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Posted by
Two Blokes Jul 28 -
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Stock
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ACADIA's valuation is justified by strong revenue growth from NUPLAZID and DAYBUE, with total 2025 revenue guidance of $1B–$1.1B. ACP-101's phase 3 trial for Prader-Willi syndrome is a high-risk catalyst, with a 60–65% probability of success due to improved trial design. We believe ACP-101's market potential is lower than consensus, estimating $400M peak revenue due to late market entry and dosing frequency.