Alkermes plc (NASDAQ:ALKS) Q2 2023 Earnings Conference Call July 26, 2023 8:00 AM ET Company Participants Sandra Coombs – Senior Vice President-Corporate Affairs and Investor Relations Iain Brown – Chief Financial Officer Todd Nichols – Chief Commercial Officer Richard Pops – Chief Executive Officer Conference Call Participants Chris Shibutani – Goldman Sachs David Amsellem – Piper Sandler Paul Matteis – Stifel Umer Raffat – Evercore ISI Uy Ear – Mizuho Securities Marc Goodman – Leerink Partners Jason Gerbe ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-35299 https://reportify- 1252068037.cos.ap- beijing.myqcloud.com/media/produ ALKERMES PUBLIC LIMITED COMPANY (Exact name of registrant as specified in its charter) ...

Call Start: 08:00 January 1, 0000 9:01 AM ET Alkermes plc (NASDAQ:ALKS) Q1 2023 Earnings Conference Call April 26, 2023 08:00 ET Company Participants Sandra Coombs - Senior Vice President of Investor Relations & Corporate Affairs Richard Pops - Chief Executive Officer Iain Brown - Chief Financial Officer Todd Nichols - Chief Commercial Officer Conference Call Participants Akash Tiwari - Jeffries Brandon Folkes - Cantor Fitzgerald Umer Raffat - Evercore ISI Chris Shibutani - Goldman Sachs David Amsellem - Pi ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-35299 ALKERMES PUBLIC LIMITED COMPANY (Exact name of registrant as specified in its charter) Ireland 98-1007018 (State or other jurisdiction of incorporation or o ...

Fourth Quarter and Year-End 2022 Financial Results & Business Update February 16, 2023 © 2021 Alkermes. All rights reserved. © 2023 Alkermes. All rights reserved. Forward-Looking Statements and Non-GAAP Financial Information 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 concerning ...

Alkermes plc (NASDAQ:ALKS) Q4 2022 Earnings Conference Call February 16, 2023 8:00 AM ET Company Participants Sandra Coombs - Senior Vice President of Investor Relations and Corporate Affairs Todd Nichols - Chief Commercial Officer Iain Brown - Chief Financial Officer Richard Pops - Chief Executive Officer Conference Call Participants David Amsellem - Piper Sandler Akash Tiwari - Jeffries Umer Raffat - Evercore ISI Chris Shibutani - Goldman Sachs Paul Matteis - Stifel Uy Ear - Mizuho Jason Gerberry - Bank o ...

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, 2022 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 ...

A Clear Investment Thesis Richard Pops Chief Executive Officer 41st Annual J.P. Morgan Healthcare Conference January 2023 © 2023 Alkermes. All rights reserved. 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: the company's expectations with respect to its current and future financial and operating per ...

Financial Data and Key Metrics Changes - Total revenues for Q3 2022 were $252.4 million, driven primarily by proprietary commercial products [20] - GAAP net loss for the quarter was $64 million, while non-GAAP net income was $3.5 million [25] - The company ended the quarter with approximately $747 million in cash and a positive net cash position of close to $453 million [26] Business Line Data and Key Metrics Changes - VIVITROL net sales were $96.5 million, reflecting a 9% year-over-year growth [20][35] - ARISTADA product family generated net sales of $75.7 million, a 10% increase year-over-year [21] - LYBALVI net sales increased 35% sequentially to $27.1 million, driven by strong underlying demand growth of 36% [22] - Manufacturing and Royalty revenues were $52.9 million, a significant decrease from $136.3 million in the prior year due to J&J's termination of royalties [23] Market Data and Key Metrics Changes - The company expects total revenues for 2022 to be in the range of $1.07 billion to $1.12 billion, reflecting an increase due to improved expectations for LYBALVI [27] - The oncology business is expected to attract its own capital to expand its program, particularly with the potential of nemvaleukin [48] Company Strategy and Development Direction - The company plans to explore separating its oncology and neuroscience businesses, potentially spinning off the oncology business into an independent publicly traded company [8][11] - The separation is expected to enhance strategic focus for each business and simplify capital allocation decision-making [12][19] - The neuroscience business aims to build on its heritage of innovation and focus on significant unmet needs within the field [12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term value of LYBALVI, which supports the commercial and administrative side of the business [41] - The impact of the Inflation Reduction Act is seen as a catalyst for the oncology business, making biologic medicines more valuable [16] - The company anticipates completing the separation in the second half of 2023, with further details to be provided later [17] Other Important Information - The company is focused on unlocking shareholder value and positioning both the neuroscience and oncology businesses for growth and success [28] - The strong performance of LYBALVI is expected to drive enhanced profitability for the neuroscience business [19] Q&A Session Summary Question: What can be inferred from the spin announcement and confidence in LYBALVI? - The decision to spin was based on growing confidence in LYBALVI's long-term value, which supports the commercial side of the business [41] Question: When should investors expect a DSMB look into ARISTADA 6 and 7 in 2023? - The timing of the spin is fortunate as it will allow for enrollment in ARISTADA 6 and 7 until the spin is complete, providing precise understandings about readouts and interim looks [43] Question: How does the company envision the profile of the stand-alone neuroscience business? - The stand-alone neuroscience business is expected to have enhanced profitability driven by synergies from multiple products and growth of LYBALVI [48] Question: What is the long-term outlook for VIVITROL's growth? - Long-term growth for VIVITROL is expected to be driven by adoption within the alcohol dependence market, which represents a significant opportunity [65] Question: What are the funding requirements for the oncology business post-spin? - The oncology business will be funded within the context of the combined company until the second half of next year, with insights into funding requirements to be determined at that time [72]