金吾财讯 | Axsome Therapeutics（AXSM）公布第二季度财务数据，公司GAAP每股盈亏为0.99美元，较市场预期低0.10美元。当期实现营业收入2.184亿美元，同比增幅达到45.6%，但较市场一致预期少338万美元。尽管营收规模实现显著同比扩张，每股亏损幅度超出市场此前的预判，反映出生物制药企业在产品商业化阶段面临的成本压力。从资金安全层面来看，公司管理层表示，按照现阶段的经营规划，账上现存的现金储备，能够支撑企业持续运营，直至业务达成现金流正向的状态。对于创新药企而言，现金流是维持药物推广、后续管线研发的核心保障，这份表态也向市场传递出短期之内不存在流动性危机的信号，一定程度缓解投资者对于烧钱速率过快的担忧。该企业专注于中枢神经系统领域药物开发与商业化，本季度营收大幅上涨，主要来源于已上市药物的市场销售放量。不过销售、研发等多项运营开支同步走高，最终造成每股亏损不及预期。营收不及预期338万美元，说明终端产品销售进度尚未完全达到机构前期给出的测算水平，后续市场会持续跟踪核心药物处方量的变化，以此判断增长动能可否延续。
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