Axsome Therapeutics (AXSM) Q2 2024 earnings summary
Axsome Therapeutics reported strong Q2 2024 results, with total net product revenue reaching $87.2 million, an 87% increase year-over-year, driven by robust sales of Auvelity and Sunosi. Despite a net loss of $79.3 million, the company is advancing its late-stage CNS pipeline with multiple Phase 3 trial readouts expected in late 2024 and 2025. Axsome anticipates its current cash balance will fund operations into cash flow positivity, supported by continued commercial expansion and upcoming NDA submissions.
AXSM Financials: Revenue Breakdown, Margins & Competitor Comparison
This article provides a financial overview of Axsome Therapeutics Inc (AXSM), detailing its revenue breakdown, profitability margins, and a comparison with competitors. Axsome's primary revenue driver is Auvelitv, contributing 79.6% of total sales, and it exhibits a strong gross margin despite negative operating and net margins. The analysis also benchmarks AXSM against industry leaders like TECH and ARWR to assess its market position and efficiency.
The Bull Case For Axsome Therapeutics (AXSM) Could Change Following Balipodect Licensing Deal From Takeda
Axsome Therapeutics has acquired global rights to balipodect from Takeda Pharmaceutical, adding a late-stage selective PDE10A inhibitor for CNS disorders to its pipeline. This deal could reshape Axsome's long-term portfolio, but also intensifies its near-term financial challenges, including persistent net losses and funding multiple trials and launches. The article suggests this development will lead to varied analyst opinions on Axsome's risk-reward profile and necessitates a re-evaluation of its investment narrative.
Element Squared LLC Invests $1.48 Million in Axsome Therapeutics, Inc. $AXSM
Element Squared LLC reported a new investment of $1.48 million in Axsome Therapeutics, Inc. during the fourth quarter, acquiring 8,079 shares. This investment joins other institutional activities, with hedge funds holding a significant 81.49% of Axsome’s stock. Despite recent insider selling, analysts have set an average target price of $217.59 for the company, which recently reported better-than-expected Q4 earnings but remains unprofitable.
The Bull Case For Axsome Therapeutics (AXSM) Could Change Following Balipodect Licensing Deal From Takeda
Axsome Therapeutics recently secured exclusive global rights for balipodect (TAK-063) from Takeda Pharmaceutical, a selective PDE10A inhibitor for CNS disorders, planning Phase 3 trial-enabling work in 2026. This deal expands Axsome’s late-stage neuropsychiatry pipeline but also raises questions about increased cash burn and extended net losses, as the company is already funding multiple Phase 3 trials and launches. While analysts have varying opinions on Axsome's future, the company's investment narrative projects significant revenue growth and profitability by 2029, suggesting a potential 32% upside to its current price.
Piper Sandler Maintains Axsome Therapeutics(AXSM.US) With Buy Rating, Maintains Target Price $223
Piper Sandler has reaffirmed its Buy rating for Axsome Therapeutics (AXSM.US), keeping its target price at $223. This indicates a continued positive outlook from the firm regarding Axsome's stock performance.
Axsome adds a schizophrenia drug candidate, targets 2026 Phase 3 prep
Axsome Therapeutics has acquired exclusive global rights to balipodect (TAK-063), a selective PDE10A inhibitor, from Takeda. This acquisition aims to expand Axsome's neuroscience pipeline, with initial development targeting schizophrenia and Tourette syndrome. The company plans to begin Phase 3 trial-enabling activities for schizophrenia in 2026, building on positive Phase 2 proof-of-concept results and a favorable safety profile observed in over 360 individuals.
Axsome acquires global rights to Takeda’s balipodect
Axsome Therapeutics has acquired exclusive global rights to balipodect (TAK-063) from Takeda, paying an upfront fee and agreeing to potential milestone and royalty payments. Balipodect, a novel PDE10A inhibitor, will initially be developed for schizophrenia and Tourette syndrome, with Phase 3 trial-enabling activities for schizophrenia expected to begin in 2026. This acquisition enhances Axsome's central nervous system (CNS) portfolio, strengthening its position in treating severe psychiatric conditions.
