Axsome Therapeutics Hero
86%
Auvelity covered lives after CVS Caremark Tier 2 (effective Jan 1, 2026).
Nurse + AI
Auvelity.com runs a live Nurse Navigator and an AI patient widget (likely Ostro Health) — only brand in the peer set with both.
Auvelity
Sunosi
Symbravo
The interesting story isn't the Caremark win. It's what happens April 30 — AXS-05 ADA PDUFA, during Asembia week. Pre-approval infrastructure is already built.
Sources
Formulary Warfare 2a of 2
Tier 2
Auvelity on CVS Caremark — effective Jan 1, 2026.
A Tier 2 win of this magnitude without a press release or earnings-call callout = deliberate competitive withholding, per our review of Axsome's public communications.
Sources
Formulary Warfare 2b of 2
3 fails
UHC requires armodafinil OR modafinil → stimulant → Sunosi fail, before approving Wakix. Effective Nov 16, 2025.
Axsome's Tier 2 Sunosi is a structural cap on Harmony's addressable Wakix population. Double-win: MDD Tier 2 + narcolepsy gatekeeper.
Sources
Bridge & Hub 3a of 2
0 days
Wakix bridge supply. Only narcolepsy brand with no first-fill mechanic.
Patients prescribed Wakix during PA pending get nothing. Harmony's medical affairs leadership is down three heads — the structural fix is understaffed.
Sources
Bridge & Hub 3b of 2
5 layers
Auvelity's access stack — the most sophisticated oral-CNS architecture in the peer set.
Only brand in the CNS peer set with an AI-powered patient widget. 35+ Wayback captures in 2025 — most actively iterated brand site we tracked.
Sources
FRM Arms Race 4a of 2
300→600
Auvelity field force by Q2 2026 (Jacobson, Leerink Mar 9, 2026).
Jacobson's DTC-ROI thesis (TD Cowen, Mar '26): rep density amplifies DTC ROI. Our dashboard tracks Rx-per-rep by quarter.
Sources
FRM Arms Race 4b of 2
Atlanta
The one city where Axsome, Harmony, and ACADIA are all visibly hiring into the same psychiatric and sleep offices.
Atlanta, GA
Harmony posted 2 new FRM territories March '26 — Southeast (Atlanta + Nashville) and South Central (Houston + Austin + Denver). ACADIA expanded its Nuplazid customer-facing team +30% onto LTC. Same offices Axsome is flooding.
Sources
Pipeline & PDUFA 5a of 2
April 30
AXS-05 Alzheimer's agitation PDUFA — during Asembia week.
Pre-approval state
- LTC marketing team being built
- 3 major GPO contracts active since Aug '25
- ALZgoals.com caregiver site active pre-PDUFA
Post-approval day 1
- Instant LTC channel activation
- No 90-day awareness lag
- Caregivers primed ahead of PDUFA
Nobody else in the peer set has this kind of pre-approval commercial infrastructure in motion right now.
Sources
Pipeline & PDUFA 5b of 2
Orexin
Three competitors coming — 18–24 month horizon.
Alkermes has signaled orphan-drug pricing ($300K–$400K) for alixorexton. The orexin class is an 18–24 month access overhang — even at premium pricing. Formulary dynamics shift regardless.
Sources
The Ask 6 of 6
10 biz days
That's the build time from the moment you name three brands.
Want this, but for your top three brands? Built from public sources. No internal data needed. Refreshed quarterly, event-triggered on major breaks. The 30-minute follow-up walks through what it would surface for your portfolio.
Book 30 min →Pulled from 7 research wedges — hiring, copay, DTC, website, payer, conference, leadership. Every claim traces. Verification scorecard in every wedge footer.