Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$16.9B
101M shares
52-week range
$122.14 – $171.50
96% from low
Sector
BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES)
Exchange
NASDAQ
CS
Borrow rate
0.25%
Easy to borrow
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $451.2M | $788.1M | $1.05B | $1.13B | $1.49B | $1.89B | $2.36B | $2.86B |
| Cost of revenue | $4.9M | $7.4M | $10.1M | $14.3M | $23.2M | $39.7M | $34.0M | $52.1M |
| Gross profit | $446.3M | $780.7M | $1.04B | $1.12B | $1.47B | $1.85B | $2.32B | $2.81B |
| Gross margin | 98.9% | 99.1% | 99.0% | 98.7% | 98.4% | 97.9% | 98.6% | 98.2% |
| R&D | $155.8M | $200.0M | $275.0M | $328.1M | $463.8M | $565.0M | $731.1M | $1.02B |
| Operating income | $36.8M | $72.3M | $163.0M | $102.5M | $249.0M | $250.9M | $570.5M | $619.1M |
| EBITDA | $56.3M | $85.9M | $148.1M | $138.1M | $236.6M | $416.1M | $639.7M | $666.6M |
| Net income | $21.1M | $37.0M | $407.3M | $89.6M | $154.5M | $249.7M | $341.3M | $478.6M |
| Net margin | 4.7% | 4.7% | 38.9% | 7.9% | 10.4% | 13.2% | 14.5% | 16.7% |
| EPS (diluted) | 0.22 | 0.39 | 4.16 | 0.92 | 1.56 | 2.47 | 3.29 | 4.67 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $3.7B | $7.72 | $6.74–$9.65 | 13 |
| 2027 | $4.3B | $9.68 | $7.66–$11.16 | 12 |
| 2028 | $4.9B | $12.15 | $7.00–$21.36 | 16 |
| 2029 | $5.1B | $13.68 | $11.66–$16.10 | 14 |
Forward consensus · source: Financial Modeling Prep
Neurocrine Biosciences Inc is a biopharmaceutical firm focused on the research, development, and commercialization of treatments for neurological, psychiatric, endocrine, and immunological disorders. Its portfolio includes therapies for conditions such as tardive dyskinesia, chorea associated with Huntington's disease, classic congenital adrenal hyperplasia due to 21-hydroxylase deficiency, and treatments for endometriosis and uterine fibroids. The company also maintains a pipeline of drug candidates in various stages of clinical and preclinical development across its therapeutic areas, including small molecules, peptides, proteins, antibodies, conjugates, and gene therapies. It derives revenue from the sale of its pharmaceutical products.
www.neurocrine.comNo one on the platform currently holds NBIX.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 2,418,897 | $318.7M |
| Bridgewater Associatesas of 2026-03-31 | 148,141 | $19.5M |
No one on the platform has traded NBIX yet.
| +1.84% |
| $13.2B |
| — |
| RDYDr. Reddy's Laboratories Limited | $14.86 | -3.38% | $12.4B | — |
| SMMTSummit Therapeutics Inc. | $14.32 | +2.21% | $11.1B | — |
Source: Financial Modeling Prep · peers by sector/industry
Commercial-stage non-oncology revenue multiples for those with 1st approvals before 12/31/2023. The $ARDX value proposition is beyond self-evident compared to the entire comm'l-stage bio peer group. We understand why Xphozah is not worth a peer multiple but why not Ibsrela? $KRYS trades @ staggering multiples. We know Vyjuvek will do $500MM in EB its sleep. We struggle with the KRYS oncology franchise (trading higher than BPMC's exit). Any input around next inflection point would be genuinely appreciated? We still like $TARS & $NBIX profile versus the others in this specific peer group. Could KRYS trade up to 4.0X 5-year sales? We do not know. $RYTM appears the 2nd outlier. Recall the last 9 commercial-stage bio exits were priced @ 0.68 to 1.02X 5-year sales projections (per the acquiree management). As always, this is not investment advice. We're usually wrong when we identify undervalued stocks.
