Neurocrine Biosciences, Inc. (NASDAQ:NBIX)

CAPS Rating: 4 out of 5

Discovers, develops and intend to commercialize drugs for the treatment of neurological and endocrine-related diseases and disorders. Product candidates will target insomnia, anxiety, depression, cancer, diabetes, and multiple sclerosis.

NBIX News and Commentary

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All Players

319 Outperform
45 Underperform
 

All-Star Players

95 Outperform
5 Underperform
 

Wall Street

5 Outperform
3 Underperform
 

Top NBIX Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

Rilac (95.18)
Submitted January 10, 2018

Recently, Neurocrine reported a preliminary ER that showed 94M sales in the 4th qt in which 64M was from Ingrezza. Consensus estimates stood at 46M, which brought the sales beat to about 18M or 40%. despite the extraordinary report, the following day… More

zzlangerhans (99.80)
Submitted September 10, 2012

Neurocrine has been turning in solid pipeline progress for several years now but they haven't had much success holding gains in the share price. Now that the phase III trial of elagolix is in progress I expect at least a year before all 875 patients… More

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Recent Community Commentary

Read the most recent pitches from players about NBIX.

Recs

1
Member Avatar Traced (30.77) Submitted: 2/8/2018 9:24:17 PM : Outperform Start Price: $43.27 NBIX Score: +81.77

not only can ingrezza be used in TD but also TS,HD,PDD, schizophrenia, etc.. If ingrezza expand its uses to those indications(which it eventually will), we can see ingrezza do a base MINIMIUM of 5B in sales.. also analysts have already projected elagolix to do over 5B in sales with indications in endometriosis & uterine fibroids... ingrezza& elagolix combined could see 10b+ in peak annual sales but yet NBIX continues to trade below a 15B mcap.. also, neurocrines, CAH compound despite a small market could also be another blockbuster.. lastly, opicapone, is a best in class COMT inhibitor and is a crucial product for pharma's developing products in PD as L-dopa continues to be the SOC..specialty drug companies like VRTX, ALXN, BMRN trade at valuations from 15b-45B with sales of 1.5B- 3.5B.. with the same potential, we can see NBIX eventually trade at those valuations or at least 200+ PPS by 2019..

Recs

2
Member Avatar Rilac (95.18) Submitted: 1/10/2018 3:20:37 PM : Outperform Start Price: $52.90 NBIX Score: +50.10

Recently, Neurocrine reported a preliminary ER that showed 94M sales in the 4th qt in which 64M was from Ingrezza. Consensus estimates stood at 46M, which brought the sales beat to about 18M or 40%. despite the extraordinary report, the following day NBIX fell 5%. The market has got it all wrong, instead of being up 10-20%, it was in deep red. what made the report even more remarkable was that, net price per patient was expected to fall 40% (from the 2x-40mg transition to the recently approved 80mg capsule), but instead it was still able to grow 42% in quarterly growth or 78.5% in scripts (9100vs5100). where there is market misunderstanding there is a opportunity to buy.

8 months into launch and Neurocrine has already produced profitable earnings. NBIX sales continue to impress and blowout estimates.. Its earnings are strong indicators of a multiblockbuster product. based on my projections, Ingrezza will reach blockbuster status in 2020 with peak sales well over 4B. NBIX second blockbuster product, elagolix, will become SOC for uterine fibroids &endometriosis and has a projected peak sales of 5B. data readout on uterine fibroid data is expected to readout this quarter and in the 2nd qt, a pdufa decision for elagolix in endometriosis.

PT- $140

Recs

0
Member Avatar TMFTypeoh (89.31) Submitted: 11/2/2017 11:44:32 AM : Outperform Start Price: $71.94 NBIX Score: +12.82

Ingrezza launch going well, upside potential from partnership with AbbVie, and balance sheet is packed with cash.

Leaderboard

Find the members with the highest scoring picks in NBIX.

Score Leader

gsm1999

gsm1999 (74.80) Score: +3,452.35

The Score Leader is the player with the highest score across all their picks in NBIX.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
gsm1999 74.80 3/8/2010 Outperform 5Y $2.30 +3,588.70% +136.35% +3,452.35 0 Comment
awsumrocker 90.25 3/10/2010 Outperform 3M $2.35 +3,510.21% +135.83% +3,374.38 0 Comment
stockamuteur 75.30 4/8/2010 Outperform 5Y $2.57 +3,201.17% +128.95% +3,072.21 0 Comment
Tadpole85 85.10 1/5/2010 Outperform 1Y $2.68 +3,065.67% +138.43% +2,927.24 0 Comment
borcobob 74.21 12/28/2009 Outperform 3Y $2.82 +2,908.51% +139.19% +2,769.32 0 Comment
royeknox 82.80 8/10/2009 Outperform 5Y $3.03 +2,700.00% +169.43% +2,530.57 0 Comment
MicroMikey 61.64 4/15/2010 Outperform 5Y $3.10 +2,636.77% +123.20% +2,513.57 0 Comment
MicroOptions 36.52 4/15/2010 Outperform 5Y $3.10 +2,636.77% +123.20% +2,513.57 0 Comment
minifesto 77.87 1/2/2009 Outperform 3Y $3.21 +2,542.99% +203.86% +2,339.13 0 Comment
This player feels very strongly about this pick and has marked it a Top Pick. Top Picks do not affect a player’s score. foolshand < 20 7/27/2009 Outperform 3W $3.25 +2,510.46% +177.20% +2,333.27 0 Comment

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackOppenheimer 72.01 6/19/2013 Outperform NS $12.97 +554.12% +63.07% +491.05 0 Comment
TrackUltraLong < 20 4/10/2013 Underperform NS $11.85 +615.95% +71.82% -544.13 1 Comment
TrackDeutscheSec 88.16 3/16/2012 Outperform NS $8.74 +870.71% +92.38% +778.32 0 Comment
TrackPoisedTo < 20 3/13/2012 Underperform 5Y $8.12 +944.83% +95.24% -849.59 0 Comment
TrackMKMPartners 92.95 8/9/2011 Outperform NS $6.07 +1,297.69% +134.83% +1,162.87 0 Comment
TrackZacks < 20 6/16/2010 Outperform 3M $5.37 +35.20% +23.40% +11.79 11/9/2012 @ $7.26 1 Comment
TrackLeerinkSwan 95.68 5/28/2008 Underperform NS $4.70 +1.28% +0.22% -1.06 5/28/2008 @ $4.76 0 Comment
TrackBearStearns < 20 12/14/2007 Underperform NS $4.81 +52.81% -6.67% -59.47 4/17/2012 @ $7.35 0 Comment
TrackJefferies 79.19 12/13/2007 Underperform NS $5.20 +1,531.54% +90.66% -1,440.88 0 Comment
TrackSoros 87.47 9/30/2007 Outperform NS $10.00 +748.40% +85.44% +662.96 1 Comment
TrackLehmanBros < 20 1/17/2007 Outperform NS $12.32 -59.25% -5.38% -53.88 2/14/2008 @ $5.02 0 Comment
TrackJimCramer 85.44 4/4/2006 Outperform 3W $63.15 +34.35% +121.51% -87.16 0 Comment

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