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NBNBIX

Neurocrine Biosciences, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 42% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (47 mentions/wk)
$NBIX·$14B·Biotechnology·Healthcare
$135.91+0.6%YTD-4.6%1Y-1.0%
Price updated 11m ago·X counts updated 4d ago
NBNBIX
$NBIXNeurocrine Biosciences, Inc.
$135.91+0.58%47 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $NBIX on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

47X posts · last 7 days
Sep 28Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $NBIX's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bearish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-19

Neurocrine posts are dominated by an unfolding safety controversy around Vykat XR for Prader-Willi syndrome, with an open letter from a group of physicians and experts warning about seven patient deaths and more than 100 adverse-event reports. Newsletter and reporter coverage frame the story as a delicate benefit/risk balance in rare disease, which is squarely a negative catalyst rather than a valuation call.

Read what X is saying about $NBIX

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $NBIX — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersSelling offAI verdict · as of 2026-10-02

Falling on heavy selling — points lower unless it turns around.

Neurocrine is in a Vykat XR safety controversy — physicians warn of seven patient deaths and 100+ adverse-event reports.

Neurocrine Biosciences is a specialty-neurology biopharma — INGREZZA for tardive dyskinesia is the main franchise, with Vykat XR launched for Prader-Willi syndrome in rare disease.

  • The business is strong: Q1 revenue +42% YoY at a 25.2% operating margin and ROIC of 13.7% — top-decile biopharma metrics driven by INGREZZA plus the newer Vykat XR launch.
  • The safety signal is substantive: an open letter from physicians and experts warns about seven patient deaths and more than 100 adverse-event reports on Vykat XR for Prader-Willi — a tangible benefit/risk tension in rare disease, not a tape rumor.
  • 52-week range position is 29% with vol multiplier 1.66 — lower-mid range on heavy accumulation, with the newsletter and reporter coverage framing the Vykat XR controversy as a near-term negative catalyst rather than a valuation question.

Oct 27 Q3 is the gate — any Vykat XR safety-committee update plus continued INGREZZA growth extends the stock. A label restriction or additional death reports and the stock breaks down further.

Agrees with X sentimentThe bearish thread is substantively grounded — specific seven patient deaths plus 100+ adverse-event reports, physicians-and-experts open letter, newsletter and reporter coverage of the benefit/risk balance — a credible near-term negative catalyst rather than valuation grumbling.

What to watch: Oct 27 Q3 — Vykat XR safety-committee update, INGREZZA revenue growth, operating-margin trajectory, and FY27 guide. A label restriction is the clear invalidator.

On the calendar: 2026-10-27 — Q3 earnings

Read the AI verdict on $NBIX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Sells Ingrezza for tardive dyskinesia and develops drugs for Parkinson's, endometriosis, and psychiatric disorders; neuroscience-focused specialty pharma.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $NBIX.

Biotechnology · Healthcare

No material change from last week — mRNA oncology platform remains the structural driver.

What this means for $NBIX

Neutral — Sells Ingrezza for tardive dyskinesia and develops drugs for Parkinson's, endometriosis, and psychiatric disorders; neuroscience-focused specialty pharma.

Top industry ETF

$IBBiShares Biotechnology ETF
+17.9%YTD
+34.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
23.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
13.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
25.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
21.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
98.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$2.85$1.85+54.1%
Q1 2026May 5, 2026$1.91$1.22+56.6%
Q4 2025Feb 11, 2026$1.88$1.80+4.4%
Q3 2025Oct 28, 2025$2.04$1.58+29.1%
Next earningsMon, Nov 2·consensus EPS $1.91

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$814.5M+42.2%98.3%22.8%$1.97$136.7M
Q4 FY25$805.5M+28.3%97.8%26.2%$1.54$390.8M
Q3 FY25$794.9M+27.8%98.2%30.1%$2.11$214.3M
Q2 FY25$687.5M+16.5%98.4%21.2%$1.09$89.5M

