Neuren Pharmaceuticals Reports 16% Rise in Q2 Royalty Income from DAYBUE Sales

Sonal Goyal

07 August 2025 10:52 AM AEST

Neuren Pharmaceuticals Reports 16% Rise in Q2 Royalty Income from DAYBUE Sales

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Highlights

DAYBUE™ net sales in Q2 2025 reached USD 96.1 million, a 14% increase year-on-year and quarter-on-quarter

Neuren earned AUD 14.7 million in royalty income in Q2 2025, up 16% from Q2 2024

Acadia completed a ~30% expansion of the DAYBUE field force during the quarter

Neuren Pharmaceuticals Ltd (ASX:NEU) has announced financial highlights from the second quarter of 2025, following the Q2 results and conference call of its partner, Acadia Pharmaceuticals (Nasdaq:ACAD).

Acadia reported DAYBUE™ (trofinetide) net sales of USD 96.1 million for Q2 2025. This represents an increase of 14% compared to Q2 2024 and 14% compared to Q1 2025. The sales growth is attributed to an increased number of unique patients receiving shipments of the treatment in the United States.

Neuren’s royalty income for Q2 2025 amounted to AUD 14.7 million, reflecting an increase of 16% year-on-year and 9% compared to the previous quarter. Acadia has reiterated its full-year 2025 DAYBUE US net sales guidance of USD 380 million to USD 405 million, which implies a full-year 2025 US royalty income for Neuren in the range of AUD 62 million to AUD 67 million.

The number of patients receiving DAYBUE in the US continued to increase for the third consecutive quarter. As of Q2 2025, the number of unique patients receiving shipments reached a record 987, up from 954 in Q1 2025 and 920 in Q4 2024. The treatment persistency rate remains steady above 50% after 12 months, and 70% of active patients have now been on the therapy for a year or longer, up from 65% in the prior quarter.

To support growth, Acadia completed its ~30% planned expansion of the DAYBUE sales force in Q2. This expansion is intended to drive penetration beyond Rett syndrome centres of excellence and into the broader community. Approximately 75% of new patient referrals during the quarter came from community-based sources.

Acadia has also made additions to its leadership, including the appointment of Allyson McMillian-Youngblood as Senior Vice President of the Rare Disease Franchise.

There remains room for further expansion in the US market, with approximately two-thirds of the estimated 5,500 to 5,800 diagnosed Rett syndrome patients yet to start treatment with DAYBUE.

Internationally, Acadia is preparing for potential European regulatory approval of DAYBUE in the first quarter of 2026. In anticipation, the company is expanding its European commercial team. Named patient supply programs have commenced in Europe (through Clinigen), Israel (via Rafa), and in other international markets through Farmamondo.

NEU shares were trading 6.06% higher at AUD 18.04 per share as of 7 August 2025.

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