ALKS Alkermes (ALKS) Q2 FY26 earnings call
Alkermes is solidifying its leadership in orexin development with a robust pipeline across narcolepsy, ADHD, and fatigue, alongside a strong commercial portfolio. The company reported significant growth in proprietary product sales, driven by successful integration of LUMRYZ and expanded access for LYBALVI. Strategic decisions regarding VIVITROL's generic entry and ongoing clinical advancements position Alkermes for continued growth and innovation in neuroscience.
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ALKS operating KPIs by quarter
| KPI | Dec 2025 Q4 FY25 | Mar 2026 Q1 FY26 | This call Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Patients LUMRYZ | ~3,500In 2025, LUMRYZ generated approximately $279 million in net sales, with approximately 3,500 patients on LUMRYZ therapy as of the end of 2025, a roughly 40% increase in number of patients from the fourth quarter of 2024.Source: earnings call transcript | ~3,600We exited the quarter with approximately 3,600 patients on therapy and with solid momentum in new patient enrollments, which we expect to build on as we move through the year.Source: earnings call transcript | ~3,900We exited the quarter with approximately 3,900 patients on therapy.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.