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ACADIA Pharmaceuticals Inc. (ACAD)
:ACAD

ACADIA Pharmaceuticals (ACAD) AI Stock Analysis

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ACADIA Pharmaceuticals

(NASDAQ:ACAD)

Rating:78Outperform
Price Target:
$25.00
▲(13.02%Upside)
ACADIA Pharmaceuticals displays robust financial performance and momentum, supported by strong product sales and strategic growth initiatives. Legal victories reinforce its market position. Increased R&D spending and sales volatility present minor risks, but the overall outlook remains positive.
Positive Factors
Patent Wins
The recent patent wins allow Acadia sufficient time and resources to focus on the high risk but high growth potential pipeline.
Pipeline Diversification
Acadia's effort in diversifying the current pipeline and expanding to several other neurological and rare disease focused programs is strategically beneficial.
Negative Factors
Market Sentiment
Sentiment is overly negative following recent readouts for Nuplazid and Daybue utilization.
Risk Factors
Risk is seen as largely related to ACP-101, emphasizing the importance of upcoming clinical data for future evaluation.

ACADIA Pharmaceuticals (ACAD) vs. SPDR S&P 500 ETF (SPY)

ACADIA Pharmaceuticals Business Overview & Revenue Model

Company DescriptionACADIA Pharmaceuticals Inc. is a biopharmaceutical company focused on the development and commercialization of innovative medicines to address unmet medical needs in central nervous system disorders. Headquartered in San Diego, California, ACADIA's core product is NUPLAZID (pimavanserin), which is approved for the treatment of hallucinations and delusions associated with Parkinson’s disease psychosis. The company is also involved in advancing a pipeline of product candidates for other neurological and psychiatric conditions.
How the Company Makes MoneyACADIA Pharmaceuticals generates revenue primarily through the sales of its FDA-approved drug, NUPLAZID, which is marketed for the treatment of Parkinson’s disease psychosis. The company also explores additional revenue streams by expanding the indications for NUPLAZID and advancing its pipeline of drug candidates through clinical trials, potentially leading to new product approvals. Additionally, ACADIA may engage in strategic collaborations and partnerships that provide funding, resources, or revenue-sharing opportunities to support its research and development efforts.

ACADIA Pharmaceuticals Key Performance Indicators (KPIs)

Any
Any
Revenue by Product
Revenue by Product
Shows earnings from individual products, highlighting which offerings drive growth and which may need strategic adjustments. This helps assess product portfolio strength and market positioning.
Chart InsightsACADIA Pharmaceuticals is experiencing robust growth in its key products, with NUPLAZID and DAYBUE showing significant revenue increases. NUPLAZID's revenue surged by 23% due to a one-time adjustment, while DAYBUE's sales rose by 11%, despite a sequential decline attributed to seasonality and prior quarter pull-forward. The company is strategically expanding its pipeline and preparing for DAYBUE's European launch, indicating strong future prospects. However, increased R&D expenses and the discontinuation of certain programs highlight ongoing challenges in balancing growth and operational costs.
Data provided by:Main Street Data

