US · Healthcare · Drug Manufacturers - Specialty & Generic
EPS came in at 3.29 against a street estimate of 1.99 — a beat of 65.3%.
Analysts rate Neurocrine Biosciences Inc a strong buy (25 buy, 4 hold, 0 sell out of 29) with an average price target of $206.22.
CONFIDENT Neurocrine delivered record Q2 sales of $950M (+40% YoY), raised INGREZZA guidance, and is integrating VYKAT XR post-acquisition. Two major Phase III readouts expected H2 2027. Q2 2026 No geographic breakout provided on call. Analysts pressed pricing/access durability (INGREZZA vs. MFP/IRA), VYKAT sequential growth trajectory post-acquisition, and muscarinic differentiation vs. Cobenfy/MapLight. Management reassured on market expansion, integration progress, and mechanism selectivity. Few questions on peak TAM for CRENESSITY; executives noted early-stage with 30–50% penetration range. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 13.49% |
| JPMorgan Chase & Co | 6.29% |
| Dodge & Cox | 5.49% |
| Vanguard Portfolio Management, LLC | 4.89% |
| Vanguard Capital Management, LLC | 4.47% |
| State Street Corp | 4.31% |
| AQR Capital Management LLC | 3.76% |
| Renaissance Technologies Corp | 2.30% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $1,122.7 million, up from $794.9 million in the third quarter of 2025. • Nine-month 2026 revenue w | 2026-11-02 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $1,122.7 million, up 41% from $794.9 million in the third quarter of 2025. • Net product sales wer | 2026-11-02 |
| Board / officer change · Q3 2026 HEADLINE NUMBERS • Neurocrine Biosciences appointed Eiry W. Roberts, M.D., as Chief Medical Officer, effective September 28, 2026. • Sanjay Keswani, | 2026-09-28 |
| Quarterly report · Q2 2026 NEUROCRINE BIOSCIENCES, INC. - Q2 2026 10-Q SUMMARY --- HEADLINE NUMBERS • Net product sales Q2 2026: $954.3 million (vs. $682.0 million Q2 2025) — | 2026-07-31 |
| Results announced · Q3 2026 NEUROCRINE BIOSCIENCES Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total Q2 2026 revenue: $959 million, up 39% year-over-year from $688 million • IN | 2026-07-30 |
| Board / officer change · Q2 2026 NEUROCRINE BIOSCIENCES, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Record Date Shares: 100,581,991 common shares entitled to vote as of March 31, 20 | 2026-05-28 |
| Material agreement · Q2 2026 NEUROCRINE BIOSCIENCES, INC. — 8-K SUMMARY (May 18, 2026) HEADLINE NUMBERS • Acquisition of Soleno Therapeutics completed on May 18, 2026 for approx | 2026-05-18 |
| Quarterly report · Q1 2026 NEUROCRINE BIOSCIENCES, INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net product sales: $811.0 million (Q1 2026) vs. $563.7 million (Q1 2025) – up | 2026-05-05 |
Readable in the app.
| Announcement | Date |
|---|---|
| Completed acquisition of Soleno through tender offer and merger The company completed its acquisition of Soleno Pharmaceuticals on May 18, 2026. The deal involved a tender offer where 46.4 million Soleno shares (88.9% of outstanding shares) were tendered | 2026-05-18 |
| Merger agreement announced with Soleno, tender offer and subsequent merger contemplated Neurocrine Biosciences announced a proposed acquisition of Soleno Therapeutics. Under the merger agreement, Neurocrine will make a tender offer to acquire Soleno's stockholders, followed by | 2026-04-06 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.