LongALKSJune 30, 2026

Robert W. Baird & Co. Incorporated on Alkermes

Thesis

Baird initiated a position in Alkermes as part of its increased exposure to commercial-stage therapeutics. The company is one of only a few businesses with a leading product in the Orexin receptor category. Baird believes this category offers promising growth potential in wakefulness and potentially additional indications.

Alkermes is one of a few companies with a lead product in the Orexin receptor category
Robert W. Baird & Co. Incorporated — Q2 2026 Commentary and Market Outlook

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