HIGHBuilt-in & outside partyProduct / Revenue mix
NUPLAZID and DAYBUE
“10-K Item 1: 'We have two products that are approved for commercialization in the U.S.: NUPLAZID and DAYBUE'”
ACAD · Concentration risk · 10-K extracted
ACADIA Pharmaceuticals (ACAD) concentration risks
Updated
The most significant concentration ACADIA Pharmaceuticals discloses is NUPLAZID and DAYBUE, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: ACADIA Pharmaceuticals’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 2 disclosed concentrations
HIGH2
MEDIUM0
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
HIGHBuilt-inPipeline
remlifanserin RADIANT Phase 2
“10-K Item 1: 'Phase 2 RADIANT study of remlifanserin ... report top-line results in the August to October 2026 timeframe'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-06-24ACADIA Pharmaceuticals' concentration profile is defined by its two-product commercial portfolio and a single late-stage pipeline candidate, both carrying large disclosed shares that together make the company's near-to-medium-term earnings and pipeline value highly dependent on a small set of outcomes. On the commercial side, the company has only two products approved for commercialization in the U.S., NUPLAZID and DAYBUE. By disclosed size this is a large share of the commercial base, and the character is mixed — both products are in active commercialization with distinct patient populations, so the dependency reflects the company's stage of development rather than a contractual relationship that could be severed, but it also means that any unexpected clinical or commercial setback to either franchise would have a disproportionate effect on total revenues with no offsetting revenue from other approved products. The pipeline dimension centers on remlifanserin, which is in a Phase 2 RADIANT study with top-line results expected in the August to October 2026 timeframe. By disclosed size this is a large share of the pipeline, and its character is structural — at this stage of the company's development, the next meaningful de-risking event for the pipeline is concentrated in a single trial readout. A negative result would remove the primary near-term catalyst for the stock. Together, these two claims describe a company whose disclosed risk profile is concentrated in two commercialized assets and one pivotal trial. All three dimensions are worth monitoring independently, as there is no disclosed geographic or manufacturing dependency layered on top to diversify the picture in either direction.
For the engine’s reasoning on ACAD’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Biotechnology
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| ACAD● | ACADIA Pharmaceuticals Inc. | 2 | 0 | 0 | 2 |
| ACLX | Arcellx, Inc. | 1 | 1 | 0 | 2 |
| AGIO | Agios Pharmaceuticals, Inc. | 1 | 0 | 0 | 1 |
| ALMS | Alumis Inc. | 1 | 0 | 0 | 1 |
| ADMA | ADMA Biologics Inc | 0 | 1 | 0 | 1 |
| ALNY | Alnylam Pharmaceuticals, Inc. | 0 | 1 | 0 | 1 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.