What smart money is saying about Axsome Therapeutics
AXSM
No fund has written a full thesis on Axsome Therapeutics in our archive, but 3 fund letters report a position in it, most recently Rhenman Healthcare Equity L/S in October 2026.
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3
Reported positions
1
Bought
0
Sold
3
Letters
Position history
Between Q1 2025 and Q4 2026, 3 fund letters reported a position in Axsome Therapeutics, with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 1 | 1 | 0 | 0 |
| Q1 2025 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 3 positions · 1 move
- HoldsRhenman Healthcare Equity L/SOctober 2026
“The largest negative contributions came from Iovance and Axsome.”
Axsome Therapeutics - New positionClearBridge Investments SMID Cap Growth StrategyJune 2026
“In addition to the transactions mentioned above, we initiated positions in Arxis, Sterling Infrastructure, and Woodward in the industrials sector, SiTime, Cipher Digital, D-Wave Quantum and DigitalOcean in the IT sector, Liftoff Mobile in the communication services sector and Axsome Therapeutics, Vaxcyte and Kymera Therapeutics in the health care sector.”
Axsome Therapeutics - March 2025
“Within the healthcare sector, notable performers included Halozyme Therapeutics, Inc., Axsome Therapeutics, Inc., and Insmed Inc. Halozyme licenses its Enhanze auto-injector technology, which enables the conversion of intravenous (IV) formulated biologic and small molecule drugs to be delivered via subcutaneous injection. The technology improves patient convenience and tolerability, and for drug developers extends market exclusivity beyond expiration of patent protection on the partner’s original proprietary IV drug. During the quarter, Halozyme reported 4Q 2024 financial results above consensus expectations with royalties and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) exceeding the prior guidance ranges. Most importantly, the company reiterated its guidance for 2025 and its longer-term outlook (2026-28). Axsome, which is a commercial-stage biotechnology company developing treatments for central nervous system (CNS) conditions, entered into a settlement agreement with Teva Therapeutics that resolved all patent litigation related to Axsome’s AUVELITY product used to treat major depressive disorder (MDD).”
Axsome Therapeutics
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