FYI
The following may be of interest compiled from the latest Acadia update:
*1250 patients [25.0%] of the currently identified Retts patients in the US have been treated with Daybue.
*862 patients from the above group are currently being treated with Daybue leaving 388 patients [31.0%] no longer under treatment. This is a minimum drop- out rate as it includes all the new patients enrolled in the past 6 weeks.
*QI 2024 revenue was down 12.8% compared to Q4 2023 for a variety of subjective reasons.This is more than the revenue guidance miss suggests.
*According to Neuren gross to net discounting was higher in Q1 2024 than the previous quarter. No guide as to split between the Insured/Medicaid [discounted] patients has been indicated. Culper did not even mention discounting as a downside issue.
*Using the Q1 2024 revenue of $75.9M as a base Daybue sales have to increase in 9 months by between 21.9% and 38.3% off that base number to meet Acadias full year revenue guidance.
Kens
Neuren Media and Analyst Coverage, page-954
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