Every material Form 8-K Acadia Pharmaceuticals has filed with the SEC since November 20, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Acadia reported third-quarter 2026 GAAP total revenues of $342 million, up 23% from a year earlier, with DAYBUE net sales up 39% to $140 million. Net income fell to $54 million, or $0.31 per diluted share, from $72 million, or $0.42, a year earlier. The company raised its 2026 DAYBUE net sales guidance and narrowed its total revenue range, while lowering its R&D expense guidance.
Q3 2026 GAAP total revenues were $342 million, up from $279 million in Q3 2025; NUPLAZID net sales were $202 million and DAYBUE net sales were $140 million.
Q3 2026 net income was $54 million, or $0.31 per diluted share, versus $72 million, or $0.42 per diluted share, in Q3 2025.
2026 DAYBUE net sales guidance raised to $505 to $520 million from $480 to $510 million; total revenue guidance narrowed to $1.265 to $1.295 billion from $1.24 to $1.30 billion.
Cash, cash equivalents and investment securities were $976 million at September 30, 2026, up from $820 million at December 31, 2025.
Acadia Pharmaceuticals said Elizabeth H.Z. Thompson, its Executive Vice President and Head of Research and Development, is retiring from her employee role effective October 23, 2026. She will remain with the company as a consultant, providing limited services through December 31, 2026, and the company is searching for a replacement.
Dr. Elizabeth H.Z. Thompson informed the company of her planned retirement on April 27, 2026, for personal reasons
Effective October 23, 2026, she no longer serves as an employee or as Head of Research and Development
She will be retained as a consultant and intends to provide limited consulting services through December 31, 2026
The company is in the process of identifying a replacement Head of Research and Development
Acadia Pharmaceuticals reported second-quarter 2026 GAAP total revenues of $308 million, up 16% from a year earlier, and net income of $32 million, or $0.18 per diluted share, compared with $27 million, or $0.16, in the same quarter of 2025. The company raised its full-year 2026 total revenue guidance to $1.24 billion to $1.30 billion, and both revenue and profit improved for shareholders in the period.
Q2 2026 GAAP total revenues were $308 million, up 16% from $265 million; DAYBUE net product sales rose 30% to $125 million.
Full-year 2026 total revenue guidance was raised to $1.24 billion to $1.30 billion, from $1.22 billion to $1.28 billion.
Full-year 2026 R&D expense guidance was lowered to $355 million to $380 million, from $385 million to $410 million.
Cash, cash equivalents and investment securities totaled $956 million at June 30, 2026, up from $820 million at December 31, 2025.
At its May 29, 2026 annual meeting, Acadia Pharmaceuticals stockholders elected three Class I directors, approved an advisory vote on executive compensation, ratified Ernst & Young LLC as auditor for 2026, and approved an amendment to the 2024 Equity Incentive Plan. The amendment increases the shares authorized for issuance under the plan by 5,209,670, which expands the pool available for equity awards.
Plan amendment adds 5,209,670 authorized shares; approved with 147,258,860 for and 3,096,136 against.
Directors elected to terms ending at the 2029 annual meeting: James M. Daly (146,927,745 for), Edmund P. Harrigan, M.D. (128,460,130 for), Adora Ndu, Pharm.D., J.D. (134,540,552 for).
Executive pay approved on an advisory basis with 148,265,173 for and 1,911,358 against.
Ernst & Young LLC ratified as independent auditor for the fiscal year ending December 31, 2026, with 157,409,378 for.
Acadia Pharmaceuticals reported first quarter 2026 total revenues of $268 million, up 10% from a year earlier, led by DAYBUE sales of $101 million. Net income fell to $4 million, or $0.02 per diluted share, from $19 million, or $0.11, as selling, general and administrative expenses rose to $171 million from $126 million. The company reaffirmed its full year 2026 guidance, so shareholders see higher sales alongside lower profit.
Total revenues were $268 million, up 10% from $244 million in Q1 2025; DAYBUE net sales rose 20% to $101 million and NUPLAZID GAAP net sales rose 5% to $167 million.
Net income was $4 million, or $0.02 per diluted share, versus $19 million, or $0.11, in Q1 2025.
SG&A expense rose to $171 million from $126 million, mainly from investments to support NUPLAZID and DAYBUE growth.
2026 guidance was reaffirmed, including total revenues of $1.22 to $1.28 billion; cash, cash equivalents and investment securities totaled $851 million at March 31, 2026.
Acadia Pharmaceuticals said its Head of Research and Development, Elizabeth H.Z. Thompson, Ph.D., plans to retire for personal reasons. She will stay in the role until a successor is appointed and then serve as a consultant through at least the end of 2026, including through the planned Phase 2 readout of remlifanserin in Alzheimer's disease psychosis. The filing matters to shareholders because it changes leadership of the company's research program during a key clinical period.
