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Alkermes: Promising Growth with Established Neuropsychological Portfolio and Emerging Orexin Agonist Opportunities

Alkermes: Promising Growth with Established Neuropsychological Portfolio and Emerging Orexin Agonist Opportunities

Alkermes (ALKS) has received a new Buy rating, initiated by Goldman Sachs analyst, Andrea Newkirk.

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Andrea Newkirk has given her Buy rating due to a combination of factors including Alkermes’ established portfolio and promising future prospects. The company has a mature lineup of neuropsychological treatments that are expected to meet financial targets by 2025, indicating a stable revenue stream.
Additionally, Newkirk is optimistic about the potential of Alkermes’ emerging orexin receptor 2 agonist portfolio, particularly the lead asset ALKS 2680, which is anticipated to open significant market opportunities in treating rare hypersomnias. The upcoming clinical data from studies on narcolepsy and idiopathic hypersomnia are expected to demonstrate positive outcomes, potentially boosting the company’s stock value. However, the full commercial potential remains contingent on forthcoming data from competing programs.

Newkirk covers the Healthcare sector, focusing on stocks such as Alkermes, Madrigal Pharmaceuticals, and Iovance Biotherapeutics. According to TipRanks, Newkirk has an average return of -0.1% and a 50.00% success rate on recommended stocks.

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