ACADIA (ACAD) Q4 2025 Earnings Call Transcript
The Motley Fool
by newsfeedback@fool.com (Motley Fool Transcribing)February 25, 2026
AI-Generated Deep Dive Summary
ACADIA (ACAD) reported strong financial performance in its Q4 2025 earnings call, with adjusted total revenue reaching $298 million, a 16% year-over-year increase. This brought annual revenue to $1.08 billion, up 14%. Key drivers included NUPLAZID, which saw net sales of $189 million for the quarter and $692 million annually, reflecting 17% quarterly growth. DAYBUE also contributed significantly, with net product sales of $110 million for the quarter and $391 million for the year, showing steady expansion.
The company highlighted robust demand for NUPLAZID, driven by a 13% volume growth in the quarter. New prescriptions increased by 18%, with 40% coming from new prescribers. This momentum was further supported by a 30% expansion in its field force, enhancing commercial reach to over 11,000 healthcare professionals.
DAYBUE achieved notable progress with FDA approval of its powder formulation and initial patient shipments ahead of the Q2 launch. However, ACADIA faces regulatory challenges in Europe, as the CHMP issued a negative trend vote for trofinetide, potentially delaying EU commercialization. Despite this, management remains confident in its peak sales targets: $1 billion for NUPLAZID by 2028 and $700 million for DAYBUE globally.
ACADIA's pipeline showed promise with four molecules projected to generate up to $11 billion in combined peak sales. Notably, remlofenserin is targeted for potential blockbuster status at $4 billion annually, supported by upcoming Phase 2 and Phase 3 trials expected to deliver results by late 2026-early 2027.
The company's cash position remained strong at $820 million, though investors should monitor risks such as the EU regulatory delay and ongoing competitive pressures. ACADIA's strategic
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Originally published on The Motley Fool on 2/25/2026