NASDAQ$AXSM

Axsome Therapeutics Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Axsome reported first quarter results, marked by Auvelity's first full quarter of launch and revenue from Sunosi license agreement.

Axsome Therapeutics reported a total revenue of $94.6 million for Q1 2023, driven by net product sales of $28.6 million and license revenue of $65.7 million. Auvelity net product sales were $15.7 million, and Sunosi net product sales were $12.9 million. The company's net loss for the quarter was $11.2 million, or $(0.26) per share.

  • Total revenue for the first quarter of 2023 was $94.6 million, consisting of net product sales of $28.6 million, license revenue of $65.7 million, and royalty revenue of $0.3 million.
  • Auvelity net product sales were $15.7 million for the first quarter of 2023.
  • Sunosi net product sales were $12.9 million for the first quarter of 2023, including $1.7 million in international net sales booked by Axsome.
  • Net loss for the first quarter of 2023 was $11.2 million or $(0.26) per share.

Headline financials

Total Revenue

$94.6M

No prior period
EPS (adj)

-$0.26

Previous: -$1.03+74.8%
R&D Expenses

$17.8M

Previous: $12.6M+41.4%
SG&A Expenses

$74.2M

Previous: $25.7M+188.7%
Total Shares Outstanding

43.5M

Previous: 38.9M+12.0%
Capital Expenditures

-$71K

Previous: $214K-133.2%
Free Cash Flow

-$11.3M

Previous: -$32.9M+65.7%
Net Income

-$11.2M

Previous: -$39.6M+71.7%
Operating Income

-$6.37M

Previous: -$38.3M+83.4%
Gross Profit

-$7.56M

No prior period
Cash & Equivalents

$247M

Previous: $84.7M+191.0%
Total Assets

$389M

Previous: $88.6M+339.5%
Stock-Based Comp

$12.9M

Previous: $7.6M+70.3%

Revenue & EPS history

Axsome · Revenue · Quarterly

$94.6M

Q1 2023
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Axsome · $28.6M total across 2 segments · Q1 2023

  • AUVELITY
    $15.7M
  • SUNOSI
    $12.9M

Forward guidance

Axsome believes that its current cash, along with the remaining committed capital from the $350 million term loan facility, is sufficient to fund anticipated operations into cash flow positivity, based on the current operating plan.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

-1.0%

Avg return

Earnings day

-2.9%

Avg return

5 days after

+1.7%

Avg return

30 days after

51%

21 / 41 earnings

Positive

+12.9%

Q1 2022

Best reaction

-53.5%

Q2 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+8.1%+5.3%+13.0%
Q4 2025-4.7%-10.8%-11.9%
Q3 2025+1.9%+2.3%+9.5%
Q1 2025+3.7%-4.0%-3.6%
Q4 2024-2.3%+5.0%-3.7%
Q3 2024+7.5%+2.4%+3.7%
Q2 2024+1.3%-1.6%+13.2%
Q1 2024+2.9%-3.1%-0.9%
Q4 2023-11.5%-14.9%-12.9%
Q3 2023-3.1%-11.9%+6.5%
Q2 2023-1.5%-5.5%+10.7%
Q1 2023+4.1%+7.1%+2.4%
Q4 2022+11.7%+6.9%+2.3%
Q3 2022+11.2%+3.4%+36.9%
Q2 2022+11.7%+6.8%+41.3%
Q1 2022+12.9%-6.1%-24.3%
Q4 2021+11.9%+6.4%+47.2%
Q3 2021+1.4%-2.3%-12.6%
Q2 2021-53.5%-55.3%-48.9%
Q1 2021+0.1%+2.6%+11.5%
Q4 2020+3.6%-3.5%-15.9%
Q3 2020-9.7%-6.3%+7.1%
Q2 2020-0.6%+1.2%-7.3%
Q1 2020-2.8%-7.9%-15.7%
Q4 2019-16.8%-38.7%-23.8%
Q3 2019-1.2%-4.6%+76.4%
Q2 2019+2.2%+11.0%-0.5%
Q1 2019+7.2%+10.7%+12.2%
Q4 2018+4.6%+24.3%+29.2%
Q3 2018-15.8%-28.1%-24.7%
Q2 2018-1.9%-8.6%+27.6%
Q1 2018+1.5%+3.0%+4.5%
Q4 2017+2.6%+6.5%-8.4%
Q3 2017-4.1%+1.0%-0.5%
Q2 2017-5.0%-12.6%-19.3%
Q1 2017-1.2%-1.2%-4.8%
Q4 2016-4.1%+6.1%-27.6%
Q3 2016+0.7%+4.1%-17.8%
Q2 2016-1.4%-3.4%-1.6%
Q1 2016-1.4%-3.4%-1.6%
Q4 2015-10.0%
Q3 2015
Q2 2015
Q1 2015
Q4 2014
Q3 2014
Q2 2014
Q1 2014

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