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    Anastasia Parafestas • Jefferies

    Anastasia Parafestas's questions to Alkermes Plc (ALKS) leadership

    Anastasia Parafestas's questions to Alkermes Plc (ALKS) leadership • Q2 2025

    Question

    Anastasia Parafestas from Jefferies inquired about Alkermes's confidence that elixorexant (ALKS2680) can fully explore its exposure-response range and differentiate on efficacy versus competitors, given potential efficacy limitations seen in other programs.

    Answer

    Richard Pops, Chairman & CEO, responded that Alkermes has always viewed a range of doses as a competitive advantage. He emphasized that the program's ability to dose across a wide range is a key feature and expressed satisfaction with the dose range selected for the VIBRANCE-one study in narcolepsy type 1.

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    Anastasia Parafestas's questions to Exelixis Inc (EXEL) leadership

    Anastasia Parafestas's questions to Exelixis Inc (EXEL) leadership • Q4 2024

    Question

    Anastasia Parafestas, on for Akash Tewari, asked how much of the 2025 financial guidance is attributable to the potential NET indication and what the growth trajectory might look like.

    Answer

    Chief Financial Officer Christopher Senner provided a direct response, stating that the potential revenue from the NET indication has not been included in the current 2025 guidance. He clarified that the company will provide updated guidance at a future date, after the drug is approved and they have clarity on the final label.

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