The separation of Alkermes' oncology business is a significant structural change that could have mixed effects on the stock. On one hand, it could be seen as a positive move, focusing the company on core areas and potentially improving financial efficiency. On the other hand, it may raise concerns about the loss of potential future revenues from the oncology segment. The updated financial expectations could either reassure or unsettle investors, depending on whether the new projections are viewed as favorable. The score is neutral as the market could react in either direction based on the perceived benefits or drawbacks of the spin-off.