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Questions remain after Alkermes narcolepsy data, says H.C. Wainwright

H.C. Wainwright analyst Douglas Tsao keeps a Neutral rating on Alkermes (ALKS) with a $46 price target after the company presented detailed Phase 2 data from the Vibrance-1 study after previously announcing the study met its primary endpoint. The quantitative analyses provide incremental confidence in alixorexton’s potential in narcolepsy type 1, but some residual questions remain on improvements in cataplexy and visual side effects, the analyst tells investors in a research note. H.C. Wainwright says Alkermes’ alixorexton outperformed Takeda’s (TAK) oveporexton on the Maintenance of Wakefulness Test, though it oveporexton appeared to have a slight edge on the Epworth Sleepiness Score.

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