The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Brandon Richard Folkes - Cantor Fitzgerald & Co., Research Division - Analyst
: Maybe firstly for me, just on LYBALVI and the launch of the broader DTC TV campaign. How should we think about the interplay of the broad DTC
TV campaign ahead of contracting? And how should we think about the initial effectiveness of it and the interplay between perhaps a broad TV
DTC campaign and contracting as the year unfolds?
Question: Brandon Richard Folkes - Cantor Fitzgerald & Co., Research Division - Analyst
: Great. And just on a follow-up, just given the news on the spin, can you just update us on the latest on the alternative dosing for nemvaleukin and
Alfa? Do you expect to make that data public ahead of the spin?
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APRIL 26, 2023 / 12:00PM, ALKS.OQ - Q1 2023 Alkermes Plc Earnings Call
Question: Brandon Richard Folkes - Cantor Fitzgerald & Co., Research Division - Analyst
: And the subcu dosing, Rich?
Question: Jessica Macomber Fye - JPMorgan Chase & Co, Research Division - Analyst
: Just a couple on LYBALVI. Can you remind me of the payer mix between government and commercial in the bipolar market? And can you elaborate
on what you mean by a pathway to access in commercial? Where does commercial coverage stand? And specifically, I guess, how could the quality
of access be improved via contracting? And then I have one follow-up on the erection.
Question: Jessica Macomber Fye - JPMorgan Chase & Co, Research Division - Analyst
: Okay. And then for the Orexin, thanks for the additional color in the prepared remarks, should we expect a more detailed update on the SAD and
MAD results prior to learning the Phase Ib results later this year?
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