The termination removes a low-probability revenue opportunity tied to a future generic launch, but has no near-term financial impact. Monitor VIVITROL exclusivity status and any third-party ANDA activity for future generic competition risk.
Price Chart
Executive Summary
Alkermes and Amneal Pharmaceuticals mutually terminated the Authorized Generic Product Supply Agreement for VIVITROL (naltrexone ER injectable suspension) after Amneal failed to meet certain terms and declined to order any batches. No penalties were incurred, and all claims were released. The agreement, which was contingent on a third-party ANDA product launch, had no revenue generated and no financial impact.
Key Facts
- Agreement terminated July 6, 2026, with Amneal not ordering any batches
- No penalties incurred by Alkermes; all claims released between parties
- Agreement was for a limited authorized generic version of VIVITROL, contingent on third-party ANDA launch
- No financial impact reported — no revenue was ever generated under the agreement
Financial Impact
Zero — no payments, penalties, or obligations remain. The agreement was never operationalized (no batches ordered).
Risk Factors
- Termination does not eliminate the risk of future generic competition to VIVITROL from other ANDA filers
- No material financial consequence — market reaction likely muted
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 8 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (ALKS) — Batch item 1 | 0001193125-26-298004 |
| Document: 0001193125-26-298004-index-headers.html | 0001193125-26-298004 |
| Document: 0001193125-26-298004-index.html | 0001193125-26-298004 |
| Document: 0001193125-26-298004.txt | 0001193125-26-298004 |
| 8-K Filing (ALKS) — Batch item 5 | 0001193125-26-298004 |
| Document: 0001193125-26-298004-index-headers.html | 0001193125-26-298004 |
| Document: 0001193125-26-298004-index.html | 0001193125-26-298004 |
| Document: 0001193125-26-298004.txt | 0001193125-26-298004 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 16, 2026 16d ago | 8-K | $46.07 $42.13 | ▼ −8.55% | ▼ −11.12% | $41.75 (−9.38%) |
Sep 3, 2026 28d ago | Insider Cluster | $46.10 $45.83 | ▼ −0.59% | ▲ +0.62% | $41.75 (−9.44%) |
Aug 3, 2026 8w ago | Insider Cluster | $49.67 $49.21 | ▲ +0.93% | ▲ +0.83% | $41.75 (+15.95%) |
Aug 3, 2026 8w ago | Insider Cluster | $49.67 $49.21 | ▼ −0.93% | ▼ −0.83% | $41.75 (−15.95%) |
Aug 3, 2026 8w ago | Insider Cluster | $49.67 $49.21 | ▼ −0.93% | ▼ −0.83% | $41.75 (−15.95%) |
Jul 28, 2026 9w ago | 8-K | $50.50 $49.53 | ▲ +1.92% | ▲ +4.19% | $41.75 (+17.33%) |
Jul 8, 2026 12w ago | 8-K | $54.29 $51.60 | ▼ −4.95% | ▼ −5.82% | $41.75 (−23.10%) |
Jul 6, 2026 12w ago | Insider Cluster | $55.14 $51.94 | ▼ −5.80% | ▼ −6.29% | $41.75 (−24.28%) |
Jun 4, 2026 17w ago | Insider Cluster | $42.80 $44.28 | ▲ +3.46% | ▲ +2.89% | $41.75 (−2.45%) |
Jun 1, 2026 17w ago | Insider Cluster | $41.19 $44.29 | ▲ +7.53% | ▲ +10.50% | $41.75 (+1.37%) |
US Market Status
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