ACADIA Pharmaceuticals Inc. (ACAD)

Several events have impacted ACADIA Pharmaceuticals' stock price in the past six months. The company reported strong revenue growth driven by the performance of DAYBUE and NUPLAZID, along with pipeline advancements in Q1 2025. ACADIA held its Q2 2025 earnings conference call. ACADIA hosted an R&D Day to discuss its neurological and rare diseases pipeline. The Phase 3 COMPASS PWS trial of intranasal carbetocin (ACP-101) for hyperphagia in Prader-Willi Syndrome did not meet its primary endpoint, leading to a 10% drop in the stock price. The company announced changes to its Chief Financial Officer, effective October 27, 2025. Citigroup initiated coverage of ACADIA Pharmaceuticals with a "Buy" recommendation. ACADIA participated in several investor conferences, including the Morgan Stanley 23rd Annual Global Healthcare Conference, H.C. Wainwright 27th Annual Global Investment Conference, and TD Cowen's 5th Annual Novel Mechanisms in Neuropsychiatry & Epilepsy Summit.

There is an indication of demand seasonality for ACADIA Pharmaceuticals' products. Daybue experienced weaker-than-expected revenue in the first quarter of 2024, which was attributed to seasonal factors that have since been resolved, suggesting that demand for at least some of the company's products may fluctuate with the seasons.

ACADIA Pharmaceuticals Inc. is a biopharmaceutical company focused on developing and commercializing medicines for central nervous system (CNS) disorders and rare diseases, operating within the Healthcare sector, specifically in the Biotechnology: Pharmaceutical Preparations industry. The company discovers, develops, and commercializes small molecule drugs for unmet medical needs in CNS disorders and rare diseases. Its marketed products include NUPLAZID for Parkinson's disease psychosis and DAYBUE for Rett syndrome. ACADIA also has a pipeline of product candidates in various stages of development, including ACP-101 for hyperphagia in Prader-Willi Syndrome, ACP-204 for Alzheimer's disease psychosis and Lewy body dementia psychosis, ACP-711 for essential tremor, ACP-211 for treatment-resistant depression/major depressive disorder, and ACP-2591 for Rett syndrome and fragile X syndrome.

ACADIA Pharmaceuticals Inc. is headquartered in San Diego, California, and primarily markets its products in the United States. Beyond the U.S., ACADIA has an operational presence in Denmark, Switzerland, and the United Kingdom, with employees across six continents. Efforts are underway to expand the global reach of DAYBUE, with a marketing authorization application submitted to the European Medicines Agency (EMA) and anticipated Managed Access Program-related sales in Europe as early as the second quarter of 2025.

ACADIA Pharmaceuticals emphasizes a mission to deliver meaningful innovation for underserved neurological disorders and rare disease communities. The company's values reflect its patient-centric approach. ACADIA has engaged in direct-to-consumer campaigns, including a disease awareness campaign for Parkinson's disease psychosis, to educate patients and caregivers, which has contributed to the strong growth of NUPLAZID. The company's focus on addressing unmet medical needs and its marketing efforts aim to build a positive public image.

ACADIA Pharmaceuticals Inc. is predominantly owned by institutional shareholders, accounting for approximately 88.96% to 101.42% of ownership. Major institutional owners include Baker Bros Advisors LP, BlackRock Inc., Vanguard Group Inc, RTW Investments LP, State Street Corp, Morgan Stanley, and Point72 Asset Management LP. Baker Bros Advisors LP is noted as the largest individual shareholder, holding a significant stake. Insider ownership stands at approximately 38.60%.