ALKS Alkermes (ALKS) Q4 FY25 earnings call
Alkermes delivered a strong Q4 FY25, marked by robust proprietary product growth and the strategic acquisition of Avadel, significantly expanding its commercial footprint into sleep medicine. The company is advancing its promising orexin pipeline, with alixorexton entering Phase III for narcolepsy and other candidates progressing for ADHD and neurodegenerative fatigue. This positions Alkermes for continued growth and value creation, underpinned by a resilient commercial portfolio and a deep pipeline.
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ALKS operating KPIs by quarter
| KPI | This call Dec 2025 Q4 FY25 | Mar 2026 Q1 FY26 | 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.