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Alkermes narcolepsy data ‘solid,’ about as expected, says Leerink

After Alkermes (ALKS) announced detailed results from the Vibrance-1 phase 2 study evaluating alixorexton in patients with narcolepsy type 1, Leerink said the full data was “solid” and “about as expected.” The cataplexy data also had a significant degree of variability, which impacted the results, but the firm thinks this can probably be addressed in the Phase 3 study. “Importantly,” there were no new safety signals in the open label extension in patients who titrated up from 6 mg to 8 mg, which the firm calls “positive” and suggestive of improved safety with patients getting used to the orexin. The firm maintains a Market Perform rating on Alkermes shares.

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