DAYBUE Q2 2025 net sales US$96.1 million up 14% from Q2 2024
Stock | Neuren Pharmaceuticals Ltd (NEU.ASX) |
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Release Time | 7 Aug 2025, 9:51 a.m. |
Price Sensitive | Yes |
DAYBUE Q2 2025 net sales up 14% from Q2 2024
- Q2 2025 DAYBUE net sales of US$96.1 million, up 14% from Q2 2024
- Record number of patients in the US received DAYBUE shipments
- Acadia completed planned expansion of DAYBUE sales force to accelerate future growth
Neuren Pharmaceuticals (ASX: NEU) reported highlights from the Q2 2025 financial results announcement and conference call of its partner Acadia Pharmaceuticals (Nasdaq: ACAD). Acadia announced Q2 2025 net sales of DAYBUE (trofinetide) of US$96.1 million, up 14% on Q2 2024 and 14% on Q1 2025, primarily due to the growth in unit sales shipped to more unique patients. The number of unique patients receiving a DAYBUE shipment continued to grow and reached a record high of 987, up from 954 in Q1 2025 and 920 in Q4 2024. The persistency rate remains steady above 50% after 12 months of treatment, and 70% of active patients have now been on therapy for 12 months or longer, up from 65%. During the quarter, Acadia completed the planned expansion of its DAYBUE field force by ~30% to accelerate future growth through penetration in the community outside the Rett syndrome centres of excellence. Approximately three-quarters of new patient referrals in Q2 came from the community. Acadia has also strengthened the DAYBUE leadership team with the addition of Allyson McMillian-Youngblood as SVP, Rare Disease Franchise. There is substantial potential for future growth in the US with two-thirds of the 5,500 to 5,800 diagnosed Rett patients yet to try DAYBUE. Outside the US, Acadia continues to build its European commercial team in anticipation of approval of the marketing application for Europe in Q1 2026. Named patient supply programs are now active in Europe through Clinigen, Israel through Rafa and Rest of the World through Farmamondo.
Acadia reiterated its full year 2025 guidance for DAYBUE US net sales of US$380 - 405 million, implying full year 2025 US royalty income for Neuren of A$62 - 67 million.