The Neuren Pharmaceuticals Ltd (ASX: NEU) share price is in focus today as the company reported Q1 2026 DAYBUE® net sales grew 20% year-on-year, reaching US$101 million. Neuren also saw its Q1 royalty income rise 23% to US$10.4 million, as DAYBUE continued strong momentum.
Image source: Getty Images
What did Neuren Pharmaceuticals report?
- Q1 2026 DAYBUE® net sales: US$101 million (up 20% from Q1 2025)
- Q1 2026 royalty income: US$10.4 million (up 23% from Q1 2025)
- Over 250 DAYBUE STIX prescriptions written in Q1 with >80% caregiver satisfaction
- Acadia reaffirmed 2026 DAYBUE net sales guidance: US$460–490 million
- Expected full year 2026 royalty income: US$50–54 million (A$70–77 million)
What else do investors need to know?
Neuren's partner Acadia recently launched DAYBUE STIX, a new powder version of trofinetide, in the US. Early uptake has been positive, with a high rate of caregiver satisfaction and strong support from healthcare professionals.
A Delphi expert panel now recommends DAYBUE as part of the standard of care for eligible patients with Rett syndrome. Outside the US, clinical trial enrolment in Japan has accelerated, with top-line results now expected between September and November 2026, bringing the timeline forward.
What did Neuren Pharmaceuticals management say?
Neuren CEO Jon Pilcher said:
This was a strong start to the year for DAYBUE. I am very encouraged by the initial uptake and enthusiasm for DAYBUE STIX following the limited launch in Centers of Excellence (COEs) and I look forward to seeing the impact of the recent broader US launch. I see significant potential upside remaining in the US, with penetration rates currently ~60% in the COEs and ~28% in the broader community.
What's next for Neuren Pharmaceuticals?
Looking ahead, Neuren expects steady growth as DAYBUE roll-out continues in the US, with broader availability for the new STIX powder formulation. The company's royalty income is forecast to rise in line with guidance, underpinned by increasing adoption and favourable expert recommendations.
Internationally, results from the ongoing trofinetide trial in Japan are now due earlier than previously planned. In Europe, a regulatory review for trofinetide is set to conclude by June 2026. Neuren's pipeline also includes NNZ-2591, now in Phase 3 trials for Phelan-McDermid syndrome.
Neuren Pharmaceuticals share price snapshot
Over the past 12 months, Neuren Pharmaceuticals shares have risen 1%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 9% over the same period.
