Update shared on04 Sep 2025
Fair value Increased 0.53%Analysts maintained their price target for ACADIA Pharmaceuticals at $29.95 as strong Daybue growth, favorable Nuplazid patent rulings, and strategic R&D focus offset near-term competitive and pipeline uncertainties.
Analyst Commentary
- Bullish analysts are raising price targets citing strong Daybue growth in Q2, but note further acceleration is needed for material upside.
- Several key upcoming pipeline data readouts in the next 18 months are seen as important catalysts to better understand long-term opportunity.
- Acadia's inaugural R&D Day provided incremental strategic insights, supporting long-term value and highlighting the company's prioritization of R&D efficiency and business development.
- Recent favorable court rulings have upheld Nuplazid's patent exclusivity into 2030 and potentially beyond, enhancing the likelihood of sustained cash flow and providing commercial tailwinds.
- Market competition is expected to increase as Taysha Gene Therapies’ TSHA-102 for Rett syndrome, with promising early data and large sales projections, may challenge Daybue and impact overall market penetration.
What's in the News
- ACADIA Pharmaceuticals raised the low end of its 2025 guidance for NUPLAZID net product sales and total U.S. revenues.
- ACADIA Pharmaceuticals was added to both the Russell 2000 Growth-Defensive Index and the Russell 2000 Defensive Index.
- ACADIA hosted an R&D Day providing updates on its neurological and rare disease pipeline, including ACP-711, with commercial milestones and royalties due to Saniona on future sales.
- The U.S. Court of Appeals affirmed the validity of NUPLAZID's '740 composition of matter patent and a prior District Court ruling upheld the '721 formulation patent, both in litigation against generic drug challengers.
Valuation Changes
Summary of Valuation Changes for ACADIA Pharmaceuticals
- The Consensus Analyst Price Target remained effectively unchanged, at $29.95.
- The Consensus Revenue Growth forecasts for ACADIA Pharmaceuticals remained effectively unchanged, at 11.6% per annum.
- The Net Profit Margin for ACADIA Pharmaceuticals remained effectively unchanged, at 21.61%.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.