Acadia Pharmaceuticals Inc. · NASDAQ:ACAD
Acadia Pharmaceuticals — Q3 2025 Earnings Presentation
17 slides from Acadia Pharmaceuticals's earnings presentation, Nov 5, 2025
Slide 1: Third Quarter 2025 Earnings Call
Third Quarter 2025 Earnings Call November 5, 2025
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 C H I E F E X E C U TI V E O F F I C E R 4
Slide 5: Third Quarter Highlights and R&D Updates
Third Quarter Highlights R&D Updates 3Q25 sales of $101.1 million, 3Q25 sales of $177.5 million, Initiated a Phase 2 study of up 11% year-over-year up 12% year-over-year ACP-204 for Lewy Body Dementia Psychosis Largest quarter-over-quarter Highest ever quarter for net increase in referrals since pro
Slide 6: Commercial Update
Commercial Update Tom Garner CHIEF COMMERCIAL OFFICER 6
Slide 7: DAYBUE Updates
DAYBUE Updates % NBRx from Community Prescribers 80% $101.1M 1,006 74% record net sales quarter patients treated globally 70% 64% Market Penetration: Persistency: • U.S. overall: ~40% >50% at 12 months 60% • Community setting: ~27% >45% at 18 months Q3 Field Force Execution: Named patient supply • H
Slide 8: NUPLAZID Updates
NUPLAZID Updates NUPLAZID Net Sales 180 177.5M $177.5M +12% 175 net sales YoY growth 170 168.5M Referrals: New Prescriptions: +21% YoY growth +23% YoY growth 165 162.9M Commercial Momentum: 2026 Strategic Investments: 159.7M • Strong HCP and patient • 30% increase in customer- 160 159.2M engagement
Slide 9: R&D Update
R&D Update Elizabeth H.Z. Thompson E X E C U TI V E V I C E P R E S I D E N T | H E A D O F R E S E AR C H AN D D E V E L O P M E N T 9
Slide 10: Neurological and Rare Diseases Pipeline
Neurological and Rare Diseases Pipeline PROGRAM INDICATION MOLECULE DESCRIPTION DISCOVERY IND ENABLING PHASE 1 PHASE 2 PHASE 3 LAUNCHED NEUROLOGICAL DISEASES NUPLAZID® 1 Parkinson's Disease Psychosis 5HT2A inverse agonist and antagonist ACP-204 3 Alzheimer's Disease Psychosis New 5HT2A inverse agoni
Slide 11: Building Momentum Across Our Pipeline
Building Momentum Across Our Pipeline 8 Disclosed and multiple Recent undisclosed programs Phase 2 initiation of ACP-204 in Lewy Body Dementia Psychosis Phase 3 initiation of trofinetide in Japan 5 Additional Phase 2 or Phase 3 study Anticipated starts expected by the end of 2026 4Q25 Phase 2 initia
Slide 12: Financial Update
Financial Update Mark Schneyer CHIEF FINANCIAL OFFICER 12
Slide 13: Q3 2025 Financial Highlights
Q3 2025 Financial Highlights Millions, Except EPS 3Q25 3Q24 YoY Change TOTAL Revenue $278.6 $250.4 11% NUPLAZID $177.5 $159.2 12% DAYBUE $101.1 $91.2 11% R&D $87.8 $66.6 32% SG&A $133.4 $133.3 - EPS (diluted) $0.42 $0.20 110% Cash and Investments Balance $847.0 13
Slide 14: FY 2025 Financial Guidance
FY 2025 Financial Guidance Updated Guidance Prior Guidance NUPLAZID Net Sales $685 to $695 Million $665 to $690 Million NUPLAZID Gross-to-Net 24% to 25% 22.5% to 25.5% DAYBUE Net Sales $385 to $400 Million1 $380 to $405 Million2 DAYBUE Gross-to-Net 22.5% to 23.5% 21.5% to 24.5% Total Revenue $1.070
Slide 15: Concluding Remarks
Concluding Remarks Catherine Owen Adams C H I E F E X E C U TI V E O F F I C E R 15
Slide 16: 2025-2026 Completed and Anticipated Milestones
2025-2026 Completed and Anticipated Milestones 2025 2026 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Phase 3 in Anticipated Filed MAA Named patient supply Japan CHMP Opinion with EMA available in select FIRST PATIENT IN countries ACP-204 Phase 2 in LBDP Phase 2 in ADP TOP-LINE RESULTS (ADP/LBDP) FIRST PATIENT IN ACP-27
Slide 17: Q&A Session
Q&A Session DACADIA ”
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