Forward consensus

5-year forecast · up to 20 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.9B$3.9B – $3.9B$7.04$5.02 – $8.1119
FY27$4.5B$4.1B – $5.2B$9.71$7.43 – $10.8519
FY28$5.0B$4.7B – $5.8B$12.42$8.97 – $19.3220
FY29$5.3B$5.0B – $5.8B$12.94$12.10 – $14.7510
FY30$5.7B$5.4B – $6.3B$14.00$13.09 – $15.9610

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.22%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-9.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-7.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 100.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.405-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 14David W. BoyerChief Corp. Affairs Officer826 sh$130KSellSep 14Matt AbernethyCFO2.3K sh$363KSellSep 9Eric BenevichChief Commercial Officer2.2K sh$333KSellJul 28Leslie V NorwalkDirector1.3K sh$228KSellJul 10Ingrid DelaetChief Regulatory Officer4.4K sh$791KSellJul 9Darin LippoldtChief Legal Officer10.0K sh$1.8MSellJul 9Ingrid DelaetChief Regulatory Officer8.4K sh$1.5MSellJul 8Ingrid DelaetChief Regulatory Officer2.7K sh$489KSellJul 7Ingrid DelaetChief Regulatory Officer3.4K sh$607KSellJun 29Darin LippoldtChief Legal Officer9.8K sh$1.7M
1–10 of 21
+ 60 other (26 exempts · 20 awards · 11 inkinds · 3 gifts) in window

See when $NBIX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsOct 73
8-KOfficer or director changeSep 288-K — Item 5.02: Officer or director change
AI summary

Neurocrine Biosciences, Inc. (NBIX) appointed Eiry W. Roberts, M.D. as Chief Medical Officer effective September 28, 2026, succeeding Sanjay Keswani, M.D. whose service ended September 25, 2026 by mutual agreement. Keswani will receive severance per the company's Executive Severance Plan. Dr. Roberts takes over medical leadership at a pivotal time for Neurocrine's CNS/neurological pipeline including ingrezza (valbenazine) for tardive dyskinesia. The CMO transition is orderly and does not indicate pipeline disruption.

8-KOfficer or director changeMay 288-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Neurocrine Biosciences, Inc. (NBIX) held its 2026 Annual Meeting on May 27, 2026, with approximately 90.1 million of 100.6 million eligible shares present. Stockholders approved an amendment to the 2025 Equity Incentive Plan (the Amended 2025 Plan); additional governance items were voted on as described in the filing. Routine annual meeting filing; the equity plan amendment represents modest incremental dilution consistent with ongoing executive compensation.

8-KAcquisition completedMay 188-K — Item 1.01: Material agreement · Item 2.01: Acquisition completed · Item 2.03: Material debt obligation · Item 7.01: Press release / Reg FD
AI summary

Neurocrine Biosciences, Inc. (NBIX) filed an 8-K on May 14, 2026 disclosing a material definitive agreement (Item 1.01), completion of an acquisition or disposition (Item 2.01), creation of a direct financial obligation (Item 2.03), and a Regulation FD disclosure (Item 7.01). Neurocrine is a San Diego, California-based biopharmaceutical company focused on neurological and endocrine disorders listed on Nasdaq. The combination of Items 1.01, 2.01, and 2.03 indicates Neurocrine completed a significant acquisition financed with new debt, alongside an investor presentation; this is a transformative strategic and capital event for the company.

+ 12 other (3 earnings 8-Ks · 3 SC TO-T/As · 2 10-Qs · 2 13Gs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Why Neurocrine Biosciences (NBIX) is a Top Value Stock for the Long-Termzacks.com·1d agoNBIX vs. SDZNY: Which Stock Should Value Investors Buy Now?zacks.com·2d agoWhy Neurocrine Biosciences (NBIX) is a Top Growth Stock for the Long-Termzacks.com·2d agoHead-To-Head Contrast: Neurocrine Biosciences (NASDAQ:NBIX) vs. Amneal Pharmaceuticals (NASDAQ:AMRX)defenseworld.net·2d agoNeurocrine Biosciences Announces Conference Call and Webcast of Third Quarter 2026 Financial Resultsprnewswire.com·3d ago

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Voices on X · last 7 days

No standout posts about $NBIX on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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