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Dec 31, 2019

Axsome Q4 2019 Earnings Report

Axsome reported results for the fourth quarter and full year 2019.

Key Takeaways

Axsome Therapeutics reported a net loss of $24.8 million for Q4 2019, with increased R&D and G&A expenses due to ongoing clinical trials and commercial function build-out. The company's cash position significantly improved, ending the year with $220.0 million.

NDA filings for AXS-05 in MDD and AXS-07 in migraine are expected in Q4 2020.

Topline results for STRIDE-1 (AXS-05 in TRD) and INTERCEPT (AXS-07 in migraine) Phase 3 trials are expected in Q1 2020.

Topline results for ADVANCE Phase 2/3 trial of AXS-05 in Alzheimer’s disease agitation are anticipated in Q3 2020.

Phase 3 trials of AXS-12 in narcolepsy are anticipated to begin in 2020.

EPS
-$0.71
Previous year: -$0.32
+121.9%
R&D Expenses
$19.2M
Previous year: $7.15M
+168.6%
SG&A Expenses
$5.22M
Previous year: $2.3M
+127.2%
Shares Outstanding
36.93M
Cash and Equivalents
$220M
Total Assets
$221M

Axsome

Axsome

Forward Guidance

Axsome anticipates R&D expenses to decrease in subsequent quarters and believes its cash will be sufficient to fund operations for at least two years.

Positive Outlook

  • NDA filing for AXS-05 in the treatment of MDD expected in 4Q 2020
  • NDA filing for AXS-07 in the acute treatment of migraine expected in 4Q 2020
  • Topline data from Phase 3 STRIDE-1 trial of AXS-05 in TRD expected in 1Q 2020
  • Topline data from Phase 3 INTERCEPT trial of AXS-07 in migraine expected in 1Q 2020
  • Topline data from Phase 2/3 ADVANCE-1 trial of AXS-05 in AD agitation expected in 3Q 2020