Alkermes Plc · NASDAQ:ALKS

Alkermes — Q3 2021 Earnings Presentation

11 slides from Alkermes's earnings presentation, Oct 27, 2021

  1. Slide 1: Third Quarter 2021 Financial Results & Business Update

    Third Quarter 2021 Financial Results & Business Update October 27, 2021 Exhibit 99.2

  2. Slide 2: Forward-Looking Statements and Non-GAAP Financial Information

    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: the co

  3. Slide 3: Agenda

    Agenda Introduction Sandy Coombs, SVP, Corporate Affairs & Investor Relations Welcome Richard Pops, Chief Executive Officer Q3 2021 Financial Results Iain Brown, Chief Financial Officer Q3 2021 Commercial Review Todd Nichols, Chief Commercial Officer Q3 2021 R&D Update Craig Hopkinson, Chief Medical

  4. Slide 4: Q3 2021 Financial Results Summary

    Q3 2021 Financial Results Summary In millions In millions In millions

  5. Slide 5: Q3 2021 Revenue Summary

    Q3 2021 Revenue Summary * Inclusive of ARISTADA INITIO® Amounts in the table above do not sum due to rounding.

  6. Slide 6: VIVITROL Performance and Expectations

    VIVITROL® Performance and Expectations Q3’21 year-over-year net sales increased 11% to $88.8M, driven by unit growth of 7.5% Gross-to-net deductions: 52.3% in Q3’21, compared to 52.8% in Q3’20 Inventory levels increased sequentially by ~$1.5M in line with increasing demand trends and typical seasona

  7. Slide 7: ARISTADA Performance and Expectations

    ARISTADA® Performance and Expectations Q3’21 year-over-year net sales increased 10% to $68.9M, driven by unit growth of 10% Gross-to-net deductions: 54.8% in Q3’21, compared to 53.7% in Q3’20 Inventory levels decreased by ~$1M in Q3’21 following ~$6M increase in inventory levels in Q2’21 FY’21 net s

  8. Slide 8: ARISTADA: Prescription Growth Trends

    ARISTADA®: Prescription Growth Trends Q3’21 year-over-year growth of 15% on TRx months of therapy (MOT) basis Outpaced overall atypical long-acting injectable (LAI) market Q3’21 year-over-year growth of 6% Market share: TRx MOT: 9.8% of atypical LAI market prescriptions in Q3’21 ARISTADA Quarterly T

  9. Slide 9: Strong Commercial and Operational Execution

    Strong Commercial and Operational Execution Commercial Execution Drove solid VIVITROL® and ARISTADA® year-over-year growth Commenced launch of LYBALVI®, which became commercially available in October Nemvaleukin Alfa (“nemvaleukin”) Granted U.S. Food and Drug Administration (FDA) Fast Track designat

  10. Slide 10: Alkermes: 2021 Financial Expectations

    Alkermes: 2021 Financial Expectations* * These expectations were initially provided by the Company in its Form 8-K filed with the SEC on July 28, 2021. These expectations are reiterated by the Company in its Form 8-K filed with the SEC on Oct. 27, 2021 and are effective only as of such date. The Com

  11. Slide 11: www.alkermes.com

    www.alkermes.com

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