Alkermes plc.
Alkermes plc. (ALKS) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-10.1 2 alks-ex10_1.htm EX-10.1 EX-10.1 Exhibit 10.1 Execution Version AMENDMENT NO. 1 TO CREDIT AGREEMENT This Amendment No. 1 to Credit Agreement, dated as of August 12, 2026 (this “ Amendment ”), to the Credit Agreement, dated as of February 12, 2026 (as amended, restated, s
Alkermes plc (NASDAQ:ALKS) fell about 5% to $50.05 after its Q2 2026 report. Revenue rose 27% year over year to $496.0 million, driven by proprietary net sales of $411.7 million and LUMRYZ net sales of $96.6 million. GAAP net income dropped to $0.5 million from $87.1 million, while adjusted EBITDA rose to $139.2 million. The company also announced a CEO transition from Richard Pops to Blair Jackson on Aug. 1.
Alkermes (ALKS) reported Q2 2026 revenue of $496.01M and net income of $0.50M, with guidance for Q3 2026 revenue of $450M to $470M. The company expects a full-year 2026 GAAP net loss of $95M to $115M. Alkermes paused buybacks after repurchasing 5.32% since 2024 and filed a $311.11M employee share plan shelf.
Over the past 7 days, alphai's AI scored 4 news stories mentioning ALKS (Alkermes plc.). Coverage has skewed bearish: 0 bullish, 3 neutral, and 1 bearish.
Recent ALKS coverage spans earnings, mergers & acquisitions and corporate actions.
In the last 30 days, ALKS insiders filed 3 SEC Form 4 transactions — no purchases and 3 sales ($2.8M). The most active reporter was Gaffin David Joseph, EVP, CLO, Alkermes, Inc., with 1 filing. 67% of those filings were made under pre-arranged Rule 10b5-1 plans.
The filing discloses a debt repricing and refinancing that can lower interest expense and extend/reshape leverage terms.
Near-term sentiment is pressured by GAAP margin compression and integration costs, partially offset by strong adjusted EBITDA and LUMRYZ sales momentum.
The guidance shift back to GAAP losses, plus paused buybacks and an employee share plan shelf, changes near-term valuation and dilution risk for ALKS.
Guidance to GAAP net loss plus a fresh shelf filing increases dilution and execution risk, while the article frames valuation as both overvalued and undervalued depending on model lens.
M&A speculation plus a defined clinical catalyst (Q4 Phase 2 readout) can support near-term deal optionality and sentiment.
alphai scores every news story that mentions ALKS with an AI model for sentiment and relevance, and aggregates insider trades from Alkermes plc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Alkermes plc. (ALKS) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-10.1 2 alks-ex10_1.htm EX-10.1 EX-10.1 Exhibit 10.1 Execution Version AMENDMENT NO. 1 TO CREDIT AGREEMENT This Amendment No. 1 to Credit Agreement, dated as of August 12, 2026 (this “ Amendment ”), to the Credit Agreement, dated as of February 12, 2026 (as amended, restated, s
3 min readAlkermes plc (NASDAQ:ALKS) fell about 5% to $50.05 after its Q2 2026 report. Revenue rose 27% year over year to $496.0 million, driven by proprietary net sales of $411.7 million and LUMRYZ net sales of $96.6 million. GAAP net income dropped to $0.5 million from $87.1 million, while adjusted EBITDA rose to $139.2 million. The company also announced a CEO transition from Richard Pops to Blair Jackson on Aug. 1.
5 min readAlkermes (ALKS) reported Q2 2026 revenue of $496.01M and net income of $0.50M, with guidance for Q3 2026 revenue of $450M to $470M. The company expects a full-year 2026 GAAP net loss of $95M to $115M. Alkermes paused buybacks after repurchasing 5.32% since 2024 and filed a $311.11M employee share plan shelf.
4 min readSimply Wall St reports Alkermes (ALKS) released Q2 2026 results, provided Q3 and full-year guidance implying a GAAP net loss, and filed a new shelf registration. It cites ALKS shares at $49.17, with a consensus price target of $47.69 and a DCF estimate of $95.54, plus analyst targets ranging from $60 to $34.
5 min readAnalysts cite renewed biotech M&A and Big Pharma cash amid patent expiries, highlighting targets in MASH, rare disease, immunology, oncology and CNS. Potential deals named include Alkermes (orexin), Dyne Therapeutics (DMD/FSHD siRNA), First Tracks Biotherapeutics (IL-15/CD122), and Legend Biotech (in vivo CAR T). Eli Lilly’s Atai deal was $3.8B; Alkermes’ orexin Phase 2 readout is Q4.
7 min readAlkermes Plc (ALKS) shares rose about 15% after Eli Lilly agreed to buy Centessa for up to $7.8 billion. The deal centers on Centessa’s orexin receptor 2 agonists for sleep disorders, including cleminorexton. RBC reiterated an Outperform rating and $45 target, citing potential value for Alkermes’ orexin program and plans for alixorexton phase 3 in early 2026.
3 min readsnyderman nancy lynn MD sold 44,472 shares of Alkermes plc. (ALKS) at $50.35 ($2.24M total) on 2026-08-03.
1 min readStrategic Evolution and Operational Context Management characterized the current period as a major phase of growth, with the orexin platform evolving from a hypersomnolence focus to a broad neurocircuitry platform for ADHD and fatigue. Alixorexton is positioned as a leading asset, being the only orexin 2 receptor agonist to demonstrate efficacy and tolerability across both NT1 and NT2 in large Phase 2 studies.
6 min readAlkermes (ALKS) shares fell 5.2% pre-market to $50 after Q2 2026 results. Adjusted EPS was $0.00 vs -$0.02 expected, and revenue rose to $496M vs $459M forecast. Full-year 2026 revenue guidance midpoint was $1.785B vs $1.81B consensus. Piper Sandler raised its price target to $65 from $43.
4 min readAlkermes plc. (ALKS) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 alks-ex99_1.htm EX-99.1 EX-99.1 Exhibit 99.1 Alkermes Contacts: For Investors: Sandy Coombs +1 781 609 6377 For Media: Katie Joyce +1 781 249 8927 Alkermes plc Reports Second Quarter 2026 Financial Results — Second Quarter Revenues of $496.0 Million — — GAAP Net Income
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