Acadia Raises 2026 Daybue Sales Outlook

The Tip Desk · November 10, 2026 · 3 min read

Third-quarter GAAP revenues were $342 million as DAYBUE net sales reached $140 million, up 39% from a year earlier.

Acadia Pharmaceuticals Inc. (ACAD), the San Diego biopharmaceutical company, reported third-quarter GAAP total revenues of $342 million, up 23% from $279 million a year earlier, as DAYBUE net sales accelerated and the company lifted its full-year trofinetide outlook.

DAYBUE GAAP net sales were $140 million, up 39% from $101 million in the third quarter of 2025, after 30% year-over-year growth in the second quarter and 20% in the first quarter. Chief Executive Officer Catherine Owen Adams said U.S. DAYBUE performance was supported by meaningful uptake of DAYBUE STIX.

NUPLAZID GAAP net product sales were $202 million, up 14% from $178 million a year earlier, and up 12% versus non-GAAP adjusted sales of $180 million. Sequential NUPLAZID sales had been $183 million in the second quarter and $167 million in the first quarter. Adams said NUPLAZID performance was driven by underlying demand and continued expansion of commercial reach.

The company raised 2026 DAYBUE global net product sales guidance to $505 million to $520 million from the previous range of $480 million to $510 million. It narrowed NUPLAZID net product sales guidance to $760 million to $775 million from $760 million to $790 million, and revised total revenue guidance to $1.265 billion to $1.295 billion from $1.24 billion to $1.30 billion.

Net income was $54 million, or $0.31 a share, compared with $72 million, or $0.42 a share, a year earlier. Research and development expenses were $76 million, compared with $88 million. Selling, general and administrative expenses were $159 million, compared with $133 million. Cash, cash equivalents, and investment securities totaled $976 million at September 30, 2026.

Acadia announced Phase 3-enabling topline results from the Phase 2 RADIANT study of remlifanserin in Alzheimer’s disease psychosis, with consistent efficacy trends at the 60 mg dose across four psychosis scales and a favorable safety profile, and said it is continuing Phase 3 development. Additional data are scheduled for the Clinical Trials on Alzheimer’s Disease conference on November 17.

The company received FDA Fast Track designation for remlifanserin in Lewy body dementia psychosis and said it anticipates a Phase 2 readout in that indication in the fourth quarter of 2027, providing that timing for the first time. It also expects an ACP-211 Phase 2 readout in major depressive disorder in the second half of 2027.

Acadia received European Commission approval for DAYBU in August 2026 and launched it in Germany in early October 2026. It completed a Phase 3 study of trofinetide in Rett syndrome in Japan, said results were consistent with the LAVENDER Phase 3 study, and said it continues to pursue a distribution partner for a planned 2027 regulatory filing and potential 2028 launch. Acadia received allowance for a U.S. patent covering weight-banded dosing of trofinetide, which would extend U.S. patent protections for DAYBUE and DAYBUE STIX through March 2041.

Full-year 2026 R&D expense guidance was lowered to $325 million to $340 million from $355 million to $380 million. SG&A expense guidance was set at $665 million to $685 million, compared with the previous range of $660 million to $700 million.