Acadia Pharmaceuticals Inc. · NASDAQ:ACAD
Acadia Pharmaceuticals — Q2 2025 Earnings Presentation
20 slides from Acadia Pharmaceuticals's earnings presentation, Aug 6, 2025
Slide 1: Second Quarter 2025 Earnings Call
Second Quarter 2025 Earnings Call AUGUST 6, 2025
Slide 2: Call Agenda
Call Agenda Welcome Al Kildani | Senior Vice President, Investor Relations and Corporate Communications CEO Opening Remarks Catherine Owen Adams | Chief Executive Officer Commercial Update Tom Garner | Executive Vice President, Chief Commercial Officer R&D Update Elizabeth H.Z. Thompson | Executive
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 Q2 Total Revenues of $264.6 million, up 9% year-over-year Q2 2025 sales of $96.1 million, Q2 2025 sales of $168.5 million, up 14% year-over-year up 7% year-over-year Patient uptake continued to grow for the Encouraged by continued growth and recent second successive quarter
Slide 6: Commercial Update
Commercial Update Tom Garner C HI E F C O M M E R C I A L O F F I C E R 6
Slide 7: DAYBUE Second Quarter Updates
DAYBUE Second Quarter Updates KEY DRIVERS ▷ 987 unique patients in the U.S. received DAYBUE, up from 954 in Q1 $96.1M ▷ Long term persistency a key strength: more than 50% at in Q2 Net Product Sales 12 months and now reporting above 45% at 18 months Up 14% vs. Q2 2024 ▷ 70% of active patients have n
Slide 8: Update on DAYBUE Outside United States
Update on DAYBUE Outside United States EU ▷ Named patient supply programs are active through Clinigen ▷ Continuing to build Acadia commercialization team REST OF THE WORLD ▷ Commenced named patient supply of trofinetide for eligible patients based upon healthcare professional requests in in Europe,
Slide 9: NUPLAZID Second Quarter Updates
NUPLAZID Second Quarter Updates KEY DRIVERS ▷ Strong performance across key metrics: $168.5M ▷ Both referrals and new prescriptions increased sequentially from Q1 to Q2 in Q2 Net Product Sales Up 7% year-over-year ▷ Referrals up 17% YoY ▷ Highest number of bottles ever shipped ▷ 17x increase in traf
Slide 10: R&D Update
R&D Update Elizabeth H.Z. Thompson EXECUTIVE VICE PRESIDENT | HEAD OF RESEARCH AND DEVELOPMENT 10
Slide 11: Pipeline Highlights from June 25th R&D Day
Pipeline Highlights from June 25th R&D Day PROGRAM INDICATION MOLECULE DESCRIPTION DISCOVERY IND ENABLING PHASE 1 PHASE 2 PHASE 3 LAUNCHED NEUROLOGICAL DISEASES NUPLAZID Parkinson's Disease Psychosis 5HT2A inverse agonist ACP-204 Alzheimer's Disease Psychosis New 5HT2A inverse agonist ACP-204 Lewy B
Slide 12: Building Momentum Across our Pipeline
Building Momentum Across our Pipeline 9 Disclosed and Anticipated Milestones Multiple undisclosed ▷ 3Q25: Phase 2 initiation of ACP-204 in Lewy Body Dementia Psychosis programs ▷ 3Q25: Phase 3 initiation of trofinetide in Japan 7 5 ▷ Early 4Q25: Top-line Results COMPASS PWS Phase 3 of ACP-101 ▷ 4Q25
Slide 13: Contributing to Scientific Literature for Marketed & Pipeline Products
Contributing to Scientific Literature for Marketed & Pipeline Products IRSF United in Hope AAIC Trofinetide (DAYBUE) ACP-101 ACP-204 ▷ Caregiver-reported ▷ Burden of comorbidities and ▷ Specificity for 5HT2A and outcomes associated behaviors supportive PK profile ▷ Real-world data including ▷ Suppor
Slide 14: Upcoming Phase 3 Results of COMPASS PWS Trial
Upcoming Phase 3 Results of COMPASS PWS Trial ▷ Top-line results expected in early Q4 2025 ▷ Assuming positive data, anticipate filing NDA in Q1 2026 ▷ Potential PDUFA date in 3Q 2026 Prader-Willi Syndrome: ACP-101 (Intranasal Carbetocin) ▷ Hyperphagia is a defining characteristic ▷ Long-acting anal
Slide 15: Financial Update
Financial Update Mark Schneyer C HI E F F I NA NC I A L O F F I C E R 15
Slide 16: Q2 2025 Financial Highlights
Q2 2025 Financial Highlights Millions, Except EPS 2Q25 2Q24 YoY Change TOTAL Revenue $264.6 $242.0 9% NUPLAZID $168.5 $157.4 7% DAYBUE $96.1 $84.6 14% R&D $78.0 $76.2 2% SG&A $133.5 $117.1 14% EPS $0.16 $0.20 -20% Cash and Investments Balance $762.0 16
Slide 17: FY 2025 Financial Guidance
FY 2025 Financial Guidance Guidance $665 to $690 Million NUPLAZID Net Sales (Updated from prior guidance of $650 to $690 Million) NUPLAZID Gross-to-Net 22.5% to 25.5% DAYBUE Net Sales* $380 to $405 Million DAYBUE Gross-to-Net 21.5% to 24.5% $1.045 to $1.095 Billion Total Revenue (Updated from prior
Slide 18: Concluding Remarks
Concluding Remarks Catherine Owen Adams = CHIEF EXECUTIVE OFFICER 18
Slide 19: 2025-2026 Completed and Anticipated Milestones
2025-2026 Completed and Anticipated Milestones 2025 2026 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Anticipated Filed MAA Named patient supply available in Approval in with EMA select countries EMA ACP-101 Phase 3 Phase 3 NDA Potential LAST PATIENT IN TOP-LINE RESULTS Filing Approval (PWS) Phase 2 Phase 2 Phase 2 ACP-
Slide 20: Q&A Session
Q&A Session 20
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