Market OpportunityManagement believes the market potential for narcolepsy is large, with narcolepsy type I alone potentially being a multi-billion opportunity for the orexin-2 receptor agonist class.
Product PotentialALKS-2680 is expected to gain greater attention due to its potential to be disruptive in the $10B branded narcolepsy and idiopathic hypersomnia markets.
Stock PerformanceAnalyst reiterates an Outperform rating and raises the price target from $35 to $40, indicating confidence in the stock's performance.