NASDAQ$AXSM

Axsome Therapeutics Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Axsome reported strong Q3 2023 results, driven by revenue growth from Auvelity and Sunosi, and pipeline advancements.

Axsome Therapeutics reported a total product revenue of $57.8 million for Q3 2023, a 244% increase year-over-year, driven by strong performances from Auvelity and Sunosi. The company is progressing its clinical programs, with multiple potential NDA submissions and pivotal trial readouts expected over the next 12 months.

  • Total product revenue for Q3 2023 was $57.8 million, representing 244% year-over-year growth.
  • Auvelity net product sales were $37.7 million, a 36% increase sequentially.
  • Sunosi net product revenue was $20.1 million, representing 20% year-over-year growth.
  • The company is on track to complete enrollment in the SYMPHONY trial of AXS-12 in narcolepsy in Q4 2023.

Headline financials

Total Revenue

$57.8M

Previous: $0.00
EPS (adj)

-$1.32

Previous: -$1.07-23.4%
R&D Expenses

$28.8M

Previous: $14.9M+93.4%
SG&A Expenses

$83.2M

Previous: $40.9M+103.4%
Total Shares Outstanding

47.3M

Previous: 43.4M+9.0%
Capital Expenditures

-$575K

Previous: -$521K-10.3%
Free Cash Flow

-$62.8M

Previous: -$45.3M-38.4%
Net Income

-$62.2M

Previous: -$44.8M-38.8%
Operating Income

-$62.1M

Previous: -$42.4M-46.5%
Gross Profit

-$6.53M

Previous: -$1.9M-243.8%
Cash & Equivalents

$417M

Previous: $228M+83.1%
Total Assets

$601M

Previous: $339M+77.3%
R&D Expense

$28.8M

No prior period
Stock-Based Comp

$14.8M

Previous: $9.2M+61.3%

Revenue & EPS history

Axsome · Revenue · Quarterly

$57.8M

Q3 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.

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 Q3 2023

Historical avgQ3 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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