Financial giants have made a conspicuous bearish move on Axsome Therapeutics. Our analysis of options history for Axsome Therapeutics (NASDAQ:AXSM) revealed 8 unusual trades.Delving into the details, we found 0% of traders were bullish, while 87% showed bearish tendencies. Out of all the trades we spotted, 6 were puts, with a value of $289,170, and 2 were calls, valued at $102,200.What's The Price Target?After evaluating the trading volumes and Open Interest, it's evident that the major market movers are fo ...

Axsome Therapeutics FY Conference Summary Company Overview - **Company**: Axsome Therapeutics (NasdaqGM:AXSM) - **Event**: FY Conference held on February 25, 2026 Core Business and Product Performance - **Product**: Auvelity for Major Depressive Disorder (MDD) - **Sales Achievement**: Over $500 million in sales in 2025, three years post-launch [2] - **Salesforce Expansion**: Increased from 300 to 600 sales representatives to enhance market penetration, particularly in primary care [4] - **Market Access**: Improved access with 86% of covered lives, including 100% in the government channel [7][8] - **First Line Prescriptions**: 50% of total prescriptions are for first line or first switch patients [8] Market Dynamics and Growth Drivers - **Uptake Drivers**: Increased awareness, trial engagement, and a differentiated product profile leading to positive patient outcomes [9] - **Retention Rates**: Currently tracking in line with typical antidepressant persistence, with over 50% of patients being first line or first switch [11][12] - **Alzheimer's Disease Agitation (ADA) Opportunity**: Anticipation of FDA's PDUFA date on April 30, 2026, for Auvelity's indication in Alzheimer's agitation [15] Clinical Data and Regulatory Insights - **Clinical Trials**: Four controlled trials conducted, with three positive outcomes supporting efficacy and safety [22][23] - **Safety Profile**: No significant safety concerns noted, particularly regarding falls or mortality in the elderly population [24] - **Market Size for ADA**: Approximately 5 million Alzheimer's patients experience agitation, with 20 million scripts written annually, predominantly off-label [20] Go-to-Market Strategy - **Pre-launch Activities**: Non-branded campaigns to raise awareness about Alzheimer's agitation and education for healthcare providers [27] - **Reimbursement Strategy**: Full coverage anticipated for Medicare Part D, which constitutes over 70% of total scripts for Alzheimer's agitation [28] - **Expected GTN Improvement**: Anticipated better gross-to-net (GTN) for ADA scripts compared to MDD due to the nature of Medicare Part D [28] Future Catalysts and Pipeline - **Upcoming Trials**: Ongoing trials for binge eating disorder (BED) and shift work disorder, with top-line results expected in the second half of 2026 [35][36] - **New Product AXS-12**: NDA submission imminent, leveraging existing sales force for potential launch in narcolepsy [39] - **New Asset AXS-17**: Recently in-licensed for epilepsy, complementing the existing CNS pipeline [42] Financial Outlook - **Cash Flow Positivity**: Near-term expectations for cash flow positivity remain unchanged, with recent quarters showing close to cash flow positive results [53][54] - **Sales Projections**: Peak sales for Auvelity projected between $2.5 billion and $6 billion, viewed as achievable based on current market dynamics [34] Conclusion - Axsome Therapeutics is positioned for significant growth with its product Auvelity, particularly in the MDD and Alzheimer's agitation markets. The company is actively expanding its sales force, improving market access, and preparing for upcoming product launches and regulatory approvals. The financial outlook remains positive, with a focus on achieving cash flow positivity and leveraging its robust pipeline for future growth.

Key Takeaways AXSM reported a Q4 loss of 71 cents, missing estimates even as revenues rose 65% to $196M.Auvelity sales climbed 68% Y/Y to $155.1M, with prescriptions up 42% year over year in Q425.Axsome's Sunosi sales rose 40% Y/Y, while newly launched Symbravo generated $4.1M in Q4.Axsome Therapeutics (AXSM) incurred a loss of 71 cents per share in the fourth quarter of 2025, wider than the Zacks Consensus Estimate of a loss of 70 cents. The company had incurred a loss of 96 cents per share in the year-ago ...

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NEW YORK, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Axsome Therapeutics, Inc. (NASDAQ: AXSM), a biopharmaceutical company leading a new era in the treatment of central nervous system (CNS) disorders, today announced that the first patient has been dosed in the CLARITY Phase 3 trial of solriamfetol in the treatment of major depressive disorder (MDD) with excessive daytime sleepiness (EDS) symptoms. CLARITY (Clinical Assessment of Response in the Treatment of Depression with Daytime Sleepiness Using Solriamfetol) is ...

Arrowhead Pharmaceuticals, Inc. (NASDAQ:ARWR) demonstrates a strong Return on Invested Capital (ROIC) of 20.84% compared to its Weighted Average Cost of Capital (WACC) of 9.83%, indicating efficient capital utilization.ACADIA Pharmaceuticals leads with the highest ROIC to WACC ratio among peers, suggesting superior efficiency and growth potential.Arrowhead Pharmaceuticals, Inc. (NASDAQ:ARWR) is a biopharmaceutical company that focuses on developing medicines that treat intractable diseases by silencing the ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission File Number 001-37635 AXSOME THERAPEUTICS, INC. (Exact name of registrant as specified in its charter) Delaware (State or ot ...

Core Insights - Axsome Therapeutics reported an earnings per share (EPS) of -$0.56 for February 23, 2026, which was better than the expected -$0.70, indicating better-than-anticipated performance [1] - The company achieved a revenue of approximately $196 million, surpassing the estimated $193.3 million, suggesting successful sales growth [2] Financial Metrics - The price-to-sales ratio stands at 16.50, reflecting investor confidence in the company's future growth potential [2] - Axsome has a negative P/E ratio of -40.04 and an earnings yield of -2.50%, indicating a lack of profitability [3] - The current ratio of 1.57 suggests a reasonable level of short-term liquidity to cover current liabilities [3] Valuation and Debt - The enterprise value to sales ratio is 16.31, indicating that the company's valuation is closely tied to its revenue [4] - The enterprise value to operating cash flow ratio is significantly negative at -90.69, highlighting challenges in generating positive cash flow from operations [4] - The debt-to-equity ratio of 2.96 indicates a higher level of debt compared to equity, which could pose risks if the company cannot generate sufficient cash flow to service its debt [4]

If you are interested in keeping up to date with stocks making moves within the biotech, pharma and healthcare industries and understanding the key trends and catalysts driving valuations ahead of the market, why not subscribe to my weekly newsletter via my Investing Group, Haggerston BioHealth ?Edmund Ingham is a biotech consultant. He has been covering biotech, healthcare, and pharma for over 5 years, and has put together detailed reports of over 1,000 companies. He leads the investing group Haggerston Bi ...

For the quarter ended December 2025, Axsome Therapeutics (AXSM) reported revenue of $196 million, up 65% over the same period last year. EPS came in at -$0.71, compared to -$0.96 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $193.01 million, representing a surprise of +1.55%. The company delivered an EPS surprise of -1%, with the consensus EPS estimate being -$0.70.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall ...