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 $400M. This discrepancy in EBITDA compared to consensus figures seems to be primarily due to the anticipated loss of high-margin royalty revenues, along with increased spending to some degree.
Alkermes' Q3 performance reflected a mix of outcomes from its existing commercial suite, which overall aligned with expectations. The company is proactively channeling its investments towards ALKS-2680 and exploring the broad possibilities presented by its orexin-2 receptor agonist pipeline. Despite the near-term influence moderating profit prospects, there is optimism regarding the long-term value generation prospects of ALKS-2680.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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坎托·菲茨杰拉德分析師Charles Duncan維持$阿爾凱默斯 (ALKS.US)$買入評級，並將目標價從48美元下調至43美元。
根據TipRanks數據顯示，該分析師近一年總勝率為50.7%，總平均回報率為24.2%。
此外，綜合報道，$阿爾凱默斯 (ALKS.US)$近期主要分析師觀點如下：
阿爾凱默斯報告顯示，第三季度業績基本符合預期，並維持了2024年的展望。然而，在業績會上重點關注管理層表示，預計2025年的EBITDA將超過20000萬美元，這與市場預期的40000萬美元形成鮮明對比。與共識數據相比，EBITDA存在差異似乎主要是由於高邊際版稅收入預期減少，以及在一定程度上增加了支出。
阿爾凱默斯的第三季度表現反映了現有商業套件的不同結果，總體與預期一致。該公司正在積極將投資引向ALKS-2680，並探索其奧萊芯-2受體激動劑管道所呈現的廣泛可能性。儘管近期影響了利潤前景，但對ALKS-2680的長期價值創造前景持樂觀態度。
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