Acadia Pharmaceuticals
Develops NUPLAZID and DAYBUE for neurological and rare diseases.
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Profile
Develops and sells NUPLAZID for Parkinson’s disease psychosis and DAYBUE for Rett syndrome, with revenue coming from the two medicines. Commercial activity is U.S.-centered, while international expansion and a neurological and rare-disease pipeline depend on regulatory approvals.
Develops and commercializes medicines for neurological and rare diseases. NUPLAZID treats hallucinations and delusions associated with Parkinson’s disease psychosis, while DAYBUE and its STIX powder formulation treat Rett syndrome. Product sales from both franchises generate revenue.
Runs specialized sales, patient-access, and specialty-pharmacy support around both brands. Commercial activity remains centered in the United States; DAYBUE is also approved in Canada and Israel, while broader expansion depends on country-specific regulatory decisions. Remlifanserin leads a clinical pipeline in dementia-related psychosis, alongside candidates for depression and movement disorders.
Relies on third parties for manufacturing and much of preclinical and clinical development. Commercial products, pipeline studies, labeling, promotion, coverage, and reimbursement are subject to extensive regulation, leaving the business dependent on continued adoption of two marketed medicines and on clinical and regulatory outcomes for future products.
Company facts
Key statistics
Year to date +10.8% · Average volume (30d) 1.6M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 25, 2026 | Deutsche Bank | Reiterate | Buy | $37 | $38 |
| Aug 25, 2026 | Morgan Stanley | Reiterate | Equal Weight | $27 | $28 |
| Aug 17, 2026 | UBS | Reiterate | Buy | $40 | $49 |
| Aug 12, 2026 | Needham | Reiterate | Buy | $34 | $41 |
| Aug 10, 2026 | Morgan Stanley | Target | $24 | $27 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 4, 2026Q2 FY26 | $0.07 | $0.18 | +164.1% | $296.6M | $308.0M | +3.8% | +6.08% |
| May 6, 2026Q1 FY26 | $0.04 | $0.02 | −50.0% | $280.3M | $268.1M | −4.3% | +5.03% |
| Feb 25, 2026Q4 FY25 | $0.14 | $1.60 | +1,067.9% | $292.8M | $284.0M | −3.0% | −1.32% |
| Nov 5, 2025Q3 FY25 | $0.14 | $0.26 | +85.7% | $292.6M | $278.6M | −4.8% | −3.05% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $244.3M | $264.6M | $278.6M | $284.0M | $268.1M | $308.0M | |
| Gross profit | $223.9M | $243.8M | $257.0M | $257.8M | $243.3M | $279.6M | |
| Operating income | $19.3M | $32.4M | $35.8M | $17.4M | −$4.6M | $37.8M | |
| Net income | $19.0M | $26.7M | $71.8M | $273.6M | $3.6M | $31.5M | |
| Diluted EPS | $0.11 | $0.16 | $0.42 | $1.60 | $0.02 | $0.18 | |
| Gross margin | 91.7% | 92.2% | 92.2% | 90.8% | 90.8% | 90.8% | |
| Operating margin | 7.9% | 12.2% | 12.8% | 6.1% | -1.7% | 12.3% |
Fiscal years (4-quarter sums)FY21 $484.1M · FY22 $517.2M · FY23 $726.4M · FY24 $957.8M · FY25 $1.07B
Balance sheet, Jun 30, 2026Cash & short-term investments $956.5M · Total debt $73.9M · Total assets $1.74B · Shareholders' equity $1.31B
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 171.24M · Float —
Float — provider float is below the insider stake.
The provider's float is smaller than the insider stake it should exclude, so it is not shown.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Felix J. Baker | 43.29M | 25.40% | 13D | Feb 26, 2026 |
| Baker Bros. Advisors LP | 42.91M | 25.06% | 13F | Aug 14, 2026 |
| BlackRock, Inc. | 22.52M | 13.15% | 13F | Aug 7, 2026 |
| State Street Corp | 9.08M | 5.30% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 8.84M | 5.16% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 6, 2026 | Mark C. Schneyer | officer: EVP, CHIEF FINANCIAL OFFICER | −14,292 | $29.22 |
| Aug 5, 2026 | Mark C. Schneyer | officer: EVP, CHIEF FINANCIAL OFFICER | −5,849 | $29.00 |
| Jul 30, 2026 | Elizabeth H.Z. Thompson | officer: EVP, Head of Research & Dev | −16,558 | $26.13 |
| Jun 26, 2026 | James Kihara | officer: PRINCIPAL ACCOUNTING OFFICER | −11,421 | $26.08 |
| May 26, 2026 | James Kihara | officer: PRINCIPAL ACCOUNTING OFFICER | −5,401 | $21.18 |
Peers
- Neurocrine Biosciences
Commercial CNS peer across movement disorders, MDD, and psychosis
- Axsome Therapeutics
CNS peer in MDD and Alzheimer's neuropsychiatric symptoms
- Teva (ADR)
CNS branded and generic rival in movement disorders and antipsychotics
- Taysha Gene Therapies
Pivotal Rett gene therapy threatens DAYBUE's approved franchise
- Neurogene
Registrational Rett gene therapy competes with DAYBUE
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Acadia Pharmaceuticals | $29.17 | +0.18% | $4.98B | 13.1 | 32.7 | 4.4 | +16.4% |
| Neurocrine Biosciences | $154.94 | +0.57% | $15.49B | 22.6 | 16.9 | 4.6 | +39.5% |
| Axsome Therapeutics | $199.00 | −0.04% | $10.24B | — | 1,707.6 | 13.2 | +44.2% |
| Teva (ADR) | $36.30 | −0.36% | $42.44B | 60.7 | 12.9 | 2.5 | −0.8% |
| Taysha Gene Therapies | $5.87 | +1.73% | $1.85B | — | — | 336.5 | −100.0% |
| Neurogene | $36.58 | +0.16% | $578.0M | — | — | — | — |
| Median | 41.7 | 16.9 | 8.9 | +19.3% |