Neurocrine Biosciences（NBIX）株式概要
ニューロクライン・バイオサイエンシズ社は、神経疾患、精神疾患、内分泌疾患、免疫疾患を対象とした医薬品の創製、開発、商業化を米国内外で行っている。 詳細
報酬
リスク分析
リスクチェックの結果、NBIX 、リスクは検出されなかった。
NBIX Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$244.8
FV
35.0% 割安 内在価値ディスカウント17.00%
Revenue growth p.a.
1.2k
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Neurocrine Biosciences, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$159.00 |
| 52週高値 | US$169.57 |
| 52週安値 | US$122.14 |
| ベータ | 0.40 |
| 1ヶ月の変化 | 1.14% |
| 3ヶ月変化 | 22.59% |
| 1年変化 | 24.89% |
| 3年間の変化 | 61.24% |
| 5年間の変化 | 58.59% |
| IPOからの変化 | 1,172.00% |
最新ニュース
Recent updates
ナラティブの更新 • Jun 09
NBIX: Future Upside Will Depend On Rare Disease Portfolio Execution
Analysts have lifted the fair value estimate for Neurocrine Biosciences by about $6 to $192.88, reflecting updated views on revenue growth, profitability and valuation after the Soleno acquisition, along with recent Street research highlighting a long runway for key drugs and additional contributions from Vykat XR. Analyst Commentary Recent Street research around Neurocrine Biosciences has been broadly constructive, with several firms updating models after the Soleno acquisition and new readthroughs on key products.
ナラティブの更新 • May 26
NBIX: Pipeline Execution And Integration Risks Will Shape Balanced Future Returns
Analysts lifted their fair value target for Neurocrine Biosciences by about $3 to $144, citing updated assumptions for revenue growth of 14.83%, a profit margin of 18.43%, and a recalibrated future P/E of 21.28x that reflects confidence in the long runway of its key approved drugs and potential contributions from Crenessity and osavampator. Analyst Commentary Recent Street research on Neurocrine Biosciences highlights a mix of optimism around the company’s approved therapies and emerging pipeline, alongside selective caution on execution and valuation.分析記事 • May 08
Neurocrine Biosciences, Inc. Just Recorded A 61% EPS Beat: Here's What Analysts Are Forecasting Next
Neurocrine Biosciences, Inc. ( NASDAQ:NBIX ) investors will be delighted, with the company turning in some strong...
ナラティブの更新 • May 07
NBIX: Future Upside Will Depend On Execution Across Two Core Franchises
The updated analyst price target for Neurocrine Biosciences moves to $241.76 from $203.91, with analysts pointing to higher modeled revenue growth and slightly richer future P/E assumptions, partly balanced by a modestly lower profit margin outlook and a small change in the discount rate. Analyst Commentary Recent Street research on Neurocrine Biosciences shows a cluster of price target changes and fresh coverage that tilt bullish overall, even with a few modest trims.Seeking Alpha • May 06
Neurocrine Biosciences: Core Business On Track, Soleno Deal Adds Risky Upside
Summary Neurocrine Biosciences delivered a strong Q1, with revenue up 42% and healthy growth in Ingrezza and Crenessity. Enhanced sales efforts could drive Ingrezza upside in 2H'26, while Crenessity has a long runway for patient adoption, particularly in adults. The $2.9 billion Soleno acquisition brings Vykat XR, a high-potential offering with clear commercial synergies but significant unknowns around long-term patient uptake and compliance. My fair value estimate for NBIX rises to just under $206/share, supported by multiyear upside in Ingrezza, Crenessity, and a promising, though long-dated, pipeline. I maintain a bullish stance on NBIX, seeing the market undervaluing core franchises and risk-adjusted pipeline upside despite tempered guidance. Read the full article on Seeking Alphaナラティブの更新 • Apr 21
NBIX: Future Upside Will Hinge On Tardive Dyskinesia Franchise Execution
The updated analyst price target for Neurocrine Biosciences increases to $186.45 from $178.04. Analysts attribute the change to more supportive long-term earnings expectations and higher assumed future P/E multiples, even as they refine revenue growth and margin assumptions.ナラティブの更新 • Apr 07
NBIX: Mixed 2026 Guidance And Policy Risks Will Shape Future Returns
Analysts have made a small upward adjustment to the fair value estimate for Neurocrine Biosciences to about $140.54, reflecting updated price targets that weigh mixed revisions across the Street against generally constructive views on Ingrezza and Crenessity. Analyst Commentary Street research around Neurocrine Biosciences has been active, with a mix of supportive views on key assets like Ingrezza and Crenessity and a series of price target tweaks that pull in different directions.ナラティブの更新 • Mar 24
NBIX: Future Upside Will Depend On Crenessity Adoption And Pipeline Progress
