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奧本海默公司稱，在Auveality的標籤擴展決定出台之前，Axsome Therapeutics面臨著「極具吸引力的局面」。

-- 奧本海默公司週二在一份報告中指出，在FDA即將批准Auvelity用於治療阿茲海默症躁動症狀的適應症擴展之前，Axsome Therapeutics（AXSM）的股價可能面臨「極具吸引力的買入機會」。 奧本海默表示，FDA做出決定後，預測股價上漲空間為20%，機率為95%，下跌空間為35%。這項預測反映了該投資公司對該藥物約20億美元的銷售額預期，而優先審查資格也為其信心提供了支持。 該投資公司指出，Auvelity最初於2022年第三季獲準用於治療重度憂鬱症，並獲得了突破性療法認定，有望擴展適應症至阿茲海默症躁動症狀。 奧本海默公司表示，Auvelity 具有“顯著的商業優勢”，因為它“在安全性方面具有競爭力，這也使其能夠進入處方集並長期使用”，而其他同類阿茲海默症躁動藥物 Rexulti 則不具備這種優勢。 同時，報告指出，與 Cobenfy 等正在研發中的候選藥物相比，Auvelity 也具有很強的競爭優勢，後者「遠遠落後」。 奧本海默公司對 Axsome 的評級為“跑贏大盤”，目標價為 220 美元。

Price: $183.26, Change: $-5.43, Percent Change: -2.88%

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