Acadia Pharmaceuticals

At the Canaccord conference Acadia Pharmaceuticals highlighted strong commercial momentum for NUPLAZID (annualized revenue run rate of $700 million) and DAYBUE, whose STIX formulation is rapidly gaining market share. The company expects Phase II/III data for remlifanserin in Alzheimer’s psychosis in September/October 2024, seen as an important catalyst. Acadia has roughly $1 billion in cash, plans to launch DAYBUE in Europe after a positive CHMP opinion, and remains open to selective acquisitions. Management cited awareness building, commercial discipline and regulatory uncertainty as key factors for further growth. » Altro su de.investing.com

Acadia Pharmaceuticals shares rose to a 52-week high of around $29.77 and gained 36% over the past six months (YTD +18.23%). For Q2 2026 the company reported revenue of about $308 million, beating the $296 million consensus, driven by strong Daybue sales ($125 million) and stable Nuplazid revenue. Several analysts then raised their price targets (e.g., RBC USD 37, Oppenheimer USD 25, Citizens USD 36) and H.C. Wainwright reiterated a buy recommendation, citing progress in the phase‑2 RADIANT study. InvestingPro rates the stock as undervalued, and the company raised its 2026 guidance, supporting the positive outlook. » Altro su de.investing.com

The FDA has granted fast-track status to Acadia’s compound remlifanserin for the treatment of hallucinations and delusions in Alzheimer’s psychosis. Acadia has completed patient recruitment for the Phase 2 portion of the RADIANT program and expects topline results in September–October 2026; Phase 3 screening and recruitment are already underway. Remlifanserin is an inverse agonist at the 5-HT2A receptor intended to avoid direct dopamine blockade and related safety issues. » Altro su de.investing.com