Dr. Thompson informed the company of her planned retirement on April 27, 2026, and the company announced it on April 30, 2026.
She will remain Head of Research and Development until a successor is appointed, then serve as a consultant through at least the end of 2026.
The company has initiated a search for a replacement; no successor is named in the filing.
The Phase 2 remlifanserin study in Alzheimer's disease psychosis continues to recruit and remains blinded, and the company does not yet know outcomes.
Acadia Pharmaceuticals appointed Jonathan M. Poole as a director on March 3, 2026, filling a board vacancy, and named him to the Audit Committee effective immediately. The filing details his director pay and an initial equity grant with a target value of $200,000, plus a prorated annual grant of $95,300, which adds to the board's composition and compensation terms but does not report any financial results.
Poole appointed to the Board on March 3, 2026 as a Class II director, with a term expiring at the 2027 Annual Meeting of Stockholders
Annual cash retainers of $50,000 for board service and $12,500 for Audit Committee membership, prorated per the Policy
Initial equity grant with target fair value of $200,000 and prorated annual grant with target fair value of $95,300, both vesting over one year to three years
Future annual equity grant target value of $400,000 starting with the 2026 Annual Meeting of Stockholders
Acadia Pharmaceuticals reported fourth-quarter 2025 GAAP revenue of $284 million, up 9% from a year earlier, and full-year 2025 GAAP revenue of $1.07 billion, up 12%. Fourth-quarter net income was $274 million, or $1.60 per diluted share, but it included a non-cash income tax benefit of $250 million, and GAAP NUPLAZID sales were reduced by a $20 million change in estimate for Inflation Reduction Act rebates. The company also issued full-year 2026 GAAP revenue guidance of $1.22 to $1.28 billion.
Q4 2025 GAAP total revenues were $284 million, up from $259.6 million in Q4 2024; FY 2025 revenues were $1.07 billion, up 12%.
Q4 2025 net income was $274 million, or $1.60 per diluted share, versus $144 million, or $0.86, a year earlier; the quarter included a $250 million non-cash tax benefit.
Q4 2025 GAAP NUPLAZID net sales were $174 million, including a $20 million IRA rebate change in estimate; non-GAAP adjusted sales were $189 million.
2026 GAAP guidance: total revenues of $1.22 to $1.28 billion, NUPLAZID net sales of $760 to $790 million, DAYBUE net sales of $460 to $490 million.
At the J.P. Morgan Healthcare Conference on January 13, 2026, Acadia Pharmaceuticals said it anticipates 2025 net sales will exceed $1 billion, consistent with its prior guidance. The company also posted a corporate slide presentation on its investor website.
Acadia anticipates 2025 net sales will exceed $1 billion.
The $1 billion figure is consistent with the company's prior guidance; the filing gives no new figures.
The information was presented at the J.P. Morgan Healthcare Conference on January 13, 2026, and a slide presentation was posted at ir.acadia.com.
Acadia Pharmaceuticals reported third quarter 2025 total revenue of $278.6 million, up 11% from a year earlier, and net income of $71.8 million, or $0.42 per diluted share, compared with $32.8 million a year earlier. The company raised its 2025 NUPLAZID net product sales guidance and lowered the top of its DAYBUE sales range while narrowing it; the net income gain includes a one-time tax benefit.
Q3 2025 total revenue of $278.6 million, up 11% year-over-year; NUPLAZID sales $177.5 million and DAYBUE sales $101.1 million
Q3 net income of $71.8 million ($0.42 diluted) vs. $32.8 million ($0.20) in Q3 2024, including a one-time tax benefit tied to the One Big Beautiful Bill Act
2025 total revenue guidance of $1.070 to $1.095 billion, vs. prior $1.045 to $1.095 billion; NUPLAZID guidance raised to $685 to $695 million from $665 to $690 million
Cash, cash equivalents and investment securities of $847.0 million at September 30, 2025
Acadia Pharmaceuticals said director Daniel B. Soland resigned from its Board and from his role as Chair of the Nominating and Corporate Governance Committee, effective October 30, 2025. The filing states the resignation was not due to any dispute or disagreement with the company or the Board about its operations, policies or practices.
Daniel B. Soland notified the Board of his resignation on October 28, 2025.
Resignation is effective October 30, 2025, and covers his Board seat and his committee membership and chair role.
The filing says the resignation involved no dispute or disagreement with the company or the Board.
Acadia Pharmaceuticals reported second-quarter 2025 total revenue of $264.6 million, up 9% from a year earlier, driven by growth in NUPLAZID and DAYBUE sales. Net income fell to $26.7 million, or $0.16 per share, because the effective tax rate rose, and the company raised the low end of its 2025 NUPLAZID sales guidance and its total revenue guidance.
