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.
Ha... I just finished putting something together! There's been...
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Last
$20.96 |
Change
-2.150(9.30%) |
Mkt cap ! $2.676B | |||
| Open | High | Low | Value | Volume |
| $22.50 | $22.70 | $20.28 | $24.29M | 1.141M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 259 | $20.95 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $20.98 | 1641 | 2 |
View Market Depth
| Last trade - 16.10pm 29/05/2024 (20 minute delay) ? |
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Last
$21.07 |
Change
-2.150 ( 9.39 %) |
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| Open | High | Low | Volume | ||
| $22.45 | $22.67 | $20.27 | 399615 | ||
| Last updated 15.59pm 29/05/2024 ? | |||||
| NEU (ASX) Chart |