Axsome Therapeutics (AXSM) 주식 개요
바이오 제약 회사인 액솜 테라퓨틱스는 미국에서 중추신경계(CNS) 질환 관리를 위한 새로운 치료제를 개발 및 공급하는 회사입니다. 자세히 보기
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Analyst Price Targets
Axsome Therapeutics, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$236.95 |
| 52주 최고가 | US$260.19 |
| 52주 최저가 | US$96.09 |
| 베타 | 0.60 |
| 1개월 변동 | -5.41% |
| 3개월 변동 | 27.11% |
| 1년 변동 | 131.06% |
| 3년 변동 | 224.37% |
| 5년 변동 | 349.96% |
| IPO 이후 변동 | 2,611.10% |
최근 뉴스 및 업데이트
Recent updates
내러티브 업데이트 • Jul 08
AXSM: Alzheimer’s Agitation Approval And ADHD Program Will Reshape Earnings Profile
Axsome Therapeutics’ updated analyst price target has moved from $223.00 to about $348.95, with analysts citing stronger modeled revenue growth, higher profit margins, and a slightly lower future P/E multiple, following a wave of upward target revisions across the Street. Analyst Commentary Recent research on Axsome Therapeutics has been broadly constructive, with multiple bullish analysts revising price targets higher and pointing to specific product and execution drivers that they see as supportive of the company’s valuation.
내러티브 업데이트 • Jun 24
AXSM: Alzheimer’s Agitation Launch And CNS Pipeline Will Shape Future Outlook
Axsome Therapeutics' analyst fair value target has been raised from $270.28 to $276.47. Analysts point to updated expectations for Auvelity's growth potential, including the recently discussed Alzheimer's disease agitation indication and broader adoption across depression patients, as key drivers behind the shift.내러티브 업데이트 • Jun 06
AXSM: Alzheimer’s Agitation Launch Will Drive Future Upside Potential
Analysts have adjusted the Axsome Therapeutics blended price target slightly higher to about $270 per share, reflecting updated assumptions around revenue growth, profit margins, and future P/E expectations following a series of mostly upward target revisions across the Street. Analyst Commentary Recent Street research on Axsome Therapeutics has leaned toward higher price targets, with multiple firms adjusting their views following updated assumptions on revenue, profitability, and P/E expectations.Seeking Alpha • May 14
Axsome's Auvelity: A New Treatment For Agitation In Alzheimer's Disease
Summary Axsome Therapeutics received FDA approval for Auvelity, the first non-psychotic agitation treatment in Alzheimer’s disease, addressing a significant unmet need. AXSM projects Auvelity sales of at least $8 billion, but this may be optimistic given the high annual cost, side effects, and the potential of alternative therapies. The stock has surged from around $3 in 2018 to over $200, driven largely by its Alzheimer’s program momentum and recent Auvelity approval. I anticipate a slight downward trend in AXSM's stock over the coming months, contingent on Auvelity sales and pipeline trial outcomes. Read the full article on Seeking Alpha분석 기사 • May 07
Axsome Therapeutics, Inc. (NASDAQ:AXSM) Released Earnings Last Week And Analysts Lifted Their Price Target To US$270
Shareholders will be ecstatic, with their stake up 21% over the past week following Axsome Therapeutics, Inc. 's...내러티브 업데이트 • May 06
AXSM: Alzheimer’s Agitation Approval Will Drive Future Upside Potential
Axsome Therapeutics' updated analyst price target has shifted higher, with the fair value estimate moving from $223.99 to $266.94 as analysts factor in revised assumptions for revenue growth, profitability, and future P/E, while also acknowledging a slightly higher discount rate. Analyst Commentary Recent Street research on Axsome Therapeutics has been active, with multiple firms revisiting their price targets, fine tuning assumptions around Auvelity, the broader pipeline, and key regulatory milestones such as the AXS-05 PDUFA date for Alzheimer's disease Agitation.내러티브 업데이트 • Apr 21
AXSM: Alzheimer’s Agitation Decision Will Drive Future Upside Potential
