Acadia Pharmaceuticals (ACAD)
Develops NUPLAZID and DAYBUE for neurological and rare diseases.
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Develops and sells NUPLAZID for Parkinson’s disease psychosis and DAYBUE for Rett syndrome, with revenue coming from the two medicines. Commercial activity is U.S.-centered, while international expansion and a neurological and rare-disease pipeline depend on regulatory approvals.
Develops and commercializes medicines for neurological and rare diseases. NUPLAZID treats hallucinations and delusions associated with Parkinson’s disease psychosis, while DAYBUE and its STIX powder formulation treat Rett syndrome. Product sales from both franchises generate revenue.
Runs specialized sales, patient-access, and specialty-pharmacy support around both brands. Commercial activity remains centered in the United States; DAYBUE is also approved in Canada and Israel, while broader expansion depends on country-specific regulatory decisions. Remlifanserin leads a clinical pipeline in dementia-related psychosis, alongside candidates for depression and movement disorders.
Relies on third parties for manufacturing and much of preclinical and clinical development. Commercial products, pipeline studies, labeling, promotion, coverage, and reimbursement are subject to extensive regulation, leaving the business dependent on continued adoption of two marketed medicines and on clinical and regulatory outcomes for future products.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 25, 2026 | Deutsche Bank | Reiterate | Rating: —Target: $37 | Target: $38 |
| Aug 25, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $27 | Target: $28 |
| Aug 17, 2026 | UBS | Reiterate | Rating: —Target: $40 | Target: $49 |
| Aug 12, 2026 | Needham | Reiterate | Rating: —Target: $34 | Target: $41 |
| Aug 10, 2026 | Morgan Stanley | Target | Target: $24 | Target: $27 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $956.5M · Total debt $73.9M · Total assets $1.74B · Shareholders' equity $1.31B
- Revenue
- $308.0M
- Operating income
- $37.8M
- Net income
- $31.5M
No dividends on record.
| Institutions | 98.60% | 169.89M shares | |
|---|---|---|---|
| 364 holders · as of Jun 30, 2026 | |||
| Insiders | 0.22% | 379.0K shares | |
| 13 holders · as of Aug 7, 2026 | |||
| Other | 1.18% | 2.04M shares | |
| remainder | |||
172.31M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Baker Bros. Advisors LPInstitution | 24.91% | 42.91M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 13.07% | 22.52M | as of Jun 30, 2026 |
State Street CorpInstitution | 5.27% | 9.08M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.13% | 8.84M | as of Jun 30, 2026 |
RTW Investments, LPInstitution | 4.15% | 7.14M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 6, 2026 | Mark C. Schneyer | officer: EVP, CHIEF FINANCIAL OFFICER | −14,292 | $29.22 |
| Aug 5, 2026 | Mark C. Schneyer | officer: EVP, CHIEF FINANCIAL OFFICER | −5,849 | $29.00 |
| Jul 30, 2026 | Elizabeth H.Z. Thompson | officer: EVP, Head of Research & Dev | −16,558 | $26.13 |
| Jun 26, 2026 | James Kihara | officer: PRINCIPAL ACCOUNTING OFFICER | −11,421 | $26.08 |
| May 26, 2026 | James Kihara | officer: PRINCIPAL ACCOUNTING OFFICER | −5,401 | $21.18 |
- Neurocrine Biosciences
Commercial CNS peer across movement disorders, MDD, and psychosis
- Axsome Therapeutics
CNS peer in MDD and Alzheimer's neuropsychiatric symptoms
- Teva (ADR)
CNS branded and generic rival in movement disorders and antipsychotics
- Taysha Gene Therapies
Pivotal Rett gene therapy threatens DAYBUE's approved franchise
- Neurogene
Registrational Rett gene therapy competes with DAYBUE
CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Acadia Pharmaceuticals | $26.41 | +0.02% | $4.52B | 11.9 | 29.5 | 4.0 | +16.4% |
| Neurocrine Biosciences | $144.04 | +1.27% | $14.48B | 21.1 | 15.6 | 4.3 | +39.5% |
| Axsome Therapeutics | $202.50 | −0.29% | $10.57B | — | 1,211.7 | 13.6 | +44.2% |
| Teva (ADR) | $39.52 | +0.08% | $46.66B | 66.8 | 14.1 | 2.7 | −0.8% |
| Taysha Gene Therapies | $5.13 | −0.48% | $1.61B | — | — | 293.9 | −100.0% |
| Neurogene | $33.68 | +0.30% | $514.7M | — | — | — | — |
| Median | 43.9 | 15.6 | 9.0 | +19.3% |