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ALALKS

Alkermes plc

$ALKS·$8.8B·Biotechnology·Healthcare
$52.73-0.3%YTD+88.3%1Y+101.6%
Mentions · last 7 days
2026-07-20: 4 posts2026-07-21: 1 posts2026-07-22: 1 posts2026-07-23: 1 posts2026-07-24: 2 posts2026-07-25: 0 posts2026-07-26: 1 posts10+13%
Price updated 25m ago·X counts updated 1d ago
ALALKS
$ALKSAlkermes plc
$52.73-0.30%10 posts+13%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ALKS, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventEvent coming upAI verdict · as of 2026-07-25

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Alkermes is up 99% T12M on alixorexton VIBRANCE-2 narcolepsy readouts plus orexin orphan-drug designation — July 28 Q2 tests whether the pipeline momentum extends.

Alkermes plc is a US-listed Irish-domiciled biopharmaceutical company with a portfolio of commercial products (VIVITROL for opioid/alcohol dependence, LYBALVI for schizophrenia/bipolar I) plus a pipeline led by alixorexton (oral orexin receptor antagonist for narcolepsy Type 1). Shares are up 89% year-to-date and 99% over twelve months at $52.89 above the 50-day and 200-day MAs, and July 28 Q2 earnings is the near-term catalyst.

  • The alixorexton VIBRANCE-2 SLEEP conference update is the defining event: July 13 announcement that Alixorexton demonstrated sustained wakefulness improvement in narcolepsy Type 1 through week 13 OLE on ESS — a clinical-data catalyst driving the near-100% T12M gain, plus Needham raised PT to $54 from $50 (Buy).
  • The June 15 FDA orphan drug designation is the specific regulatory catalyst: FDA granted orphan drug designation to Alkermes' orexin receptor antagonist — a specific regulatory milestone that supports the pipeline value and provides commercial exclusivity in the target indication.
  • Revenue trajectory is accelerating: Q1 2026 revenue grew 28% YoY to $393M with 84% gross margin — growth swung from -10% Q4 fiscal 2025 to +28% Q1 2026, reflecting the specific commercial-product mix improvement plus early alixorexton-adjacent commercial signals.
  • The July 8 Amneal Authorized Generic Product Supply Agreement termination is a specific balance-sheet event: Alkermes and Amneal Pharmaceuticals mutually terminated their AG Supply Agreement — a specific pattern of exiting a generic-supply-partnership to focus on the branded pipeline.

July 28 Q2 2026 earnings is the near-term hinge — a beat with continued 20%+ revenue growth plus commentary on VIVITROL/LYBALVI commercial trajectory, alixorexton clinical-progression timeline, and any FY27 guide direction could extend this leg toward $65+; a specific alixorexton clinical-timeline delay or commercial-product mix compression is the near-term risk given the T12M move.

Agrees with X sentimentX is bullish on Alkermes approaching 100% gainer on the alixorexton VIBRANCE-2 SLEEP conference update, the Needham $54 PT raise, and the million-dollar bull-calendar risk-reversal, and I fully agree — the July 13 clinical readout and the June 15 orphan-drug designation are specific catalysts, and the Q1 28% revenue acceleration is quantitatively real; the July 28 print has to sustain the momentum.

What to watch: July 28 Q2 2026 earnings — Q2 revenue growth continuation at 20%+, VIVITROL/LYBALVI commercial trajectory, alixorexton clinical-progression timeline, and FY27 guide direction; alixorexton clinical-timeline delay or commercial-product-mix compression is the sell tell.

On the calendar: 2026-07-28 — Q2 2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-06-25

Alkermes approaching 100% gainer on alixorexton VIBRANCE-2 SLEEP conference update showing improved efficacy through week 13 OLE on ESS. Needham raised PT to $54 from $50 (Buy). Bull calendar risk reversal with over a million dollars on upside bet (first time at this size). XBI/IBB sympathy. Tone is firmly bullish.

Read the AI verdict + X sentiment for $ALKS

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  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Irish biopharmaceutical company commercializing treatments for opioid dependence, alcohol use disorder, and CNS conditions including schizophrenia.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $ALKS.

Biotechnology · Healthcare

No material change from last week — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

What this means for $ALKS

Neutral — Irish biopharmaceutical company commercializing treatments for opioid dependence, alcohol use disorder, and CNS conditions including schizophrenia; limited read-through from biotechnology macro dynamics to this specific revenue mix.

