Axsome Therapeutics Readies Auvelity Alzheimer's Agitation Launch, Expands CNS Pipeline
Axsome Therapeutics NASDAQ: AXSM executives said the company is preparing to launch Auvelity in Alzheimer's disease agitation this month while continuing to expand the drug's use in major depressive disorder and advance a broad central nervous system pipeline.
Cohen & Steers: Q1 Resilience Holds Fort For Q2 Recovery
Cohen & Steers, Inc. delivered resilient Q1 results despite late-quarter AUM declines driven by poor markets. CNS's focus on high-duration equity hybrids, real estate, and infrastructure makes it highly sensitive to yield curve shifts and reinflation risks. A possible enduring ceasefire and maybe normalization of shipping has CNS standing to benefit a lot, but most AMs with megacap-dominated indexed/quasi-indexed products also will benefit a lot.
Cohen & Steers: A Beneficiary Of Challenges In Private Markets
Cohen & Steers, Inc. remains a Buy, with public real estate focus and strong fund performance positioning it for renewed inflows as macro headwinds abate. CNS reported Q1 EPS of $0.79 on $144M revenue, with AUM at $93.1B and net inflows more than doubling year-over-year. Shares offer a 4.1% dividend yield, backed by a robust balance sheet and $200M in cash and treasuries, ensuring payout security.
Cohen & Steers, Inc. (CNS) Q1 2026 Earnings Call Transcript
Cohen & Steers, Inc. (CNS) Q1 2026 Earnings Call Transcript
Cohen & Steers (CNS) Moves to Buy: Rationale Behind the Upgrade
Cohen & Steers (CNS) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
'Stayin' Alive' In 2026 With The Cohen & Steers Closed-End Opportunity Fund
"Stayin' Alive" worked for John Travolta in "Saturday Night Fever" and it's a worthy investment goal for me, given the economic, financial, and geopolitical risks we face in 2026. Finding a single investment that combines an attractive, well-covered yield, solid multi-year total returns, quality management, and significant diversification is not easy. But Cohen & Steers' Closed End Opportunity Fund comes really close to filling the bill; I've described it previously as an "instant Income Factory"
Ovid Therapeutics: Bullish Post-PIPE With 2 Differentiated CNS Moonshots
Ovid Therapeutics targets neuronal hyperexcitability with two small-molecule platforms. 1) OV329 (GABA-AT inhibition) and 2) KCC2 direct activators for neuropsychiatric disorders. OV329 Phase 2a in drug-resistant focal seizures is planned for Q2 2026. And we should get its topline data by mid-2027. OVID's KCC2 program leads with OV4071, which targets PD/LBD psychosis and schizophrenia. Its IND is expected by Q1 2026, and its Phase 1 by Q2 2026.
Cohen & Steers: Cheap Enough To Buy As Income Comes Back Into Focus (Upgrade)
Cohen & Steers is upgraded to 'Buy' as the valuation now reflects improving fundamentals and a favorable 2026 outlook. Despite weak REIT demand, CNS maintains strong fund performance, with 95% of funds beating benchmarks across all major timeframes. The company's pristine balance sheet—$403 million in cash, no debt—and a 3.6% yield support dividend security and potential for a special payout.
Cohen & Steers, Inc. (CNS) Q4 2025 Earnings Call Transcript
Cohen & Steers, Inc. (CNS) Q4 2025 Earnings Call Transcript
Cohen & Steers: Focus On Latest Products And New Appointments (Rating Upgrade)
I upgrade Cohen & Steers, Inc.'s rating from Hold to Buy, considering its product innovation and strategic hires. The recent ETF launches build on its earlier offerings which were very successful, and that positions CNS for additional inflows. Key leadership additions in private real estate and Japan should translate into new growth opportunities for the company.
1 REIT To Sell And 1 Better REIT To Buy
Active investors have an advantage in the REIT sector. Individual REITs often get mispriced, resulting in opportunities to earn alpha-rich returns. We highlight a clear example of that.
Alto Neuroscience: 4 Shots At Success In CNS Diseases In 2026
Alto Neuroscience, Inc. is positioned as a precision medicine innovator in CNS disorders, with major clinical readouts expected in 2026. ANRO's pipeline targets high unmet needs in depression, bipolar disorder, and schizophrenia, leveraging biomarkers to optimize drug efficacy and patient selection. The company has a strong cash runway into 2028, experienced leadership, and potential for significant upside if upcoming trials are successful.
