-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：Neurocrine公司2026年第一季度业绩强劲，总销售额达8.11亿美元（同比增长44%），显著超出预期，反映出旗下两大产品线均呈现强劲增长势头。INGREZZA保持市场领先地位，销售额达6.569亿美元（同比增长20%），而CRENESSITY的销售额从上年的1450万美元增至1.533亿美元，实现了显著的收入多元化。我们认为，成功的多元化战略验证了罕见内分泌疾病领域的商业潜力，并巩固了NBIX的战略地位。管理层重申了2026年全年INGREZZA销售额27亿至28亿美元的预期，体现了对公司持续增长的信心。已宣布以29亿美元收购Soleno（预计将于2026年第二季度完成），这将使NBIX的罕见病产品组合新增用于治疗普拉德-威利综合征的VYKAT XR。凭借26.5亿美元的充裕现金储备以及多项正在推进临床开发的在研产品，我们相信NBIX已做好充分准备，在神经精神病学和内分泌学领域保持增长势头，并拓展其治疗业务。
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