ALKS · Alkermes plc Q2 FY2026 earnings call record财报电话会记录

“In the second quarter, net sales from our proprietary product portfolio increased 34% year-over-year to $411.7 million, reflecting solid demand across our psychiatry and addiction portfolios and our first full quarter of commercial contribution from LUMRYZ.”

“For the full-year, we continue to expect VIVITROL net sales for 2026 in the range of $460 million-$480 million.”

“Results reflected solid underlying demand, as well as approximately $4 million of gross-to-net favorability, primarily related to favorable patient mix.”

“For the full-year 2026, we continue to expect ARISTADA net sales in the range of $365 million-$385 million.”

“LYBALVI net sales grew 12% year-over-year to $94 million.”

“Underlying demand has remained strong, and we are maintaining our full-year guidance of LYBALVI net sales in the range of $380 million-$400 million.”

“In addition to strong underlying demand, our Q2 results included approximately $7 million of benefit related to timing of wholesaler inventory shipments at quarter end.”

“This compared to $49.5 million in Q2 of the prior year, prior to the acquisition of Avadel.”

“In addition, we recorded the change in the fair value of contingent consideration of $26.4 million related to the CVR milestone associated with our acquisition of Avadel, which we deemed more likely to be achieved following the recently announced positive phase III results for LUMRYZ in IH.”

“In this placebo-controlled, randomized, double-blind study, we plan to enroll approximately 175 participants with multiple sclerosis or Parkinson's for four weeks of treatment.”

“Actually, the strongest growth segment right now is new to oxybate, which we view as very encouraging because that's the highest portion of the dynamic impact of the market overall.”

“Would you expect to see the impact from this expansion this year, or will that be more visible in 2027?”