Cantor Fitzgerald analyst Charles Duncan maintains $Alkermes (ALKS.US)$ with a buy rating, and adjusts the target price from $48 to $43.
According to TipRanks data, the analyst has a success rate of 50.7% and a total average return of 24.2% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Alkermes (ALKS.US)$'s main analysts recently are as follows:
Alkermes reported third-quarter results that were generally consistent with expectations and maintained its 2024 outlook. However, the emphasis during the earnings call was on management's indication that 2025 EBITDA is anticipated to exceed $200M, contrasting with a general expectation of $400M. This discrepancy in EBITDA compared to consensus figures seems to be primarily due to the anticipated loss of high-margin royalty revenues, along with increased spending to some degree.
Alkermes' Q3 performance reflected a mix of outcomes from its existing commercial suite, which overall aligned with expectations. The company is proactively channeling its investments towards ALKS-2680 and exploring the broad possibilities presented by its orexin-2 receptor agonist pipeline. Despite the near-term influence moderating profit prospects, there is optimism regarding the long-term value generation prospects of ALKS-2680.
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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坎托·菲茨杰拉德分析师Charles Duncan维持$阿尔凯默斯 (ALKS.US)$买入评级,并将目标价从48美元下调至43美元。
根据TipRanks数据显示,该分析师近一年总胜率为50.7%,总平均回报率为24.2%。
此外,综合报道,$阿尔凯默斯 (ALKS.US)$近期主要分析师观点如下:
阿尔凯默斯报告了与预期基本一致的第三季度业绩,并维持了其2024年的展望。然而,在业绩会上重点关注了管理层预计2025年EBITDA将超过$20000万的表示,与总体预期的$40000万形成鲜明对比。与共识数据相比,EBITDA存在的这种差异似乎主要是由于高利润版税收入预期损失以及在一定程度上增加支出所致。
阿尔凯默斯的第三季度表现反映了其现有商业套件的结果混合,总体与预期一致。该公司正在积极将投资导向ALKS-2680,并探索其觉醒素-2受体激动剂管线所带来的广泛可能性。尽管近期影响会减弱利润前景,但对ALKS-2680的长期价值创造前景仍持乐观态度。
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