Top industry ETF

$IBBiShares Biotechnology ETF
+11.0%YTD
+40.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
48.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
3.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
12.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
8.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
86.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 5, 2026$-0.40$-0.57+29.8%
Q4 2025Feb 25, 2026$0.34$0.43-20.9%
Q3 2025Oct 28, 2025$0.49$0.42+16.7%
Q2 2025Jul 29, 2025$0.52$0.41+26.8%
Next earningsTue, Jul 28·consensus EPS $-0.04

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$392.9M+28.2%84.3%-12.3%$-0.40$-169.8M
Q4 FY25$384.5M-10.6%88.0%15.1%$0.30$170.1M
Q3 FY25$394.2M+4.2%86.9%22.6%$0.50$84.4M
Q2 FY25$390.7M-2.1%87.3%23.8%$0.53$137.2M

Forward consensus

5-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.8B$1.8B – $1.8B-$0.39-$0.43 – -$0.3413
FY27$1.9B$1.9B – $1.9B$0.55-$4.65 – $6.7613
FY28$2.1B$1.9B – $2.8B$1.32-$0.88 – $3.8814
FY29$2.4B$2.3B – $2.6B$2.40$2.26 – $2.759
FY30$2.7B$2.6B – $3.0B$3.58$3.38 – $4.1113

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.91%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+13.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+51.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 154.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.295-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 6Gaffin David JosephEVP, CLO, Alkermes, Inc.2.0K sh$110KSellJul 1Craig C. HopkinsonEVP R&D, Chief Medical Officer9.0K sh$464KSellJun 12Christopher I WrightDirector2.0K sh$90KSellJun 4Gaffin David JosephEVP, CLO, Alkermes, Inc.2.0K sh$88KSellJun 1Craig C. HopkinsonEVP R&D, Chief Medical Officer9.0K sh$375KSellMay 29Parisi Samuel JosephVP, Finance (Interim PAO)16.2K sh$687KSellMay 4Gaffin David JosephEVP, CLO, Alkermes, Inc.2.0K sh$68K
+ 27 other (11 exempts · 8 inkinds · 8 awards) in window

See when $ALKS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KAgreement terminatedJul 88-K — Item 1.02: Agreement terminated
AI summary

Alkermes plc (ALKS) and Amneal Pharmaceuticals LLC mutually terminated their Authorized Generic Product Supply Agreement for VIVITROL® (naltrexone extended-release injection) on July 6, 2026. The agreement, signed September 9, 2025, had granted Amneal rights to sell an authorized generic of VIVITROL® in the US; it was terminated because Amneal failed to meet certain contractual conditions and notified Alkermes it would not order any product batches. No penalties were incurred and the parties executed mutual releases. The authorized generic threat to VIVITROL® is eliminated — a positive for Alkermes' branded revenue.

8-KPress release / Reg FDJun 158-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Alkermes plc announced on June 15, 2026 that the U.S. FDA granted orphan drug designation to its orexin receptor antagonist alixorexton for the treatment of idiopathic hypersomnia, and the European Commission granted orphan drug designation for narcolepsy. These dual designations may provide regulatory benefits including 7-year U.S. market exclusivity upon potential approval, protocol assistance, and fee waivers in both jurisdictions. The designations do not guarantee regulatory approval, but represent a meaningful pipeline milestone that lowers development cost and commercial risk for this CNS asset.

8-KOfficer or director changeMay 208-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

At Alkermes plc's (ALKS) 2026 Annual General Meeting on May 20, 2026, shareholders approved an amendment to the 2018 Stock Option and Incentive Plan increasing ordinary shares authorized for issuance by 5,900,000 shares, as described in the definitive proxy filed April 6, 2026. The filing also covers other director/officer items under Item 5.02 (details cut off) and Item 5.07 annual meeting voting results. The 5.9 million share authorization increase is a routine but moderately dilutive equity compensation action, signaling continued broad equity award activity at the company.

8-KPress release / Reg FDMay 128-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Alkermes plc (ALKS) announced positive topline results from REVITALYZ, a Phase 3, double-blind, placebo-controlled, randomized withdrawal, multicenter study evaluating an investigational use of an ALKS compound (specific drug name cut off in excerpt), disclosed via press release (Exhibit 99.1) and Reg FD disclosure on May 12, 2026. No p-value, effect size, or primary endpoint detail is reproduced in the body excerpt; those are in the exhibit. Positive Phase 3 topline data is a highly material clinical catalyst for ALKS that could expand the label and commercial addressable market for the compound involved.

8-KOfficer or director changeFeb 258-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
8-KAgreement terminatedFeb 128-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.01: Acquisition completed · Item 2.03: Material debt obligation · Item 7.01: Press release / Reg FD
+ 15 other (5 13Gs · 3 proxys · 3 earnings 8-Ks · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Alkermes (ALKS) Expected to Beat Earnings Estimates: Can the Stock Move Higher?zacks.com·7d agoAlkermes to Report Second Quarter Financial Results on July 28, 2026businesswire.com·13d agoAlkermes' Alixorexton Demonstrated Sustained Improvement in Wakefulness in Adults With Narcolepsy Type 1 and Type 2 in Long-Term Extension Study Interim Analysisbusinesswire.com·15d agoBiotech ETF Index Surges 10% After Rebalanceetftrends.com·32d agoAlkermes PLC (ALKS) Shares Surge 4.3% -- What GF Score of 70 Tells Investorsgurufocus.com·34d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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