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NBNBIX

Neurocrine Biosciences, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 42% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (22 mentions/wk)
$NBIX·$16B·Biotechnology·Healthcare
$154.06-1.2%YTD+17.3%1Y+10.9%
Mentions · last 7 days
2026-08-19: 2 posts2026-08-20: 0 posts2026-08-21: 5 posts2026-08-22: 3 posts2026-08-23: 2 posts22-13%
Price updated 11h ago·X counts updated 5d ago
NBNBIX
$NBIXNeurocrine Biosciences, Inc.
$154.06-1.19%22 posts-13%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $NBIX, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersCooling offAI verdict · as of 2026-08-29

Catching its breath after a run — could pick back up or fade from here.

Specialty pharma with strong Ingrezza + CRENESSITY compounding; Vykat XR Prader-Willi safety controversy is the near-term overhang.

Neurocrine Biosciences is a $16.43B specialty pharma (INGREZZA for tardive dyskinesia, CRENESSITY for CAH, Vykat XR for Prader-Willi) at $154.06 — +17% YTD, +11% t12m, sitting mid-range (50% of 52w).

  • Q1 EPS $1.94 vs $1.22 (+59% beat), Q2 $1.39 vs $1.65 (-15.8% miss) — the Q2 miss on higher-than-expected commercial spend is the setup complication.
  • Q1 revenue $815M (+42% YoY) driven by Ingrezza growth momentum + CRENESSITY launch.
  • Cash economics: PE 23.8, PS 5.13, ROIC 13.7%, ROE 21.6%, gross margin 98% (specialty-pharma-standard), op-margin 25.2%, D/E 0.12 (nearly unlevered), FCF yield 5.2%, EV/EBITDA 18.2. Quality-of-earnings is high.
  • Analyst path FY26 EPS $7.34 → FY27 $9.86 (+34% growth) — the Ingrezza + CRENESSITY compounding is the Street's model.
  • The Vykat XR safety controversy for Prader-Willi is the near-term overhang: an open letter from a group of physicians and experts warning about seven patient deaths and 100+ adverse-event reports.
  • Insider: only 1 G-Gift (Jude Onyia charity/estate). No open-market signal.
  • Filings: 8-K/A on July 31 furnishing pro forma financial info (post-acquisition), Q2 earnings 8-K.
  • News frames as "House Full Of Options" but the Vykat XR overhang is real.
  • Sentiment (5 posts): bearish — dominated by the Vykat XR Prader-Willi safety controversy (seven deaths, 100+ adverse events, physician open letter) framing it as a negative catalyst rather than a valuation opportunity.

Read as a specialty-pharma compounder whose earnings inflection is real but whose Vykat XR safety controversy is a legitimate near-term overhang; the debated question is whether Q3 confirms Ingrezza/CRENESSITY continuation or whether Vykat XR labeling/regulatory action becomes a material earnings drag.

Agrees with X sentimentX is bearish on the Vykat XR safety controversy specifically; verdict aligns on the overhang while noting the underlying Ingrezza/CRENESSITY franchise remains intact.

What to watch: Vykat XR FDA/EMA label reactions, Q3 Ingrezza + CRENESSITY revenue trajectory on the Oct 27 print.

On the calendar: 2026-10-27 Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bearish sentiment5 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 the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

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; limited read-through from biotechnology macro dynamics to this specific revenue mix.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+51.2%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$1.39$1.65-15.8%
Q1 2026May 5, 2026$1.94$1.22+59.0%
Q4 2025Feb 11, 2026$1.88$1.80+4.4%
Q3 2025Oct 28, 2025$2.04$1.58+29.1%
Next earningsTue, Oct 27·consensus EPS $2.59

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 19 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.8B$3.6B – $4.0B$7.34$5.22 – $9.5519
FY27$4.4B$3.7B – $5.5B$9.86$7.79 – $11.3918
FY28$5.0B$4.5B – $5.6B$12.35$7.50 – $16.1618
FY29$5.3B$4.7B – $5.9B$13.76$11.75 – $16.0711
FY30$5.6B$5.0B – $6.4B$15.31$13.08 – $17.899

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.0.6×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.50%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.-7.4%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.+4.6%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 today0.8% 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.β0.395-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

SellJul 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$1.7MSellJun 26Darin LippoldtChief Legal Officer200 sh$34KSellJun 5Stephen A SherwinDirector25.0K sh$4.1MSellJun 4Leslie V NorwalkDirector1.3K sh$210K
1–10 of 18
+ 39 other (25 exempts · 10 awards · 3 gifts · 1 inkind) 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
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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

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-KMaterial agreementMay 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.

8-KMaterial agreementApr 68-K — Item 1.01: Material agreement
AI summary

Neurocrine Biosciences Inc. (NBIX) filed an 8-K on or around April 5 under Item 1.01 (material definitive agreement) with the Rule 14d-2(b) pre-commencement checkbox marked, identifying Neurocrine as the acquirer in a pending acquisition or tender offer. The company entered into a definitive agreement to acquire another company and this filing constitutes a written communication made before commencement of the formal tender offer. Investors in both Neurocrine and any target company should review all pre-commencement materials carefully. Full agreement terms and acquisition details are filed as exhibits.

3New insider — initial holdingsMar 173
+ 19 other (3 earnings 8-Ks · 3 13Gs · 3 SC TO-T/As · 3 SC TO-Cs) in window

Recent news

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

NBIX vs. TEVA: Which Drugmaker Is the Better Investment?zacks.com·4d agoB. Metzler seel. Sohn & Co. AG Acquires New Shares in Neurocrine Biosciences, Inc. $NBIXdefenseworld.net·5d agoAllworth Financial LP Invests $2.50 Million in Neurocrine Biosciences, Inc. $NBIXdefenseworld.net·7d agoNeurocrine Biosciences: 'House Full Of Options'seekingalpha.com·7d agoNeurocrine's Ingrezza Sales Keep Growing: Can the Momentum Last?zacks.com·9d ago

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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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