Ann: DAYBUE net sales US$87.1 million in Q4 2023, page-74

Ha... I just finished putting something together!

There's been so much emotion and opinion today I thought I'd just stick with what I got from Acadia's Earnings Call. My one comment is that I'm personally not surprised by the price action today - this is how the game is played.

• There’s currently 850 patients on Daybue.
• Persistency rate at 7 months is 63%.
• Compliance rate is 75-80%.
• Current average patient weight is in the low 30kgs (v. 27kg used to estimate average pricing at time of launch).
• Current average patient age is 16 years.
• Zero drop-out rate in the patients who rolled over from the Lilac 2 trial.
• Expected Q1 2024 sales of US$76-82m, reflecting closure of most Rett clinics in January with sales pulled forward into December 23 in anticipation.
• Full FY expectation is US$370-420m, including the US$76-82m estimate for Q1.
• Management sees ample opportunity to continue to grow sales. They expect Daybue sales to increase significantly both over 2024 and in the years to come.