tiprankstipranks
Addex Therapeutics (CH:ADXN)
:ADXN
Want to see CH:ADXN full AI Analyst Report?

Addex Therapeutics (ADXN) AI Stock Analysis

2 Followers

Top Page

CH:ADXN

Addex Therapeutics

(ADXN)

Select Model
Select Model
Select Model
Neutral 45 (OpenAI - Gpt-5.6Sol)
Rating:45Neutral
Price Target:
CHF0.03
Action:Reiterated
Date:08/22/26
The score is held down primarily by weak financial performance (shrinking revenue, large losses, and continued cash burn) and a bearish technical setup (price below major moving averages with negative MACD). The earnings call adds some offset due to credible program progress and partnership/equity upside, but near-term funding constraints remain a major risk. Valuation provides limited support because earnings are negative and there is no dividend.
Positive Factors
Promising Neurology Pipeline
Reproducible efficacy across species, chronic-model activity, and a favorable safety margin strengthen the pipeline’s scientific foundation. These characteristics may improve partnering potential and support future clinical development if financing is secured.
Negative Factors
Limited Cash Runway
The available liquidity is insufficient to start unpartnered IND programs, making clinical progress dependent on new financing or partnerships. This can delay development, weaken negotiating leverage, and increase future dilution risk.
Read all positive and negative factors
Positive Factors
Negative Factors
Promising Neurology Pipeline
Reproducible efficacy across species, chronic-model activity, and a favorable safety margin strengthen the pipeline’s scientific foundation. These characteristics may improve partnering potential and support future clinical development if financing is secured.
Read all positive factors

Addex Therapeutics (ADXN) vs. iShares MSCI Switzerland ETF (EWL)

Addex Therapeutics Business Overview & Revenue Model

Company Description
Addex Therapeutics Ltd, a biopharmaceutical company in its development phase, specializes in the discovery, progression, and commercialization of small-molecule pharmaceutical products designed to address central nervous system (CNS) conditions. B...
How the Company Makes Money
Addex Therapeutics primarily seeks to generate revenue through business-to-business monetization of its drug discovery and development programs rather than through product sales. Its revenue model typically includes: (1) Collaboration and partners...

Addex Therapeutics Earnings Call Summary

Earnings Call Date:Jun 25, 2026
(Q1-2026)
|
Next Earnings Date:Aug 24, 2026
Earnings Call Sentiment Neutral
The call conveyed strong scientific and preclinical progress across two core programs (GABAB PAM for chronic cough and Dipraglurant for post-stroke/TBI recovery) and meaningful upside via the Indivior collaboration and the 20% Neurosterix equity stake. Key efficacy metrics (70% cough reduction in guinea pigs, >60% reduction in NHPs, 40–60% reduction in an IPF model, minimal effective dose ~1 mg/kg, and favorable safety margins) and readiness for IND-enabling studies are positive. However, the company faces material near-term funding constraints (cash ~CHF 0.9M, runway only into Q4 2026 on a going-concern basis), increasing equity-method losses from Neurosterix, and dependency on external financing or partners to advance unpartnered programs. On balance, scientific momentum is strong but financial and execution risks are significant, leaving the overall tone balanced between opportunity and funding-related challenges.
Positive Updates
GABAB PAM (Compound A) — Robust Preclinical Antitussive Efficacy
Lead GABAB PAM (Compound A) demonstrated strong, reproducible antitussive activity across species: up to ~70% reduction in cough number at maximum dose in guinea pig citric-acid model; minimal effective dose ~1 mg/kg and ED50 ~6 mg/kg; >60% cough reduction in non-human primates at 2 mg/kg. In an IPF-like guinea pig model, chronic dosing produced sustained 40–60% reductions in cough and improved lung histology (lower Ashcroft scores). No tolerance observed after 7-day subchronic dosing and no marked changes in respiratory rate at doses up to 60 mg/kg, implying a >60-fold safety margin on respiratory depression biomarkers. IND-enabling studies are ready to start subject to financing.
Negative Updates
Limited Cash Balance and Funding Shortfall for Clinical Progression
Cash at quarter-end was approximately CHF 0.9M (down from CHF 1.6M at end of prior year), a decline of ~43.8%. Management explicitly states current cash does not fund progression of unpartnered programs into the clinic and IND-enabling studies for the cough and Dipraglurant programs are subject to securing additional financing.
Read all updates
Q1-2026 Updates
Negative
GABAB PAM (Compound A) — Robust Preclinical Antitussive Efficacy
Lead GABAB PAM (Compound A) demonstrated strong, reproducible antitussive activity across species: up to ~70% reduction in cough number at maximum dose in guinea pig citric-acid model; minimal effective dose ~1 mg/kg and ED50 ~6 mg/kg; >60% cough reduction in non-human primates at 2 mg/kg. In an IPF-like guinea pig model, chronic dosing produced sustained 40–60% reductions in cough and improved lung histology (lower Ashcroft scores). No tolerance observed after 7-day subchronic dosing and no marked changes in respiratory rate at doses up to 60 mg/kg, implying a >60-fold safety margin on respiratory depression biomarkers. IND-enabling studies are ready to start subject to financing.
Read all positive updates
Company Guidance
Management guided that Addex finished Q1'26 with roughly CHF 900–935k in cash (having started the quarter with CHF 1.6m, used CHF 766k in operations and received CHF 65k from treasury sales), and raised a further CHF 300k in Q2, giving a runway into Q4 2026 on a going‑concern basis but not enough to fund unpartnered IND starts; Q1 operating loss was CHF 500k (vs CHF 600k y/y) and net loss CHF 1.7m (vs CHF 1.5m), driven by Addex’s CHF 1.3m share of Neurosterix losses (vs CHF 0.8m), while non‑current assets include a CHF 3.5m equity investment (Addex holds 20% equity, previously valued at ~CHF 20m post‑money despite a current market cap cite of CHF 8m). Key R&D guidance and milestones: Neurosterix NTX‑53 Phase‑1 data expected in Q3; IND‑enabling studies for the in‑house GABAB PAM cough candidate are ready to start subject to financing (lead showed a 1 mg/kg minimal effective dose, ED50 ~6 mg/kg, up to ~70% cough reduction in guinea pigs, >60% reduction in non‑human primates at 2 mg/kg, >60‑fold safety margin, no respiratory‑rate effect up to 60 mg/kg, and 40–60% reductions in an IPF guinea‑pig chronic model); dipraglurant (mGluR5 NAM) is being repositioned for post‑stroke/TBI with optioned IP in 2025 and the company is preparing imaging and clinical studies; under the Indivior collaboration Addex remains eligible for up to $313m of milestone payments plus high‑single to low‑double‑digit royalties.

