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.
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- Ann: DAYBUE net sales US$87.1 million in Q4 2023
Ann: DAYBUE net sales US$87.1 million in Q4 2023, page-74
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$20.96 |
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Open | High | Low | Value | Volume |
$22.50 | $22.70 | $20.28 | $24.29M | 1.141M |
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No. | Vol. | Price($) |
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1 | 259 | $20.95 |
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Price($) | Vol. | No. |
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1 | 1 | 21.300 |
2 | 813 | 21.110 |
1 | 47 | 21.000 |
1 | 48 | 20.970 |
Price($) | Vol. | No. |
---|---|---|
19.920 | 235 | 1 |
19.990 | 38 | 3 |
20.000 | 5615 | 5 |
20.150 | 117 | 1 |
20.970 | 70 | 1 |
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