Axsome Therapeutics acquires balipodect, gains global rights and plans Phase 3-enabling work for schizophrenia
Axsome Therapeutics has acquired exclusive global rights to balipodect (TAK-063) from Takeda. The company plans to initiate Phase 3 trial-enabling activities for schizophrenia in 2026, advancing the development of this selective PDE10A inhibitor. Takeda will receive an upfront payment, with potential for further milestone payments and royalties.
Axsome Therapeutics (NASDAQ: AXSM) secures global rights to balipodect
Axsome Therapeutics has acquired exclusive global rights to balipodect (TAK-063) from Takeda, a selective PDE10A inhibitor. Axsome plans to develop balipodect for schizophrenia and Tourette syndrome, with Phase 3 trial-enabling activities for schizophrenia scheduled to begin in 2026, building on existing Phase 2 proof-of-concept data. The agreement includes an upfront payment to Takeda, with potential for additional milestone payments and royalties on future net sales.
Axsome Therapeutics Gains Momentum Ahead of Critical FDA Decision ()
Axsome Therapeutics is seeing increased investor interest following a "Strong Buy" rating from Truist Financial, driven by strong product revenue and a solid financial position. The company is approaching a critical FDA decision for its Alzheimer's agitation treatment, AXS-05, on April 30, 2026, which could significantly expand its market opportunities. Additionally, Axsome is advancing its clinical pipeline with new Phase 3 trials for major depressive disorder and fibromyalgia treatments.
Hennion & Walsh Asset Management Inc. Cuts Stock Position in Axsome Therapeutics, Inc. $AXSM
Hennion & Walsh Asset Management Inc. reduced its stake in Axsome Therapeutics (NASDAQ:AXSM) by 18.2% in the fourth quarter, selling 8,530 shares and holding 38,386 shares valued at $7.01 million. Despite this reduction, analyst sentiment remains largely positive with a "Moderate Buy" consensus and an average price target of $217.59. The article also notes significant insider selling ($49.5M in 90 days), with insiders still owning 22.3% and institutions holding 81.49% of the stock.
(AXSM) as a Liquidity Pulse for Institutional Tactics
The article provides a detailed analysis of Axsome Therapeutics Inc. (NASDAQ: AXSM), highlighting near-term strong sentiment, mid-term neutrality, and a long-term positive bias. It presents three AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—tailored for different risk profiles. The analysis also includes multi-timeframe signal strengths, support, and resistance levels for AXSM, emphasizing elevated downside risk if a current breakdown is sustained.
Why is Axsome (AXSM) down 6.6% since last earnings report?
This article from MSN provides a stock analysis of Axsome Therapeutics (AXSM). It reports that Axsome's stock has declined by 6.6% since its last earnings report. The analysis highlights key financial metrics including EPS, revenue, and market capitalization, along with a forward-looking perspective.
Why is Axsome (AXSM) down 6.6% since last earnings report?
This article provides an analysis of why Axsome Therapeutics (AXSM) stock has dropped 6.6% since its last earnings report. It includes key financial metrics such as EPS, revenue, and gross profit, and compares these to analyst estimates. The article also touches on future expectations and the company's market performance.
Vanguard (AXSM) reports 0 shares after internal realignment
The Vanguard Group filed an amended Schedule 13G stating it beneficially owns 0 shares of Axsome Therapeutics Inc., representing 0% of the class. This change, effective March 13, 2026, is due to an internal realignment on January 12, 2026, where certain Vanguard subsidiaries and business divisions began reporting ownership separately. This administrative disclosure does not indicate a shift in investment strategy but rather a change in reporting structure.
Phase 3 trial initiation pushes Axsome Therapeutics stock up amid technical signals of buyer strength
Axsome Therapeutics' stock rose 1.91% after the company initiated a Phase 3 trial for major depressive disorder with excessive daytime sleepiness symptoms. Technical analysis indicates short-term bullish momentum for AXSM, though it remains within a broader medium-term downtrend. The stock is currently trading above its MA-20, suggesting buyer strength, but is nearing resistance levels, which could lead to buyer exhaustion.
