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
時価総額
$4.88B
PER (TTM)
20.0
19.7
配当利回り
--
52週高値
$36.32
52週安値
$25.17
52週レンジ
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
Q4 2025 データ
売上高
$384.55M+0.00%
直近4四半期の推移
EPS
$0.30+0.00%
直近4四半期の推移
フリーCF
$170.09M+0.00%
直近4四半期の推移
2025 Annual 決算ハイライト
主なハイライト
Proprietary Product Sales Increase Net product sales reached $1,184.6M in 2025, showing a $101.1M increase driven by LYBALVI unit growth.
Strong Operating Cash Generation Cash provided by operating activities totaled $520.8M in 2025, significantly increasing from $439.1M reported in 2024.
Avadel Acquisition Completed Successfully closed Avadel Acquisition in February 2026, adding narcolepsy product LUMRYZ to proprietary commercial portfolio.
Increased Neuroscience R&D Spend Total R&D expenses rose to $324.0M in 2025, reflecting a $78.7M increase driven by Alixorexton advancement.
リスク要因
Proprietary Product Revenue Reliance Success heavily depends on manufacturing and commercializing key proprietary products amid intense biopharmaceutical competition.
Reimbursement Level Volatility Product sales revenue growth faces risk from payer reimbursement policies, cost-sharing increases, and potential pricing controls.
Intellectual Property Litigation Risk Uncertainty exists regarding IP validity and enforceability; litigation costs and adverse outcomes could materially affect financial condition.
Regulatory Compliance Burden Failure to comply with extensive legal/regulatory requirements, including REMS for LUMRYZ, risks investigations, penalties, and business losses.
見通し
Alixorexton Phase 3 Initiation Plan to initiate Phase 3 program for novel orexin 2 receptor agonist Alixorexton in narcolepsy during first quarter of 2026.
Manufacturing Transition Finalized Subcontracting arrangements for VUMERITY manufacture at the Athlone Facility concluded by the end of fiscal year 2025.
Share Repurchase Authorization $200.0M remains authorized for share repurchases under the Repurchase Program, subject to market conditions and board discretion.
同業比較
売上高 (TTM)
$1.73B
$1.48B
$1.09B
粗利益率 (最新四半期)
2763.6%
100.0%
94.9%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| ARWR | $9.12B | 45.1 | 36.1% | 19.5% |
| PCVX | $8.63B | -10.7 | -25.9% | 7.5% |
| KRYS | $7.75B | 37.4 | 18.7% | 0.7% |
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
7.9%
安定成長
4四半期純利益CAGR
30.0%
収益性の大幅な改善
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4月29日
EPS:$0.21
|売上高:$358.74M
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし