ACAD Acadia Pharmaceuticals Inc

$ACAD I was in ACAD before primi approval ($1.70 SP) and they needed to do the same, to adjust dosis and redesign P3. This is a very different situation because now company have two good products and EU approval in the horizon. Not sure if SP is going to colapse tosay, but if it does, I will double my position

$ACAD if this gets in the 20s I might double down it's looking like a good buy here but could be a great buy soon! In my opinion

$ACAD so the primary endpoint had to be below 5%, they got six but on the secondary endpoint which is severity they had statistically better control. May be enough to get an offer from Big pharma. 40 bones pt

$ACAD Acadia's remlifanserin Phase 2 (RADIANT) in Alzheimer's psychosis is the classic biotech near-miss. Primary endpoint, 60mg once daily: -12.6 vs -10.4 placebo at week 6 on the SAPS-H+D scale. p=0.0603. Missed by a hair. Key secondary (CGI-S-ADP): -1.3 vs -0.9 placebo, p=0.0077 nominal. Hit. The 30mg dose did basically nothing vs placebo. Safety was clean, no QT signal, no cognition or motor hit. Acadia is keeping the two ongoing Phase 3 studies enrolled and cutting the 30mg arm. Stock closed -12.8% at $22.18. On both efficacy measures, the 60mg-vs-placebo gap kept widening through week 6. That is what the Phase 3 bet rests on.

$ACAD SEC sleeping at the wheels, those who had to know this knew already. Past 2 weeks of sell off clearly shows. what a corrupt system

$ACAD this was a classical WS crooks play.. raised all kinds of price targets.. drove it up, got backdoor trial results data.. dumped before retail knew about it .. now as they start buying back and rebuild their position..so called analysts are back with their BS targets again!

$ACAD I think we go back below 20 this week 16 possibly. So if your not ok with that invest elsewhere

$ACAD the first words out of there mouths today or whenever the call happens is we adjusting the P3 to appropriately power it. Or something. They made a .40 assumption and we just saw .26. That’s not an insignificant delta.

$ACAD looking like this scenario was baked into the share price and thus the very muted price action over the last few week.

$ACAD I am starting to believe that people do not know how to read the results... These results seems good to me

$ACAD options assigned with 240$ profit per contract but effectivelly buying shares at 24$.

$ACAD Looks like old direction designed P2 not so well because the high placebo and the 30 mg arm and Catherine is going to fix it.

$ACAD Where would we be if it was a total failure and we didn’t generate almost a billion in revenue? 🤮🤬

$ACAD …so if subjects who took the 30mg had taken the 60mg instead the results would have been ~p=.03 vs. .0603. Sounds like it would have knocked it out of park. So we got that going for us in Phase 3. Right?

$ACAD Acadia says Phase 2 portion of RADIANT trial 'narrowly missed' primary endpoint Acadia Pharmaceuticals announced Phase 3 enabling topline results from the Phase 2 portion of the ongoing RADIANT clinical trial program evaluating remlifanserin for the treatment of hallucinations and delusions associated with Alzheimer's disease psychosis. For the primary endpoint of change from baseline in the Scale for the Assessment of Positive Symptoms-Hallucinations and Delusions subscales, once daily 60 mg remlifanserin demonstrated a change of -12.6 versus a -10.4 change for placebo at week 6, yielding a standardized effect size of 0.26. For the key secondary endpoint, Clinical Global Impression - Severity the 60 mg dose achieved a change from baseline of -1.3 versus a change of -0.9 for placebo at week 6, yielding a standardized effect size of 0.37. On both efficacy measures, the difference in the 60 mg dose versus placebo increased through the 6-week treatment period. The 30 mg dose showed minimal improvement across endpoints compared to placebo. All analyses were performed in the pre-specified modified full analysis set population. In this study, across both doses, remlifanserin demonstrated a favorable safety profile, with rates of adverse events, serious adverse events, and discontinuations due to adverse events, similar to placebo. There was no signal of QT prolongation versus placebo. This dataset suggests no negative impact on motor symptoms or cognition. Additionally, there were no deaths in the remlifanserin treatment arms. Given these data, Acadia plans to continue enrolling its two ongoing Phase 3 studies evaluating remlifanserin in ADP while implementing amendments to the Phase 3 program, including removing the 30 mg dosage arm. Additionally, remlifanserin is currently being investigated in an additional Phase 2 study to evaluate its efficacy, safety and tolerability for the treatment of Lewy body dementia psychosis.

RBC Capital reiterated an Outperform rating and $37 price target on ACADIA Pharmaceuticals, arguing that the company’s established commercial franchise is trading at an unjustifiably large discount. RBC also said recent patent developments further reduce long-term revenue risk for Nuplazid. The call comes after ACAD shares were heavily oversold following the Sept. 24 announcement that experimental Alzheimer’s psychosis drug remlifanserin narrowly missed the primary endpoint in the Phase 2 RADIANT trial. The stock fell sharply again on Sept. 25 as several analysts cut price targets, while a securities litigation firm launched an investigation into the company’s communications surrounding the trial. Despite the setbacks, most analysts maintain Buy-equivalent ratings, with consensus targets implying substantial upside. A broader risk-on market, with the Nasdaq and S&P 500 higher, is also supporting beaten-down biotech stocks. $ACAD

$ACAD Last $20 buy sold yesterday over 20.5 and reloaded again today at $19.73. My 23$ core position intact 1

$ACAD out until Q1 next year. There will be tax loss selling through the end of 2026 and January 2027. No meaningful upside news until end of Q1 at earliest.

$ACAD I am going to admit as a holder since 2012. I will not be accumulating any more shares. While to story isn’t fully written here, yesterday left me with the reality of indeed how challenging this indication is and that it’s certainly risk on not risk off heading into P3. Our track record at the FDA is what it is. I am hopeful this squeaks out an end points met result in 2027 however what will be the prescribing behavior for a meh Rx. Maybe I had my hopes a little too high for a P2 and they can make some adjustments to P3. But any more accumulation is no thanks.

ACAD Stock Clocks Worst Day In 2 Years After Alzheimer’s Psychosis Drug Misses Main Goal — Citi Cuts Drug’s Success Odds To 20% $ACAD $IJR $VTI https://stocktwits.com/news/equity/markets/acad-stock-clocks-worst-day-in-2-years-after-alzheimer-s-psychosis-drug-misses-main-goal-citi-cuts-drug-s-success-odds-to-20/cZMJhsCRB9z