Wall Street expects a year-over-year decline in earnings on higher revenues when Axsome Therapeutics (AXSM) reports results for the quarter ended June 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on August ...

文章核心观点 - 生物技术行业正处于积极态势,受益于新药获批和管线进展[1] - 行业内公司正受到关注,大型制药/生物科技公司通过合作和收购来增强产品组合和管线,以应对专利药面临的仿制药竞争[2] - 一些生物技术公司如Moderna、Sarepta Therapeutics、Halozyme Therapeutics、Krystal Biotech和Axsome Therapeutics有望表现优于行业[3] 行业概况 - 生物医药和遗传学行业包括使用先进技术开发高知名度药物的生物制药和生物技术公司[4] - 技术对于改善全球健康至关重要,生物技术公司的主要目标是利用创新技术在短时间内实现突破性治疗[5] - 该行业被视为比大型制药或药品行业更加风险[5] 行业趋势 创新和执行至关重要 - 大多数公司需要耗费大量资金和时间才能开发出一种采用突破性技术的药物,这导致了巨大的研发支出[6] - 成功的商业化是提高药物使用率的关键,较小的生物技术公司通常缺乏资金和专业知识来覆盖目标人群,因此需要与制药或生物技术巨头合作[7][8] - 新批准的药物可能需要多年才能为公司带来显著的收入贡献[8] 并购活跃 - 行业内并购一直是焦点,因为大型制药/生物技术公司寻求通过收购来多元化其收入来源,以应对高知名度药物销售下滑[9] - 大型制药/生物技术公司的资金注入进一步推动了生物技术行业[10] - 除肿瘤和免疫肿瘤外,治疗肥胖、罕见疾病和基因编辑公司也成为了吸引人的投资领域[11] 新药获批提振前景 - 2024年上半年新药获批有所增加,未来该趋势有望加速,因为大多数公司正寻求多元化其产品组合[12] 管线挫折和竞争带来挑战 - 管线挫折是生物技术公司的主要阻碍,因为使用昂贵技术开发药物的成本极高,大多数药物/疗法需要多年才能获得监管批准[13][14] - 领先生物技术公司还面临高知名度药物销售下滑的其他不利因素,包括竞争加剧[14] 行业前景 - 该行业的Zacks行业排名为81,位于前32%,反映了该行业的良好前景,主要是由于对更好医疗药物/治疗的持续需求,尽管宏观环境具有挑战性[16] - 该行业的股价表现低于标普500指数和医疗板块,但估值水平相对较低[18][19][22]

文章核心观点 - 该公司是一家生物制药公司,专注于开发和提供治疗中枢神经系统(CNS)疾病的创新疗法 [1][3] - 公司将于2024年8月5日发布2024年第二季度的财务业绩,并举行电话会议进行业务更新 [1][2] 公司概况 - 公司致力于开发能够显著改善患者生活质量并为医生提供新的治疗选择的产品 [3] - 公司可能会不定期在公司网站上发布重大非公开信息 [3] 财务和业务情况 - 公司将于2024年8月5日发布2024年第二季度的财务业绩 [1] - 公司将在2024年8月5日上午8点东部时间举行电话会议,讨论这些业绩结果并提供业务更新 [1][2] 风险因素 - 公司面临多方面的风险和不确定性,包括产品的商业成功、临床试验进展、监管审批、知识产权保护等 [4] - 这些风险因素可能会对公司的未来业务和财务状况产生重大影响 [4]

文章核心观点 - 生物科技公司Axsome Therapeutics近期遭遇做空机构Culper Research的指控,称其利用绕过保险商要求的方式来推广新药Auvelity,从而虚增收入[3][4][5] - 尽管有分析师认为Culper Research的指控缺乏依据,但该报告还是给Axsome Therapeutics的前景带来了一定的不确定性[6][10][11] 公司概况 - Axsome Therapeutics是一家中型生物科技公司,主要从事神经系统疾病治疗药物的研发[7] - 除了新获批的抑郁症药物Auvelity,公司还有多款其他神经系统疾病治疗药物处于临床后期开发阶段[7] - 公司2022年第一季度总收入为7500万美元,同比下降20.6%,但Auvelity和另一款产品Sunosi的销售额正在稳步增长[8][9] - 公司目前市值仅37.2亿美元,被认为低估了其管线的潜力[9] 行业动态 - 生物科技公司股价受各种因素影响,包括做空机构报告等[1] - 做空机构指控公司存在财务造假等问题,会给公司前景带来不确定性[6][10][11] - 但分析师也可能认为做空机构的指控缺乏依据,维持看好评级[6]

A short-seller report is causing a sell-off of the biotech stock.Shares of Axsome Therapeutics (AXSM -6.68%) were sinking 6.8% lower as of 11:19 a.m. ET on Tuesday. The decline came after Culper Research announced a short position in the biotech stock before the market open.Culper alleged that Axsome's commercialization of depression drug Auvelity "has been aided by undisclosed consignment deals with dodgy mail-order pharmacies that subvert prior authorizations." It also claimed that these deals are "inflat ...

NEW YORK, June 05, 2024 (GLOBE NEWSWIRE) -- Axsome Therapeutics, Inc. (NASDAQ:AXSM) (Axsome), a biopharmaceutical company developing and delivering novel therapies for the management of central nervous system disorders, today announced that it has entered into a settlement agreement with Unichem Laboratories Ltd. (Unichem) resolving patent litigation related to Axsome's product Sunosi® (solriamfetol). The litigation, which is pending in the United States District Court for the District of New Jersey, result ...

NEW YORK, June 04, 2024 (GLOBE NEWSWIRE) -- Axsome Therapeutics, Inc. (NASDAQ:AXSM), a biopharmaceutical company developing and delivering novel therapies for the management of central nervous system (CNS) disorders, announced today it is joining the migraine advocacy community to raise awareness of unmet patient needs during Migraine & Headache Awareness Month this June. "Education plays a crucial role in addressing the stigma associated with migraine, a complex neurological disorder often misunderstood as ...

NEW YORK, June 04, 2024 (GLOBE NEWSWIRE) -- Axsome Therapeutics, Inc. (NASDAQ: AXSM), a biopharmaceutical company developing and delivering novel therapies for the management of central nervous system (CNS) disorders, announced today it is joining the migraine advocacy community to raise awareness of unmet patient needs during Migraine & Headache Awareness Month this June. “Education plays a crucial role in addressing the stigma associated with migraine, a complex neurological disorder often misunderstood a ...

NEW YORK, May 29, 2024 (GLOBE NEWSWIRE) -- Axsome Therapeutics, Inc. (NASDAQ:AXSM), a biopharmaceutical company developing and delivering novel therapies for the management of central nervous system (CNS) disorders, today announced five presentations, including two featured oral plenary presentations, on solriamfetol at SLEEP 2024, the 38th annual meeting of the American Academy of Sleep Medicine (AASM) and the Sleep Research Society (SRS), being held June 1-5, 2024, in Houston, Texas. "Cognitive functionin ...

NEW YORK, May 29, 2024 (GLOBE NEWSWIRE) -- Axsome Therapeutics, Inc. (NASDAQ: AXSM), a biopharmaceutical company developing and delivering novel therapies for the management of central nervous system (CNS) disorders, today announced five presentations, including two featured oral plenary presentations, on solriamfetol at SLEEP 2024, the 38th annual meeting of the American Academy of Sleep Medicine (AASM) and the Sleep Research Society (SRS), being held June 1-5, 2024, in Houston, Texas. “Cognitive functioni ...