Alkermes Plc ALKS

Narcolepsy after the orexin approval: $ALKS, $AXSM, $JAZZ and $TAK https://www.merlintrader.com/narcolepsy-orexin-alks-axsm-jazz-tak/

$ALKS ALKS 7290 with pretty solid data.

$ALKS Alkermes Reports Promising Early Results for a New ADHD Treatment: https://substack.com/home/post/p-216766924

$ALKS Phase 1b data in ADHD looks good. Strong potential here if their drug helps executive dysfunction it could be used for autism too

$WBD $CRML $GLND $GRML $ALKS PRE-MARKET MOVERS: Currently Higher: - Crypto-linked stocks up after the price of bitcoin hit its highest level since January, with Coinbase (COIN) up 5.6%, Circle (CRCL) up 6.2% and Strategy (MSTR) up 7.9% - Accenture (ACN) up 4.1% after announcing a partnership with Anthropic to evaluate and red-team models, conduct alignment assessments, and test model safeguards - Paramount Skydance (PSKY) up 6.2% following reports that the company has discussed a $1.5B investment in California to clear a lawsuit blocking its $81B Warner Bros. (WBD) merger, with Warner Bros. up 7.1% - Critical Metals (CRML) up 29.1% after President Donald Trump said the he reached an agreement with Denmark over Greenland that would give the U.S. "permanent control over security" of the Arctic island. Greenland Energy (GLND) gained 150.0%, while Greenland Mines (GRML) rose 142.8% - Alkermes (ALKS) up 6.6% after announcing positive Phase 1b results for ALKS 7290 in adults With attention-deficit hyperactivity disorder - Securitize (SECZ) up 9.4% after Cantor Fitzgerald initiated coverage with an Overweight rating Currently Lower: - Novo Nordisk (NVO) down 4.6% after the company guided to launching over five "multi-blockbusters" by 2030 and delivering over DKK 150B of pipeline sales in 2035 - HP Inc. (HPQ) down 4.9% after the company declined to provide financial guidance for FY27 and notes it is assuming industry-wide PC unit volumes down mid-single digits vs. FY26.

$ALKS said ALKS 7290 improved adult ADHD scores in 14 days and was generally well tolerated. Phase 2 data are expected in 2027. https://notreload.xyz/xy/alkermes-shares-rise-on-early-adhd-drug-data/

Stifel reiterated $ALKS Buy-$63 and said -- We are reiterating our Buy rating on ALKS following positive signals in the ph1b from ALKS 7290, their orexin agonist for ADHD. CNTA - $LLY $TAK SUPN OTSKY AXSM Stifel added—In the 2wk study in ADHD patients, '7290 demonstrated AISRS reductions from baseline of 14/19points for the 20/50mg dose cohorts, and a 1-2point reduction in CGI-S, which, for 2 week efficacy, looks strong in the context of other studies (better than Strattera, nearing stimulants). The important caveat here though is that we do not know how this compares to placebo (which was not disclosed in the PR); we followed up with ALKS who emphasized that there were only 8 placebo completers here in what was a small (N = 50) study where patients were 4:1 randomized to active or placebo. We assume the placebo effect was significant, but big picture we still think orexins have real potential in ADHD, given the data and also validating precedent from other narcolepsy drugs.