Neuren Pharmaceuticals has raised its forecast for 2026 income from DAYBUE (trofinetide) to between US$91 million and US$93 million, up from US$53 million to US$56 million.
The company said the upgrade follows a strong third quarter for the Rett syndrome treatment in the United States and its first commercial sale in Europe.
Neuren's US partner Acadia Pharmaceuticals reported third-quarter net sales of DAYBUE of US$140 million. That was 39 per cent higher than the same quarter of 2025 and 12 per cent higher than the second quarter of 2026. Acadia also raised its full-year global net sales guidance for the medicine to between US$505 million and US$520 million, from US$480 million to US$510 million.
Most growth came from patients taking DAYBUE STIX, the powder form of trofinetide. Existing patients switched to it, and the quarter also saw new patient starts and patients returning to treatment. More than half of US DAYBUE users now take DAYBUE STIX, up from 40 per cent at the end of June.
The medicine launched in Germany in October under the name DAYBU, and patients are already being treated. The first commercial sale earned Neuren a US$35 million milestone payment. Under its licence agreement with Acadia, Neuren will also receive tiered royalties on European sales.
Neuren earned US$16.4 million in royalties in the third quarter, up 51 per cent on a year earlier. It now expects full-year royalties of between US$56 million and US$58 million, up from US$53 million to US$56 million. Adding the European milestone payment gives the revised total income forecast.
Neuren chief executive Jon Pilcher said the result positioned the company well beyond its home market. "The Neuren team is excited about the impressive performance of DAYBUE in Q3 2026 and an outlook that continues to strengthen. 39% growth from Q3 2025 reflects strong momentum in the US and the recent launch in Germany marks the beginning of new growth beyond North America. We are pleased to be able to upgrade our guidance for Neuren's 2026 total income from trofinetide to US$91 - 93 million."
Acadia has also completed a Phase 3 study of trofinetide in Rett syndrome in Japan. Its results were consistent with the earlier LAVENDER Phase 3 study and support a planned regulatory filing. Acadia is still looking for a distribution partner ahead of filing in 2027, with a possible launch in 2028 if the medicine is approved.