Total revenue was $264.6 million, up 9% from $242.0 million in the second quarter of 2024.
Net income was $26.7 million, or $0.16 per diluted share, versus $33.4 million, or $0.20 per share, a year earlier.
Full-year 2025 total revenue guidance low end raised to $1.045 billion from $1.030 billion; NUPLAZID net sales guidance low end raised to $665 million; other guidance reiterated.
Top-line results from the COMPASS PWS Phase 3 study of ACP-101 are expected in early Q4 2025.
On May 16, 2025, a U.S. District Court in Delaware ruled in Acadia's favor on both infringement and validity in its '721 formulation patent case over Nuplazid (pimavanserin) against Aurobindo and MSN. The same week, Acadia agreed to a 12-year, two-month lease for about 52,771 square feet in Princeton, New Jersey, and will end its current 502 Carnegie Center lease after the new lease begins.
Court ruling date: May 16, 2025, in the U.S. District Court for the District of Delaware, covering both infringement and validity arguments
Defendants in the patent case: Aurobindo Pharma Limited and its affiliate, and MSN Laboratories Private Ltd. and its affiliate
210 Lease: about 52,771 square feet, term of 12 years and 2 months, commencing no later than January 1, 2026, with first-year payment of $1,899,756
Maximum landlord contribution of $5,277,100 for improvements, with a possible $2,638,550 supplemental contribution repayable with 8.00% interest
Acadia Pharmaceuticals reported first quarter 2025 total revenues of $244.3 million, up 19% from a year earlier, and net income of $19.0 million, or $0.11 per diluted share, compared with $16.6 million, or $0.10 per share, in the first quarter of 2024. The company reiterated most of its full year 2025 guidance but raised its R&D expense range to $330 million to $350 million, citing the accelerated timing of the ACP-101 Phase 3 study.
Total revenues of $244.3 million, up 19%; NUPLAZID net product sales of $159.7 million, up 23%; DAYBUE net product sales of $84.6 million, up 11%
Net income of $19.0 million, or $0.11 per diluted share, versus $16.6 million, or $0.10 per share, a year earlier
Full year 2025 R&D expense guidance raised to $330 million to $350 million from $310 million to $330 million; other guidance reiterated
Cash, cash equivalents and investment securities of $681.6 million at March 31, 2025, down from $756.0 million at December 31, 2024, after $98.8 million in payments to Neuren
Acadia Pharmaceuticals reported fourth-quarter and full-year 2024 results, with total revenue of $957.8 million for the year and net income of $226.5 million, compared with a net loss of $61.3 million in 2023. The full-year profit includes a one-time $146.5 million gain from the sale of a rare pediatric disease priority review voucher. The company also gave full-year 2025 total revenue guidance of $1.03 billion to $1.095 billion.
Full-year 2024 net product sales were $957.8 million, up 32%, with NUPLAZID at $609.4 million and DAYBUE at $348.4 million.
Fourth-quarter 2024 net income was $143.7 million, or $0.86 per diluted share, compared with $45.8 million, or $0.28 per share, a year earlier.
2025 guidance calls for total revenue of $1.03 billion to $1.095 billion, with NUPLAZID net sales of $650 million to $690 million and DAYBUE net sales (U.S. only) of $380 million to $405 million.
Cash, cash equivalents and investment securities were $756.0 million at December 31, 2024, up from $438.9 million a year earlier.
Acadia Pharmaceuticals completed the sale of its Rare Pediatric Disease Priority Review Voucher on December 11, 2024, after the Hart-Scott-Rodino waiting period expired. The company received $150.0 million at closing, and one third of the net proceeds are payable to Neuren Pharmaceuticals under a 2023 joint venture and license agreement, so shareholders will receive less than the full amount.
Sale closed December 11, 2024, after the Hart-Scott-Rodino waiting period expired.
Company received $150.0 million at closing under the PRV Transfer Agreement dated November 5, 2024.
One third of the net proceeds from the voucher sale are payable to Neuren Pharmaceuticals Limited under a July 13, 2023 agreement.
The voucher was received in March 2023 with FDA approval of DAYBUE (trofinetide) for Rett syndrome.
Acadia Pharmaceuticals said Executive Vice President, Chief Operating Officer and Head of Commercial Brendan Teehan was involuntarily terminated without Cause, effective immediately. Mr. Teehan will stay on as a non-executive employee through December 31, 2024 to help transfer his duties to a successor, and CEO Catherine Owen Adams will assume his responsibilities until one is appointed.
Brendan Teehan's executive role ended effective immediately, per an agreement dated November 18, 2024
Teehan remains a non-executive employee until December 31, 2024 to assist with the transition
CEO Catherine Owen Adams will assume his responsibilities until a successor is appointed
The filing does not name a successor or state the reason for the termination
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