Catalysts
Pipeline
Crenessity@
CRENESSITY Capsule 50/100 MG $766.66
packaging 50 MG 60u $45,999.60
packaging 100 MG 30u $22,999.80
Ingrezza@
Ingrezza (valbenazine) costs approximately $7,921 for 28 capsules of the 40mg strength and $8,702 for 28 capsules of the 80mg strength.
INGREZZA Capsule 40 MG $310.80 INGREZZA SPRINKLE Capsule 40 MG $310.80
Other Products: Tetrabenazine Tablet 12.5 MG $62.52 Austedo Tablet 6 MG $100.06 Austedo XR Tablet 6 MG $100.06 Xenazine Tablet 12.5 MG $227.88
Assumptions
Risks
- Risks and uncertainties associated with Neurocrine Biosciences' business and finances in general, risks and uncertainties associated with the commercialization of INGREZZA and CRENESSITY.
- Risks related to the development of product candidates.
- Risks associated with dependence on third parties for development, manufacturing, and commercialization activities for products and product candidates, and ability to manage these third parties.
- Risks that the FDA or other regulatory authorities may make adverse decisions regarding products or product candidates.
- Risks that clinical development activities may not be initiated or completed on time or at all, or may be delayed for regulatory, manufacturing, or other reasons, may not be successful or replicate previous clinical trial results, may fail to demonstrate that our product candidates are safe and effective, or may not be predictive of real-world results or of results in subsequent clinical trials.
- Risks that the potential benefits of the agreements with collaboration partners may never be realized.
- Risks that products, and/or product candidates may be precluded from commercialization by the proprietary or regulatory rights of third parties, or have unintended side effects, adverse reactions or incidents of misuse.
- Risks associated with government and third-party regulatory and/or policy efforts which may, among other things, impose sales and pharmaceutical pricing controls on products or limit coverage and/or reimbursement for products.
- Risks associated with competition from other therapies or products, including potential generic entrants for products; constraints, volatility, or disruptions in the capital markets or other factors affecting ability to complete an accelerated share repurchase transaction; and other risks described in periodic reports filed with the Securities and Exchange Commission.
Valuation
- Where do you think the business will be in 3, 5 or 10 years time?
- What do you think revenue and profit margins will be?
- What do you think the valuation multiple will be in the future?
https://www.neurocrine.com/documents/67/Neurocrine_Biosciences_JPM_Presentation_01.13.25.pdf
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Disclaimer
The user kapirey has a position in NasdaqGS:NBIX. Simply Wall St has no position in any of the companies mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The author of this narrative is not affiliated with, nor authorised by Simply Wall St as a sub-authorised representative. This narrative is general in nature and explores scenarios and estimates created by the author. The narrative does not reflect the opinions of Simply Wall St, and the views expressed are the opinion of the author alone, acting on their own behalf. These scenarios are not indicative of the company's future performance and are exploratory in the ideas they cover. The fair value estimates are estimations only, and does not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that the author's analysis may not factor in the latest price-sensitive company announcements or qualitative material.
