💊 Ticker: ACAD ($21.02, +0.67%) as of July 8, 2025
💡 Trigger: Baker Bros. still owns 25% of Acadia Pharma. That’s conviction — and it’s catching momentum. Should you pile in?

🧠 The Business: Biotech with Brain Power

ACADIA Pharmaceuticals is in the business of better brains. Focused on treatments for central nervous system (CNS) disorders and rare diseases, it currently offers:

• NUPLAZID for hallucinations/delusions in Parkinson’s-related psychosis. 💭

• DAYBUE (for Rett Syndrome) — a synthetic analog based on IGF-1. 👧🧬

It also has a pipeline so full it might need a neurologist of its own:

• Late-stage: Pimavanserin (schizophrenia), ACP-101 (Prader-Willi Syndrome)

• Mid-stage: ACP-204 (Alzheimer’s + Lewy Body Dementia)

• Early-stage: Tremors, depression, Fragile X syndrome, and more

Acadia has licensing deals with Neuren Pharmaceuticals (DAYBUE) and Stoke Therapeutics (RNA-based drugs). Bottom line: they’re going after big needs with targeted tech.

🧠💼 Baker Bros + Magician Money: The Institutional Power Play

Not only does biotech powerhouse Baker Bros. own a whopping 25.6% of Acadia (🎯 conviction holding!), but Institutions as a whole own 106.13% of ACAD's float — yes, you read that right. That’s more shares than actually exist.

🎩✨ Either the Smart Money has been doing magic tricks, or they really, really like this stock.

Here’s the Wall Street Who's Who backing ACAD:

📌 Takeaway: When 100%+ of float is owned by institutions, and 25%+ by a single hedge fund legend — you're not in meme-stock land. You're on the radar of biotech's elite.

🔍 For full Institutional Ownership breakdown, see here. 

💼 Baker Bros: The Billionaire Biotech Betters

🧠 Baker Bros. Advisors LP — legendary biotech-focused hedge fund — has placed a 7.87% portfolio bet on Acadia (holding 42.88M shares worth $712.2M). That makes ACAD their #3 holding, right behind BeiGene (now Beone Medicines Ads) and Incyte.

This isn’t sprinkling magic dust — it’s conviction investing:

• Top 2 holdings = 45% of total portfolio 🎯

• ACAD = 8% = 🧬 Not a dabble, a declaration.

📈 Financials & Results (Q1 2025)

Strong top-line growth:

• Total Revenue: $244.3M (+19% YoY)

• NUPLAZID Sales: $159.7M (+23% YoY)

• DAYBUE Sales: $84.6M (+11% YoY)

Profitability:

• Net Income: $19.0M (vs $16.6M YoY)

• Operating cash flow: Positive 💵

• Cash balance: $681.6M

Pipeline Progress:

• ACP-101 (Prader-Willi) now expects Phase 3 results early Q4 2025

• DAYBUE first patient shipped in the EU 🇪🇺

• Expanded DAYBUE sales team by 30%

👉 Want the full picture? Dive into ACADIA Pharmaceuticals's financials here.

📊 Valuation Snapshot

• Price/Sales: 3.52

• Price/Book: 4.60

• Forward P/E: 47.85

That’s high-growth biotech territory — but Acadia fits the mold. 🧬

🔥 Momentum Check

• +50% in recent weeks, technically strong 📈

• But still ~65% below all-time high of $58.72 (July 2021)

This could be the beginning of a real comeback — or just a biotech head fake. Time (and trials) will tell.

⚠️ Risks (Because This Ain’t Disneyland)

1. Small biotech = big volatility. A failed trial could crater shares.

2. Valuation isn’t cheap. Premium pricing assumes continued success.

3. Bear markets are nuts. Winners get punished anyway. 🎢

💡💡💡 Curious about another deep oil exploration play?
Check our takes on UnitedHealth Group or even Oscar Health.

🏕️ Final Take: A Biotech Beauty Worth a Hike?

Acadia Pharma is a bit like Acadia National Park — stunning, slightly wild, and not for the faint of heart. Baker Bros. clearly sees the long trail ahead. The company is growing, profitable, has a rich pipeline, and strong institutional backing.

Is this your next biotech gem? Maybe.
Just pack your risk compass — and some Dramamine.

🚨 Disclaimer:

Investing in biotech is risky, thrilling, and potentially rewarding — like skiing blindfolded with a parachute. Do your own due diligence before jumping in.

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