[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  quantumup [@Quantumup1](/creator/twitter/Quantumup1) on x 3518 followers Created: 2025-07-15 13:14:31 UTC Goldman Sachs🏁 $ALKS But/$43. $BIIB $TAK $AXSM $JAZZ $CNTA Goldman Sachs said in its initiation report: " $ALKS is an established commercial company whose mature portfolio of neuropsych assets (Aristada, Lybalvi, and Vivitrol for the treatment of schizophrenia, bipolar I disorder, alcohol dependence and opioid dependence, alongside Vumerity royalties) is on track to achieve FY25 guidance of $1,340-1,430mn (GSe of $1,368mn). We are focused, however, on the emerging orexin receptor X (OX2R) agonist portfolio, which we see as the next leg of growth, where lead asset ALKS 2680 is poised to unlock a substantial opportunity in rare hypersomnias (GSe peak sales of $2.8bn) per upcoming data reads from the Ph2 Vibrance-1 and-2 studies in narcolepsy type X (NT1; expected in early 3Q) and type X (NT2; expected in Fall 2025), respectively, followed by Vibrance-3 data in idiopathic hypersomnia (IH; mid-2026). We are optimistic into the upcoming data (we expect ALKS 2680 to demonstrate benefit on wakefulness - 30+ minute improvements in mean sleep latency - with mild and transient on-target AEs) with positive results serving to re-rate shares, though acknowledge clarity on the full scope of the commercial opportunity is pending clinical data from competitor orexin programs ( $TAK's Ph3 oveporexton data in NT1 at World Sleep 2025 (Sept 8), $CNTA's Ph2a ORX750 data in NT1, NT2, and IH in 2H25)." XXXXX engagements  **Related Topics** [$cnta](/topic/$cnta) [$tak](/topic/$tak) [$biib](/topic/$biib) [goldman sachs](/topic/goldman-sachs) [stocks financial services](/topic/stocks-financial-services) [$alks](/topic/$alks) [biogen inc](/topic/biogen-inc) [stocks healthcare](/topic/stocks-healthcare) [Post Link](https://x.com/Quantumup1/status/1945109726502486206)
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quantumup @Quantumup1 on x 3518 followers
Created: 2025-07-15 13:14:31 UTC
Goldman Sachs🏁 $ALKS But/$43. $BIIB $TAK $AXSM $JAZZ $CNTA Goldman Sachs said in its initiation report: " $ALKS is an established commercial company whose mature portfolio of neuropsych assets (Aristada, Lybalvi, and Vivitrol for the treatment of schizophrenia, bipolar I disorder, alcohol dependence and opioid dependence, alongside Vumerity royalties) is on track to achieve FY25 guidance of $1,340-1,430mn (GSe of $1,368mn).
We are focused, however, on the emerging orexin receptor X (OX2R) agonist portfolio, which we see as the next leg of growth, where lead asset ALKS 2680 is poised to unlock a substantial opportunity in rare hypersomnias (GSe peak sales of $2.8bn) per upcoming data reads from the Ph2 Vibrance-1 and-2 studies in narcolepsy type X (NT1; expected in early 3Q) and type X (NT2; expected in Fall 2025), respectively, followed by Vibrance-3 data in idiopathic hypersomnia (IH; mid-2026).
We are optimistic into the upcoming data (we expect ALKS 2680 to demonstrate benefit on wakefulness - 30+ minute improvements in mean sleep latency - with mild and transient on-target AEs) with positive results serving to re-rate shares, though acknowledge clarity on the full scope of the commercial opportunity is pending clinical data from competitor orexin programs ( $TAK's Ph3 oveporexton data in NT1 at World Sleep 2025 (Sept 8), $CNTA's Ph2a ORX750 data in NT1, NT2, and IH in 2H25)."
XXXXX engagements
Related Topics $cnta $tak $biib goldman sachs stocks financial services $alks biogen inc stocks healthcare