Acadia Pharmaceuticals Inc. · NASDAQ:ACAD
Acadia Pharmaceuticals — Q2 2026 Earnings Presentation
21 slides from Acadia Pharmaceuticals's earnings presentation, Aug 4, 2026
Slide 1: Second Quarter 2026 Earnings Call
Second Quarter 2026 Earnings Call August 4, 2026
Slide 2: Call Agenda
Call Agenda Welcome Financial Update Al Kildani Mark Schneyer Senior Vice President, IR and Corporate Communications Executive Vice President, Chief Financial Officer CEO Opening Remarks Closing Remarks Catherine Owen Adams Catherine Owen Adams Chief Executive Officer Chief Executive Officer Commerc
Slide 3: Forward Looking Statements
Forward Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include all statements other than statements of historical fact and can be identified by terms such as “may,” “will,
Slide 4: Opening Remarks
Opening Remarks Catherine Owen Adams CHIEF EXECUTIVE OFFICER 4
Slide 5: Second Quarter Highlights
Second Quarter Highlights R&D Q2 sales $125M, Q2 sales $183M, Enrollment completed in +30% YoY +10%* YoY RADIANT Phase 2 study of remlifanserin in ADP CHMP positive opinion; Momentum in new patient awaiting EC decision prescriptions and early impact Topline results expected from expanded field force
Slide 6: Commercial Update
Commercial Update Tom Garner CHIEF COMMERCIAL OFFICER 6
Slide 7: DAYBUE Updates
DAYBUE Updates DAYBUE Net Sales $125M +30% 125 +13% $125M +30% +12% Q2 Net Sales YoY Growth • Strong sales growth driven almost entirely by 100 $96M volume • DAYBUE STIX adoption exceeding expectations 75 • Foundational standard of care in Rett syndrome 50 2Q25 2Q26 7
Slide 8: DAYBUE Growth Drivers Support Long-Term Opportunity
DAYBUE Growth Drivers Support Long-Term Opportunity STIX Adoption Building European Expansion Momentum Stronger-than-expected early Awaiting EC decision following adoption driving patient growth positive CHMP opinion 40% of all U.S. DAYBUE patients Germany launch anticipated early Q4 receiving STIX
Slide 9: NUPLAZID Updates
NUPLAZID Updates NUPLAZID Net Sales 200 $183M Q2 Net Sales +10% YoY Growth* $183M +10%* +15% 175 $166M* • Continued momentum in new patient prescriptions; highest volume since 1Q'18 150 • Early, leading indicators support field force expansion strategy 125 • Awareness campaigns driving increased eng
Slide 10: R&D Update
R&D Update Elizabeth H.Z. Thompson EXECUTIVE VICE PRESIDENT | HEAD OF RESEARCH AND DEVELOPMENT 10
Slide 11: Neurological and Rare Diseases Products and Pipeline
Neurological and Rare Diseases Products and Pipeline IND PROGRAM INDICATION MOLECULE DESCRIPTION DISCOVERY PHASE 1 PHASE 2 PHASE 3 LAUNCHED ENABLING Neurological diseases NUPLAZID® Parkinson's Disease Psychosis 5HT2A inverse agonist and antagonist Remlifanserin (ACP-204) Alzheimer's Disease Psychosi
Slide 12: Remlifanserin RADIANT Trial in ADP
Remlifanserin RADIANT Trial in ADP PHASE 2 TWO PHASE 3 STUDIES Double-blind, randomized 1:1:1 PRIMARY ENDPOINT Remlifanserin (60 mg QD) Remlifanserin (60 mg QD) SAPS-H+D total score Remlifanserin (30 mg QD) Remlifanserin (30 mg QD) change from baseline to Week 6 Placebo Placebo Top line data expecte
Slide 13: Advancing a Robust Pipeline with Multiple Value-Driving Milestones
Advancing a Robust Pipeline with Multiple Value-Driving Milestones Ongoing Today 2026 2027 Trofinetide Ph 3 | Rett Syndrome Ph 3 | Readout Regulatory Submission Rett Syndrome | Japan RADIANT P2 | ADP RADIANT Ph 2 | Readout Remlifanserin Ph 2 | LBDP ADP + LBDP Ph 3s | ADP ACP-211 Ph 2 | MDD Ph 2 | Re
Slide 14: Financial Update
Financial Update Mark Schneyer CHIEF FINANCIAL OFFICER 14
Slide 15: Q2 2026 Financial Highlights
Q2 2026 Financial Highlights Millions, Except EPS 2Q26 2Q25 YoY Change TOTAL Revenue $308.0 $262.2* 17% DAYBUE $124.8 $96.1 30% NUPLAZID $183.2 $166.1* 10% R&D $81.6 $78.0 5% SG&A $160.3 $133.5 20% EPS (diluted) $0.18 $0.16 - Cash and Investments Balance 956.5 2* Represents Non-GAAP adjusted figures
Slide 16: FY 2026 Financial Guidance
FY 2026 Financial Guidance Updated Guidance* Prior Guidance* DAYBUE Net Sales1 $480 to $510 Million $460 to $490 Million DAYBUE Gross-to-Net 23% to 25% 22% to 24% NUPLAZID Net Sales $760 to $790 Million $760 to $790 Million NUPLAZID Gross-to-Net 22% to 24% 22% to 24% Total Revenue $1.24 to $1.30 Bil
Slide 17: Concluding Remarks
Concluding Remarks Catherine Owen Adams CHIEF EXECUTIVE OFFICER 17
Slide 18: Acadia is Positioned for the Next Phase of Growth
Acadia is Positioned for the Next Phase of Growth Proven Execution • Strong second quarter performance Commercial momentum • DAYBUE guidance raised; NUPLAZID guidance reaffirmed across both brands Transformational Opportunity • Topline results expected September–October Remlifanserin Phase 2 • Large
Slide 19: Q&A Session
Q&A Session OS ACADIA ©
Slide 20: Appendix
Appendix OK ACADIA
Slide 21: Non-GAAP Reconciliation
Non-GAAP Reconciliation 2Q25 2Q26 GAAP NUPLAZID Net Product Sales $168.5 $183.2 Allocation of 2025 Amount (2.4) — Non-GAAP Adjusted NUPLAZID Net Product Sales $166.1 $183.2 DAYBUE Net Product Sales $96.1 $124.8 Non-GAAP Adjusted Total Revenue $262.2 $308.0 21
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