adri67 schreef op 8 januari 2018 19:39:
@bioscience (off topic)
Heb je weleens gekeken naar Axsome. Na de overname van Tigenix en de mogelijke overname van Ablynx lijkt me dit fonds naast arGen-X wel een mooi alternatief.
(met dank aan Bernstein)
AXSM= Market Cap $137 M / $41 Million or untill mid 2019 / 7x Phase 3 Programs in different Indications / 3x Phase 3 results within 4 months 2 of them within 2 weeks . Shares Outstanding 25.4 Million more than 16 Millione of these shares held by Insiders and Institutions alone Ceo is largest shareholder with over 7.3 million Shares . Very experienced Management who brought many Products to market . AXSM is definitely one of the most attractive and massive undervalued Biotech you can get at this time.
Latest Presentation :media.corporate-ir.net/media_files/IR...
Anticipated Near-Term Clinical Milestones
• Clinical Trial Readouts:
•Phase 3 CREATE-1 trial of AXS-02 in CRPS, interim efficacy analysis (late December 2017 to early January 2018)
•Phase 3 COAST-1 trial of AXS-02 in knee OA associated with BMLs, interim analysis (late December 2017 to early January 2018)
•Phase 3 STRIDE-1 trial of AXS-05 in TRD, top-line data (1H 2018)
Mega Pipeline of 7 Phase 3 Programs :
AXS-02 COAST-1 Knee Osteoarthritis Associated with Bone Marrow Lesions in Phase 3 (SPA & Fast Track) ---7M patients in the U.S.
AXS-02 CREATE-1 Complex regional pain syndrome (CRPS) in Phase 3 (Orphan+Fast Track Status) ---No approved drug = high unmet need. 80,000 new cases per year in the U.S.
AXS-02 Chronic Low Back Pain Associated with Modic Changes in Phase 3 ---1.6M patients in the U.S.
AXS-05 Agitation in patients with Alzheimer’s disease(AD) in Phase 2/3 ---No approved medication = unmet medical need. 2M patients in the U.S.
AXS-05 STRIDE-1 Treatment resistant depression in Phase 3 ---Only 1 approved drug for TRD = unmet medical need. 3M patients in the U.S.
AXS-06(MoSEIC™ Mx + Eso) Acute and Chronic Pain Phase 3 Ready = 120M NSAID TRx per year in the U.S.
AXS-07 (meloxicam and rizatriptan) for the Treatment of Migraine Phase 3 Ready = Migraine attacks are disabling and affect more than 37 million Americans
MAJOR SHAREHOLDERS :
Herriott Tabuteau, MD 7 351 729 31,1%
Fidelity Management & Research Co. 1 516 212 6,42%
JPMorgan Asset Management (UK) Ltd. 1 432 456 6,07%
Sabby Capital LLC 1 408 000 5,96%
Laurence W. Lytton 1 300 692 5,51%
Royce & Associates LP 881 000 3,73%
Mark Coleman, MD 647 998 2,75%
Sphera Funds Management Ltd. 501 000 2,12%
The Vanguard Group, Inc. 418 022 1,77%
Stifel Trust Co., NA 415 279 1,76%