Key Takeaways
- Alkermes' orexin program, particularly the development of ALKS2680 for narcolepsy and idiopathic hypersomnia, is gaining attention from investors and industry analysts.
- Alkermes faces competition from several companies including Takeda. However, Alkermes' orexin program has an edge in dosing flexibility, which may position it as best-in-class despite not being first-to-market.
- Alkermes is leveraging its strong financial position to actively prepare for expedited clinical and marketing efforts, building infrastructure, and engaging with patient groups to ensure successful commercialization of its orexin products.
“How does it feel that you have a billion-dollar neuroscience commercial business, and no one cares?” That’s the question an investor asked Alkermes’ chief operating officer Blair Jackson at the recent J.P
“Orexin is probably the hottest target within neuroscience
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