Axsome Therapeutics (NASDAQ:AXSM) Raised to Strong-Buy at Truist Financial
Truist Financial upgraded Axsome Therapeutics (NASDAQ:AXSM) to a "strong-buy" rating, with other brokerages also raising target prices, resulting in a consensus "Moderate Buy" and an average price target of $217.59. The company's Q4 results surpassed estimates, reporting ($0.56) EPS against a ($0.70) consensus and $196 million in revenue, a 65% year-over-year increase. Despite significant insider selling totaling $49.5 million in the last 90 days, institutional investors hold about 81.5% of the stock, while insiders retain approximately 22.3%.
Is It Time To Reassess Axsome Therapeutics (AXSM) After Mixed Recent Share Price Moves
Axsome Therapeutics (AXSM) has shown mixed share price performance recently, with significant long-term gains but short-term declines. Simply Wall St's analysis suggests the stock is undervalued, particularly based on its Discounted Cash Flow model, which indicates a 75.7% discount to intrinsic value. While the Price/Sales ratio also points to undervaluation against its own "Fair Ratio," the article presents both bullish and bearish narratives to help investors contextualize the valuation against product pipeline and financial assumptions.
Guggenheim Forecasts Strong Price Appreciation for Axsome Therapeutics (NASDAQ:AXSM) Stock
Guggenheim has increased its price target for Axsome Therapeutics (NASDAQ:AXSM) to $245 from $220, maintaining a "buy" rating and suggesting a potential upside of 54.3% from its previous close. This forecast follows Axsome's recent quarterly earnings, where the company reported revenue of $196 million, a 65% year-over-year increase, and beat EPS estimates. Despite the positive outlook from analysts and strong institutional investment, company insiders, including the CEO, have sold a significant number of shares recently.
AXSM Stock News Today | Earnings, Events & Price Alerts
This page provides a comprehensive overview of recent news and events related to AXSM stock, including market updates, company announcements, and financial reports. Notable recent items include Summit Therapeutics' FDA review risk, Superstring Capital acquiring a position in Axsome Therapeutics, and the initiation of Axsome Therapeutics' CLARITY Phase 3 trial. The archive also highlights Axsome's strong Q4 earnings and revenue projections for 2025.
AXSM PE Ratio & Valuation, Is AXSM Overvalued
Axsome Therapeutics Inc (AXSM) is currently considered undervalued, with a fair price estimated between $218.44 and $235.81 compared to its current price of $158.88. Its current forward P/S ratio of 10.38 is undervalued relative to its five-year average. Despite a high Price-to-Book ratio, its P/S ratio is below the competitor average, and strong revenue growth suggests this valuation is sustainable.
Axsome shares slip despite fourth-quarter earnings beat and strong revenue growth
The provided article content is empty. Therefore, a summary cannot be generated.
Superstring Capital's New Axsome Therapeutics Position: A $6.84M Biopharma Investment - News and Statistics
Superstring Capital Management has initiated a new investment in Axsome Therapeutics, acquiring 37,433 shares valued at $6.84 million during Q4 2025. This investment in the biopharmaceutical company, which develops treatments for central nervous system conditions and reported $638.5 million in revenue recently, represents nearly four percent of Superstring Capital's reported assets. Axsome Therapeutics is also currently conducting a Phase 3 clinical trial for a potential major depressive disorder treatment.
Wolfe Research initiates coverage of Axsome Therapeutics (AXSM) with outperform recommendation
Wolfe Research has initiated coverage of Axsome Therapeutics (AXSM) with an "outperform" recommendation. This suggests that Wolfe Research analysts believe Axsome Therapeutics' stock is likely to perform better than the broader market or its sector peers. The initiation of coverage often brings increased attention to a company from investors.
(AXSM) Risk Channels and Responsive Allocation
Axsome Therapeutics Inc. (NASDAQ: AXSM) is exhibiting a mid-channel oscillation pattern, with weak near and mid-term sentiment, but a strong long-term outlook. AI models have generated three distinct trading strategies (Position, Momentum Breakout, Risk Hedging) tailored to different risk profiles. The analysis highlights an exceptional 38.4:1 risk-reward setup, targeting an 11.2% gain versus 0.3% risk.
