Alkermes plc.
In the published model solve dated 2026-Q2, anchored at $40.13, Alkermes plc. (ALKS) is priced for today's economics sustained for ~7.5 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Alkermes sells commercial neuroscience medicines and spends most of the profit from them developing one experimental pill: alixorexton, described in the annual report as ⟦a novel, investigational, oral, selective orexin 2 receptor agonist in development for the treatment of NT1, NT2 and idiopathic⟧ hypersomnia. • Trailing operating margin is 9.9%, which is the commercial business paying for the trial programme rather than a measure of what either one is worth on its own. • Second-quarter resul
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374 institutional managers reported holding ALKS in 13F filings for the quarter ended 2026-03-31. 63 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others. On the short side, 18.0M shares were sold short as of the 2026-06-15 count, about 11% of shares outstanding (9.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
ALKS's share count grew 3.3% over the past five years even with $227.98M spent on repurchases. It pays no dividend. Cash returned over the past three years: $227.98M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at ALKS over the trailing three years. Absence is a fact about the company, not a signal. 15 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
ALKS's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-27 | -1.8% | -7.0% |
| 2023-10-26 | -2.5% | +12.9% |
| 2024-02-22 | +15.0% | -15.5% |
| 2024-05-02 | -2.8% | +1.6% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ALKS's latest 8-K filings: 2026-09-21 (items 7.01, 8.01, 9.01); 2026-09-16 (items 5.02, 7.01, 9.01); 2026-08-12 (items 1.01, 9.01); 2026-07-28 (items 2.02, 9.01); 2026-07-08 (items 1.02).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.