ALKS
Drug Manufacturers - Specialty & Generic · Healthcare
Analyst
Baird
Equibles does not estimate personal net worth.
Luke Herman is recorded as Analyst at Baird. Luke Herman has spoken on 7 earnings calls across 4 companies, most recently for Alkermes plc. on November 3, 2026. Those appearances were for Alkermes plc. (ALKS), Ptc Therapeutics, Inc. (PTCT), Ptc Inc. (PTC) and Catalyst Pharmaceuticals, Inc.. The companies whose calls Luke Herman spoke on are classified in the Healthcare and Technology sectors.
“So, just a follow-up on the erection and oxybate dynamic. Given the view that erections and oxybates can be complementary by HCPs, and, you know, that's intuitively found that they can be complementary.”
“So just a follow-up on suffiance discontinuations and adherence dynamics, I think you said it was 90% renewal rate with last quarter's update, and today I think you said 20% cumulative discontinuations, again, similar to last quarter.”
“So now that you're established in all the Centers of Excellence for Suppliants, has there been any shift in the proportion of new starts stemming from sort of a proactive visit as compared to a more typical checkup schedule?”
“So now that you're established in all the Centers of Excellence for Suppliants, has there been any shift in the proportion of new starts stemming from sort of a proactive visit as compared to a more typical checkup schedule?”
“One on 7290 and ADHD, you laid out the effect sizes we've seen across different standards of care. So based on the preclinical data, do you think the more likely outcome as a monotherapy is sort of a more tolerable asset that sits in the middle of stimulants and non-stimulants in terms of efficacy?”
Baird
Analyst
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ALKS
Drug Manufacturers - Specialty & Generic · Healthcare
PTC
Software - Application · Technology
Catalyst Pharmaceuticals, Inc.
Biotechnology · Healthcare
Catalyst Pharmaceuticals, Inc. Q4 FY2025 Earnings Call
Catalyst Pharmaceuticals, Inc.