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Alkermes: A Sleep Medicine Platform Hidden Inside A Mature CNS Company

Source: SeekingAlpha

2026-05-06 07:30:08 ET

Alkermes Overview

When I last wrote about Alkermes ( ALKS ) in early January this year, the thesis was based on the clinical data from Vibrance-2 and the pending transaction with Avadel; Alkermes was transitioning away from being dependent upon royalties and manufacturing and toward becoming an integrated neuroscience company with real opportunities within sleep medicine. Four months later, it is even more clear. The Avadel acquisition has been completed, LUMRYZ is part of Alkermes' commercial product offerings, and alixorexton is in phase 3 development....

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Alkermes: A Sleep Medicine Platform Hidden Inside A Mature CNS Company
Alkermes plc

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