The earnings call presented a generally positive outlook with strong financial performance, significant progress in R&D, and robust commercial product growth. However, there are concerns regarding macroeconomic factors and market dependencies, which the company is actively monitoring.
Company Guidance
During Alkermes' first quarter 2025 financial results conference call, the company provided several key metrics and insights. They reported net sales from their proprietary product portfolio at $244.5 million, reflecting a 5% year-over-year growth, primarily driven by LYBALVI, which saw a 23% increase in net sales to $70 million. VIVITROL and ARISTADA also contributed with net sales of $101 million and $73.5 million, respectively. Alkermes reiterated its financial expectations for the year, projecting VIVITROL net sales of $440 million to $460 million, ARISTADA at $335 million to $355 million, and LYBALVI at $320 million to $340 million. The company highlighted the progress of their ALKS 2680 Phase 2 program, with the NT1 study fully enrolled and expecting top-line results early in the third quarter. They also discussed their strong financial position, with over $900 million in cash and investments, and plans for potential share repurchases.
Strong Financial Performance
Alkermes recorded net sales of $244.5 million from its proprietary product portfolio, reflecting a 5% year-over-year growth, primarily driven by LYBALVI.
Positive Commercial Product Growth
LYBALVI net sales grew 23% year-over-year to $70 million, driven by underlying TRx growth of 22%.
Robust R&D Progress
The ALKS 2680 Phase 2 program is advancing with real momentum, with the NT1 study fully enrolled and top-line results expected early in the third quarter.
Solid Financial Position
The company holds more than $900 million in cash and investments on the balance sheet and is generating substantial cash flow.
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Alkermes (ALKS) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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ALKS Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
May 01, 2025
$28.77
$30.58
+6.29%
Feb 12, 2025
$31.96
$33.50
+4.82%
Oct 24, 2024
$27.85
$26.85
-3.59%
Jul 24, 2024
$25.00
$26.51
+6.04%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Alkermes (ALKS) report earnings?
Alkermes (ALKS) is schdueled to report earning on Jul 23, 2025, TBA Not Confirmed.
What is Alkermes (ALKS) earnings time?
Alkermes (ALKS) earnings time is at Jul 23, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.