Axsome Therapeutics, Inc. (NASDAQ:AXSM) Receives Average Recommendation of "Moderate Buy" from Analysts
Axsome Therapeutics, Inc. (NASDAQ:AXSM) has received an average "Moderate Buy" rating from nineteen analysts, with a one-year target price of approximately $216.12. Despite recent significant insider selling by the CEO and COO, the company reported a quarterly earnings beat and 65% year-over-year revenue growth. Institutional investors have increased their positions, though the company currently operates with a negative net margin.
A Look At Axsome Therapeutics (AXSM) Valuation As Legal Probe And FDA Decision Draw Investor Focus
Axsome Therapeutics (AXSM) is under investor scrutiny due to a new shareholder investigation concerning past AXS-07 regulatory disclosures and an upcoming FDA decision on AXS-05 for Alzheimer's disease agitation. Despite recent stock volatility, the company has shown strong long-term value creation. Simply Wall St's analysis suggests Axsome is undervalued, with a fair value of $222.47 per share compared to its current price of $156.08, driven by its CNS pipeline and potential for diversified revenue.
A Look At Axsome Therapeutics (AXSM) Valuation As Legal Probe And FDA Decision Draw Investor Focus
Axsome Therapeutics (AXSM) is under investor scrutiny due to a new shareholder investigation concerning past AXS-07 regulatory disclosures and an upcoming FDA decision for AXS-05. Despite recent share price volatility, the company has shown long-term growth, with an estimated fair value significantly above its current trading price, though risks from regulatory setbacks and launch spending exist.
AXSM's 2025 Revenue Growth Primarily Fueled by Auvelity: What Does the Future Hold?
Axsome Therapeutics (AXSM) saw significant revenue growth in 2025, primarily driven by its major depressive disorder medication, Auvelity, which generated $507.1 million in sales. The company is also expanding Auvelity's indications to include Alzheimer’s agitation and smoking cessation, with an FDA decision for the former expected by April 2026. Despite a diversified portfolio including Sunosi and newly launched Symbravo, Axsome faces intense competition in the CNS market and a decline in its year-to-date stock performance and analyst earnings estimates for 2026 and 2027.
AXSM's 2025 Revenue Surge Largely Driven by Auvelity: What's Ahead?
Axsome Therapeutics is experiencing significant revenue growth, primarily due to the strong performance of its lead drug, Auvelity, which recorded $507.1 million in sales in 2025. The company is actively pursuing label expansions for Auvelity into other CNS disorders and has seen positive contributions from its narcolepsy drug, Sunosi, and its newly launched migraine treatment, Symbravo. Despite this growth, Axsome faces increasing competition in the CNS market from established players.
AXSM's 2025 Revenue Growth Primarily Fueled by Auvelity: What Does the Future Hold?
Axsome Therapeutics' (AXSM) revenue growth in 2025 was largely driven by its major depressive disorder medication, Auvelity, which saw a 74% increase in U.S. sales to $507.1 million. The company is actively pursuing additional indications for Auvelity, including for Alzheimer’s agitation and smoking cessation, which could further boost future sales if approved. Despite success with Auvelity and other products like Sunosi and Symbravo, Axsome faces significant competition in the CNS market and potential challenges with its stock performance and analyst estimates.
Is It Time To Revisit Axsome Therapeutics (AXSM) After Recent Share Price Weakness
Axsome Therapeutics (AXSM) has seen share price volatility, with recent declines but strong long-term returns. Simply Wall St's analysis suggests the stock is undervalued based on a Discounted Cash Flow (DCF) model and a "Fair Ratio" Price/Sales (P/S) comparison. The article also presents "Bull" and "Bear" case narratives for AXSM, with fair value estimates of US$222.47 and US$148.00 respectively, highlighting different assumptions about future growth and financial performance.
AXSM: Major 2026 catalysts include Auvelity's PDUFA for Alzheimer's agitation and field force expansion
Axsome Therapeutics (AXSM) anticipates strong 2025 sales and improved operating leverage leading into 2026. Key catalysts for 2026 include the PDUFA date for Auvelity in Alzheimer's agitation on April 30, a planned doubling of its sales field force, continued advancement of its late-stage pipeline, and expanded market access for its CNS products. This information is based on an AI-generated summary of the company's Citizens Life Sciences Conference 2026 audio transcript.
