Record DAYBUE net sales of US$101.1 million in Q3 2025

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Stock Neuren Pharmaceuticals Ltd (NEU.ASX)
Release Time 6 Nov 2025, 9:59 a.m.
Price Sensitive Yes
 Record DAYBUE net sales of US$101.1 million in Q3 2025
Key Points
  • Q3 2025 DAYBUE net sales of US$101.1 million, up 11% from Q3 2024
  • Over 1,000 patients received DAYBUE shipments for the first time
  • 74% of new prescriptions were written by community physicians
Full Summary

Neuren Pharmaceuticals has reported highlights from the Q3 2025 financial results announcement and conference call of its partner Acadia Pharmaceuticals. Acadia announced Q3 2025 net sales of DAYBUE (trofinetide) of US$101.1 million, up 11% on Q3 2024 and up 5% on Q2 2025. For the first time, more than 1,000 patients received DAYBUE shipments. Approximately 74% of the prescriptions to new patients in Q3 2025 were written by physicians in the community setting outside the Rett syndrome centers of excellence, indicating expanded adoption. Q3 2025 also saw the largest quarter-over-quarter increase in patient referrals since launch, driven by Acadia's expanded field force. The long-term persistency rate remained steady above 50% after 12 months of treatment. There is substantial potential for future growth in the US, as overall US penetration reached approximately 40% while community penetration reached approximately 27%. In the European Union, a CHMP opinion on Acadia's marketing application is expected in Q1 2026. Acadia has also commenced a Phase 3 trial in Japan. Named patient supply programs are active across multiple regions including Europe, Israel, Middle East and Latin America.

Guidance

Acadia narrowed its full year 2025 guidance for DAYBUE US net sales to US$385 - 400 million (previously US$380 - 405 million), implying full year 2025 US royalty income for Neuren of A$63 - 66 million (previously A$62 - 67 million).