Alkermes (ALKS): Evaluating Valuation After Promising Vibrance-2 Narcolepsy Drug Results

Simply Wall St.11-20

Alkermes (ALKS) just reported encouraging topline results from its Vibrance-2 phase 2 trial testing alixorexton in narcolepsy type 2. The study hit key efficacy goals and safety markers, which has ...

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The study hit key efficacy goals and safety markers, which has ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-alks/alkermes/news/alkermes-alks-evaluating-valuation-after-promising-vibrance\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alkermes (ALKS): Evaluating Valuation After Promising Vibrance-2 Narcolepsy Drug Results</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlkermes (ALKS): Evaluating Valuation After Promising Vibrance-2 Narcolepsy Drug Results\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-20 23:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-alks/alkermes/news/alkermes-alks-evaluating-valuation-after-promising-vibrance><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alkermes (ALKS) just reported encouraging topline results from its Vibrance-2 phase 2 trial testing alixorexton in narcolepsy type 2. The study hit key efficacy goals and safety markers, which has ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-alks/alkermes/news/alkermes-alks-evaluating-valuation-after-promising-vibrance\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ALKS","symbol_name":"阿尔凯默斯","start_time":0,"source_url":"https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-alks/alkermes/news/alkermes-alks-evaluating-valuation-after-promising-vibrance","article_id":"2585450152","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/6111000-choice1-main-header/1585186710114"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-alks/alkermes/news/alkermes-alks-evaluating-valuation-after-promising-vibrance","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2585450152","pubTimestamp":1763652181,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Alkermes (ALKS) just reported encouraging topline results from its Vibrance-2 phase 2 trial testing alixorexton in narcolepsy type 2. The study hit key efficacy goals and safety markers, which has sparked new attention for the company’s neurology portfolio.\nSee our latest analysis for Alkermes.\nThe recent buzz from Alkermes' positive Vibrance-2 results comes on the heels of active participation in major healthcare conferences, all while the share price remains steady at $28.69. Despite some...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"ALKS":"阿尔凯默斯"},"translate_title":"Alkermes(ALKS)：在Vibrance-2嗜睡症药物结果有希望后评估估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ALKS":1.5},"content_text":"Alkermes (ALKS) just reported encouraging topline results from its Vibrance-2 phase 2 trial testing alixorexton in narcolepsy type 2. The study hit key efficacy goals and safety markers, which has sparked new attention for the company’s neurology portfolio. See our latest analysis for Alkermes. The recent buzz from Alkermes' positive Vibrance-2 results comes on the heels of active participation in major healthcare conferences, all while the share price remains steady at $28.69. Despite some short-term volatility, Alkermes has quietly delivered a 2.8% total shareholder return over the past year and an even stronger 58.2% total return over five years. This points to growing momentum as its pipeline advances. If Alkermes’ progress has you looking for more standouts in healthcare, explore new opportunities with our curated screener. See the full list for free: See the full list for free. With shares trading at a discount to analysts' targets and the company posting double-digit growth in both revenue and net income, is Alkermes now an undervalued pick, or has the market already priced in its next move? AdvertisementMost Popular Narrative: 34.8% Undervalued At $28.69, Alkermes’ latest closing price sits well below the $44 fair value estimate outlined in the most widely followed narrative. This creates a striking gap between narrative optimism and current market skepticism.  Robust, above-expectation demand growth for Alkermes' proprietary neuroscience products (Vivitrol, Aristada, and Lybalvi), supported by expanding diagnosis rates and increased patient access through Medicaid and insurance, drives outsized revenue expansion and positions the company for continued top-line growth as global awareness of mental health disorders rises.  Read the complete narrative. Curious what fuels this bold upside? The fair value leans on ambitious assumptions about top-line acceleration, operating leverage, and a leap in future profit multiples. The secret sauce is surprising financial forecasts the consensus believes set Alkermes apart from other biotech names. See the full breakdown driving this price call. Result: Fair Value of $44 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there are still risks, such as rising R&D costs and unproven durability of recent revenue gains, which could challenge this bullish scenario. Find out about the key risks to this Alkermes narrative.  Build Your Own Alkermes Narrative If the consensus viewpoint does not match your perspective, or you prefer a hands-on approach, you can craft your own narrative in just a few minutes: Do it your way A good starting point is our analysis highlighting 3 key rewards investors are optimistic about regarding Alkermes. Looking for More Investing Opportunities? Don't just watch from the sidelines—take charge of your financial future by checking out exceptional stocks tailored to today’s most promising trends and market shifts. Missing these ideas could mean missing your next big win.  Capture growth from breakthrough tech and innovation by scanning through these 27 AI penny stocks at the forefront of artificial intelligence and automation advancements. Strengthen your portfolio’s income potential and stability by seeking out these 15 dividend stocks with yields > 3% that consistently deliver attractive yields above 3%. Ride the wave of digital transformation and financial disruption by finding bold opportunities within these 81 cryptocurrency and blockchain stocks pushing boundaries in blockchain and cryptocurrency markets.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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