Alkermes plc
Alkermes is a specialty pharma company focused on CNS disorders with moderate government dependence through Medicare/Medicaid reimbursement and significant physician payment disclosure obligations.
BusinessWhat ALKS does
Alkermes develops and commercializes medicines for central nervous system (CNS) disorders, including schizophrenia, bipolar disorder, and opioid dependence. Revenue derives primarily from branded pharmaceutical sales to hospitals, pharmacies, and patients covered by government and private insurance. The company also generates revenue from licensing and collaboration agreements.
Executive Branch ConflictsALKS held by Trump-administration officials
Lifetime Government AwardsALKS federal contracts
ALKS doesn't hold direct federal contracts.
Verified via USASpending.gov: $0 reported in direct prime-contract awards. Companies in this position typically sell federal services indirectly through prime contractors and integrators (e.g., Lockheed Martin, Booz Allen, Microsoft Azure) or through commercial channels that don't appear in USASpending data.
Smart Money · 13F HoldingsHedge funds holding ALKS
Politicians Trading ALKSMembers of Congress with recent ALKS positions
Congressional TradesWho in Congress is trading ALKS
Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock
No Form 4 activity recorded in the last 180 days.
Bills Affecting ALKSLive legislation impacting this stock
Political ProfileWhere ALKS sits in Washington
Stock sensitivity to Medicare reimbursement policy, drug pricing legislation, and FDA regulatory decisions is moderate. CNS specialty focus limits exposure to broad healthcare reform but creates vulnerability to targeted pricing/coverage actions.
Regulatory ExposureThreats & opportunities
Regulatory threats
- Medicare payment rate reductions
- increased drug pricing scrutiny
- FDA label restrictions on CNS medications
Regulatory opportunities
- orphan drug designation expansion
- accelerated approval pathways for CNS disorders
- Medicaid coverage expansion
LobbyingWho's hired to advocate for ALKS
Live signals + predictions for ALKS — for Founders
The free page above gives you the public record. Members see the real-time intelligence layer on top of it:
- Live 7-layer signal scores when Congress trades ALKS
- Bill Pass Index v2 odds for every bill on the watch list
- Iron Triangle alerts (committee × donor × trade)
- SEC Form 4 cluster detection (CEO + CFO + director buys)
- Whale-Opportunity expected-value ranking
- Custom watchlist alerts via email + Discord