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Mark Goodwin

Managing Director and Senior Equity Analyst at Leerink Partners

Marc Goodman is a Managing Director and Senior Equity Analyst at Leerink Partners, distinguished for his expertise in the healthcare sector with a focus on pharmaceuticals and biotechnology. He actively covers a broad array of companies including Avadel Pharmaceuticals, Warner Chilcott, Forest Labs, Auxilium, Cubist Pharma, Salix, Bausch Health Companies, and Assertio Therapeutics, earning a performance track record with an average return of 5.2% per rating and a 47% success rate across over 1,000 analyst calls. Ranked #1,898 out of 9,889 Wall Street analysts on TipRanks, he is recognized for notable high-return recommendations such as a 575% gain on Avadel Pharmaceuticals. Goodman has built his career as a specialist since at least 2010, with a reputation for analytical rigor and a history of covering both US and international markets; his professional credentials include appropriate FINRA registration and regulatory securities licenses.

Mark Goodwin's questions to Alkermes (ALKS) leadership

Question · Q3 2025

Mark Goodwin asked about Lybalvi's stronger-than-expected performance and lower-than-expected gross-to-net in Q3, seeking insights into product dynamics and future gross-to-net expectations.

Answer

Todd Nichols, Chief Commercial Officer, explained that increased call volume from the expanded psychiatry sales force drove 25% year-over-year TRX growth and 16% new patient starts. He attributed lower gross-to-net to deductible resets and lower copay utilization. Richard Pops, CEO, emphasized Lybalvi's resonating efficacy. Todd Nichols added that typical seasonal patterns are expected to lead to a modest gross-to-net expansion in Q4.

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