Analysts have trimmed the blended price target for Neurocrine Biosciences slightly to about $178, reflecting modest tweaks to growth, discount rate and P/E assumptions, while incorporating mixed but generally constructive views on Ingrezza and Crenessity uptake from recent research updates. Analyst Commentary Street research on Neurocrine Biosciences has been active, with several firms adjusting price targets and models around recent earnings, updated guidance and new information on Ingrezza and Crenessity.ナラティブの更新 • Mar 09
NBIX: 2026 Guidance Execution And CAH Competition Will Shape Future Returns
Analysts have kept the fair value estimate for Neurocrine Biosciences steady at $140, while revising their models slightly to reflect updated revenue growth, margins, and P/E assumptions following recent earnings, guidance, and a mix of modest price target cuts and a fresh $160 Outperform initiation. Analyst Commentary Across recent research, you are seeing a mix of optimism around the pipeline and commercial assets along with a cluster of more cautious valuation resets.ナラティブの更新 • Feb 23
NBIX: Execution On 2026 Guidance And Competitive CAH Data Will Shape Outlook
Neurocrine Biosciences' updated analyst price target of $140.00, down from $169.00, reflects refreshed models after Q4 results and 2026 guidance, with analysts still pointing to Ingrezza and Crenessity as key drivers in their long term assumptions despite recent target trims across the Street. Analyst Commentary Street research around Neurocrine Biosciences has turned more mixed, with several bearish analysts trimming price targets following Q4 results and updated 2026 guidance, while a few others have made only modest upward adjustments.ナラティブの更新 • Feb 09
NBIX: Future Returns Will Hinge On Crenessity Execution And Pipeline Delivery
Analysts made a modest trim to their Neurocrine Biosciences price targets, generally landing around the high US$170s. Updated models reflect slightly more conservative revenue growth assumptions and a marginally higher discount rate, partly offset by steady margin expectations and supportive views on Crenessity and Ingrezza.ナラティブの更新 • Jan 24
NBIX: Future Revenue Will Depend On Execution Across Two Key Franchises
Analysts have raised their fair value estimate for Neurocrine Biosciences to about US$204 from US$192. This reflects updated assumptions that include slightly stronger revenue growth, higher profit margins and a lower future P/E multiple after recent Street research refined expectations for Ingrezza, Crenessity and competitor dynamics.ナラティブの更新 • Jan 10
NBIX: Commercial Execution And Pipeline Progress Will Drive Future Shareholder Returns
Analysts have raised their fair value estimate for Neurocrine Biosciences from about $177.92 to $179.66, reflecting updated models that incorporate recent price target revisions, current product performance, and expectations regarding future competition and commercial execution. Analyst Commentary Recent research updates show a mix of optimism and caution around Neurocrine Biosciences, with most price target moves clustering around the high $160s to mid $180s and reflecting updated models on current products, competitive developments in congenital adrenal hyperplasia, and spending to support commercial execution.ナラティブの更新 • Dec 17
NBIX: Advancing CNS Pipeline Readouts Will Drive Future Shareholder Returns
Analysts have modestly increased their average price target for Neurocrine Biosciences by about $3, to roughly $178, citing stronger than expected product performance, sustained Ingrezza growth momentum, and growing confidence in the company’s advancing pipeline despite potential IRA related pricing headwinds. Analyst Commentary Street research remains broadly constructive on Neurocrine, with multiple firms nudging price targets higher as they factor in stronger execution, commercial visibility for Ingrezza and Crenessity, and a maturing late stage pipeline.ナラティブの更新 • Dec 03
NBIX: Late-Stage CNS Pipeline Readouts Will Drive Future Shareholder Value
Analysts have nudged their blended price target for Neurocrine Biosciences modestly higher to the high $170s to low $180s range, reflecting stronger than expected Ingrezza and Crenessity performance, confidence in commercial execution ahead of IRA related headwinds, and growing optimism around the longer term pipeline. Analyst Commentary Bullish analysts largely frame the recent pullback as a mismatch between robust fundamentals and short term market sentiment, with multiple firms lifting price targets into the mid $160s to mid $190s range even as shares consolidated.ナラティブの更新 • Nov 19
NBIX: Late-Stage Pipeline Advancements Will Drive Shareholder Value Amid Industry Headwinds
