Acadia Pharmaceuticals (ACAD)
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
$21.24-1.07%
Close 2026-11-05 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
QuarterlyIQ Insights · ACAD
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within health care on a research-validated quality screen. As of 2026-11-04.
The screen ranks ACAD against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated strong grew net income 53% of the time over the next year (vs 42% for the rest of the cohort, n=10089).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
• DAYBUE (including all forms of trofinetide) global net product sales in the range of $505 to $520 million, up from the previous range of $480 to $510 million.
Stated in 4 of 4 supplied quarters. Management reported: “We remain confident that both franchises are on track to achieve our long-term ambition of approximately $1.7 billion in annual net sales in 2028.” “• DAYBUE (including all forms of trofinetide) global net product sales in the range of $505 to $520 million, up from the previous range of $480 to $510 million.”
“• DAYBUE (including all forms of trofinetide) global net product sales in the range of $505 to $520 million, up from the previous range of $480 to $510 million.”
“We remain confident that both franchises are on track to achieve our long-term ambition of approximately $1.7 billion in annual net sales in 2028.”
“Exhibit 99.1 Acadia Pharmaceuticals Reports First Quarter 2026 Financial Results and Reaffirms 2026 Financial Guidance - First quarter DAYBUE ® GAAP net sales of $101 million, up 20% year-over-year;…”
“DAYBUE generated $110 million in fourth-quarter net product sales, driven by expanding reach in the community and continued contribution from named patient supply programs outside the U.S. We are see…”
In Alzheimer’s disease psychosis, we are continuing Phase 3 development of remlifanserin based on Phase 2 results.
Stated in 4 of 4 supplied quarters. Management reported: “In Alzheimer’s disease psychosis, we are continuing Phase 3 development of remlifanserin based on Phase 2 results.” “• Received FDA Fast Track designation for remlifanserin for the treatment of hallucinations and delusions associated with Alzheimer's disease psychosis, recognizing its potential to address a significant unmet medical need.”
“In Alzheimer’s disease psychosis, we are continuing Phase 3 development of remlifanserin based on Phase 2 results.”
• SG&A expense in the range of $665 to $685 million, compared with the previous guidance range of $660 to $700 million.
Stated in 4 of 4 supplied quarters. Management reported: “• SG&A expense in the range of $665 to $685 million, compared with the previous guidance range of $660 to $700 million.” “• SG&A expense in the range of $660 to $700 million.”
“• SG&A expense in the range of $665 to $685 million, compared with the previous guidance range of $660 to $700 million.”
We remain confident that both franchises are on track to achieve our long-term ambition of approximately $1.7 billion in annual net sales in 2028.
Looking ahead, we are excited about the anticipated topline results from our Phase 2 program evaluating remlifanserin in Alzheimer's disease psychosis in the September to October timeframe, which we…
Over the trailing year it converted -17.04x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
12 material management or governance events in the past 24 months, led by executive changes. Historically, Health Care names rated neutral grew net income 46% of the time over the next year (vs 44% for the rest of the cohort, n=13229).
Not investment advice. As of 2026-11-04.
“• Received FDA Fast Track designation for remlifanserin for the treatment of hallucinations and delusions associated with Alzheimer's disease psychosis, recognizing its potential to address a signifi…”
“• Phase 2 topline results readout from the remlifanserin Alzheimer’s disease psychosis study remains on track for August to October 2026 timeframe.”
“• Phase 2 top-line results readout from the remlifanserin Alzheimer’s disease psychosis study remains on track for August to October 2026 timeframe, representing a potential catalyst for the Company…”
“• SG&A expense in the range of $660 to $700 million.”
“• SG&A expense in the range of $660 to $700 million.”
“• SG&A expense in the range of $660 to $700 million.”