NASDAQ$ACAD

ACADIA Pharmaceuticals Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Acadia Pharmaceuticals reported strong Q2 2023 results driven by the successful launch of DAYBUE and continued growth of NUPLAZID.

Acadia Pharmaceuticals reported a net income of $1.1 million for the second quarter of 2023, driven by strong performances from both the DAYBUE and NUPLAZID franchises. Total net product sales were $165.2 million, with NUPLAZID contributing $142.0 million and DAYBUE contributing $23.2 million.

  • Total net product sales reached $165.2 million, reflecting growth from both NUPLAZID and DAYBUE.
  • DAYBUE launch is off to a highly successful start with broad demand.
  • NUPLAZID franchise is increasingly profitable and gaining market share.
  • Completed enrollment in Phase 3 clinical trial for negative symptoms of schizophrenia, with results expected in Q1 2024.

Headline financials

Total Revenue

$165M

Previous: $135M+22.8%
EPS (adj)

$0.01

Previous: -$0.21+104.8%
Free Cash Flow

$1.11M

Previous: -$34M+103.3%
Net Income

$1.11M

Previous: -$34M+103.3%
Operating Income

$3.04M

Previous: -$33.7M+109.0%
Gross Profit

$158M

Previous: $132M+19.6%
Cash & Equivalents

$375M

Previous: $436M-14.0%
Total Assets

$643M

Previous: $613M+4.9%
Stock-Based Comp

$15.2M

Previous: $20.5M-26.1%

Revenue & EPS history

ACADIA · Revenue · Quarterly

$165M

Q2 2023+22.8%vs Q2 2022
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

ACADIA · $165M total across 2 segments · Q2 2023

  • NUPLAZID
    $142M+5.5%
  • DAYBUE
    $23.2M

Forward guidance

Acadia Pharmaceuticals provided financial guidance for the third quarter and full year of 2023.

Tailwinds

  • DAYBUE third quarter net sales in the range of $45 to $55 million.
  • NUPLAZID full year net sales in the range of $530 to $545 million.

Headwinds

  • R&D expense in the range of $335 to $355 million, which has been adjusted for the $100 million upfront payment to Neuren in July for the expanded licensing agreement.
  • SG&A expense range increased to $380 to $400 million due to higher operating costs as a result of favorable business performance, including employee retention costs as well as DAYBUE incentive compensation and investments in patient support services.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

-0.9%

Avg return

Earnings day

-0.4%

Avg return

5 days after

-1.6%

Avg return

30 days after

42%

27 / 65 earnings

Positive

+23.7%

Q3 2016

Best reaction

-22.9%

Q4 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-3.9%-2.5%-3.6%
Q4 2025-1.4%-9.9%-16.9%
Q3 2025-2.9%+6.2%+22.9%
Q1 2025+14.4%+16.1%+48.4%
Q4 2024+1.8%-3.9%-10.2%
Q3 2024+14.7%+21.8%+15.2%
Q2 2024-17.6%-15.1%-11.9%
Q1 2024-11.8%-12.0%-13.7%
Q4 2023-8.3%-7.3%-28.6%
Q3 2023+5.0%+2.5%-1.4%
Q2 2023-6.0%-7.4%-4.0%
Q1 2023-2.3%-2.1%+12.3%
Q4 2022+9.4%+7.5%+0.3%
Q3 2022-6.6%-8.6%-0.6%
Q2 2022-1.3%-0.2%+2.5%
Q1 2022-4.9%-17.3%-9.6%
Q4 2021-2.2%-6.2%-4.8%
Q3 2021+7.7%+3.1%+8.8%
Q2 2021-11.0%-11.4%-22.4%
Q1 2021+7.3%+7.7%+21.4%
Q4 2020-4.9%-0.4%-48.0%
Q3 2020+4.2%+7.4%+16.4%
Q2 2020+0.3%-5.1%-12.1%
Q1 2020+5.3%+2.5%-5.3%
Q4 2019-3.9%+7.6%-4.5%
Q3 2019+0.4%+0.4%+7.2%
Q2 2019+14.7%+14.4%+10.6%
Q1 2019+6.0%+11.4%-0.2%
Q4 2018+7.5%+12.0%+12.2%
Q3 2018-7.7%-12.9%-12.7%
Q2 2018-2.0%+0.7%-1.1%
Q1 2018+15.6%+15.8%+14.3%
Q4 2017-22.9%-26.8%-30.5%
Q3 2017-9.6%-12.1%-7.6%
Q2 2017+8.6%+2.1%+17.1%
Q1 2017-8.6%-8.7%-17.8%
Q4 2016-8.1%-7.4%-14.4%
Q3 2016+23.7%+32.8%+24.9%
Q2 2016-1.8%-10.3%-15.0%
Q1 2016+0.4%
Q4 2015+2.2%
Q3 2015-13.1%
Q2 2015-17.8%
Q1 2015+3.2%
Q4 2014+1.5%
Q3 2014-0.7%
Q2 2014+3.1%
Q1 2014-8.4%
Q4 2013-4.8%
Q3 2013-7.8%
Q2 2013-5.6%
Q1 2013-4.4%
Q4 2012-6.0%
Q3 2012+11.0%
Q2 2012-0.7%
Q1 2012+0.0%
Q4 2011+0.6%
Q4 2009+0.6%
Q3 2011-5.0%
Q4 2010-2.9%
Q2 2011-2.9%
Q1 2011-4.1%
Q3 2010+1.4%
Q2 2010-7.5%
Q1 2010+11.5%

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