NASDAQ$AXSM

Axsome Therapeutics Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Axsome reported strong financial performance driven by on-market products and advanced its neuroscience pipeline in the first quarter of 2024.

Axsome Therapeutics reported a total net product revenue of $75.0 million for Q1 2024, representing a 160% year-over-year growth. The company progressed its clinical trials, including positive Phase 3 results for AXS-12 in narcolepsy, and is preparing for NDA resubmissions for AXS-07 and AXS-14.

  • Total net product revenue reached $75.0 million, a 160% increase year-over-year.
  • Auvelity net product sales were $53.4 million, reflecting a 240% year-over-year growth.
  • Sunosi net product revenue amounted to $21.6 million, a 64% increase year-over-year.
  • Positive Phase 3 trial results were announced for AXS-12 in narcolepsy.

Headline financials

Total Revenue

$75M

Previous: $94.6M-20.7%
EPS

-$1.44

Previous: -$0.26-453.8%
R&D Expenses

$36.8M

Previous: $17.8M+106.9%
SG&A Expenses

$99M

Previous: $74.2M+33.4%
Capital Expenditures

-$98K

Previous: -$71K-38.0%
Free Cash Flow

-$68.5M

Previous: -$11.3M-506.4%
Net Income

-$68.4M

Previous: -$11.2M-509.4%
Operating Income

-$67.3M

Previous: -$6.37M-955.5%
Gross Profit

-$6.3M

Previous: -$7.56M+16.7%
Cash & Equivalents

$331M

Previous: $247M+34.5%
Total Assets

$546M

Previous: $389M+40.2%
R&D Expense

$36.6M

No prior period
Stock-Based Comp

$20.2M

Previous: $12.9M+56.0%

Revenue & EPS history

Axsome · Revenue · Quarterly

$75M

Q1 2024-20.7%vs Q1 2023
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Axsome · $57.8M total across 2 segments · Q3 2023

  • AUVELITY
    $37.7M
  • SUNOSI
    $20.1M+19.6%

Forward guidance

Axsome believes that its current cash is sufficient to fund anticipated operations into cash flow positivity, based on the current operating plan.

Tailwinds

  • NDA resubmission for AXS-07 in migraine targeted for Q2 2024
  • NDA submission for AXS-14 in fibromyalgia targeted for Q2 2024
  • Phase 3 ADVANCE-2 trial of AXS-05 for Alzheimer’s disease agitation topline results expected in 2H 2024
  • Phase 3 open-label safety extension trial of AXS-12 in narcolepsy topline results expected in 2H 2024
  • Phase 3 FOCUS trial of solriamfetol in ADHD in adults topline results expected in 2H 2024

Headwinds

  • Phase 3 PARADIGM trial of solriamfetol in major depressive disorder topline results expected in 2025
  • Phase 3 ENGAGE trial of solriamfetol in binge eating disorder topline results expected in 2025
  • Phase 3 EMERGE trial of AXS-07 in migraine with inadequate response to oral CGRP inhibitors topline results expected in 2H 2024
  • Phase 3 trial of solriamfetol in shift work disorder initiation expected in Q2 2024
  • Phase 3 ACCORD-2 trial of AXS-05 for Alzheimer's disease agitation enrollment completion expected mid-year 2024

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 2024

Historical avgQ1 2024

-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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