FYIIn the Acadia Q & A session after the last update several...

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