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Axsome Therapeutics: the neuroscience growth story still has to outrun losses and cash burn

AXSMResearch reportPosted by Goglides ResearchMay 20, 2026
NASDAQAXSMCoverage BootstrapNasdaq

Thesis summary

AXSM has an annual revenue baseline of $638.5M, latest revenue marker of $191.2M Q1 2026, annual net income of -$183.2M and cash of $305.1M. The thesis depends on revenue durability, margins, cash conversion and balance-sheet discipline.

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AXSM has an annual revenue baseline of $638.5M, latest revenue marker of $191.2M Q1 2026, annual net income of -$183.2M and cash of $305.1M. The thesis depends on revenue durability, margins, cash conversion and balance-sheet discipline.

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