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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 for the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-35299 ALKERMES PUBLIC LIMITED COMPANY (Exact name of registrant as specified in its charter) Ireland 98-1007018 (State or other juri ...

Fourth Quarter and Year-End 2023 Financial Results & Business Update Forward-Looking Statements Certain statements set forth in this presentation constitute “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, as amended, including, but not limited to, statements concerning: Alkermes plc’s (the “Company”) expectations with respect to its current and future financial and operating performance, business plans or prospects, including its expected cash generat ...

财务数据和关键指标变化 - 2023年全年总收入近17亿美元,同比增长18%,主要由公司自主研发的4款核心产品带动 [31][33][34] - 2023年VIVITROL销售额为4.004亿美元,同比增长6% [33] - 2023年ARISTADA系列产品销售额为3.277亿美元,同比增长8% [33] - 2023年LYBALVI销售额为1.919亿美元,同比增长100% [33] - 2023年制造和特许权使用费收入为7.434亿美元,其中长效INVEGA产品收入为4.861亿美元 [34] 各条业务线数据和关键指标变化 - LYBALVI在2023年第四季度销售额增长11%至5620万美元,全年销售额达1.919亿美元 [17][20] - ARISTADA系列产品2023年全年销售额增长8%至3.277亿美元 [21] - VIVITROL 2023年全年销售额增长6%至4.004亿美元,主要由酒精依赖适应症带动 [23] 各个市场数据和关键指标变化 - LYBALVI在精神分裂症和双相I型障碍两个适应症市场均有良好表现 [19] - VIVITROL在酒精依赖适应症市场增长强劲,但在阿片依赖适应症市场有所下降 [23][24] 公司战略和发展方向及行业竞争 - 公司已成功完成肿瘤业务分拆,重点发展神经科学领域 [9][13][14] - 公司计划通过内部研发和外部收购等方式,进一步丰富神经科学管线 [52][53][54][55][60] - 公司关注ALKS 2680在缺乏素性嗜睡和特发性过度嗜睡适应症的潜力 [60][61][62] - 公司密切关注竞争对手Takeda在缺乏素性嗜睡II型和特发性过度嗜睡领域的进展 [66][67] 管理层对经营环境和未来前景的评论 - 公司已成功完成多项重要里程碑,包括解决与强生的仲裁案、剥离肿瘤业务等,为未来发展奠定基础 [9][10][11][12] - 公司有望在2024年实现超10亿美元的自主产品销售,展现出良好的商业化能力和运营效率 [25][50] - 公司有信心维持未来几年的盈利能力和现金流,并将通过股票回购等方式回馈股东 [49][57] 问答环节重要的提问和回答 问题1 **David Amsellem 提问** 对Takeda放弃缺乏素性嗜睡II型的决定有何看法,以及这对公司ALKS 2680在该适应症的计划有何影响 [66] **Richard Pops 回答** 公司预计ALKS 2680在缺乏素性嗜睡II型和特发性过度嗜睡适应症需要2-3倍于缺乏素性嗜睡I型的剂量,这与Takeda的经历相符。公司有信心通过灵活的剂量调整来应对这一挑战 [67][68][69] 问题2 **Umer Raffat 提问** 公司对ALKS 2680在高剂量(15-20mg)使用时可能出现的视觉不良反应有何考虑 [131][132] **Richard Pops 回答** 公司在健康受试者中观察到15mg以上剂量出现轻度短暂的视觉不良反应,但在缺乏素性嗜睡I型患者中未观察到此类反应。公司将在II期临床试验中密切监测此类不良反应,并探讨其与疗效的关系 [133][134][135][136][137][138][139] 问题3 **Marc Goodman 提问** 公司对LYBALVI毛利率的预期和策略是什么 [141][142][143] **Todd Nichols 回答** 公司预计2024年LYBALVI的毛利率将维持在上年水平的上20%左右。公司会与各支付方保持密切沟通,根据销量预期和毛利率水平来平衡定价策略,以实现最佳的净销售收入 [142][143][144][149][150]

财务表现 - ALKS报告2023年第四季度调整后每股收益为48美分，超过了Zacks Consensus Estimate的46美分[1] - ALKS的营收为3.775亿美元，比去年同期增长近24%，超过了Zacks Consensus Estimate的3.612亿美元[2] - 总制造和版税收入同比增长53%，达到1.355亿美元，主要归因于在美国销售长效Invega产品的版税恢复[4] 产品销售 - Vivitrol的销售额同比增长约0.4%，达到1.024亿美元，主要受益于酒精依赖症指标的稳定[6] - Aristada的销售额同比增长5.3%，达到8.34亿美元，主要受益于基础需求的增加[7] - Lybalvi的销售额为5.62亿美元，同比增长61%，环比增长10.8%，主要受益于需求增长[8] 财务展望 - ALKS预计2024年总收入在15亿至16亿美元之间，其中Vivitrol的净销售额预计在4.1亿至4.3亿美元之间，Aristada的净销售额预计在3.4亿至3.6亿美元之间，Lybalvi的净销售额预计在2.75亿至2.95亿美元之间[12] - 2024年研发费用预计在2.25亿至2.55亿美元之间，销售、一般和管理费用预计在6.25亿至6.55亿美元之间[14] 公司决策 - 公司董事会于2024年2月批准了新的股份回购计划，最多可回购公司普通股价值4亿美元[15] - 2024年上半年，将开始进行一项评估其研究性奥蕊欣2受体激动剂ALKS 2680用于治疗嗜睡症的II期研究[16] - 2023年11月，Alkermes将其肿瘤业务分拆为一家名为Mural Oncology plc的新公司，这将使公司专注于开发神经疾病治疗和提高盈利能力[17]

For the quarter ended December 2023, Alkermes (ALKS) reported revenue of $377.48 million, up 23.9% over the same period last year. EPS came in at $0.48, compared to $0.14 in the year-ago quarter.The reported revenue represents a surprise of +4.50% over the Zacks Consensus Estimate of $361.24 million. With the consensus EPS estimate being $0.46, the EPS surprise was +4.35%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street e ...

公司信息 - Alkermes plc是一家全球生物制药公司，致力于在神经科学领域开发创新药物[3] - Alkermes的联系人是Jamie Constantine，负责投资者关系[4] 财务业绩 - Alkermes plc将于2024年2月15日举行电话会议和网络直播，讨论公司2023年第四季度和年度财务业绩[1] - 可通过Alkermes官网的投资者部分访问网络直播播放器和相关幻灯片[2]

Alkermes (ALKS) 盈利预期 - Alkermes (ALKS) 预计在2023年12月报告的季度收益将同比增长，预计每股收益为0.43美元，同比增长207.1%[4] - 分析师最近对公司的盈利前景变得乐观，最准确的估计高于Zacks共识估计，显示出+8.88%的盈利预期[12] - Alkermes在过去四个季度中四次击败共识EPS估计，最近一次季度盈利超出预期45.45%[14]