Should Neurocrine Biosciences’ (NBIX) Latest Remission Data Shift Investor Expectations for Growth?

• In the past week, Neurocrine Biosciences announced new clinical data at Psych Congress 2025, highlighting substantial symptomatic remission rates with INGREZZA for tardive dyskinesia and positive results for osavampator in major depressive disorder.
• These findings further establish INGREZZA’s leadership in its category and underscore the company’s active expansion into new therapeutic areas backed by patient-reported outcomes.
• We'll explore how the newly reported remission rates with INGREZZA could impact Neurocrine Biosciences' growth outlook and investment narrative.

Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 31 best rare earth metal stocks of the very few that mine this essential strategic resource.

Neurocrine Biosciences Investment Narrative Recap

Owning Neurocrine Biosciences shares means believing in the company’s ability to maintain INGREZZA’s dominance in tardive dyskinesia, successfully launch new treatments, and expand its CNS pipeline amid payer and pricing headwinds. The latest clinical results for INGREZZA showcasing earlier-than-expected symptomatic remission provide validation of the drug's clinical profile, but do not directly offset the sector’s mounting pressures from Medicare pricing reforms, which remain the most important short-term risk.

Among recent news, the Phase 2 SAVITRI results with osavampator stand out; the study met its primary efficacy endpoint in major depressive disorder, underscoring Neurocrine’s attempt to diversify revenue beyond INGREZZA and reduce portfolio concentration risk, a key issue as payer and pricing scrutiny intensifies.

However, against these clinical advances, investors should not overlook the increased scrutiny from payers and the potential for growing access barriers, which could...

Read the full narrative on Neurocrine Biosciences (it's free!)

Neurocrine Biosciences is projected to reach $3.8 billion in revenue and $976.5 million in earnings by 2028. This outlook assumes annual revenue growth of 14.6% and a $628.2 million increase in earnings from the current level of $348.3 million.

Uncover how Neurocrine Biosciences' forecasts yield a $168.25 fair value, a 18% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members provided 7 distinct fair value estimates for Neurocrine, ranging from US$118.58 to US$317.83 per share. While opinions differ, growing concern over drug pricing reform highlights how market shifts may impact future margins and growth.

Explore 7 other fair value estimates on Neurocrine Biosciences - why the stock might be worth over 2x more than the current price!

Build Your Own Neurocrine Biosciences Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Neurocrine Biosciences research is our analysis highlighting 3 key rewards that could impact your investment decision.
• Our free Neurocrine Biosciences research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Neurocrine Biosciences' overall financial health at a glance.

Looking For Alternative Opportunities?

Every day counts. These free picks are already gaining attention. See them before the crowd does:

• The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.
• Find companies with promising cash flow potential yet trading below their fair value.
• These 12 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com