Earnings Call Summary | ACADIA Pharmaceuticals(ACAD.US) Q1 2024 Earnings Conference
Earnings Call Summary | ACADIA Pharmaceuticals(ACAD.US) Q1 2024 Earnings Conference
The following is a summary of the ACADIA Pharmaceuticals Inc. (ACAD) Q1 2024 Earnings Call Transcript:
以下是阿卡迪亚制药公司（ACAD）2024年第一季度财报电话会议记录摘要：
Financial Performance:
财务业绩：
ACADIA Pharmaceuticals reported Q1 revenue of $205.8 million, a 74% increase compared to Q1 2023, largely driven by the addition of DAYBUE to their product portfolio.
NUPLAZID franchise contributed $129.9 million in Q1 sales, up 10% from the same period last year.
The company's cash reserves increased by $30 million during Q1, reaching a total of $470.5 million.
R&D expenses for the first quarter decreased to $59.7 million from $69.1 million in Q1 2023, largely due to the commercial supply build of Trofinetide.
阿卡迪亚制药公布的第一季度收入为2.058亿美元，与2023年第一季度相比增长了74％，这主要是由DAYBUE加入其产品组合所推动的。
NUPLAZID特许经营权在第一季度贡献了1.299亿美元的销售额，比去年同期增长了10％。
该公司的现金储备在第一季度增加了3000万美元，总额达到4.705亿美元。
第一季度的研发费用从2023年第一季度的6,910万美元降至5,970万美元，这主要是由于Trofinetide的商业供应增加。
Business Progress:
业务进展：
One in four diagnosed Rett patients have started treatment with DAYBUE, showing significant market penetration within the first year of launch.
The company aims to file DAYBUE applications for regulatory approval in Europe, Japan, and Canada.
ACADIA is also working on new drugs, including its Phase 3 Prader-Willi syndrome program and a Phase 2-Phase 3 program in Alzheimer's disease psychosis.
ACADIA observed higher patient discontinuations for DAYBUE in the initial stages. They aim to improve this by educating caregivers on setting right expectations for time to benefit from DAYBUE.
ACADIA anticipates no impacts on DAYBUE from the development of gene therapies for Rett syndrome and could be prescribed alongside other drugs to deliver additional benefits.
The company is committed to investments for growth, including plans for expansion beyond the U.S. and continuous development of DAYBUE in the U.S.
ACADIA has seen increased patient growth every quarter, especially for the drug NUPLAZID, with expectations for further growth as clinic appointments rebound.
四分之一的确诊Rett患者已经开始使用DAYBUE进行治疗，在上市的第一年内就显示出显著的市场渗透率。
该公司的目标是向欧洲、日本和加拿大提交DAYBUE申请，以获得监管部门的批准。
ACADIA还在研究新药，包括其Prader-Willi综合征的3期计划和针对阿尔茨海默氏病精神病的2期3期计划。
阿卡迪亚观察到，在初始阶段，DAYBUE的患者停药率更高。他们旨在通过教育护理人员设定正确的期望来改善这种状况，以便从DAYBUE中受益的时间。
ACADIA预计，雷特综合征基因疗法的开发不会对DAYBUE产生影响，可以与其他药物一起开处方以提供额外的益处。
该公司致力于投资以促进增长，包括计划向美国以外地区扩张以及在美国持续开发DAYBUE。
阿卡迪亚每个季度的患者增长都有所增加，尤其是药物NUPLAZID，随着诊所预约量的回升，预计患者人数将进一步增长。
More details: ACADIA Pharmaceuticals IR
更多详情： 阿卡迪亚制药IR
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