A	B	C	D	E	F	G	H	I	J	K	L	M
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2		Name	Indication	Economics	Approved	Competition	Administration	Mechanism	IP		Price	25.77
3		Risperdal Consta	Schizophrenia	2.5%, JNJ	10/29/2003	Invega Sustenna	IM q2w	Atypical	Medisorb, 10-17		Shares	164.254275	Q222
4		Vivitrol	Alcoholism	1	4/1/2006	Campral, Oral Naltrexone	IM qm	Naltrexone	Medisorb, 10-17		MC	4232.8326667500005
5					Phase						Cash	759.977	Q222
6		Byetta LAR	T2 diabetes	AMLN		Lariglutide, Januvia	IM qw	GLP1	Medisorb, 10-17, Biologic		Debt	294.537	Q222
7											EV	3767.3926667500004
8		ALKS 33	Addiction	1	I		Oral	Opioid Receptor
9		ALKS 29	Alcohol dependence	1	I		Oral	Baclofen/ALKS33
10		nemvaleukin alfa	Mucosal Melanoma	1
11		ALKS 36	Pain	1	I		Oral				Jessica Rege, VP, Head of Oncology
12		ALKS 27	COPD	1	N/A	Spiriva	Inhaled	trospium
13		ALKS 37	OIC	1	I	Entereg, Relistor	Oral	Opioid Antagonist
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16		1. Can agreement with JNJ be re-negotiated? Does the current agreement preclude an acquisition of Alkermes? Has JNJ violated the agreement by developing Sustenna?
17		2. Can the Alkermes technology be added to other pharmaceutical products? Antipsychotics? Antidiabetics? HIV? Alzheimer's? Parkinsons? Pain? Bisphosphonates? Others? Compliance sensitive, smaller molecule.						YE09? - Vivitrol in opiate dependence Phase III
18		3. Will Vivitrol succeed in opioid addiction study? Can the product be meaningful regardless?						YE09? - Victoza FDA action
19		4. Pipeline: ALKS33: Is doing a phase 2 head-to-head versus naltrexone worth the expense?						Q1 2010: Byetta LAR DURATION-4 results.
20		5. Longevity of Risperdal Consta. Liability to succumb to Invega Sustenna competition.						March 2010: Byetta LAR PDUFA.
21		6. Sales potential of Byetta LAR						1H10: JNJ files Sustenna in Europe.
22		7. IP of Medisorb, difficulty in genericizing.
23		8. Budgeting core expenses - $3.1m annual lease expense. 570 FTEs.