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Alkermes plc

Alkermes plc

NASDAQ•ALKS
CEO: Mr. Richard F. Pops
セクター: Healthcare
業種: Biotechnology
上場日: 1991-07-16
Alkermes plc, a biopharmaceutical company, researches, develops, and commercializes pharmaceutical products to address unmet medical needs of patients in therapeutic areas in the United States, Ireland, and internationally. It has a portfolio of proprietary commercial products for the treatment of alcohol dependence, opioid dependence, schizophrenia and bipolar I disorder and a pipeline of clinical and preclinical product candidates in development for neurological disorders. Its marketed products include ARISTADA, an intramuscular injectable suspension for the treatment of schizophrenia; ARISTADA INITIO for the treatment of schizophrenia in adults; VIVITROL for the treatment of alcohol and prevention of opioid dependence; and LYBALVI, an oral atypical antipsychotic drug candidate for the treatment of adults with schizophrenia and bipolar I disorder. It has collaboration agreements primarily with Janssen Pharmaceutica N.V., Janssen Pharmaceutica Inc, and Janssen Pharmaceutica International. The company also offers proprietary technology platforms to third parties to enable them to develop, commercialize, and manufacture products. Alkermes plc was founded in 1987 and is headquartered in Dublin, Ireland.
連絡先情報
Connaught House, 1 Burlington Road Dublin 4, Dublin, D04 C5Y6, Ireland
353-1-772-8000
www.alkermes.com
時価総額
$5.48B
PER (TTM)
16.2
34.3
配当利回り
--
52週高値
$36.45
52週安値
$25.17
52週レンジ
71%
順位49Top 66.7%
3.2
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 3.2 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q3 2025 データ

売上高

$394.19M+4.24%
直近4四半期の推移

EPS

$0.50-12.28%
直近4四半期の推移

フリーCF

$84.36M+15.04%
直近4四半期の推移

2025 Q3 決算ハイライト

主なハイライト

Product Sales Show Strength Net product sales reached $869.2 M for nine months, increasing $93.3 M (12.0%) driven by LYBALVI and ARISTADA growth.
Operating Cash Flow Rises Cash provided by operating activities totaled $350.7 M for nine months, a $101.9 M increase compared to the prior year period.
R&D Investment Accelerates Total R&D expenses grew to $230.9 M for nine months, reflecting increased spend on development programs like Alixorexton.
Strong Cash Position Maintained Total cash and equivalents ended at $616.4 M as of September 30, 2025, significantly higher than $291.1 M at year-end 2024.

リスク要因

INVEGA Royalty Revenue Decline Royalty revenues dropped $121.6 M for nine months due to the August 2024 expiration of the INVEGA SUSTENNA royalty in the U.S.
Net Income Under Pressure Net income from continuing operations decreased $34.1 M for nine months, despite strong underlying product sales performance.
Avadel Acquisition Integration Risk Failure to successfully integrate Avadel business or realize anticipated synergies post-closing could adversely affect financial condition.
Ongoing Patent Litigation Exposure Multiple patent infringement lawsuits concerning LYBALVI and VIVITROL create uncertainty regarding future IP protection.

見通し

Avadel Acquisition Expected Closing Proposed Acquisition of Avadel is currently expected to be completed in the first quarter of 2026, subject to customary conditions.
Alixorexton Advances to Phase 3 Proceeding with Phase 3 program initiation for Alixorexton in narcolepsy following positive safety and efficacy results from Vibrance-1.
Financing Bridge Facility Planned Company plans to obtain permanent financing to replace the approximately $1.2 B Bridge Credit Facility arranged for the acquisition.
Q4 Acquisition Cost Incurrence Anticipate incurring approximately $15.0 M to $20.0 M in costs during the fourth quarter of 2025 related to the Proposed Acquisition.

同業比較

売上高 (TTM)

PTC Therapeutics, Inc.PTCT
$1.78B
+97.5%
Alkermes plcALKS
$1.52B
+1.1%
Arrowhead Pharmaceuticals, Inc.ARWR
$1.09B
+4081.8%

粗利益率 (最新四半期)

Arrowhead Pharmaceuticals, Inc.ARWR
100.0%
+50.6pp
Protagonist Therapeutics, Inc.PTGX
100.0%
+0.0pp
Krystal Biotech, Inc.KRYS
94.2%
+2.2pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
ARWR$8.94B44.236.1%42.9%
KRYS$8.02B40.219.4%0.8%
PCVX$7.68B-11.2-21.1%2.7%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
-2.9%
横ばい
4四半期純利益CAGR
-17.3%
収益性の低下
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年2月25日
|
EPS:$0.43
|
売上高:$380.35M
財務レポート
財務データ
全年度

  • Form 10-Q - Q3 2025

    会計期末: 2025年9月30日|提出日: 2025年10月28日|
    売上高: $394.19M+4.2%
    |
    EPS: $0.50-12.3%
    予想を上回る

  • Form 10-Q - Q2 2025

    会計期末: 2025年6月30日|提出日: 2025年7月29日|
    売上高: $390.66M-2.1%
    |
    EPS: $0.53-1.9%
    予想を上回る

  • Form 10-Q - Q1 2025

    会計期末: 2025年3月31日|提出日: 2025年5月1日|
    売上高: $306.51M-12.5%
    |
    EPS: $0.14-36.4%
    予想を下回る

  • Form 10-K - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年2月12日|
    売上高: $1.56B-6.4%
    |
    EPS: $2.22+3.7%
    予想を上回る

  • Form 10-Q - Q3 2024

    会計期末: 2024年9月30日|提出日: 2024年10月24日|
    売上高: $378.14M-0.7%
    |
    EPS: $0.57+96.6%
    予想を下回る

  • Form 10-Q - Q2 2024

    会計期末: 2024年6月30日|提出日: 2024年7月24日|
    売上高: $399.13M-35.4%
    |
    EPS: $0.54-62.2%
    予想を下回る

  • Form 10-Q - Q1 2024

    会計期末: 2024年3月31日|提出日: 2024年5月1日|
    売上高: $350.37M+21.8%
    |
    EPS: $0.22-188.0%
    予想を下回る

  • Form 10-K - FY 2023

    会計期末: 2023年12月31日|提出日: 2024年2月21日|
    売上高: $1.66B+49.6%
    |
    EPS: $2.14+320.6%
    予想を上回る