Q1 2026 DAYBUE net sales US$101m, up 20% from Q1 2025
| Stock | Neuren Pharmaceuticals Ltd (NEU.ASX) |
|---|---|
| Release Time | 7 May 2026, 9:53 a.m. |
| Price Sensitive | Yes |
Neuren Pharmaceuticals Q1 2026 DAYBUE net sales up 20%
- Q1 2026 DAYBUE net sales of US$101 million, up 20% from Q1 2025
- Positive early reception for DAYBUE STIX with >250 prescriptions and >80% caregiver satisfaction
- Delphi expert consensus panel recommended DAYBUE as part of the standard of care for Rett syndrome
Neuren Pharmaceuticals has reported highlights from the Q1 2026 financial results announcement and conference call of its partner, Acadia Pharmaceuticals. Acadia announced Q1 2026 net sales of DAYBUE (trofinetide) of US$101 million, up 20% on Q1 2025 -- the highest year-on-year growth since Q3 2024. Acadia reaffirmed its full-year 2026 guidance for DAYBUE net sales of US$460-490 million. A Delphi expert consensus panel recently recommended DAYBUE as part of the standard of care for eligible patients with Rett syndrome. DAYBUE STIX, the new powder formulation of trofinetide, was launched on a limited basis in the US during Q1 2026, focusing on Rett syndrome Centers of Excellence (COEs), and became broadly available in early April. In Q1 2026, more than 250 STIX prescriptions were written, with approximately 30% of these for treatment-naïve (new) patients or patients who had previously discontinued treatment. STIX received a positive early reception, with caregiver satisfaction exceeding 80% and strong healthcare professional (HCP) endorsement. Outside the US, contributions from Named Patient Supply programs continued to grow. In Japan, enrolment in the ongoing trofinetide clinical trial accelerated, with topline results now anticipated in the September to November 2026 timeframe (previously Q4 2026 / Q1 2027). In Europe, the re-examination process for trofinetide is expected to conclude in June 2026. In Q1 2026 Neuren earned royalties of US$10.4 million, up 23% on Q1 2025. Anticipated royalties for the full year 2026 are unchanged at between US$50 million and US$54 million (A$70 to 77 million assuming AUD/USD exchange rate of 0.70 - 0.72).
Acadia reaffirmed full year 2026 DAYBUE net sales guidance of US$460 - 490 million, implying full year 2026 royalty income for Neuren of US$50 - 54 million (A$70 - 77 million assuming exchange rate of 0.70 - 0.72).