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奥本海默公司称，在Auveality的标签扩展决定出台之前，Axsome Therapeutics面临着“极具吸引力的局面”。

-- 奥本海默公司周二在一份报告中指出，在FDA即将批准Auvelity用于治疗阿尔茨海默病躁动症状的适应症扩展之前，Axsome Therapeutics（AXSM）的股价可能面临“极具吸引力的买入机会”。 奥本海默表示，FDA做出决定后，其预测股价上涨空间为20%，概率为95%，下跌空间为35%。这一预测反映了该投资公司对该药物约20亿美元的销售额预期，而优先审评资格也为其信心提供了支持。 该投资公司指出，Auvelity最初于2022年第三季度获批用于治疗重度抑郁症，并获得了突破性疗法认定，有望扩展适应症至阿尔茨海默病躁动症状。 奥本海默公司表示，Auvelity 具有“显著的商业优势”，因为它“在安全性方面具有竞争力，这也使其能够进入处方集并长期使用”，而其他同类阿尔茨海默病躁动药物 Rexulti 则不具备这种优势。 同时，报告指出，与 Cobenfy 等正在研发中的候选药物相比，Auvelity 也具有很强的竞争优势，后者“远远落后”。 奥本海默公司对 Axsome 的评级为“跑赢大盘”，目标价为 220 美元。

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

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