Neurocrine Biosciences' analyst price target has increased modestly, up by $3 to $174. Analysts cite ongoing strong commercial performance, expanded sales force initiatives, and a robust late-stage pipeline as supporting factors for sustained growth potential.ナラティブの更新 • Nov 05
NBIX: Expanding Commercial Momentum And Pipeline Advances Will Drive Shareholder Value
The analyst price target for Neurocrine Biosciences has been raised from approximately $170 to $175 per share. This reflects analyst optimism about the company’s strong recent earnings, expanded sales efforts, and ongoing commercial and pipeline momentum.ナラティブの更新 • Oct 22
Analysts Boost Neurocrine Biosciences Price Target Citing Strong Revenue Outlook and Clinical Results
Analysts have raised their price target for Neurocrine Biosciences from $168.25 to $169.95. They cite stronger revenue outlooks for key products and supportive recent clinical trial data as the main reasons for this adjustment.Seeking Alpha • Apr 22
Neurocrine Biosciences: Valbenazine As Adjunctive Therapy Could Stage Comeback In 2025
Summary Company's valbenazine shows promise as an adjunctive therapy for Schizophrenia, with phase 3 data expected in 2025, targeting patients unresponsive to antipsychotics. The company also anticipates phase 3 data for valbenazine in treating dyskinetic cerebral palsy in 2025, presenting another market opportunity. Neurocrine's financial health is robust, with $1.8 billion in cash and strong revenue growth from INGREZZA, which saw a 23% year-over-year increase in Q4 2024. The Schizophrenia market across the 7 major markets is expected to reach $17 billion by 2031. Read the full article on Seeking AlphaSeeking Alpha • Apr 16
Neurocrine Biosciences: Recent Selloff Has Created A Potential Buying Opportunity
Summary Neurocrine Biosciences, Inc. has shown significant growth since its 1996 IPO, with a current stock price around $100, reflecting an 850% increase. Ingrezza is the flagship, >$2bn p.a. selling product. Despite a recent sell-off due to missed earnings targets and cautious 2025 guidance, Neurocrine's pipeline, including the newly approved Crenessity, may offer substantial growth potential. The company's robust portfolio and promising pipeline, including potential blockbusters like Crenessity and Ingrezza (valbenazine) label expansions, make it an intriguing contrarian buy opportunity. NBIX stock's valuation compared to peers suggests the recent market reaction may be overdone, positioning it as a potential takeover target with a valuation closer to $15 billion, in my view. Read the full article on Seeking Alpha株主還元
| NBIX | US Biotechs | US 市場 | |
|---|---|---|---|
| 7D | -1.2% | 2.5% | 2.3% |
| 1Y | 24.9% | 30.9% | 25.5% |
業界別リターン: NBIX過去 1 年間で30.9 % の収益を上げたUS Biotechs業界を下回りました。
リターン対市場: NBIXは、過去 1 年間で25.5 % のリターンをもたらしたUSマーケットと一致しました。
価格変動
| NBIX volatility | |
|---|---|
| NBIX Average Weekly Movement | 4.8% |
| Biotechs Industry Average Movement | 10.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: NBIX 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: NBIXの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1992 | 2,000 | Kyle Gano | www.neurocrine.com |
ニューロクライン・バイオサイエンシズ社は、神経疾患、精神疾患、内分泌疾患、免疫疾患を対象とした医薬品の創製、開発、商業化を米国内外で行っている。同社の製品には、ハンチントン病に伴う遅発性ジスキネジアとコレアを治療するイングレッサ、子宮内膜症を治療するオリリサ錠、子宮筋腫を治療するオリアーンカプセル、先天性副腎過形成を治療するクレネシティなどがあり、アルキンディとエフモディの名称で製品を提供している。臨床開発中の製品候補としては、運動障害治療薬NBI-1076986、大うつ病治療薬オサバンパートル、統合失調症および双極性躁病治療薬NBI-1117568、アルツハイマー病治療薬NBI-1117567、てんかん治療薬NBI921355などがある；先天性副腎過形成治療薬NBI-01435、肥満症および関連代謝性疾患治療薬NBI-2118、大うつ病性障害治療薬NBI-1070770、精神神経疾患および神経疾患治療薬NBI-1117570、NBI-1117567、NBI-1117569、NBI-1140675、NBI-1065890。また、Nxera Pharma UK Limited、武田薬品工業株式会社、Xenon Pharmaceuticals Inc.、Voyager Therapeutics, Inc.、Sanofi S.A.、田辺製薬株式会社、AbbVie Inc.とライセンス契約および提携契約を結んでいる。同社は1992年に設立され、カリフォルニア州サンディエゴに本社を置いている。
Neurocrine Biosciences, Inc. 基礎のまとめ
| NBIX 基礎統計学 | |
|---|---|
| 時価総額 | US$15.73b |
| 収益（TTM） | US$668.60m |
| 売上高(TTM) | US$3.10b |
23.9x
PER（株価収益率5.2x
P/SレシオNBIX は割高か？
公正価値と評価分析を参照収益と収入
| NBIX 損益計算書（TTM） | |
|---|---|
| 収益 | US$3.10b |
| 売上原価 | US$1.11b |
| 売上総利益 | US$2.00b |
| その他の費用 | US$1.33b |
| 収益 | US$668.60m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 6.65 |
| グロス・マージン | 64.37% |
| 純利益率 | 21.55% |
| 有利子負債／自己資本比率 | 0% |
NBIX の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/17 22:34 |
| 終値 | 2026/06/17 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Neurocrine Biosciences, Inc. 20 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。39
| アナリスト | 機関 |
|---|---|
| Martha Freitag | Argus Research Company |
| Brian Skorney | Baird |
| Aydin Huseynov | Benchmark Company |