • Disciplined Expense OutlookThird-quarter R&D expenses were $76 million compared with $88 million a year ago, primarily due to reduced spending on studies that ended in 2025, partially offset by increased spending on remlifanserin and ACP-211. Acadia now expects full-year R&D expenses of $325 million to $340 million and SG&A expenses of $665 million to $685 million.
  • Confidence in NUPLAZID Intellectual Property PositionRegarding Aurobindo's appeal involving the NUPLAZID 721 patent, management said it remains confident in Acadia's position, supported by the company's District Court win last year.

DE:DR6 Earnings History

DE:DR6 earnings history
Report DateFiscal QuarterForecast / EPSLast Year's EPSEPS YoY ChangePress Release
Mar 01, 20272026 (Q4)0.24-1.45――
Nov 04, 20262026 (Q3)0.180.280.38-26.19% (-0.10)
Aug 04, 20262026 (Q2)0.060.160.1412.50% (+0.02)
May 06, 20262026 (Q1)0.050.020.1-81.82% (-0.08)
Feb 25, 20262025 (Q4)0.121.450.7886.05% (+0.67)
Nov 05, 20252025 (Q3)0.160.380.18110.00% (+0.20)
Aug 06, 20252025 (Q2)0.120.140.18-20.00% (-0.04)
May 07, 20252025 (Q1)0.080.100.0910.00% (+0.01)
Feb 26, 20252024 (Q4)0.200.780.25207.14% (+0.52)
Nov 06, 20242024 (Q3)0.120.18-0.36150.00% (+0.54)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat Missed