DAYBUE has achieved meaningful patient growth for the first time since the second quarter of 2024…
The number of unique patients receiving a DAYBUE shipment reached a record high of 954 in Q1 2025, an increase of 4% from Q4 2024. Discontinuations were down 35% compared to Q4 2024 and down 66% compared with Q1 2024.
This is what we want to see – finally, a modest uptick in patient growth combined with a significant decline (66% YoY) in discontinuation rates.
I note that there’s been a subtle change in Acadia’s presentation approach. DayBue now leads Nuplazid in focus.
On the 1st Quarter Highlights slide (S5), DayBue leads despite the fact that Nuplazid has almost twice the sales and twice the reported Y0Y growth of DayBue.
Again, in the Commercial Update section of the presentation (from Slide 6), DayBue is positioned first.
Very interesting that Acadia has accelerated its timeline for completion and reporting of Phase 3 testing of intranasal carbetocin in the treatment of Prader Willi syndrome.
The trial had an estimated completion date of June next year but Acadia is now shooting to report results likely in October this year.
Acadia had been slightly trailing Aardvaark Therapeutics in its Phase 3 trial in Prader Willi but now Acadia seems set to surge ahead in the race to be second to market behind Soleno.
What would positive Phase 3 results do for Acadia’s market cap?
Soleno is just about to commence US sales of its PWS drug. Soleno has no other approved drugs and appears to have no other drugs in development. It has losses and will have losses for the foreseeable future and it has debt. And it has Acadia and Aardvaark breathing down its neck. Yet it currently has a market cap of US$3.7bn compared with Acadia’s US$2.4bn market cap….
NEU Price at posting:
$12.44 Sentiment: Hold Disclosure: Held
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(20min delay)