BofA Securities analyst Jason Gerberry maintains $Alkermes (ALKS.US)$ with a hold rating.
According to TipRanks data, the analyst has a success rate of 46.6% and a total average return of 1.9% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Alkermes (ALKS.US)$'s main analysts recently are as follows:
Alkermes has delivered a Q3 performance that aligns with forecasts while maintaining guidance for 2024. The primary attention during the earnings discussion centered around projections that 2025 EBITDA will exceed $200M, contrasting with a general expectation of $400M. This discrepancy in EBITDA relative to market projections seems to be influenced by the diminishing of high-margin royalty revenues, and to a smaller degree, elevated expenditure.
Alkermes' Q3 results exhibited a mix of positive and negative aspects, yet overall aligned with expectations based on the current commercial portfolio. The company is demonstrating a commitment to intensify and concentrate investments in ALKS-2680, along with harnessing the broad possibilities presented by its orexin-2 receptor agonist pipeline. Despite the near-term effects moderating profit levels, the prospects for value generation from ALKS-2680 remain promising.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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美銀證券分析師Jason Gerberry維持$阿爾凱默斯 (ALKS.US)$持有評級。
根據TipRanks數據顯示，該分析師近一年總勝率為46.6%，總平均回報率為1.9%。
此外，綜合報道，$阿爾凱默斯 (ALKS.US)$近期主要分析師觀點如下：
阿爾凱默斯在第三季度的表現符合預期，同時保持了對2024年的指引。在收益討論中主要關注的是2025年的息稅折舊及攤銷前利潤（EBITDA）預計將超過20000萬美元，與市場普遍預期的40000萬美元形成鮮明對比。這種與市場預期相對的EBITDA差異似乎受到高毛利版稅收入減少的影響，以及在較小程度上，支出上升所影響。
阿爾凱默斯的第三季度業績呈現積極和消極因素混合的情況，但總體符合基於當前商業組合的預期。公司正展示了加大對ALKS-2680投資力度和集中投資的承諾，同時利用其奧蕊欣-2受體激動劑管線呈現的廣闊可能性。儘管近期效果減弱了利潤水平，但從ALKS-2680產生價值的前景仍然很有前途。
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