Axsome Therapeutics’ fair value estimate has ticked up by about $0.33 to $223.99 as analysts factor in higher price targets clustered in the $202 to $251 range, supported by views on Auvelity traction, the potential AXS-05 approval in Alzheimer's disease agitation, and operating leverage. Analyst Commentary Recent research updates on Axsome Therapeutics show a cluster of higher price targets, with several firms adjusting their views following Q4 results, Auvelity trends, and upcoming AXS-05 catalysts.내러티브 업데이트 • Apr 07
AXSM: Priority Review In Alzheimer’s Agitation Will Drive Future Upside
Analysts have raised their blended price targets on Axsome Therapeutics by a few dollars, reflecting updated models that incorporate stronger Auvelity traction, the potential AXS-05 Alzheimer's disease agitation opportunity estimated at about $1.6 billion, and revised assumptions about improved operating leverage. Analyst Commentary Recent research updates around Axsome Therapeutics cluster around the same core themes you are likely tracking as an investor, including Auvelity execution, the potential AXS-05 Alzheimer's disease agitation opportunity, and the company's operating leverage and cash generation profile.내러티브 업데이트 • Mar 23
AXSM: Priority Review In Alzheimer’s Agitation Will Drive Future Upside
Analysts have raised their blended price targets on Axsome Therapeutics to a range of $202 to $251, citing ongoing Auvelity traction, expectations around the AXS-05 Alzheimer's disease agitation filing, and operating leverage across the broader pipeline as key factors supporting their updated views. Analyst Commentary Street research on Axsome Therapeutics has recently centered on product execution for Auvelity, the potential of AXS-05 in Alzheimer’s disease agitation, and the company’s ability to scale operations efficiently.내러티브 업데이트 • Mar 08
AXSM: Priority Review In Alzheimer’s Agitation Will Drive Future Upside
Analysts have lifted their average price target on Axsome Therapeutics by about $6 to roughly $222, citing continued Auvelity traction, expectations around AXS-05 in Alzheimer's disease agitation, and operating leverage supported by an expanding neuroscience pipeline. Analyst Commentary Recent Street research on Axsome Therapeutics points to a generally constructive view, with a series of price target increases clustered around the low to mid US$200s and a mix of Outperform, Buy, Equal Weight, and Overweight ratings.내러티브 업데이트 • Feb 21
AXSM: Priority Reviews And Late-Stage CNS Pipeline Will Drive Future Upside
Analysts have inched their fair value estimate for Axsome Therapeutics higher by about $0.65 to roughly $216 per share, reflecting a series of recent price target increases across the Street that cite stronger modeled profitability and updated assumptions around key assets and pipeline progress. Analyst Commentary Recent research on Axsome Therapeutics has been skewed toward higher valuation work, with several firms lifting their price targets and reaffirming positive ratings.내러티브 업데이트 • Feb 06
AXSM: Priority Reviews And Late-Stage CNS Portfolio Will Drive Upside
Axsome Therapeutics' updated analyst price target edges higher by about US$5 per share, with analysts pointing to refreshed models that factor in slightly stronger revenue growth expectations, modestly higher assumed valuation multiples, and recent positive readthrough from Auvelity and Sunosi sales and regulatory progress. Analyst Commentary Recent Street research on Axsome Therapeutics centers on updated models following preliminary Q4 results, Auvelity and Sunosi performance, and regulatory milestones tied to priority review decisions.내러티브 업데이트 • Jan 23
AXSM: Late-Stage CNS Franchise And Alzheimer’s Agitation Decision Will Drive Upside
Analysts have lifted their blended price target on Axsome Therapeutics by about $14, reflecting updated models that factor in recent Q4 revenue outperformance for Auvelity and Sunosi, an increased assumed revenue growth rate to 51.70%, and a higher future P/E of 20.59x. Analyst Commentary Recent Street research on Axsome Therapeutics has been active, with several bullish analysts lifting price targets following Q3 and preliminary Q4 updates for Auvelity and Sunosi, while one bearish analyst trimmed expectations.내러티브 업데이트 • Jan 08
