Axsome, Moderna Seen Extending Gains on $18 Billion Pipeline and 57% Revenue Growth
Updated
Updated · The Motley Fool · Aug 4
Axsome, Moderna Seen Extending Gains on $18 Billion Pipeline and 57% Revenue Growth
2 articles · Updated · The Motley Fool · Aug 4
Summary
Axsome Therapeutics and Moderna are being highlighted as stocks that could keep outperforming despite geopolitical and macroeconomic headwinds, with their cases resting on late-stage pipelines and recent regulatory momentum.
Axsome posted first-quarter revenue of $191.2 million, up 57%, as Auvelity, Sunosi and Symbravo gained traction; the FDA also accepted AXS-12 for narcolepsy-related cataplexy, with a decision due by May 2027.
That growth story comes even as Axsome's operating loss widened to $63.4 million, with investors looking for newer launches and Auvelity's Alzheimer's agitation label expansion to lift sales and eventually profitability.
Moderna reported second-quarter revenue of $145 million, up 2%, while its loss per share improved to $1.97; its mFLUSIVA flu shot looks close to approval after an FDA advisory panel unanimously backed its benefit-risk profile.
Beyond flu, Moderna is betting on a broader mRNA pipeline including personalized cancer vaccine mRNA-4157, while Axsome says its portfolio could eventually generate more than $18 billion in sales.