ACADIA Pharmaceuticals Earnings Call Summary

Earnings Call Date:May 07, 2025
(Q1-2025)
|
% Change Since: 49.36%|
Next Earnings Date:Jul 30, 2025
Earnings Call Sentiment Positive
The earnings call reflects a positive sentiment with significant revenue growth in key products and accelerated progress in the pipeline, despite some challenges with sequential sales decline and increased R&D expenses.
Q1-2025 Updates
Positive Updates
Strong Revenue Growth
First quarter 2025 revenues reached $244.3 million, up 19% from the previous year.
DAYBUE Sales Increase
DAYBUE sales were $84.6 million in the first quarter, marking an 11% increase from the previous year with 954 unique patients, an all-time record for the brand.
NUPLAZID Revenue Growth
NUPLAZID reported first quarter sales of $159.7 million, up 23% from the prior year, with 6% growth in volume.
Accelerated Pipeline Progress
The timeline for the COMPASS PWS Phase 3 trial has accelerated, with top-line results expected by early fourth quarter 2025.
European Expansion Plans
Preparations for European launch of DAYBUE are underway, with regulatory approval anticipated in Q1 2026.
Negative Updates
Sequential Decline in DAYBUE Sales
DAYBUE sales were down sequentially from the previous quarter due to factors including a $3.5 million pull forward in Q4 and seasonality.
Increased R&D Expenses
R&D expenses rose to $78.3 million, up from $59.7 million in the prior year, due to increased spend on clinical programs.
Discontinuation of Programs
ACADIA has decided to wind down efforts for two programs in collaboration with Stokes Therapeutics due to lack of a viable path forward.
Company Guidance
During ACADIA Pharmaceuticals' first quarter 2025 conference call, the company outlined its strong financial performance and strategic initiatives. The call highlighted a 19% increase in total revenue, reaching $244.3 million, with DAYBUE and NUPLAZID sales rising by 11% and 23%, respectively. DAYBUE achieved $84.6 million in sales with 954 unique patients, while NUPLAZID recorded $159.7 million in revenue. The persistency rate for DAYBUE remained above 50% after 12 months, and NUPLAZID benefited from a one-time gross-to-net adjustment. The company reiterated its full-year guidance for both products and raised its R&D expense projection to $330-350 million. ACADIA also accelerated its COMPASS PWS Phase 3 study timeline, expecting results by the end of 2025. Internationally, plans are underway for DAYBUE's European launch, with anticipated EMA approval in early 2026. The company emphasized its commitment to strategic priorities, including expanding its commercial reach and advancing its pipeline.

ACADIA Pharmaceuticals Financial Statement Overview

Summary
ACADIA Pharmaceuticals demonstrates strong financial health with consistent revenue growth, improved profitability, and positive cash flows. The balance sheet is stable with minimal leverage, although debt levels should be monitored.
Income Statement
85
Very Positive
The company has shown impressive revenue growth with a TTM (Trailing-Twelve-Months) revenue of $996.3 million, up from $957.8 million in the previous year, indicating a strong upward trajectory. The gross profit margin remains robust at approximately 92.0%, reflecting efficient cost management. Net profit margin has improved significantly, turning positive, which highlights enhanced profitability. EBIT and EBITDA margins are also positive, further emphasizing operational improvements.
Balance Sheet
78
Positive
ACADIA Pharmaceuticals demonstrates a healthy balance sheet with a low debt-to-equity ratio, suggesting prudent financial management. The equity ratio is high, indicating a strong reliance on equity financing. Return on Equity (ROE) is positive and improving, showcasing the company's ability to generate returns on shareholders' investments. However, the company's debt levels, while manageable, should be monitored as they have increased slightly.
Cash Flow
80
Positive
The company has achieved positive free cash flow, marking a significant improvement from previous years. Operating cash flow to net income ratio is healthy, suggesting effective cash management. While the free cash flow growth rate has declined slightly in the latest TTM period compared to the previous year, the overall cash flow position is solid, supporting future growth initiatives.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue996.28M957.80M726.44M517.24M484.14M441.75M
Gross Profit917.00M875.96M680.71M507.07M465.00M421.20M
EBITDA96.14M100.16M-67.83M-221.57M-167.09M-286.59M
Net Income228.88M226.45M-61.29M-215.97M-167.87M-281.58M
Balance Sheet
Total Assets1.13B1.19B748.96M587.81M700.12M782.62M
Cash, Cash Equivalents and Short-Term Investments681.58M755.99M438.87M416.82M520.71M631.96M
Total Debt56.01M51.99M57.20M62.00M56.13M44.46M
Total Liabilities367.13M454.96M317.20M187.40M159.23M155.61M
Stockholders Equity765.24M732.79M431.75M400.41M540.89M627.01M
Cash Flow
Free Cash Flow49.60M157.20M-23.35M-114.03M-126.78M-143.75M
Operating Cash Flow148.96M157.72M16.70M-114.03M-125.66M-136.17M
Investing Cash Flow-140.55M-30.54M32.00M73.24M-71.10M192.51M
Financing Cash Flow7.64M6.84M25.13M8.20M18.16M81.00M

ACADIA Pharmaceuticals Technical Analysis

Technical Analysis Sentiment
Positive
Last Price22.12
Price Trends
50DMA
19.28
Positive
100DMA
18.42
Positive
200DMA
17.47
Positive
Market Momentum
MACD
0.72
Positive
RSI
57.84
Neutral
STOCH
49.03
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For ACAD, the sentiment is Positive. The current price of 22.12 is below the 20-day moving average (MA) of 22.13, above the 50-day MA of 19.28, and above the 200-day MA of 17.47, indicating a neutral trend. The MACD of 0.72 indicates Positive momentum. The RSI at 57.84 is Neutral, neither overbought nor oversold. The STOCH value of 49.03 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ACAD.

