NASDAQ$ACAD

ACADIA Pharmaceuticals Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Acadia Pharmaceuticals reported strong fourth quarter and full year 2024 financial results, with record revenues for both NUPLAZID and DAYBUE, and provided optimistic 2025 guidance.

Acadia Pharmaceuticals closed 2024 with record revenues for both NUPLAZID and DAYBUE in the fourth quarter, contributing to a 32% revenue growth for the full year. The company reported a net income of $143.7 million for Q4 2024, a significant increase from the previous year, and provided strong revenue guidance for 2025.

  • Total revenues for the fourth quarter of 2024 were $259.6 million.
  • Net income for the fourth quarter of 2024 was $143.7 million, or $0.86 per common share.
  • NUPLAZID net product sales increased by 13% to $162.9 million in Q4 2024 compared to Q4 2023.
  • DAYBUE net product sales increased by 11% to $96.7 million in Q4 2024 compared to Q4 2023.

Headline financials

Total Revenue

$260M

Previous: $231M+12.4%
EPS (adj)

$0.86

Previous: $0.28+207.1%
NUPLAZID Non-GAAP Growth

161200000.0%

Previous: 143900000.0%+12.0%
Net Income

$144M

Previous: $45.8M+213.9%
Operating Income

$154M

Previous: $34.9M+339.3%

Revenue & EPS history

ACADIA · Revenue · Quarterly

$260M

Q4 2024+12.4%vs Q4 2023
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

ACADIA · $212M total across 2 segments · Q3 2023

  • NUPLAZID
    $145M+10.8%
  • DAYBUE
    $66.9M

Forward guidance

Acadia Pharmaceuticals provided strong financial guidance for the full year 2025, anticipating continued growth for both NUPLAZID and DAYBUE, along with strategic investments in commercial expansion and pipeline advancement.

Tailwinds

  • Total revenues (U.S. only) are projected to be between $1.03 billion and $1.095 billion.
  • NUPLAZID net product sales are expected to be in the range of $650 million to $690 million.
  • DAYBUE net product sales (U.S. only) are expected to be in the range of $380 million to $405 million.
  • Continued investment in consumer activation to drive market share expansion for NUPLAZID in the US.
  • Expansion of DAYBUE field force in the US and building of EU commercial team for potential trofinetide launch next year.

Headwinds

  • R&D expense is projected to be in the range of $310 million to $330 million, indicating increased investment.
  • SG&A expense is projected to be in the range of $535 million to $565 million, reflecting increased marketing and commercialization costs.
  • Topline readouts for later-stage pipeline programs are not expected until the first half of 2026.
  • Last patient enrollment for COMPASS PWS Phase 3 study is not expected until Q4 2025.
  • Last patient enrollment for RADIANT Phase 2 study is not expected until Q1 2026.

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 Q4 2024

Historical avgQ4 2024

-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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