AXSM: Late-Stage CNS Franchise And AXS-05 Readout Will Drive Upside
Narrative Update: Axsome Therapeutics Analysts have lifted their average price target for Axsome Therapeutics by about $15 per share, citing recent model updates that reflect slightly higher revenue growth assumptions, a modestly richer future P/E multiple, and Street research pointing to steady commercial progress for Auvelity, Symbravo and Sunosi, along with potential upside from the AXS-05 program. Analyst Commentary Bullish analysts are generally constructive on Axsome Therapeutics, pointing to product execution, model updates and potential pipeline upside as reasons for lifting their valuation work.내러티브 업데이트 • Dec 24
AXSM: Late-Stage CNS Pipeline Will Drive Future Upside Potential
Axsome Therapeutics' analyst price target edges higher by approximately $5 to the mid-$190s as analysts point to stronger long term revenue growth, expanding profit margin expectations, and resilient demand for key commercial assets as justification for the upward revision. Analyst Commentary Recent Street research on Axsome Therapeutics reflects a predominantly constructive stance, with multiple price target increases into the mid to high $180s.분석 기사 • Nov 07
Axsome Therapeutics, Inc. (NASDAQ:AXSM) Third-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For Next Year
Investors in Axsome Therapeutics, Inc. ( NASDAQ:AXSM ) had a good week, as its shares rose 3.3% to close at US$139...내러티브 업데이트 • Nov 07
AXSM: Commercial Execution And Late-Stage Pipeline Will Drive Strong Upside Potential
Axsome Therapeutics' fair value estimate has been raised by analysts from $176.84 to $181.58. This change reflects upward price target revisions, as analysts express optimism about the company's progress toward profitability and effective commercial execution following recent quarterly results.
새로운 내러티브 • Apr 28
R&D Pipeline And NDAs Will Unlock New Approvals
Ongoing R&D and product launch efforts, including key NDA submissions, may significantly enhance future revenues through new product approvals.Seeking Alpha • Feb 20
Axsome Q4 Earnings: Revenues Rising, Skepticism Lingering
Summary Axsome Therapeutics' stock has risen 47% since my August recommendation, driven by FDA approvals and revenue growth, but I maintain a "sell" rating. Despite Auvelity's revenue growth, significant SG&A and R&D expenses persist, and Symbravo's market potential in the crowded migraine space remains uncertain. Axsome's pipeline includes high-risk CNS indications with historically high attrition rates, and recent trial results have been mixed, questioning future success. Financially, Axsome has solid liquidity with a cash runway into mid-2027, but sustained cash burn and lack of clear revenue breakaway warrant cautious investment. Read the full article on Seeking AlphaSeeking Alpha • Feb 11
Axsome Settling Teva Patent Litigation Is Another Positive Catalyst -- Upgrade
Summary Axsome Therapeutics, Inc.'s stock has surged over 30% since my last “Hold” rating, driven by key catalysts like the litigation settlement with Teva Pharmaceuticals, announced today. Axsome's Auvelity and Sunosi are crucial, with Auvelity expected to generate over 75% of 2025 revenues; as such, today's news is a significant win. Despite high competition in MDD and other markets, Axsome's pipeline, including AXS-07 and AXS-12, shows potential for substantial revenue growth. I now rate AXSM stock a “Buy,” anticipating ~$2.5bn peak revenues long-term, and potentially a double-digit billion market cap, given upcoming data catalysts and multiple “shots on goal." Read the full article on Seeking AlphaSeeking Alpha • Dec 31
Axsome Therapeutics Remains A Buy Despite AXS-05's Mixed Results
