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    New DAYBUE STIX Rett Syndrome Formulation Might Change The Case For Investing In ACADIA Pharmaceuticals (ACAD)

    Simply Wall St·12/16/2025 20:23:05
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    • Acadia Pharmaceuticals recently received U.S. FDA approval for DAYBUE STIX, a dye- and preservative-free powder formulation of trofinetide to treat Rett syndrome in patients aged two and older, offering an alternative to the existing oral solution.
    • The new bioequivalent formulation is designed to improve flexibility around dose volume and taste, which may help more patients start and stay on therapy.
    • We’ll now explore how the FDA approval of the more flexible DAYBUE STIX powder formulation could influence Acadia’s broader investment narrative.

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    ACADIA Pharmaceuticals Investment Narrative Recap

    To own ACADIA, you need to believe it can turn DAYBUE and NUPLAZID into durable, cash generative franchises while broadening its CNS and rare disease portfolio. The DAYBUE STIX approval supports the Rett franchise but does not materially change the near term reliance on NUPLAZID as the key earnings driver or reduce the risk that DAYBUE’s limited patient pool could cap long term upside if adoption or persistency underwhelm.

    The most directly connected development is H.C. Wainwright’s higher US$37 price target following the DAYBUE STIX approval, which reflects how some analysts see improved treatment flexibility as supportive of patient retention ahead of the 2026 rollout. For investors, this sits alongside ACADIA’s raised 2025 revenue guidance of US$1,070 million to US$1,095 million as they weigh how much incremental value a second DAYBUE formulation can realistically unlock.

    Yet investors should also be aware that if DAYBUE uptake stalls or persistency weakens, especially despite DAYBUE STIX’s added flexibility, then...

    Read the full narrative on ACADIA Pharmaceuticals (it's free!)

    ACADIA Pharmaceuticals’ narrative projects $1.4 billion revenue and $306.0 million earnings by 2028.

    Uncover how ACADIA Pharmaceuticals' forecasts yield a $29.32 fair value, a 8% upside to its current price.

    Exploring Other Perspectives

    ACAD 1-Year Stock Price Chart
    ACAD 1-Year Stock Price Chart

    Six members of the Simply Wall St Community value ACADIA anywhere between US$18.12 and US$213.97 per share, underscoring just how far opinions can diverge. Against that backdrop, the DAYBUE and NUPLAZID growth narrative, along with concentration risk around NUPLAZID, gives you important context to compare these views and explore several alternative scenarios for the business.

    Explore 6 other fair value estimates on ACADIA Pharmaceuticals - why the stock might be worth over 7x more than the current price!

    Build Your Own ACADIA Pharmaceuticals Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.