Just keep in mind that their collaboration with Allergan is up in March. That would be bad news if the collaboration wasn't going well...it appears to be going great. Allergen might just decide to buy Acadia here...we're certainly trading like it. I would buy Acadia and then give a contigency right if anything good ever happens with pimavanserin. Offer $4.00 and then another several dollars if pima makes it to market.
I don't think pima would get a partnership yet so I'm thinking this has something to do with Allergan. Don't know if you ever followed Icagen but when their collaboration ended with Pfizer there was a short term renewal..(I think that already happened here with Allergan) and then Pfizer just took out the whole company. Allergan has been with Acadia forever....Acadia might hedge this and go for a buyout. If Pima ends up working I'm sure the deal will be structured in a way that provides value for that. I love pimavanserin but so far the data isn't on our side. However, a partnership for pima in antipsychotic induced weight gain could be really exciting.
Don't know....I'm feeling good about the potential for Allergan to step up and do something here.