Alkermes, Inc. (NASDAQ:ALKS)

These guys use technology to improve existing drugs, and make them less burdensome for patients to take. Plus, they're inventing a lot of new ones themselves. I think 2012 could be the breakout year for Alkermes, as the company now has five drugs on the market and, next year, they expect to see double-digit revenue growth. Although there won't be any earnings to speak of until 2014, which is why, again, you have to regard it as speculative. Plus, Alkermes has a hefty pipeline... that's what matters... where the company keeps on developing better drugs in areas they know well. This company is the opposite of the big, old-line pharma companies that seem to have hit the wall, or fallen off the cliff... the patent cliff, that is.

One day I'm going to lose score leadership in Alkermes to someone who green thumbed it in 2009 and left the site or forgot about the pick. Never mind that I've followed the stock for years and had eleven winning picks: http://caps.fool.com/Ticker/ALKS/Scorecard.aspx?pagenum=1&filter=0&pageSize=99&sortcol=11&sortdir=1. Or that I terminated a winning pick right before the unexpected FDA rejection of Bydureon. All that matters is a low low start price, because CAPS is skewed.

Not much has changed since my last green thumb. The share price is well off recent highs despite growing revenues for Risperdal Consta and Vivitrol, European approval of Bydureon, and resubmission of Bydureon to the FDA. Jitters over the EDT buyout, perhaps? I think it's too early to call this one, but if they can grow EDT revenues from last year's 104M then the 962M price tag is justified.

currently 230 shares in my portfolio.

watch

This company provides enabling technology to drug developers in order to create longer lasting slow release versions of their drugs. Amylin Pharma has a phase III drug candidate that uses their technology. This drug, Bydureon is aimed at helping people suffering from diabetes. The drug was recently reviewed by the FDA, which asked for more information but did not require additional trials. The drug is due for another FDA review by Oct 22. Alkermes stands to receive royalties once this drug is approved and should benefit greatly as the potential market for Bydureon is very large.

Great CEO. Richard Pops.Back in the job from chairman. First spoke with him ten years ago when he was 37 - very impressive.

Financials improving around the world.

good price

I think the FDA will approve Byetta since the product is currently on the market and has not had any side effect issues.

If this scenario plays out it will be a huge boost to both Amyln and Alkermes.

Very high profit margin

Very low P/E

Very high forward P/E

Earnings expected to grow at a rate of 42% over the next 5 years.

Very little debt (LT Debt/Equity is .12)

I put this stock at $30-40 by sometime next year. (Brave I know)

Enjoy!

DH

Two hit wonder

The next Dendreon let the roller coaster begin. A once a week injectable med for Diabetes is hugh. As iIdiabetic myself this is something I would be very intrested in

Alkermes has a patented protein microsphere that can momentarily relax the blood-brain barrier that protects our brain and thereby allow medicines to be administered directly to the brain.

Its AIR technology provides for the atomizing of medications that then can be inhaled and enter the blood stream through the lungs. Currently it is partnered for the development of inhaled insulin.

It also has a patented subcutaneous timed-release capsule called medisorb which allows insulin to be injected once every week rather than once per day.

Its partnership with J&J for Riserperdal Consta is a money maker!

A few years ago ALZA bought 7% of Alkermes. Later J&J bought ALZA, which means J&J not only is partneredf with ALKS, but owns 7% of the company.

ALKS is poised to break out significantly with the marketing of one or more of their unique drug formulations incorporated into one of their patented delivery systems.

Good PE - Like medical stocks

goooooooood

Alkermes owns proprietary technology for momentarily relaxing the Blood-Brain barrier which would allow medication to be administered directly to the brain for the treatment of CNS conditions.

Furthermore, ALZA has taken a 7% interest in ALKS prior to be acquired by JNJ. Therefore, not only is JNJ partnered with ALKS for Risperdal Consta, but it has a 7% stake in the company.

Add to that their other partnerships which employ the ALKS AIR technology for inhalable medications (Insulin?) and their subcutaneous time-release technology (Medisorb) which reduces the number of times an individual must inject medications that are required over a prolonged period of time , and-----I believe we have a potential Blockbuster!

Has been battered by Byetta when it isn't even a part of that drug's future since Lilly ended its once-a-month developement program. This was a drug delivery company which is turning itself into a pharmaceutical company.

ALKS, a name you will be hearing due to the development of several new drugs. ALKS is currently working with its partner, Johnson and Johnson, in the development of a drug to to treat rapidly recurring Bi-Polar disorder. Alks has also developed a drug to treat pulmonary obstructive disease. The other drug that is showing great strides is one that is taken only once a week for diabetes control. Most of the drugs currently used for this are injectable at least once a day if not more. This compares to the ALKS drug that is inhaled. People with diabetes would be ecstatic to see this drug on the market.
A restructuring program has been initiated at ALKS. That with the new drugs mean BUY NOW! .......before the price goes up.

Week #2 - Tuesday: 'Stock Pick of the Day'