Acadia, page-1289

Hi kens, off the top of my head I think the last two quarters were 11% and 8% increases in revenue respectively. If the next report shows another increase of say 10% averaged over the 3 quarters, would you interpret this as moving beyond increased unit sales and actually be reflective of net patient additions?.

Real world data is flowing through to families and caregivers via Acadia and their centres of excellence plus an awareness program renewed with vigour care of Catherine Owen Adams. Anecdotal evidence is also increasing as we've seen with Mel and Katelin that prolonged use is seeing increasing benefits/responses. I listened to the recent podcast posted by @hottod whereby Acadia seemed to have a pretty firm grasp on helping families through the initial dosing period that sees the brunt of side effects which then smooths out. I think I read also that one family had returned to treatment after initial frustration. I suspect we will see more families returning to treatment once they hear/read progress being made by patients remaining on treatment which should improve quarter on quarter revenues.

I'm not sure how much data Deutsche Bank needs to see, but I would be convinced if the forthcoming report and perhaps another 2 quarters showed an average of 8-10% growth that the trajectory is still very much in an upward phase.