NASDAQ$AXSM

Axsome Therapeutics Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Axsome demonstrated strong financial performance and pipeline advancement.

Axsome Therapeutics reported a total product revenue of $46.7 million for Q2 2023, driven by Auvelity sales of $27.6 million and Sunosi revenue of $19.1 million. The company is expanding its Auvelity sales force and advancing its CNS pipeline with new indications for solriamfetol. They anticipate multiple clinical trial readouts and initiations in the near term.

  • Total product revenue reached $46.7 million, including $46.0 million in net product sales and $0.7 million in royalty revenue.
  • Auvelity net product sales were $27.6 million, representing a 76% sequential increase.
  • Sunosi net product revenue was $19.1 million, consisting of $18.4 million in net product sales and $0.7 million in royalty revenue.
  • The FOCUS Phase 3 trial of solriamfetol in ADHD was initiated, with Phase 3 trials planned for binge eating disorder and shift work disorder.

Headline financials

Total Revenue

$31.3M

Previous: $0.00
EPS (adj)

-$1.54

Previous: -$1.06-45.3%
R&D Expenses

$20.6M

Previous: $15.8M+30.4%
SG&A Expenses

$78.9M

Previous: $31.2M+152.9%
Total Shares Outstanding

46.7M

No prior period
Capital Expenditures

-$204K

Previous: -$455K+55.2%
Free Cash Flow

-$67.4M

Previous: -$41.9M-60.8%
Net Income

-$67.2M

Previous: -$41.4M-62.1%
Operating Income

-$65.1M

Previous: -$39.2M-66.0%
Gross Profit

$26.7M

Previous: -$1M+2770.1%
Cash & Equivalents

$437M

Previous: $73.4M+495.6%
Total Assets

$612M

Previous: $181M+238.7%
Stock-Based Comp

$15.9M

Previous: $10.2M+56.7%

Revenue & EPS history

Axsome · Revenue · Quarterly

$31.3M

Q2 2023
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Axsome · $46.7M total across 2 segments · Q2 2023

  • AUVELITY
    $27.6M
  • SUNOSI
    $19.1M+117.0%

Forward guidance

Axsome believes that its current cash 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 Q2 2023

Historical avgQ2 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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