Alkermes Plc · NASDAQ:ALKS

Alkermes — Q2 2021 Earnings Presentation

13 slides from Alkermes's earnings presentation, Jul 28, 2021

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

    Second Quarter 2021 Financial Results & Business Update July 28, 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 Business Update Richard Pops, Chief Executive Officer Q2 2021 Commercial Review Todd Nichols, Chief Commercial Officer Q2 2021 Financial Results Iain Brown, Chief Financial Officer Q&A

  4. Slide 4: Q2 2021 Commercial and Operational Execution

    Q2 2021 Commercial and Operational Execution Commercial Execution Drove solid VIVITROL® and ARISTADA® growth year-over-year and sequentially LYBALVI®* Received FDA approval for the treatment of adults with schizophrenia and adults with bipolar I disorder Nemvaleukin Alfa (“nemvaleukin”) Entered into

  5. Slide 5: VIVITROL Performance and Expectations

    VIVITROL® Performance and Expectations Q2’21 year-over-year net sales increased 23% to $88.4M, driven by unit growth of 29% Gross-to-net deductions: 51.8% in Q2’21, compared to 51.5% in Q1’21 Inventory levels increased sequentially by <$2M, in line with increasing demand trends and typical seasonal

  6. Slide 6: ARISTADA Performance and Expectations

    ARISTADA® Performance and Expectations Q2’21 year-over-year net sales increased 23% to $72.4M, driven by unit growth of 24% Gross-to-net deductions: 54.8% in Q2’21, compared to 53.3% in Q1’21 Inventory levels increased by ~$6M from Q1’21, as a number of key customers adjusted inventory to support gr

  7. Slide 7: ARISTADA: Prescription Growth Trends

    ARISTADA®: Prescription Growth Trends Q2’21 year-over-year growth of 15% on TRx months of therapy (MOT) basis Outpaced overall atypical long-acting injectable (LAI) market Q2’21 year-over-year growth of 5% Market share: TRx MOT: 9.6% of atypical LAI market prescriptions in Q2‘21 ARISTADA Quarterly T

  8. Slide 8: LYBALVI: Once-Daily, Oral Atypical Antipsychotic

    LYBALVI®: Once-Daily, Oral Atypical Antipsychotic Full prescribing information, including boxed warning, for LYBALVI® may be found at www.lybalvi.com/lybalvi-prescribing-information.pdf

  9. Slide 9: LYBALVI: Anticipated New Revenue Stream in Oral Atypical Antipsychotic Market

    LYBALVI®: Anticipated New Revenue Stream in Oral Atypical Antipsychotic Market Once-daily, oral atypical antipsychotic composed of olanzapine, an established antipsychotic agent, and samidorphan, a new chemical entity Approved for the treatment of adults with schizophrenia and for the treatment of a

  10. Slide 10: Q2 2021 Financial Results Summary

    Q2 2021 Financial Results Summary In millions In millions In millions

  11. Slide 11: Second Quarter 2021 Revenue Summary

    Second Quarter 2021 Revenue Summary * Inclusive of ARISTADA INITIO®

  12. Slide 12: Alkermes: 2021 Financial Expectations

    Alkermes: 2021 Financial Expectations* * These expectations are provided by the Company in its Current Report on Form 8-K filed with the SEC on July 28, 2021 and are effective only as of such date. The Company expressly disclaims any obligation to update or reaffirm these expectations. These expecta

  13. Slide 13: www.alkermes.com

    www.alkermes.com

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