ACADIA Pharmaceuticals: Strong Growth and Undervalued Pipeline Supports Buy Rating

ACADIA Pharmaceuticals' strong growth and undervalued pipeline have led Leerink Partners analyst Marc Goodman to maintain a Buy rating. The company reported a robust quarter with significant growth in Nuplazid and Daybue sales, and the expansion of the sales force has driven a record high in unique patients on Daybue therapy. Goodman believes the current pipeline is undervalued, presenting a favorable risk/reward scenario. Goodman has a 4-star rating on TipRanks with an average return of 5.0% and a 47.26% success rate.

Leerink Partners analyst Marc Goodman has maintained his bullish stance on ACADIA Pharmaceuticals (ACAD), giving the stock a Buy rating. Goodman's optimism is driven by the company's robust second-quarter performance and the potential of its undervalued pipeline [1].

ACADIA Pharmaceuticals reported significant growth in both Nuplazid and Daybue sales, with Nuplazid increasing by 7% and Daybue by 14% year over year. The expansion of the sales force has led to a record high in unique patients on Daybue therapy, with discontinuation rates remaining below 10%, indicating sustained growth prospects for the franchise [1]. Goodman believes the current pipeline is undervalued, presenting a favorable risk/reward scenario, particularly with upcoming data expected in early 4Q25 [1].

The company's strong performance is reflected in its Q2 2025 earnings report, where it reported earnings of 16 cents per share, beating the Zacks Consensus Estimate of 14 cents. Total revenues of $264.6 million surpassed the Zacks Consensus Estimate of $260 million, driven primarily by Nuplazid and Daybue sales [2]. The company's financial results also reflect the impact of increased expenditures for both products, including the planned expansion of the Daybue commercial team [2].

ACADIA Pharmaceuticals' CEO Catherine Owen Adams highlighted the company's commercial strength, clinical pipeline, and global expansion momentum. The company's R&D strategy includes the COMPASS PWS Phase 3 study of ACP-101 in Prader-Willi Syndrome, with top-line results expected in the fourth quarter of 2025. The company also achieved two significant patent litigation wins, securing market exclusivity for Nuplazid [3].

Goodman's 4-star rating on TipRanks, with an average return of 5.0% and a 47.26% success rate, adds credibility to his Buy rating [1]. Another analyst, Citizens JMP, also maintained a Buy rating on the stock with a $38.00 price target [1].

References:
[1] https://www.tipranks.com/news/ratings/acadia-pharmaceuticals-strong-growth-and-undervalued-pipeline-support-buy-rating-ratings
[2] https://finance.yahoo.com/news/acadia-q2-earnings-beat-nuplazid-140400487.html
[3] https://www.ainvest.com/news/instagram-rolls-features-personalized-content-discovery-sharing-2508/