ALKS · CIK 1520262
What Alkermes plc told the SEC could break it.
2 self-disclosed vulnerabilities, pulled from its own filings — each in the company’s words, with the source. This is the risk register almost nobody reads.
A limited set so far — we surface every cited disclosure we’ve extracted for ALKS. More may follow as additional filings are processed.
In its own words
What could break it.
Regulatory & policy
- IRA Medicare Part D manufacturer discount programmedium
The Inflation Reduction Act restructured the Medicare Part D benefit, replacing the coverage-gap discount with a new manufacturer discount program (effective January 2025) that requires escalating manufacturer discounts on brand-name drugs, pressuring net pricing on Alkermes's commercial products (Vivitrol, Aristada, Lybalvi, Lumryz).
“The Inflation Reduction Act of 2022 (the “Inflation Reduction Act”) made substantial changes to the Medicare Part D benefit design and replaced the manufacturer coverage-gap discount program with a new manufacturer discount program that took effect in January 2025.”
Sole-source dependency
- Single-source materials & third-party contract manufacturingmedium
Some raw materials and services for Alkermes's products — including specified raw materials, contract manufacturing, formulation/packaging, the LUMRYZ REMS, storage and distribution — are available only from a single source or a limited number of qualified sources, so loss of a supplier could disrupt supply despite mitigation efforts.
“Although some materials and related services for our products are currently only available from a single source or a limited number of qualified sources, we attempt to acquire an adequate inventory of such materials, establish alternative sources for such materials and related services and/or negotiate long-term supply arrangements.”
SEC filing →As of 2026
The hidden graph
Who it depends on, and who depends on it.
Relationships surfaced from filings — including ones disclosed by the other side, which is how the non-obvious ones come to light.
Its customers
“Revenues from our collaborative arrangements with Janssen accounted for approximately 9%, 17% and 31% of our consolidated revenues for the years ended December 31, 2025, 2024 and 2023, respectively.”
Cited →“Revenues from Biogen related to this license and collaboration agreement accounted for approximately 9%, 9% and 8% of our consolidated revenues for the years ended December 31, 2025, 2024 and 2023, respectively.”
Cited →
In the MyPRIA app, this is checked against the companies you actually own.
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