I listend to the webcast of the presentation. CEO seemed knowledgable and excited about the future. My main takeaway is they have a solid foundation of patented drugs with long term protection, and several potential blockbusters in the pipeline (some of which are improvements on existing drugs--longer term doses, delivery methods, etc). If one of the pipeline drugs is a hit then future is good, two or more, could really be good.
Great presentation. If you own ALKS or are thinking of buying, listen to the webcast at the company site. I was very impressed. Their commercial products seem to be generating more income, and their patents are protected for years to come. Their pipeline is focusing on making blockbuster drugs safer and or more effective, so the company seems to be executing its corporate plan to perfection. IMHO.