FYI
In the Acadia Q & A session after the last update several comments from that session have roughly been extracted below and further makes me question the reasoning behind the Daybue revenue downward guidance revision:
*7% gain in Daybue bottle sales reflects increase in volume and patient growth.
*4% price rise achievement this quarter will flow through going forward.
*30% of patients have accessed therapy but we have prescriptions for more than that quantity.
*Increasing our metrics will get us to the high end of our[revised] range.
*End of the first quarter hit a low point for patients which are now increasing.
*We are seeing some patients come back into therapy[restarts]
From the above the bottle sales metric is one KPI that should be highlighted in every Acadia and Neuren update as it clearly cuts through a lot of confusing patient data and is a black and white number.
Nuplazid received an earnings despite the note below:
Acadia faces serious competition from other players in the market developing therapies for CNS indications, an example being Axsome Therapeutics AXSM. Axsome has a core CNS product candidates’ portfolio, comprising AXS-05, AXS-07, AXS-12 and AXS-14, which are being developed for multiple CNS indications. Last year, the FDA approved Axsome’s Auvelity (AXS-05) for the treatment of adults with major depressive disorder. A prospective approval for Axsome’s other candidates will create significant competition for Acadia’s Nuplazid and other products
Kens
- Forums
- ASX - By Stock
- NEU
- Share Price
Share Price, page-11124
-
- There are more pages in this discussion • 745 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add NEU (ASX) to my watchlist
(20min delay)
|
|||||
Last
$13.76 |
Change
0.150(1.10%) |
Mkt cap ! $1.758B |
Open | High | Low | Value | Volume |
$13.60 | $14.00 | $13.51 | $5.043M | 365.4K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 3816 | $13.73 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$13.78 | 2834 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 1000 | 13.620 |
2 | 733 | 13.510 |
7 | 9120 | 13.500 |
1 | 1000 | 13.480 |
1 | 50 | 13.420 |
Price($) | Vol. | No. |
---|---|---|
13.960 | 2652 | 1 |
14.000 | 6595 | 2 |
14.110 | 1000 | 1 |
14.120 | 493 | 1 |
14.250 | 1000 | 1 |
Last trade - 16.10pm 13/09/2024 (20 minute delay) ? |
Featured News
NEU (ASX) Chart |
The Watchlist
LPM
LITHIUM PLUS MINERALS LTD.
Simon Kidston, Non--Executive Director
Simon Kidston
Non--Executive Director
SPONSORED BY The Market Online