ACADIA Pharmaceuticals (ACAD) AI Stock Analysis
ACADIA Pharmaceuticals
(BMV:ACAD)
No summary available
ACADIA Pharmaceuticals (ACAD) vs. SPDR S&P 500 ETF (SPY)
- Market Cap
- MXN 3.55B
- Dividend Yield
- ―
- Average Volume (3M)
- 132
- Price to Earnings (P/E)
- 9.2
- Beta (1Y)
- -0.12
- Revenue Growth
- 1.71%
- EPS Growth
- 54.89%
- Country
- Mexico
- Employees
- 797
- Sector
- Healthcare
- Sector Strength
- 51
- Industry
- Biotechnology
ACADIA Pharmaceuticals Business Overview & Revenue Model
Company Description
Acadia Pharmaceuticals Inc. operates as a biopharmaceutical company, primarily dedicated to discovering, developing, and commercializing small molecule therapeutics. Their core focus lies in addressing critical unmet medical needs within the realm of...
ACADIA Pharmaceuticals Earnings Call Summary
The call conveyed strong commercial momentum and clear near-term catalysts: robust Q2 results (total revenues +17%), pronounced DAYBUE STIX uptake (DAYBUE +30% YoY), healthy NUPLAZID growth (+10% YoY) with new prescriptions up 20%, a positive CHMP opinion for trofinetide in Europe, and significant pipeline progress (remlifanserin Phase II enrollment complete, Fast Track designation, top-line data expected Sep–Oct 2026). Offsetting factors include rising SG&A, sizable gross‑to‑net adjustments (~24%), a lowered R&D spend guidance due to a shifted BD milestone, reimbursement and pricing uncertainties in Europe, and dependency on upcoming pivotal readouts (creating execution/timing risk). Overall, the positives — strong sales, upgraded DAYBUE guidance, regulatory wins and a deepening pipeline with imminent binary catalysts — outweigh the operational and timing risks presented.
Q2-2026 Updates
Positive Updates
Negative Updates
Company Guidance
ACADIA raised its 2026 DAYBUE guidance to $480–$510M (from $460–$490) while keeping NUPLAZID at $760–$790M, implying total 2026 revenue of $1.24–$1.30B; Q2 results included total revenues of $308M (+17% adjusted YoY), DAYBUE net sales $125M (+30% YoY; ~27% of the increase from volume; ~40% of U.S. DAYBUE patients on STIX by quarter‑end and strong June STIX referral momentum), NUPLAZID net sales $183M (+10% adjusted YoY; 8% volume growth; new patient prescriptions +20% YoY and >12,000 priority HCPs reached since February), Q2 gross‑to‑net of 24.4% for DAYBUE and 23.9% for NUPLAZID (DAYBUE FY gross‑to‑net now guided to 23–25%), operating spend highlights of R&D $82M and SG&A $160M in Q2 with R&D guidance lowered to $355–$380M (from $385–$410M) due to a shifted BD milestone, cash of $956M, and pipeline timing/guidance that includes remlifanserin Phase II top‑line in Sept–Oct (Phase II enrollment 363; 80% powered to a 0.4 effect size; peak sales est. ~$4B, ~60% ADP/40% LBD), trofinetide Japan readout Sept–Nov and expected initial EU commercial sales/Q4 pending EC decision after a positive CHMP opinion, plus longer‑term ambitions of $700M DAYBUE and ~$1B NUPLAZID in 2028.
ACADIA Pharmaceuticals Risk Analysis
ACADIA Pharmaceuticals disclosed 55 risk factors in its most recent earnings report. ACADIA Pharmaceuticals reported the most risks in the "Legal & Regulatory" category.
Latest Risks Added
2 New RisksACADIA Pharmaceuticals Peers Comparison
Overall Rating
HRMY76Outperform
XENE60Neutral
PTCT55Neutral
BHVN52Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| HRMY | 76Outperform | $2.26B | 12.38 | 20.06% | ― | 24.25% | -0.83% |
| XENE | 60Neutral | $3.62B | -7.89 | -43.98% | ― | -100.00% | -33.88% |
| PTCT | 55Neutral | $5.01B | -45.78 | 57.10% | ― | -35.05% | -113.73% |
| BHVN | 52Neutral | $2.33B | -3.99 | -2271.87% | ― | ― | 49.16% |
| Sector * | 51Neutral | $7.86B | -0.30 | -43.30% | 2.27% | 22.53% | -2.21% |
* Healthcare Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| MX:ACAD | ACADIA Pharmaceuticals Inc. | 389.00 | -51.00 | -11.59% | |
| PTCT | PTC Therapeutics | 59.97 | -7.75 | -11.44% | |
| XENE | Xenon Pharmaceuticals | 37.41 | -1.68 | -4.30% | |
| HRMY | Harmony Biosciences Holdings, Inc. | 38.76 | 8.04 | 26.17% | |
| IMMX | Immix Biopharma, Inc. | 7.68 | 4.35 | 130.63% | |
| BHVN | Biohaven Ltd. | 15.42 | 1.47 | 10.54% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.