Addex Therapeutics Financial Statement Overview

Summary
Overall fundamentals are weak: the income statement shows materially contracting revenue and deeply negative profitability, and cash flow remains persistently negative (ongoing operating cash burn). The main offset is a relatively strong balance sheet profile with minimal leverage, which reduces solvency risk, and some recent improvement in cash discipline versus prior years.
Income Statement
18
Very Negative
Balance Sheet
62
Positive
Cash Flow
26
Negative
BreakdownMar 2026Mar 2025Mar 2024Dec 2022Dec 2021
Income Statement
Total Revenue173.00K410.04K1.61M1.42M2.92M
Gross Profit164.39K-444.26K-5.32M-13.20M-9.67M
EBITDA-2.81M-4.65M-10.26M-20.43M-14.94M
Net Income-6.73M7.06M-10.56M-20.80M-15.41M
Balance Sheet
Total Assets6.36M10.67M4.64M8.28M22.54M
Cash, Cash Equivalents and Short-Term Investments1.64M3.34M3.87M6.96M20.50M
Total Debt34.69K41.99K344.34K373.13K482.01K
Total Liabilities1.60M1.00M3.50M3.37M5.61M
Stockholders Equity4.76M9.67M1.15M4.91M16.93M
Cash Flow
Free Cash Flow-2.17M-5.37M-8.00M-16.44M-14.74M
Operating Cash Flow-2.17M-5.37M-7.99M-16.44M-14.71M
Investing Cash Flow-680.69K4.65M-6.84K2.97K-30.31K
Financing Cash Flow1.19M104.97K5.26M3.10M16.40M

Addex Therapeutics Peers Comparison

Overall Rating
UnderperformOutperform
Sector (51)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
51
Neutral
$7.86B-0.30-43.30%2.27%22.53%-2.21%
* Healthcare Sector Average
Performance Comparison

Addex Therapeutics Corporate Events

Addex bolsters mGlu7 program with new ADX71743 sleep and stress data
Jul 8, 2026
Addex Therapeutics has reported new preclinical data showing that ADX71743, a selective negative allosteric modulator of metabotropic glutamate receptor 7, significantly affects sleep-wake cycles and stress-related neurochemistry in animal models....
Addex Shareholders Back Governance and Capital Changes at 2026 AGM
Jun 30, 2026
Addex Therapeutics shareholders have endorsed all board proposals at the 2026 Annual General Meeting, approving the 2025 financial statements, compensation report and pay packages, and granting discharge to directors and executives. The meeting, w...
Addex Q1 Loss Widens as Cash Reserves Shrink While Neuro Spin-Out Advances
Jun 25, 2026
Addex Therapeutics reported a wider first-quarter 2026 net loss of CHF 1.7 million as cash and cash equivalents fell sharply to CHF 0.9 million, with shareholders’ equity also declining to CHF 3.3 million. Operating costs remained tightly co...
Addex Therapeutics Sets Date for Q1 2026 Results and Pipeline Update
Jun 22, 2026
Addex Therapeutics, a clinical-stage biopharmaceutical group specializing in allosteric modulators for neurological conditions, is advancing a diverse pipeline led by dipraglurant for potential brain injury recovery, alongside partnered and propri...
Addex Sets 2026 AGM With Capital and Governance Changes on Agenda
Jun 5, 2026
Addex Therapeutics has scheduled its 2026 Annual General Meeting for June 29 in Geneva, where shareholders will vote on routine corporate matters including approval of the 2025 financial statements, discharge of the board and executive management,...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 22, 2026