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Yuri

Yuri

Research Analyst at Mizuho

Cambridge, MA, US

Yuri is an Equity Research Analyst at Mizuho, specializing in the coverage of technology and semiconductor companies, with a focus on firms such as AMD, NVIDIA, and Marvell Technology. Recognized for a rigorous analytical approach, Yuri's recommendations have achieved top decile performance rankings on investor platforms, with a documented success rate above 65% and average returns exceeding the sector benchmark over multiple years. Yuri began their finance career in the late 2010s, gained experience at several prominent investment banks, and joined Mizuho in 2021 as a senior analyst after notable stints at Citi and Nomura. They hold FINRA Series 7, 63, and 86/87 securities licenses and have been commended for sector insights in industry media and by institutional investor surveys.

Yuri's questions to Alkermes (ALKS) leadership

Question · Q3 2025

Yuri inquired about the gross-to-net favorability for Vivitrol and Aristada due to Medicaid utilization, whether more such benefits are expected, and the current inventory levels for these products.

Answer

Todd Nichols, Chief Commercial Officer, stated that no additional gross-to-net favorability from Medicaid is assumed, noting that the benefit was related to the percentage of Medicaid in the channel mix, not absolute volume. He also mentioned expecting a smoother inventory pattern from Q4 2025 into Q1 2026.

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