Private Doctor/Investor specializing in micro/small cap biotech-big believer in collaborative networks of fellow investors who can & do beat the institutions
USA
Joined November 2011
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However, in a world where some 12mnth PTs already in $300s, with ~50% Rev growth, & CashFlow Positivity imminent, do agree if such an $AXSM transaction were to occur, would definitely be $350/share MINIMUM😀!…But not holding my breath:-)
$AXSM dip? 6 Sept firesides suggested GreatStory-what I’ve heard has only confirmed maj. ADA(Auvelity)Rev Ramp plus 💪pipeline dev. Ext.Ironic Inflation & AI fear dip just when AXSM becoming a CashMachine->Exactly what people should be buying at times like this😉!Great Op! $XBI
6 $AXSM Investor Conferences in Sept clearly suggest a V.Good Story…Would imagine Auvelity Channel Chks post ADA approval show Major new RXs which,despite Historical Sept Mkt, can only catalyze the stock price…Why I sold pile of put sub $200😉! $XBI $IBB axsometherapeuticsinc.gcs-we…
6 $AXSM Investor Conferences in Sept clearly suggest a V.Good Story…Would imagine Auvelity Channel Chks post ADA approval show Major new RXs which,despite Historical Sept Mkt, can only catalyze the stock price…Why I sold pile of put sub $200😉! $XBI $IBB axsometherapeuticsinc.gcs-we…
$CHRS data delay?Not happy-however,prefer slight delay(partic.if it’s really to enable more scans,which it prob. is),b/c we’ll get a more solid readthru to Tagmo & Casdo effic.I believe is real. Mgmt knows their neck’s(+stock options), are on the line,so I think they believe it!
$AXSM Q2? Looking like minor revenue miss largely built into weak price action over last month, which(if you listen to the call), occurred in the context of overall program building sales & product momentum across the board. IOWs, Still 💪 overall prospects imo! Buy! $XBI $IBB
$AXSM Total 2Q 2026 net product revenue of $218.4 million, representing 46% year-over-year growth
AUVELITY® 2Q 2026 net product sales of $180.3 million, representing 51% year-over-year growth
SUNOSI® 2Q 2026 net product revenue of $35.8 million, representing 20% year-over-year growth
SYMBRAVO® 2Q 2026 net product sales of $2.3 million
AUVELITY launched for treatment of agitation associated with dementia due to Alzheimer’s disease in June 2026
NDA submission for AXS-12 for cataplexy in narcolepsy accepted by the FDA with PDUFA target action date of May 1, 2027
FOCUS-2 and FOCUS-3 Phase 3 trials of solriamfetol in children and adolescents with ADHD initiated
Company to host conference call today at 8:00 AMEastern
$CHRS ? Hard to say-Despite the obv. positive r/r, @ this ridic.low MC, & w this lvl of PL FirePower,it should be $3-$5 already🥴-but Hx of MgmtTox has left such a bad taste,Mkt may require solid Rs before any sig. rise-Still,I’m seriously betting my $1.40 Avg. will pay off! $XBI
@BillMiller32 You think $Chrs touches $1.80 before readouts? Would be ideal because then after positive data the sp would prob be at $3.
Bill Miller retweeted
$XBI #Biotechs #Profitability nice to see very different Biotech sector gaining traction - profitability $LQDA $TGTX $AXSM $TARS
$XBI #Biotechs - Josh Schimmer blurb today This is a very different biotech sector than we've had in the past, with a growing and critical mass of successful product launches and companies transitioning to profitability. There are always ups & downs and streakiness in the industry, but Biotech's never been in such a strong position fundamentally, and remain constructive on the sector.👍
I was in that $ITCI deal…Yes similar vibes-but ultimately so much bigger prize for any acquirer-plus what’s good for a standalone is also v.attractive to suitors…IOWs,any buyer fortunate enough to make an $AXSM deal is going to have to pay up…Shareholders win either way! $XBI
Note-though Mkt often focused on M&A quick fixs(75-100% premium), $AXSM up ~130% last 12 mnths, & though some of that might be anticipatory, much is strictly prog dev. related-& since we may see the same again this year,&Mgmt interests w.Aligned w S.Hldrs, No rush to see sale!:-)