Axsome and Exelixis: New Investment Opportunities in Biotech
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 08 2026
0mins
Source: Fool
- Axsome's Growth Potential: Axsome Therapeutics recorded $442.5 million in revenue for the first nine months of 2025, a 65.8% increase year-over-year, with its upcoming Auvelity drug poised for approval in Alzheimer's disease agitation, addressing the urgent needs of 5 million patients and potentially becoming a blockbuster.
- New Drug Development Progress: Axsome is advancing multiple candidates, including AXS-12 and AXS-14, which are expected to enrich its product lineup and drive revenue growth, enhancing the company's profitability.
- Exelixis's Market Position: Exelixis's Cabometyx generated $1.7 billion in revenue for the first nine months of 2025, up 7.5%, and the company has successfully defended its patent rights, ensuring no generic competition for the next decade, securing stable income in the oncology market.
- New Drug Development Outlook: Exelixis is developing its next-gen cancer drug Zanzalintinib, with a regulatory submission expected soon, entering a market with high demand for metastatic colorectal cancer treatments, which could lead to strong sales over the next decade.
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Analyst Views on AXSM
Wall Street analysts forecast AXSM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AXSM is 196.82 USD with a low forecast of 148.00 USD and a high forecast of 248.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
12 Buy
1 Hold
0 Sell
Strong Buy
Current: 185.170
Low
148.00
Averages
196.82
High
248.00
Current: 185.170
Low
148.00
Averages
196.82
High
248.00
About AXSM
Axsome Therapeutics, Inc. is a biopharmaceutical company. The Company is focused on the development and commercialization of medicines for people living with central nervous system (CNS) conditions. The Company's commercial products include Auvelity, Sunosi and Symbravo. It is also advancing a diversified, late-stage pipeline of product candidates for serious neurological and psychiatric conditions, which include AXS-05, AXS-12, AXS-14 and AXS-17. Auvelity (dextromethorphan-bupropion) is an oral, N-methyl-D-aspartate (NMDA) receptor antagonist with multimodal activity indicated for the treatment of major depressive disorder (MDD). Sunosi (solriamfetol) is an oral medication indicated for the treatment of excessive daytime sleepiness (EDS), in patients with narcolepsy or obstructive sleep apnea. Symbravo (meloxicam and rizatriptan, 20 mg/10mg tablets) is an oral, single-dose medicine approved for the acute treatment of migraine with or without aura in adults.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
CommVault and Axsome Options Trading Activity Surges
- CommVault Options Volume: Today, CommVault Systems Inc's options volume reached 5,370 contracts, representing approximately 537,000 shares, which constitutes about 92.7% of its average daily trading volume over the past month, indicating heightened market interest in its future performance.
- High Demand for Call Options: Notably, the $90 strike call option expiring on February 20, 2026, saw 1,031 contracts traded today, representing around 103,100 shares, suggesting an increased investor expectation for CommVault's stock price appreciation.
- Axsome Options Volume: Axsome Therapeutics Inc recorded an options trading volume of 7,271 contracts, equating to approximately 727,100 shares, or about 81.4% of its average daily trading volume over the past month, reflecting strong market confidence in its growth potential.
- Strong Performance of Call Options: Particularly, the $280 strike call option expiring on April 17, 2026, traded 5,527 contracts today, representing approximately 552,700 shares, indicating optimistic investor sentiment regarding Axsome's future performance.
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Piper Sandler Raises Axsome Therapeutics (AXSM) Price Target to $223, Optimistic on Alzheimer’s Drug Potential
- Price Target Increase: Piper Sandler raised Axsome Therapeutics' price target from $148 to $223 while maintaining an Overweight rating, reflecting strong confidence in Auvelity's potential for FDA label expansion in Alzheimer's agitation.
- Financial Model Update: Baird increased Axsome's price target from $157 to $209 based on an update to its financial model following preliminary Q4 2025 results that slightly exceeded expectations, further boosting market confidence.
- Sales Beat Expectations: Wells Fargo raised Axsome's price target from $157 to $193, noting that Q4 2025 sales for Auvelity and Sunosi surpassed consensus estimates, which is expected to drive continued positive momentum for the stock.
- Increased Success Probability: Wells Fargo raised the probability of success for Alzheimer's Disease Agitation from 75% to 90% following the FDA's decision to grant priority review, indicating optimistic expectations for the drug's future market performance.
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