Aug. 3 at 3:40 PM
$AXSM Given the trial results and approval by the FDA with no black box warning for Auvelity, there is little reason to believe that sales for Agitation will far exceed Rexulti's projected
$1 billion in sales. The sales force is where the issue lies and this would easily be fixed by a JNJ or ABBV with their superior sales people. Maybe it is time to explore a sale. With a potential for
$15 billion in sales for their pipeline and over
$8 billion for Auvelity alone, the current
$10 billion valuation should look insanely cheap to a big pharma that looks out a few years.