Neurocrine Biosciences, Inc.NasdaqGS:NBIX 주식 보고서

Key Takeaways Leadership in key neurology products and expanded payer access are driving strong, sustained market share and future revenue growth prospects. Robust late-stage pipeline and active innovation position the company for long-term earnings visibility and expanded addressable markets.

Key Takeaways Growth is driven by expanding flagship products into new patient segments, increased healthcare coverage, and strong adoption of new therapies for neurological disorders. Diversified late-stage pipeline and strategic investments in R&D, marketing, and business development support long-term revenue, margin, and portfolio growth.

Pipeline Crenessity@ CRENESSITY Capsule 50/100 MG $766.66 packaging 50 MG 60u $45,999.60 packaging 100 MG 30u. Starts at approximately $21,338.71 USD for a monthly supply Ingrezza@ Ingrezza (valbenazine) As of July 2025 , the average pharmacy acquisition cost for Ingrezza capsules in the U.S. is approximately: $274.54 per capsule for the 60 mg and 80 mg strengths $250.16 per capsule for the 40 mg strength 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.

Key Takeaways Heavy dependence on INGREZZA and CRENESSITY exposes the company to regulatory, reimbursement, and competition risks that could threaten revenue growth and margins. Intensifying competition, payer consolidation, and potential R&D setbacks may erode market share, pricing power, and future earnings.