-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下:Neurocrine公司2026年第一季業績強勁,總銷售額達8.11億美元(年成長44%),顯著超越預期,反映出旗下兩大產品線均呈現強勁成長動能。 INGREZZA維持在市場領先地位,銷售額達6.569億美元(年增20%),而CRENESSITY的銷售額則從上年的1,450萬美元增至1.533億美元,實現了顯著的收入多元化。我們認為,成功的多元化策略驗證了罕見內分泌疾病領域的商業潛力,並鞏固了NBIX的策略地位。管理層重申了2026年全年INGREZZA銷售額27億至28億美元的預期,體現了對公司持續成長的信心。已宣布以29億美元收購Soleno(預計將於2026年第二季完成),這將使NBIX的罕見疾病產品組合新增用於治療普拉德-威利症候群的VYKAT XR。憑藉26.5億美元的充裕現金儲備以及多項正在推進臨床開發的在研產品,我們相信NBIX已做好充分準備,在神經精神病學和內分泌學領域保持增長勢頭,並拓展其治療業務。
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