ACADIA Pharmaceuticals (ACAD) investor relations material

Business overview and recent performance

• Two commercial products, NUPLAZID for Parkinson's disease psychosis and DAYBUE for Rett syndrome, are expected to generate over $1 billion in sales this year.

• Strong quarter with over 20% increase in new patient starts and referrals for NUPLAZID, a brand on the market for nine years.

• DAYBUE saw its largest increase in new referrals since Q3 2024, attributed to expanded U.S. commercial infrastructure.

• Company is cash flow positive, holds over $800 million in cash, and has no debt.

• Guidance for NUPLAZID sales was raised to $685–$695 million for the year.

Commercial strategy and investments

• Renewed investments in branded and unbranded campaigns, including a celebrity partnership, drove awareness and growth for NUPLAZID.

• Field force expansion planned for next year to deepen reach among primary care and nurse practitioners.

• Commercial math supports the investment in expanding the sales footprint to sustain growth.

• DAYBUE's growth strategy focuses on increasing penetration among community physicians and expanding outside the U.S. with an expected European approval next year.

• European launch preparations include building a local team and initiating a named patient supply program.

Product performance and patient impact

• Over 70% of DAYBUE patients remain on therapy for 12 months or longer, indicating sustained benefit.

• Real-world evidence shows continued improvement for patients staying on DAYBUE, with benefits lost if therapy is stopped.

• DAYBUE has reached about 40% of the diagnosed Rett patient population in the U.S., with more patients identified as awareness grows.

• Efforts to educate physicians and families have improved patient persistence and successful restarts after initial side effects.