Caught up with the $ACAD earnings call - still a very strong launch for Daybue - compliance at 75-80%, not bad - .. I get it people are talking about the AE profile and concern of sustainable demand once the bolus of patient stockpile is thru - but so far, has to say the launch is quite good - could do 350MM+ in 2024? - Nuplazid patent case is the big overhang - so that will put a cap on things - the P-W P3 is a wildcard asset - so will see -.. I have low odds for -ve Schizo P3 readout for 2024 - just a default even they met the pre-spec primary in the 1st -ve Schizo P3 - it's a very difficult area - .. Alz Pscy. P3 is big oppty - but will take time to play out.. Overall, I see this as a do no harm qtr - Daybue is better than my expectation, Nuplazid overhang still the biggest factor ST.. jmho.