Over the past six months, AXSM returned -7% and NBIX returned 12%, according to the article. Axsome's Q2 2026 revenue rose 46% to $218.4 million, driven largely by AUVELITY sales of $180.3 million, up 51%, and new-to-brand prescriptions for patients aged 65 and older rose 126% in the first eight weeks of the Alzheimer's-related agitation launch. Axsome still reported a $51.3 million net loss in Q2 and a $320 million cash balance. Neurocrine's revenue grew 39% to $959 million, with INGREZZA at $716 million and CRENESSITY at $184 million, and it posted $2.85 in non-GAAP EPS for Q2. At 32.15x forward earnings for Axsome versus 14.12x for Neurocrine, the article says Neurocrine is cheaper, while Axsome must show that its faster growth can turn into sustained profitability.
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