Should Axsome’s New Solriamfetol Phase 3 and AXS-05 Priority Review Prompt Action From AXSM Investors?
Axsome Therapeutics has initiated a Phase 3 trial for solriamfetol in major depressive disorder with excessive daytime sleepiness and received FDA Priority Review for AXS-05 in Alzheimer’s disease agitation. These developments, along with investor engagement at recent conferences, indicate Axsome's expansion of its central nervous system pipeline. While these clinical advancements are promising, the company still relies heavily on existing commercial products and faces ongoing cash burn.
Inceptionr LLC Invests $1.05 Million in Axsome Therapeutics, Inc. $AXSM
Inceptionr LLC has invested $1.05 million in Axsome Therapeutics, Inc. (NASDAQ:AXSM) by purchasing 8,659 shares during the third quarter. This move is part of broader institutional interest, with other hedge funds also adjusting their stakes in the biopharmaceutical company. Meanwhile, several company insiders have sold shares, and analysts have issued various ratings and price targets for Axsome Therapeutics stock.
AXSM: Auvelity accelerates growth and pipeline advances with major expansions and new clinical programs
Axsome Therapeutics' Auvelity is showing strong growth, supported by an expanded sales force and increasing market access. The company is preparing for ADA agitation approval and exploring new indications, while its pipeline is advancing with new trials for fibromyalgia, epilepsy, and narcolepsy, encompassing both late-stage and early-stage programs. This progress was detailed in the Axsome Therapeutics, Inc. [AXSM] Leerink Global Healthcare Conference 2026 Audio Transcript from March 9, 2026.
Axsome Therapeutics, Inc. $AXSM Shares Sold by Quantbot Technologies LP
Quantbot Technologies LP reduced its stake in Axsome Therapeutics by 41.5% in Q3, selling 7,717 shares and holding 10,877 shares valued at $1.32 million. Concurrently, CEO Herriot Tabuteau and COO Mark Jacobson also significantly sold shares, with insiders disposing of approximately $49.5 million in stock over the last quarter. Despite these sales and unprofitability, Wall Street analysts maintain a "Moderate Buy" rating with an average price target of $216.12, following stronger-than-expected Q4 earnings and revenue growth.
Axsome Therapeutics, Inc. $AXSM Shares Sold by Intech Investment Management LLC
Intech Investment Management LLC reduced its stake in Axsome Therapeutics by 30.1% in Q3, now holding 16,049 shares. This comes amidst significant insider selling, including the CEO and a director, totaling 289,279 shares worth $49.5 million last quarter. Despite this, analysts maintain a "Moderate Buy" rating with a consensus target price of $216.12, and the company reported a Q4 loss of $0.56 EPS, beating estimates, with revenue up 65% year-over-year.
Royce & Associates LP Raises Position in Axsome Therapeutics, Inc. $AXSM
Royce & Associates LP significantly increased its stake in Axsome Therapeutics by 117.6% in Q3, now owning 56,036 shares. Despite strong institutional ownership and better-than-expected Q4 revenue and EPS, insiders have been net sellers, liquidating shares worth approximately $49.5 million. Analysts maintain a "Moderate Buy" rating with a consensus target price of $216.12.
Assessing Axsome Therapeutics (AXSM) Valuation After Earnings Momentum And New Phase 3 Trial Launch
Axsome Therapeutics (AXSM) recently reported strong Q4 and full-year 2025 results and launched a new Phase 3 trial, CLARITY. Despite a recent share price pullback, analysts view the stock as undervalued, with a fair value of around $216 per share compared to its current $164.05. The company's diverse pipeline for CNS disorders and rapid revenue expansion contribute to this positive outlook, though high commercial spending and slower drug uptake pose potential risks.
Axsome Therapeutics, Inc. $AXSM Position Boosted by TD Asset Management Inc
TD Asset Management Inc. significantly increased its stake in Axsome Therapeutics (NASDAQ:AXSM) by 107.7% in Q3, bringing its total to 44,192 shares valued at approximately $5.37 million. Other major institutions like Vanguard and Geode Capital Management also raised their holdings, contributing to institutional investors owning 81.49% of the company. Despite insider selling, Axsome outperformed quarterly revenue and EPS expectations, although it remains unprofitable.
