ALKS

$ALKS chatter on StockTwits

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  Whiteboy Trippin@whiteboytrippinBullishAug 3

  $ALKS where my butt at? I lost it again.

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  Estimize@EstimizeJul 30

  Wall St is expecting -0.04 EPS for $ALKS Q3 [Reporting 10/28 BMO] http://www.estimize.com/intro/alks?chart=historical&metric_name=eps&utm_c

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  Merlintrader Trading Pub@MerlintraderJul 28

  Biotech Radar July 28, 2026: Kiniksa Rerates, Nautilus Pushes Voyager Shipments to Mid-2027 and Alkermes Expands Its Sleep Franchise — $KNSA $NAUT $ALKS https://www.merlintrader.com/biotech-radar-july28-2026/

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  Stocktwits Earnings@StocktwitsEarningsJul 28

  $ALKS Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $0.00 • Reported revenue of $496.01M up 26.97% YoY • Alkermes plc updated its 2026 expectations, now projecting a GAAP net loss of $95 million to $115 million and EBITDA of $75 million to $95 million, while maintaining other financial guidance.

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  Nomorelies@NomoreliesBullishJul 27

  $ALKS Holding pattern. Thought on earnings?

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  Quantumup@QuantumupJul 20

  Stifel⬆️ $ALKS and said -- We are reiterating our Buy rating on ALKS, and we are raising our target price to $63, from $45. CNTA - $LLY $TAK ESALY JAZZ AXSM HRMY Stifel added—Our biggest source of reluctance with the stock here is that expectations for the orexin programs have increased significantly, and, after the CNTA acquisition by LLY, there's some amount of M&A optionality credit priced in to ALKS shares. That said, as we dig into within, we think (1) IH data later this year are likely to be positive, (2) IH, according to some KOLs, is the largest hypersomnia market opportunity for orexins, and (3) ADHD also has a good chance of looking favorable--even if the readout later this year is 50 patients at 2-weeks, there's reasons for optimism that this could show real proof-of-concept and increase excitement for the orexin class beyond sleep. Our updated model has increased sales/POS for NT1/NT2/IH, but leaves room for upside beyond this.

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  Go for ProMIS@GoforProMISBullishJul 20

  $PMN Listing of PMN310 Platform where we are targeting following diseases and revenues: 1. Schizophrenia (Schizophrenie) Pharmaceutical sales 2026: approx. 7.80 to 9.48 billion USD Leading companies (market leaders): OTSUKS Pharmaceutical & H. $LUNDBECK (co-marketing Rexulti / Abilify Maintena) $JNJ Johnson (Janssen) (market leader in long-acting depot injections such as Invega Sustenna/Trinza) $BMY Bristol Myers Squibb (BMS) (via the acquisition of Karuna Therapeutics, owner of Cobenfy, the first antipsychotic blockbuster with a novel muscarinic mechanism of action) $ALKS (specializing in injectable therapies such as Aristada and Lybalvi)

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  Cache Money@Cache_MoneyJul 19

  @justiceforb_85 Might be a bull case for both here. Takeda is farther ahead and the liver tox from its previous molecule was due to unique reactive metabolites that didn’t show up in animal studies. However, $ALKS only requires one pill and works for type 2 narcolepsy (much more common than type 1!). This is a case where I think Takeda’s drug will do well but eventually be supplanted by Alkerhermes in 2028 and beyond. However, Centessa (acquired by Eli Lilly) is a neck and neck with Alkerhermes with their own drug so this dampens the bull case for ALKS a bit. Will be interesting to see what the stock price does on TAK-861 approval (assuming it’s approved, which is likely).

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  Whiteboy Trippin@whiteboytrippinBullishJul 17

  $ALKS LFG !!!!

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  Whiteboy Trippin@whiteboytrippinBullishJul 16

  $ALKS game on

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  M@justiceforb_85Jul 13

  $ALKS great data for alixorexton in both NT1/2. Should be valued much higher.

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  Trade Hawk@TradeHawkJul 13

  $ALKS Alkermes has been awarded a $1.6 billion Veterans Affairs federal supply contract. https://sam.gov/opp/e5dae906f625424db80fca1caf4b6f95/view

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  Quantumup@QuantumupJul 13

  TD Cowen⬆️ $ALKS's PT to $57 from $50 and reiterated its Buy rating on the shares. CNTA - $LLY $TAK ESALY JAZZ AXSM HRMY TD Cowen said -- Today ALKS reported supportive long-term alixorexton data, with wakefulness and sleepiness improvements sustained through ~9 months in NT1/NT2 and no new safety signals. New Week-24 MWT data extend the durability profile presented at SLEEP. Separately, Tris Pharma's CRL alleviates pressure from a potential once-nightly oxybate competitor. Reiterate Buy and SOTP-based PT goes to $57.

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  CHItraders@CHItradersJul 13

  ALKS ALIXOREXTON DELIVERS LONG TERM $ALKS said its alixorexton showed sustained wakefulness improvements in adults with narcolepsy type 1 and 2 in a long-term extension study interim analysis. 🔹 Positive data for the orexin receptor agonist 🔹 Sustained benefits over time look promising 🔹 Another step forward in narcolepsy treatment options

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  M@justiceforb_85BullishJul 6

  $ALKS continues to show strength. Recent update on clinical trials for alixorexton in NT2 which company would have first-mover orexin advantage in this indication.

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