Despite competitive anxiety concerning alternative risk investment ops(AI, crypto, biotech, energy, etc.), Oppenheimer’s new post R&D day report($AXSM PT $183) does a good job of summarizing the ever growing multi drug CNS investment thesis for $AXSM $XBI $IBB
$ASXM - light volume - reduced short interest - feeling like the company is positioned well in all respects. Good time to dip in if you haven't already.
Oppenheimer:" We initiate Axsome Therapeutics $AXSM with an Outperform rating and $185 PT. We view AXSM as a uniquely attractive
mid-cap biopharma company in neuroscience, based on multiple differentiating advantages: 1) accelerating revenue growth
with three approved products…
$AXSM key pipeline asset, Auvelity for ADA, company narrowed its guidance for sNDA submission timing (now 3Q from 2H25 BofA ADA opportunity comprises ~30% of our total Axsome valuation and we believe it represents a meaningful label expansion opportunity
$AXSM key pipeline asset, Auvelity for ADA, company narrowed its guidance for sNDA submission timing (now 3Q from 2H25 BofA ADA opportunity comprises ~30% of our total Axsome valuation and we believe it represents a meaningful label expansion opportunity
Bottom of the 9th, Game 7 of the World Series. Bases loaded, 2 outs, and your team is down by 1
Mariano Rivera is on the mound. You have your choice of any hitter, of any era. Who gets the call?
$tgtx pullback surprising
& not at same time. People pushing off taxes selling in 2025. Vol bout 800k so not huge. If I’m MM , wud not step in until I c selling over. Not seeing material option action
$AXSM Another excellent Qtr(Q2,2024) highlighted by the long awaited capitulation of the last Maj.Brokerage detractor, BofA(Buy, $106),marks, universal acknowledgment of this large,expanding CNS program,& effective “Last man standing”status in post SSRI MDD Tx. Sweet😀! $XBI $IBB
$TGTX - correct it’s what many investors miss with $TGTX BRIUMVI especially the critics - DURATION of BRIUMVI likely over 10 years + Reoccurring Revenue just starting to compound here - all ready being Profitable here - continues to be nice longterm setup going forward
$TGTX - correct it’s what many investors miss with $TGTX BRIUMVI especially the critics - DURATION of BRIUMVI likely over 10 years + Reoccurring Revenue just starting to compound here - all ready being Profitable here - continues to be nice longterm setup going forward
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