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.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

ACADIA Pharmaceuticals Peers Comparison

Overall Rating
UnderperformOutperform
Sector (51)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
78
Outperform
$3.70B16.1037.24%22.42%
65
Neutral
$3.95B-58.66%42.77%-51.27%
51
Neutral
$7.41B0.36-61.88%2.33%17.09%1.64%
51
Neutral
$2.19B-103.82%48.04%48.16%
48
Neutral
$2.38B78.99%10238.41%47.67%
45
Neutral
$2.75B-62.46%-43.10%
41
Neutral
$3.05B-30.57%-147.80%
* Healthcare Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
ACAD
ACADIA Pharmaceuticals
22.12
6.08
37.91%
IBRX
ImmunityBio
2.70
-3.57
-56.94%
MRUS
Merus
52.99
-1.46
-2.68%
APLS
Apellis Pharmaceuticals
17.43
-18.86
-51.97%
IMVT
Immunovant
16.10
-11.41
-41.48%
MLTX
MoonLake Immunotherapeutics
47.52
5.72
13.68%

ACADIA Pharmaceuticals Corporate Events

Legal Proceedings
Acadia Pharmaceuticals Wins Patent Case for NUPLAZID
Positive
Jun 10, 2025

On June 9, 2025, Acadia Pharmaceuticals announced that the U.S. Court of Appeals for the Federal Circuit upheld a previous decision by the U.S. District Court for the District of Delaware, confirming the validity of the company’s composition of matter patent for NUPLAZID® (pimavanserin). This legal victory against MSN Laboratories and its affiliate MSN Pharmaceuticals reinforces Acadia’s patent position, potentially strengthening its market position and providing assurance to stakeholders regarding the protection of its intellectual property.

The most recent analyst rating on (ACAD) stock is a Hold with a $20.00 price target. To see the full list of analyst forecasts on ACADIA Pharmaceuticals stock, see the ACAD Stock Forecast page.

Executive/Board ChangesShareholder Meetings
Acadia Pharmaceuticals Holds 2025 Annual Stockholder Meeting
Neutral
May 29, 2025

On May 29, 2025, Acadia Pharmaceuticals Inc. held its 2025 Annual Meeting of Stockholders, where three Class III directors were elected to the Board of Directors to serve until the 2028 Annual Meeting. Additionally, stockholders approved the compensation of the company’s named executive officers and ratified the appointment of Ernst & Young LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2025.

The most recent analyst rating on (ACAD) stock is a Hold with a $20.00 price target. To see the full list of analyst forecasts on ACADIA Pharmaceuticals stock, see the ACAD Stock Forecast page.

Legal ProceedingsBusiness Operations and Strategy
ACADIA Pharmaceuticals Wins Favorable Patent Court Ruling
Positive
May 20, 2025

On May 15, 2025, ACADIA Pharmaceuticals entered into a 12-year lease agreement for new executive office space at 210 Carnegie Center in Princeton, New Jersey, with plans for commercial, research, and development activities. The company will pay an initial annual rent of $1,899,756, with incremental increases, and is responsible for operating expenses and property taxes. Additionally, ACADIA announced a favorable court ruling on May 16, 2025, regarding its formulation patent for NUPLAZID®, securing its position against competitors Aurobindo Pharma and MSN Laboratories.

The most recent analyst rating on (ACAD) stock is a Hold with a $20.00 price target. To see the full list of analyst forecasts on ACADIA Pharmaceuticals stock, see the ACAD Stock Forecast page.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

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.Date of analysis: Jun 11, 2025