Summary Axsome Therapeutics shows strong revenue growth from Auvelity and Sunosi, with promising late-stage pipeline drugs for migraine, fibromyalgia, and narcolepsy. Late-stage pipeline milestones include AXS-07 for migraine (PDUFA: January 31, 2025), AXS-12 for narcolepsy, and AXS-14 for fibromyalgia. Despite mixed Phase 3 results for AXS-05 in Alzheimer's agitation, the overall data is favorable, supporting a bullish outlook. AXSM stock's valuation appears high, but its revenue potential and cash runway suggest it could become cash flow positive by 2025. Regulatory risks and premium valuation are concerns, but Axsome's diverse portfolio and successful IPs mitigate investment risks, making it a “Buy”. Read the full article on Seeking AlphaSeeking Alpha • Nov 29
Axsome: Focus On AXS-12 Targeting Narcolepsy, Which Just Released Positive Data
Summary Axsome's AXS-12 met its primary endpoint in a Phase 3 study, significantly reducing cataplexy attacks in narcolepsy patients, positioning it for an NDA submission. The narcolepsy market is substantial, with current treatments having issues like tolerability and efficacy, which AXS-12 aims to address effectively. Financially, Axsome has a market cap of $4.83bn, strong revenue growth, but a net loss, indicating a cash runway of four to five quarters. Axsome is in a catalyst-heavy period with multiple NDA submissions and upcoming trial results, making it a strong buy before the January PDUFA. Read the full article on Seeking AlphaSeeking Alpha • Nov 12
Axsome Therapeutics Q3 Earnings: Stay For The Near Term Catalysts, Then Sell
Summary Axsome Therapeutics' Q3 2024 earnings report shows a revenue beat with $104.8m, up 81% YoY, but net loss increased to $(64.6m). Despite positive market response and promising pipeline candidates, Axsome's profitability remains distant, with significant cash burn and competition from pharma giants. AXS-07 is likely to gain FDA approval in January for migraine treatment, while AXS-05 shows potential for Alzheimer's agitation, but “blockbuster” revenue status is uncertain. Management says it sees multi-billion dollar revenue potential in Solriamfetol, a drug acquired for $53m from Jazz Pharma — I don't agree. Given the high volatility and upcoming data readouts, holding AXSM stock may be wise, but selling on any price spike is recommended. Read the full article on Seeking AlphaSeeking Alpha • Oct 15
Axsome: AXS-07 And Its Upcoming Second PDUFA
Summary AXS-07, targeting chronic migraine, has shown promising results in Phase 3 trials but faced a CRL from the FDA due to CMC issues. The FDA has set a new PDUFA date for AXS-07 on January 31, 2025, potentially leading to a significant stock boost upon approval. Axsome's financials show a market cap of $4.1bn and a cash runway of 4-5 quarters, but risks include potential dilution and FDA approval uncertainty. Despite concerns, AXSM remains a strong biotech investment, with plans to hold and buy on dips, anticipating AXS-07's market potential. Read the full article on Seeking AlphaSeeking Alpha • Aug 06
Axsome's Auvelity: High Hopes Meet Hefty Bills (Rating Downgrade)
Summary Axsome Therapeutics reported Q2 2024 revenues of $87.2 million, with Auvelity sales growing 135% year-over-year. The company’s SG&A and R&D expenses significantly increased, leading to wider net losses despite revenue growth. Auvelity faces stiff competition in the depression market, with uncertain positioning and high marketing expenses. Given Axsome’s financial risks and high operational costs, I recommend a "sell" rating on AXSM stock. Read the full article on Seeking AlphaSeeking Alpha • Jul 23
Axsome Therapeutics: Lots Of Moving Parts
Summary Today, we circle back to mid-cap biopharma Axsome Therapeutics, which has multiple potential catalysts on the horizon. The company has two approved products on the market and the potential to have six FDA approved drugs by the end of 2025. Analyst firms are largely positive on the shares, and explosive sales growth is projected over the next few years. An updated analysis around Axsome Therapeutics follows in the paragraphs below. Read the full article on Seeking AlphaSeeking Alpha • May 10
