Record Q2 DAYBUE net sales of US$125m, CY26 royalty upgraded

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Stock Neuren Pharmaceuticals Ltd (NEU.ASX)
Release Time 5 Aug 2026, 9:52 a.m.
Price Sensitive Yes
 Neuren Pharmaceuticals Ltd reports record Q2 sales and upgraded royalty
Key Points
  • Q2 2026 DAYBUE net sales reached US$125 million, up 30% from Q2 2025
  • Strong demand for DAYBUE STIX drives sales growth
  • Launch in Germany expected in Q4 2026, Japan trial results anticipated in 2027
Full Summary

Neuren Pharmaceuticals Ltd announced record Q2 2026 DAYBUE (trofinetide) net sales of US$125 million, a 30% increase from Q2 2025 and a 24% increase from Q1 2026. Sales growth was driven by the strong uptake of DAYBUE STIX, the new powder formulation of trofinetide, which became broadly available in the US from early April. Approximately 40% of all US DAYBUE patients received STIX by the end of Q2. In Europe, the Committee for Medicinal Products for Human Use (CHMP) adopted a positive opinion in June 2026, recommending the granting of a marketing authorization for DAYBUE. Neuren is entitled to receive sales milestone payments and royalties based on DAYBUE net sales. Japan trial results are expected in the September to November 2026 timeframe, with a regulatory submission anticipated in 2027.

Guidance

Q2 2026 DAYBUE net sales: US$125 million; Q2 2026 royalty income: US$12.9 million

Outlook

Neuren expects to benefit from the anticipated European launch of DAYBUE in Q4 2026 and the upcoming Japan trial results. The company also expects increased royalties based on Acadia's updated full-year 2026 DAYBUE net sales guidance.