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Jun 30, 2024

Axsome Q2 2024 Earnings Report

Axsome reported robust Q2 2024 results driven by commercial execution and pipeline advancement.

Key Takeaways

Axsome Therapeutics reported a strong second quarter in 2024, with total net product revenue reaching $87.2 million, representing an 87% year-over-year growth. The company is advancing its pipeline with NDA resubmission for AXS-07 and plans to submit NDA for AXS-14.

Total net product revenue reached $87.2 million, an 87% increase year-over-year.

Auvelity net product sales were $65.0 million, representing a 135% year-over-year growth.

Sunosi net product revenue was $22.1 million, a 16% increase year-over-year.

NDA for AXS-07 in migraine has been resubmitted.

Total Revenue
$87.2M
Previous year: $46.7M
+86.7%
EPS
-$1.12
Previous year: -$1.54
-27.3%
R&D Expenses
$49.9M
Previous year: $20.6M
+142.2%
SG&A Expenses
$104M
Previous year: $78.9M
+31.3%
Shares Outstanding
47.8M
Previous year: 46.73M
+2.3%
Gross Profit
$79.1M
Previous year: $42.1M
+87.9%
Cash and Equivalents
$316M
Previous year: $437M
-27.8%
Free Cash Flow
-$30.2M
Previous year: -$55.5M
-45.6%
Total Assets
$548M
Previous year: $612M
-10.4%

Axsome

Axsome

Forward Guidance

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

Positive Outlook

  • NDA submission for AXS-14 in fibromyalgia expected in Q3 2024
  • Topline results from ADVANCE-2 Phase 3 trial of AXS-05 in Alzheimer’s disease agitation anticipated 2H 2024
  • Topline results from ACCORD-2 Phase 3 trial of AXS-05 in Alzheimer's disease agitation anticipated 2H 2024
  • Topline results from FOCUS Phase 3 trial of solriamfetol in ADHD anticipated 2H 2024
  • Pivotal Phase 2/3 trial of AXS-05 in smoking cessation, initiation (2024)