ALKS Alkermes plc.

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business model: Pharmaceutical development and licensing for specialty medicines, with substantial collaboration and royalty revenues from partners Janssen and Biogen
• • Strategic shift: Sale of Athlone manufacturing facility in May 2024 and transition of VUMERITY manufacturing to Biogen's subcontractor completed August 2025
• • Notable litigation: Multiple patent infringement lawsuits filed in 2025 against generic challengers to LYBALVI, triggering FDA approval stays via Hatch-Waxman Act
• • R&D expenses increased sharply to $324M in 2025 from $245M in 2024, driven largely by development of Alixorexton
• • Unique tax impact: First full year affected by new EU minimum corporate tax of 15% effective January 1, 2024, with no material effect reported on 2025 taxes

Risk Factors

• • Regulatory risk: potential increased tax liability of ~$70M on $965.7M in cumulative unremitted U.S. earnings upon repatriation subject to foreign tax credits and withholding
• • Macroeconomic threat: $1.525B senior secured term loans due 2031 with interest margins of 1.75%-2.75% increase financing costs and leverage post-Avadel Acquisition
• • Supply chain vulnerability: $43.7M decrease in cost of goods sold due to Athlone Facility sale in May 2024, impacting legacy product manufacturing capacity
• • Competitive risk: product sales dependent on ARISTADA, LYBALVI, VIVITROL with Medicaid rebates and chargebacks impacting gross-to-net adjustments by $316M at 2025 year-end
• • Financial risk: 17.1% effective tax rate in 2025 exceeding 12.5% Irish statutory rate driven by nondeductible expenses and higher-taxable income segments impacting net margins

Management Discussion & Analysis

• • Revenue product sales, net $1,184.6M up $101.1M YoY from $1,083.5M, driven by LYBALVI (+$66.7M) and ARISTADA (+$23.8M) growth
• • Manufacturing and royalty revenues declined $182.8M to $291.3M, mainly from long-acting INVEGA products down $126.9M
• • Net income $241.7M vs $372.1M, due to $84.9M expense increase and $182.8M lower manufacturing/royalty revenues
• • Operating margin not specified; product sales gross margin impacted by $1,027.9M gross-to-net adjustments (46.4% of gross sales)
• • Cash use: $10M acquisition costs for Avadel adding LUMRYZ product; no capex, buyback, or dividend details disclosed
• • Risks: generic VIVITROL entry in 2027, patent litigation for LYBALVI, competitive pressure on core products; expanded commercial portfolio post Avadel acquisition with LUMRYZ

What are the latest ALKS SEC filings in 2026?

Alkermes plc. (ALKS) has filed a 10-K annual report on February 25, 2026, a 10-Q quarterly report on May 5, 2026, an 8-K current report on August 3, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did ALKS file its most recent 10-K annual report?

Alkermes plc. (ALKS) filed its most recent 10-K annual report on February 25, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view ALKS 10-Q quarterly reports?

Alkermes plc. (ALKS)'s most recent 10-Q quarterly report was filed on May 5, 2026. SignalX displays every ALKS 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has ALKS filed recently?

Alkermes plc. (ALKS)'s most recent 8-K was filed on August 3, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find ALKS insider trading activity (Form 4)?

SignalX aggregates every ALKS Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does ALKS file with the SEC?

Alkermes plc. (ALKS) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new ALKS filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Alkermes plc. (ALKS).

What is ALKS's SEC CIK number?

Alkermes plc. (ALKS)'s SEC CIK (Central Index Key) number is 1520262. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1520262 to look up all ALKS filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find ALKS return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Alkermes plc. (ALKS) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.