阿卡迪亚制药在美国银行股价回调后升级

2026-03-25 23:51

BofA Securities has upgraded Acadia Pharmaceuticals (ACAD) to buy from neutral following a recent 25% pullback in share price saying that the company's fundamentals are intact and the downturn was due to macro factors since the beginning of the year.
The bank is maintaining its $29 price target (~38% upside based on March 24 close).
BofA analysts say that steady Nuplazid (pimavanserin) sales can help protect against further downside, adding they are projecting $888M in peak sales in 2029.
While the company estimates its pipeline could provide an $11B opportunity, the bank believes this figure is "currently discounted and could provide upside."
The team noted remlifanserin, considered a next-generation version of Nuplazid, is due for a phase 2 data release between August and October. They give remlifanserin a 40% likelihood of success with $2.1B in nominal peak sales in 2038.
BofA added that slowing Nuplazid growth, negative pipeline data, and continued stagnation in Daybue (trofinetide) growth are downside risks.

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