Alkermes, Inc. (NASDAQ:ALKS)

Jorgedig (27.87) Submitted: 12/28/2007 10:27:56 AM : Start Price: $15.87 ALKS Score: +8.64

Nice biotech.

rtdub (24.23) Submitted: 11/5/2007 8:58:27 PM : Start Price: $14.13 ALKS Score: +22.49

biotech is slow to move, but with exubera being pulled from the market, ALKS is the only game in town for inhale-able insulin. I think this is a strong strategic if somewhat speculative play (as all biotech is), trading near 52 week lows currently.

TrademDave (76.21) Submitted: 9/11/2007 11:29:07 AM : Start Price: $16.56 ALKS Score: +2.77

ALKS has a good pipeline and good partnership with major drug companies. Current price is in the upper mid range of the 52wk hi-lo. Good buy in the 16.50 range.

1ct (33.74) Submitted: 6/6/2007 2:11:56 PM : Start Price: $15.52 ALKS Score: +12.08

biotech play with multiple product lines

hihoterry (< 20) Submitted: 4/18/2007 4:18:13 PM : Start Price: $16.55 ALKS Score: +2.19

rising sales of vivitrol, good pipe line and continued expansion of sales in other marketed products

steveku2 (< 20) Submitted: 4/13/2007 2:22:35 PM : Start Price: $15.44 ALKS Score: +8.27

Small pharmaceutical, making "behavior modification" drugs. Actively pursuing global sales. Partnering with other companies. A tough little mini- to mid-cap.

TMFTurbo (46.82) Submitted: 4/13/2007 9:26:01 AM : Start Price: $15.55 ALKS Score: +7.40

CAPS Recommendation

mfly (92.29) Submitted: 3/30/2007 4:11:24 PM : Start Price: $15.41 ALKS Score: +6.50

solid product direction, new product just now being adopted

NetscribeBiotech (92.44) Submitted: 2/13/2007 6:33:53 AM : Start Price: $16.54 ALKS Score: +0.06

Alkermes, Inc. (Alkermes) is a biotechnology company that develops products based on drug delivery technologies. The company has two commercial products: Risperdal Consta (risperidone), for use in schizophrenia and Vivitrol, a once-monthly injection for the treatment of alcohol dependence.

Alkernes business strategy is focused on identifying drugs with huge commercial potential and improving upon its delivery technology so as to improve its efficacy and convenience.

The key drivers for this stock would be the ramp up in sales of its existing products which are still passing through growth phase and news flow on its promising pipe-line. Their pipe-line includes Exenatide LAR which improves the delivery efficacy of successful Eli-Lilly drug Byetta and AIR insulin which is inhaled insulin and is intended to replace the needles that is used today. The approval of Pfizer’s Exubera by U.S Food and Drug Administration, which also employs inhaler method has somewhat reduced the regulatory risk for AIR insulin.

Alkermes drug delivery technology platform is impressive and as a result they are able to attract the biggies as their drug development and commercialization partners. Including Johnson and Johnson for Risperdal Consta; Eli Lilly, a leader in diabetes, for AIR Insulin and Exenatide LAR; and Cephalon for Vivitrol..

The risks the company faces would be the usual risk associated with clinical trails. Besides a second-generation injectable Risperdal is under development by Johnson and Johnson, which could cannibalize the sales of Risperdal Consta.

To conclude, given the technological prowess of its delivery platform, niche positioning and stock valuation which is expensive but not insane, the stock is likely to outperform.

dcl12 (72.25) Submitted: 1/24/2007 8:26:56 PM : Start Price: $14.60 ALKS Score: +13.07

There are many analysis in more depth than what I can add though it is worth noting that ALKS has big pharma partners. The pipeline is strong.

I think we will see another shake out dip (~$12-$13 ) in the stock before we see the major investment houses buy up all they can as low as they can drive it.

RumbleDog (< 20) Submitted: 1/18/2007 2:41:43 PM : Start Price: $14.94 ALKS Score: +9.61

Vivatrol will gain wider acceptance, Air inslulin will be approved and welcomed. New partners will come on board to diversify the company's stable.

synergyltd (41.11) Submitted: 10/18/2006 7:15:40 PM : Start Price: $16.47 ALKS Score: -4.84

stock cycles yearly between 12 and 20 and should get back to the 17-18 range in the next 6 months

heniwa (44.69) Submitted: 10/6/2006 5:42:33 PM : Start Price: $15.75 ALKS Score: -1.50

Alkermes has low scientific and regulatory risk, is a preferred partner of large Pharma companies, and has a good pipeline.

Charl9s (46.99) Submitted: 8/20/2006 11:46:18 AM : Start Price: $16.26 ALKS Score: -9.01

Company is testing new delivery system for drugs.

Sanjiv523 (< 20) Submitted: 8/18/2006 2:44:19 AM : Start Price: $16.41 ALKS Score: -9.82

Alkermes has among the most enticing platforms in the business. As one of the leaders in the extended release market, it allows companies to increase the convenience of administration of their drugs. A drug given less often cuts costs for the medical establishment and time for the doctor. Furthermore, as increasing numbers of drugs go off patent, it offers incentive to use a more expensive older product, thus effectively increasing the life of a drug. Furthermore, they are tied in to many products that should be hits in the near future.