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Axsome Therapeutics, Inc.

Axsome Therapeutics, Inc.

NASDAQ•AXSM
CEO: Dr. Herriot Tabuteau M.D.
セクター: Healthcare
業種: Biotechnology
上場日: 2015-11-19
Axsome Therapeutics, Inc., a biopharmaceutical company, engages in the development of novel therapies for central nervous system (CNS) disorders in the United States. The company's commercial product portfolio includes Auvelity (dextromethorphan-bupropion), a N-methyl-D-aspartate receptor antagonist with multimodal activity indicated for the treatment of major depressive disorder; and Sunosi (solriamfetol), a medication indicated to the treatment of excessive daytime sleepiness in patients with narcolepsy or obstructive sleep apnea. It is also developing AXS-05, which is in Phase III clinical trial to treat Alzheimer's disease agitation, as well as that has completed phase II clinical trial for the treatment of smoking cessation; AXS-07, an investigational medicine that has completed Phase III trials for the acute treatment of migraine; AXS-12, an investigational medicine, which is in Phase III trial to treat narcolepsy; AXS-14, a selective and potent norepinephrine reuptake inhibitor that has completed Phase III trial for the treatment of fibromyalgia and other conditions; and solriamfetol, a dual-acting dopamine and norepinephrine reuptake inhibitor, which has completed a Phase 2 trial for treating attention-deficit/hyperactivity disorder, and is in phase 2 major depressive, binge eating, and shift work disorder. Axsome Therapeutics, Inc. has a research collaboration agreement with Duke University for evaluating AXS-05 in smoking cessation. The company was incorporated in 2012 and is based in New York, New York.
連絡先情報
One World Trade Center, 22nd Floor, New York, NY, 10007, United States
212-332-3241
www.axsome.com
時価総額
$9.14B
PER (TTM)
-39.5
34.3
配当利回り
--
52週高値
$191.50
52週安値
$86.99
52週レンジ
90%
順位63Top 94.0%
1.8
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 1.8 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q3 2025 データ

売上高

$170.99M+63.22%
直近4四半期の推移

EPS

-$0.94-29.85%
直近4四半期の推移

フリーCF

$988.00K-105.35%
直近4四半期の推移

2025 Q3 決算ハイライト

主なハイライト

Revenue Surges Significantly Total revenues reached $442.5M for nine months ended September 30, 2025, marking a 65.8% increase over prior year period.
Net Loss Significantly Reduced Nine-month net loss narrowed to $154.6M, reflecting a 27.2% reduction compared to $212.3M loss last year.
Cash Position Strengthened Cash and equivalents totaled $325.3M as of September 30, 2025; net cash provided $85.1M from financing activities.
Commercial Spending Rises Selling, general, and administrative expenses increased 34.6% to $401.3M, supporting commercialization efforts for key products.

リスク要因

Continued Operating Losses Expected Expect continued operating losses and substantial expenses related to commercialization and pipeline development; profitability remains uncertain.
Reliance on Third-Party Partners Business significantly relies on third parties for essential services like manufacturing and distribution; failure impacts commercialization timelines.
Regulatory Approval Uncertainty Product candidates face inherent risks of failure in clinical trials or regulatory delays, potentially impairing revenue generation ability.
Intellectual Property Litigation Risk Patent prosecution and defense are costly and complex; litigation against generic filers for Sunosi and Symbravo remains pending.

見通し

Focus on Product Commercialization Expenses will increase due to continued commercialization of Auvelity, Sunosi, and Symbravo, requiring substantial capital support.
Advance Pipeline Development Plan to continue clinical trials for AXS-05 (AD agitation) and AXS-12/AXS-14, requiring ongoing R&D investment.
Future Financing Requirements Anticipate needing additional financing via equity or debt to fund future clinical trials and operations; capital needs are substantial.
Managing Growth and Scale Must successfully scale organization, infrastructure, and controls to support growth; failure strains resources and impedes business plan.

同業比較

売上高 (TTM)

Jazz Pharmaceuticals plcJAZZ
$4.16B
+4.1%
Arrowhead Pharmaceuticals, Inc.ARWR
$1.09B
+4081.8%
Axsome Therapeutics, Inc.AXSM
$561.26M
+65.8%

粗利益率 (最新四半期)

Arrowhead Pharmaceuticals, Inc.ARWR
100.0%
+50.6pp
Avidity Biosciences, Inc.RNA
100.0%
+0.0pp
Merus N.V.MRUS
94.7%
+55.6pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
RNA$10.99B-18.3-37.7%2.3%
JAZZ$10.11B-27.4-9.3%47.8%
AXSM$9.14B-39.5-357.2%32.7%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
12.9%
安定成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
25%
キャッシュフローに注意が必要

深度リサーチ

次回決算:2026年2月17日
|
EPS:-$0.71
|
売上高:$191.33M
財務レポート
財務データ
全年度
  • Form 10-Q - Q3 2025

    会計期末: 2025年9月30日|提出日: 2025年11月3日|
    売上高: $170.99M+63.2%
    |
    EPS: $-0.94-29.9%
    予想を下回る
  • Form 10-Q - Q2 2025

    会計期末: 2025年6月30日|提出日: 2025年8月4日|
    売上高: $150.04M+72.1%
    |
    EPS: $-0.97-41.9%
    予想を上回る
  • Form 10-Q - Q1 2025

    会計期末: 2025年3月31日|提出日: 2025年5月5日|
    売上高: $121.46M+62.0%
    |
    EPS: $-1.22-15.3%
    予想を上回る
  • Form 10-K - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年2月18日|
    売上高: $385.69M+42.5%
    |
    EPS: $-5.99-13.7%
    予想を下回る
  • Form 10-Q - Q3 2024

    会計期末: 2024年9月30日|提出日: 2024年11月12日|
    売上高: $104.76M+81.3%
    |
    EPS: $-1.34+1.5%
    予想を上回る
  • Form 10-Q - Q2 2024

    会計期末: 2024年6月30日|提出日: 2024年8月5日|
    売上高: $87.17M+86.7%
    |
    EPS: $-1.67+8.4%
    予想を下回る
  • Form 10-Q - Q1 2024

    会計期末: 2024年3月31日|提出日: 2024年5月6日|
    売上高: $75.00M-20.7%
    |
    EPS: $-1.44+453.8%
    予想を下回る
  • Form 10-K - FY 2023

    会計期末: 2023年12月31日|提出日: 2024年2月23日|
    売上高: $270.60M+440.8%
    |
    EPS: $-5.27-14.6%
    予想を下回る