Why Axsome Therapeutics Is A Promising Stock Pick In CNS Treatments
Summary Axsome Therapeutics develops treatments for CNS conditions, with two commercial products: Auvelity for major depressive disorders and Sunosi for sleep disorders. The company has a diverse pipeline targeting illnesses such as Alzheimer's disease, smoking cessation, migraine, narcolepsy, and more. Axsome's portfolio addresses the medical needs of over 150 million people and has the potential to generate peak sales of up to $16.5 billion. Axsome maintains a strong cash position and manageable debt. Significant revenue growth is projected, supporting its intense research efforts. I rate AXSM a “buy” due to its high potential in a large market and promising financial outlook despite inherent biotech risks. Read the full article on Seeking AlphaSeeking Alpha • Feb 21
Axsome: Unpacking Auvelity's First-Year Market Dynamics And Economic Challenges
Summary Auvelity shows growth with $130.1 million annual sales, impressive in a crowded depression treatment market. Axsome's Q4 reveals surging revenues but widened losses due to high R&D and SG&A expenses. The cash position is strong, however, net loss suggests potential future financing needs despite the company's confidence. My investment stance: "Hold" on AXSM, citing revenue growth and market position balanced by operational and financial risks. Read the full article on Seeking Alpha주주 수익률
| AXSM | US Pharmaceuticals | US 시장 | |
|---|---|---|---|
| 7D | 0.7% | 1.9% | -0.7% |
| 1Y | 131.1% | 43.2% | 17.3% |
수익률 대 산업: AXSM은 지난 1년 동안 43.2%의 수익을 기록한 US Pharmaceuticals 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: AXSM은 지난 1년 동안 17.3%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| AXSM volatility | |
|---|---|
| AXSM Average Weekly Movement | 6.5% |
| Pharmaceuticals Industry Average Movement | 9.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: AXSM는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: AXSM의 주간 변동성(7%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2012 | 1,220 | Herriot Tabuteau | www.axsome.com |
바이오 제약 회사인 Axsome Therapeutics는 미국에서 중추신경계(CNS) 질환 관리를 위한 새로운 치료제를 개발 및 공급하는 회사입니다. 이 회사의 상용 제품 포트폴리오에는 성인 주요 우울 장애 치료에 사용되는 N-메틸-D-아스파르트산염 수용체 길항제, 시그마-1 수용체 작용제, 아미노케톤 및 CYP2D6 억제제인 오벨리티(성분명: 덱스트로메토르판-부프로피온)가 포함됩니다; 도파민 및 노르에피네프린 재흡수 억제제, 미량 아민 관련 수용체 1 작용제, 5-HT1A 작용제로 기면증 또는 폐쇄성 수면 무호흡증 환자의 과도한 주간 졸림증 치료에 사용되는 수노시(Solriamfetol); 그리고 심브라보(MoSEIC 멜록시캄 리자트립탄) 또는 빠르게 흡수되는 다중 기전의 선택적 COX-2 억제제인 AXS-07과 기운이 있거나 없는 편두통의 급성 치료에 사용되는 5-HT1B/1D 작용제입니다. 또한 알츠하이머병 동요 치료를 위한 임상 3상 시험을 완료한 연구용 N-메틸-D-아스파르트산염 수용체 길항제이자 금연 치료를 위한 임상 2상 시험을 완료한 AXS-05(덱스트로메토르판-부프로피온), 기면증 치료를 위한 임상 2상 시험을 완료한 고선택적이고 강력한 노르에피네프린 재흡수 억제제 및 피질 도파민 조절제인 AXS-12(레복세틴) 등을 개발 중입니다; 섬유근육통 및 기타 질환 치료를 위해 3상 시험을 완료한 선택적이고 강력한 노르에피네프린 재흡수 억제제인 AXS-14(에스레복세틴), 주의력결핍 과잉행동장애, 주요 우울증, 폭식, 교대 근무 장애와 관련된 과도한 졸음 치료를 위해 3상 시험을 진행 중인 도파민 및 노르에피네프린 재흡수 억제제인 솔리암페톨이 있습니다.
Axsome Therapeutics, Inc. 기초 지표 요약
| AXSM 기초 통계 | |
|---|---|
| 시가총액 | US$11.41b |
| 순이익 (TTM) | -US$188.30m |
| 매출 (TTM) | US$708.24m |
17.2x
주가매출비율(P/S)-64.8x
주가수익비율(P/E)AXSM는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| AXSM 손익계산서 (TTM) | |
|---|---|
| 매출 | US$708.24m |
| 매출원가 | US$52.41m |
| 총이익 | US$655.82m |
| 기타 비용 | US$844.13m |
| 순이익 | -US$188.30m |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
Aug 10, 2026
| 주당순이익(EPS) | -3.66 |
| 총이익률 | 92.60% |
| 순이익률 | -26.59% |
| 부채/자본 비율 | 344.1% |
AXSM의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/21 09:03 |
| 종가 | 2026/07/21 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
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산업 및 섹터 지표
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분석가 소스
Axsome Therapeutics, Inc.는 37명의 분석가가 다루고 있습니다. 이 중 21명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Joel Beatty | Baird |
| Brian Skorney | Baird |
| null null | Baird |