Paul Scheele (@technicalair) profile picture
Joined July 2009
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Paul Scheele retweeted
$AXSM dip? 6 Sept firesides suggested GreatStory-what I’ve heard has only confirmed maj. ADA(Auvelity)Rev Ramp plus 💪pipeline dev. Ext.Ironic Inflation & AI fear dip just when AXSM becoming a CashMachine->Exactly what people should be buying at times like this😉!Great Op! $XBI
6 $AXSM Investor Conferences in Sept clearly suggest a V.Good Story…Would imagine Auvelity Channel Chks post ADA approval show Major new RXs which,despite Historical Sept Mkt, can only catalyze the stock price…Why I sold pile of put sub $200😉! $XBI $IBB axsometherapeuticsinc.gcs-we…
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Axsome Therapeutics Reports Second Quarter 2026 Financial Results and Provides Business Update Total 2Q 2026 net product revenue of $218.4 million, representing 46% year-over-year growth AUVELITY® 2Q 2026 net product sales of $180.3 million, representing 51% year-over-year growth SUNOSI® 2Q 2026 net product revenue of $35.8 million, representing 20% year-over-year growth SYMBRAVO® 2Q 2026 net product sales of $2.3 million AUVELITY launched for treatment of agitation associated with dementia due to Alzheimer’s disease in June 2026 NDA submission for AXS-12 for cataplexy in narcolepsy accepted by the FDA with PDUFA target action date of May 1, 2027 FOCUS-2 and FOCUS-3 Phase 3 trials of solriamfetol in children and adolescents with ADHD initiated Company to host conference call today at 8:00 AM Eastern “The second quarter was highly productive for Axsome. Our commercial business grew robustly, driven by strong underlying demand for our products, and we made important regulatory and clinical progress across our innovative neuroscience pipeline,” said Herriot Tabuteau, MD, Chief Executive Officer of Axsome Therapeutics. “We expect our commercial momentum to build over the balance of the year, in particular with anticipated continued Auvelity growth in Alzheimer’s disease agitation and major depressive disorder. With a focus on commercial execution and advancement of our broad late-stage neuroscience pipeline targeting high unmet needs, novel indications, first-in-class mechanisms of action, and best-in-class product profiles, Axsome is well positioned to deliver substantial value to patients and shareholders.”
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$TGTX surprised by the lack of enthusiasm from a clearly excellent quarter and direction. Clearly a buying opportunity IMO. Excited for the future here.
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Paul Scheele retweeted
$AXSM congratulations on FDA approval, has been a shareholder for 10 years, what a ride! 10 more years!
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Paul Scheele retweeted
$TGTX completes enrollment for its Ph3 SC Briumvi trial for RMS pts. The trial will evaluate 2 SC Briumvi dosing regimens for Q2M or Q3M and is on track to present topline data expected YE26/ 1Q27. The trial will be a non-inferiority OPEN🤔 label trial. Briumvi is currently approved in US and several ex-US countries in its IV form. Co has previously highlighted the continued growth of the CD20 market in RMS (~65%/ 35% IV/ SC w/ IV market including SC Ocrevus given that it is HCP-administered). Co expects that this IV/ SC split may evolve over time w/ SC portion growing. In the CD20 market, 35% were self-administered which Co sees as likely to grow.
$TGTX Announces Completion of Enrollment for Phase 3 Trial Evaluating Subcutaneous BRIUMVI | Phase 3 trial evaluated two subcutaneous BRIUMVI dosing regimens;administration every 2 months or every 3 monthsTop-line data expected year-end 2026/ first quarter ir.tgtherapeutics.com/news-r…
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Paul Scheele retweeted
$TGTX yesterday a newly diagnosed patient with RRMS whose doctor recommended Briumvi asked for advice. Here are comments made in less than 24 hours. There was also one statement that an insurance company no longer covered Ocrevus and did cover Briumvi.
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Paul Scheele retweeted
$AXSM announces FDA Acceptance and Priority Review of Supplemental New Drug Application for AXS-05 for the Treatment of Alzheimer’s Disease Agitation. PDUFA 04/30/26
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$TGTX 🦉State Street Corp disclosed a 5.1% stake in TG Therapeutics, holding 8.1M shares with shared voting and disposal power. Filing signed Nov 7 2025. #form_SCHEDULE_13G ir.tgtherapeutics.com/static…
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$TGTX / $AXSM Great earnings .. I am a buyer
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Despite competitive anxiety concerning alternative risk investment ops(AI, crypto, biotech, energy, etc.), Oppenheimer’s new post R&D day report($AXSM PT $183) does a good job of summarizing the ever growing multi drug CNS investment thesis for $AXSM $XBI $IBB
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$ASXM - light volume - reduced short interest - feeling like the company is positioned well in all respects. Good time to dip in if you haven't already.
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Paul Scheele retweeted
$AXSM key pipeline asset, Auvelity for ADA, company narrowed its guidance for sNDA submission timing (now 3Q from 2H25 BofA ADA opportunity comprises ~30% of our total Axsome valuation and we believe it represents a meaningful label expansion opportunity
$AXSM Q1??? Not much to say-Great Rev growth, Strong execution pretty much across-the-board, in the context of multi catalyst field into 2025/2026…NT base in mid/high $120s? Simply a pitstop on the way up to positive cash flow price target expansion…Happy LT holder😀! $XBI $IBB
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Bottom of the 9th, Game 7 of the World Series. Bases loaded, 2 outs, and your team is down by 1 Mariano Rivera is on the mound. You have your choice of any hitter, of any era. Who gets the call?
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$AXSM Weekly Revs? Another nice week of increases! And a beautiful chart, confirming the long-standing trend! $XBI $IBB
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Paul Scheele retweeted
$AXSM pipeline from the 10k. The company could have 5 approved products soon.
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Great $AXSM vibes today…Are we setting up for positive ADHD Rs, or, +Solriamfetol Rs in MDD, or both😍…Guess we’ll know soon enough!:-) $XBI $IBB
$AXSM - very solid CEO over the years 👍
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