Should Axsome’s Revenue Jump and SUNOSI IP Win Require Action From Axsome Therapeutics (AXSM) Investors?
Axsome Therapeutics reported strong fourth-quarter and full-year 2025 revenues, narrowed net losses, and settled SUNOSI patent litigation extending exclusivity potentially into the 2040s. The company also initiated a Phase 3 trial for solriamfetol in major depressive disorder. These developments reinforce Axsome's investment narrative focused on CNS pipeline expansion and long-term cash flow, although profitability remains dependent on execution and managing launch costs.
Axsome Therapeutics, Inc. (AXSM): A Bull Case Theory
This article summarizes a bullish thesis on Axsome Therapeutics, Inc. (AXSM), highlighting its strong portfolio of neuro-focused commercial assets and a robust late-stage pipeline. The company has three products on the market, with lead product Auvelity driving significant revenue growth, and expects to reach profitability by 2026. With several regulatory catalysts ahead and strong commercial momentum, Axsome presents a compelling growth story.
Axsome Therapeutics, Inc. $AXSM Shares Bought by JPMorgan Chase & Co.
JPMorgan Chase & Co. significantly increased its stake in Axsome Therapeutics, Inc. (NASDAQ:AXSM) by 42.6% in the third quarter, now owning 0.50% of the company's stock. Despite the company remaining unprofitable with a negative P/E ratio, it exceeded Q4 earnings and revenue estimates. Analysts maintain a largely positive outlook with a "Moderate Buy" consensus and an average price target of $216.12, even as insiders have sold a considerable number of shares recently.
DNB Asset Management AS Increases Stock Position in Axsome Therapeutics, Inc. $AXSM
DNB Asset Management AS increased its stock position in Axsome Therapeutics, Inc. by 33.1% in the third quarter, now owning 101,981 shares valued at approximately $12.39 million. This increase comes despite recent net selling by company insiders, including the COO and a director, who have sold a combined 369,252 shares worth about $61.15 million. Axsome Therapeutics reported strong Q4 results, beating revenue and EPS estimates, and analysts maintain a "Moderate Buy" rating with a consensus target price of $216.12.
Axsome Explores Solriamfetol In Phase 3 CLARITY Trial For MDD Subset
Axsome Therapeutics has initiated a Phase 3 CLARITY trial for solriamfetol, targeting major depressive disorder (MDD) patients who experience excessive daytime sleepiness, an area with no currently approved treatments. The trial aims to expand the use of their existing commercial product, SUNOSI, into a new indication, potentially broadening its market without necessitating new safety and manufacturing processes. This move highlights Axsome's strategy to diversify its CNS portfolio and address unmet medical needs within specific patient subgroups.
Axsome Therapeutics (AXSM) grants CCO 16,385 restricted stock units
Axsome Therapeutics' Chief Commercial Officer, Ari Maizel, was granted 16,385 restricted stock units (RSUs). These RSUs will vest over approximately four years, with 25% vesting after one year and the remainder in three equal annual installments, fully vesting by February 26, 2030. The shares will be delivered upon a qualifying change in control, separation of service under specific conditions, or seven years from the grant date.
Axsome (NASDAQ: AXSM) CFO receives 18,570 RSUs vesting through 2030
Axsome Therapeutics, Inc.'s Chief Financial Officer, Nick Pizzie, was granted 18,570 Restricted Stock Units (RSUs) on February 26, 2026. These RSUs will vest over several years, with 25% vesting after one year and the remainder in three equal annual installments, fully vesting by February 26, 2030. The shares will be delivered upon a qualifying change in control, the CFO's separation from service under specific conditions, or seven years from the grant date, as detailed in an SEC Form 4 filing.
[Form 4] Axsome Therapeutics, Inc. Insider Trading Activity
Axsome Therapeutics Chief Operating Officer Mark L. Jacobson reported an acquisition of 19,663 restricted stock units (RSUs) through an equity-based compensation grant. These RSUs will vest over approximately four years, with 25% vesting after one year and the remainder in three equal annual installments, fully vesting by February 26, 2030. This transaction is noted as a neutral filing impact and sentiment, as it represents compensation rather than an open-market purchase or sale.