View on StockTwits ↗Canaccord⬆️ $RYTM's PT to $151 (was $143)⬆️PoS in PWS to 65% from 50%/continues to see 2033 sales of $2.5B SLNO - $NBIX HRMY $DRUG Citizens reitd Rhythm Mkt OP; $155 /said: We like that the new 52-week bivamelagon data show consistent efficacy with ~11-17% BMI reductions firmly within the range of setmelanotide (~16% at 1 year), while sustained multi-point reductions in hunger reinforce durable MC4R engagement and clinically meaningful behavioral benefit. Importantly, this is achieved with a lower hyperpigmentation burden, strengthening bivamelagon's differentiation from setmelanotide beyond the dosing convenience (daily oral vs. daily subcutaneous). Strategically, RYTM's nextgeneration MC4R agents-oral bivamelagon and weekly RM-718-extend the MC4R franchise beyond setmelanotide's whose composition of matter IP expires in 2032 (formulation coverage out to 2034). We assign a 70% combined POS to the next-gen pipeline and see potential for both assets across HO and Prader-Willi Syndrome
View on StockTwits ↗$NBIX (+3.3% pre) Neurocrine presents two-year CRENESSITY data showing growth improvements https://ooc.bz/l/105139
View on StockTwits ↗$NBIX attempting to break out of this decade long channel 👀
View on StockTwits ↗$ACAD versus $PTCT & $NBIX (all 3 had their first FDA approval 2016 - 2017. We even noted FY25 SG&A (excluding noncash compensation). Yes ACAD is $200MM higher than PTCT but... I do not know how to make it any simpler. Should ACAD merit a peer revenue multiple ACAD would trade 50% higher? Eventually ACAD's BOD must do something to maximize shareholder value (hopefully just like APLS). This is not investment advice. $XBI $IBB
View on StockTwits ↗$NBIX Weight loss drug maker sinks 25% after new safety data spooks investors https://www.cnbc.com/2026/06/08/weight-loss-drug-stock-zealand-pharma-data-ada.html?__source=iosappshare%7Ccom.stocktwits.StockTwits.STShareExtension
View on StockTwits ↗$NBIX is a neuroscience biotech with a core focus on movement and endocrine disorders. - INGREZZA and CRENESSITY fueled 44% net product sales growth to $811M in Q1 2026. - 2026 INGREZZA revenue guide held at 2.8B; the planned Soleno deal adds a rare-disease growth path. - Heavy reliance on INGREZZA leaves the stock exposed to pricing pressure, payer friction, or market-share losses to AUSTEDO. - A large acquisition brings execution and integration risks.
View on StockTwits ↗$NBIX i try to be super helpful with receipt after receipt but they doubt me all the time.
View on StockTwits ↗@WAJeff @No_Face_character @BustaCapital @IsabellaDC @Jblack500 @cynicaloptimist $NBIX been quiet nice - new 52wk$ hi earlier
View on StockTwits ↗$NBIX solid defensive name for any market selloff
View on StockTwits ↗@Jblack500 @cynicaloptimist @BustaCapital @IsabellaDC @WAJeff @No_Face_character $PRAX $ABVX (recovering) $NBIX (eyeing 52wk$) $TGTX $ARWR ....
View on StockTwits ↗$NBIX | Goldman Sachs Resumes Neurocrine Bio at Buy with $213 PT on Soleno Deal and Revenue Growth Upside Soleno acquisition, Vykat XR peak sales potential, and upcoming Phase 3 catalysts support a bullish outlook. 🔹 Follow @tenet_research for more analyst insights on other tickers.
View on StockTwits ↗$NBIX Current Stock Price: $160.23 Contracts to trade: $160.0 NBIX Jun 18 2026 Call Entry: $4.30 Exit: $7.78 ROI: 81% Hold ~28 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Trading at 57.5× earnings vs its 42.7× historical median P/E.
Fair value ≈ $126.10 · price $169.54 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.