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$NBIX

12 stories mentioning NBIXUpdated 1d ago

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Sectors

Sector Update: Healthcare Stocks Rise Late Afternoon

Healthcare stocks rose late Friday afternoon, with the NYSE Healthcare Index adding 0.4% and the State Street Health Care Select Sector SPDR ETF (XLV) up 0.6%.The iShares Biotechnology ETF (IBB) climbed 2%.In corporate news, Doximity (DOCS) reported higher fiscal Q1 revenue late Thursday, beating consensus but adjusted earnings missed estimates. On the company's post-earnings conference call, per a FactSet transcript, Chief Executive Jeffrey Tangney said the revenue that Doximity's new AI search tool is generating is 10 times what it costs to run. Doximity shares surged 36%.Pulse Biosciences (PLSE) shares jumped past 9% in Friday trading, a day after the company reported its Q2 results.Neurocrine Biosciences (NBIX) shares gained 2.8% after the company said Friday it has started a phase 1 first-in-human trial of NBIP-1968, an experimental drug for obesity.ANI Pharmaceuticals (ANIP) shares were down 5.9% even after it posted higher Q2 adjusted earnings and net revenue.

$ANIP$DOCS$NBIX$PLSE
Sectors

Sector Update: Healthcare Stocks Advance in Afternoon Trading

Healthcare stocks rose Friday afternoon, with the NYSE Healthcare Index adding 0.4% and the State Street Health Care Select Sector SPDR ETF (XLV) up 0.3%.The iShares Biotechnology ETF (IBB) climbed 1.4%.In corporate news, Neurocrine Biosciences (NBIX) shares gained 2.5% after the company said Friday it has started a phase 1 first-in-human trial of NBIP-1968, an experimental drug for obesity.ANI Pharmaceuticals (ANIP) shares were down 6.2% even after it posted higher Q2 adjusted earnings and net revenue.The US Food and Drug Administration said Friday it issued an emergency use authorization for Elanco Animal Health's (ELAN) CLiK Extra wound spray to prevent New World screwworm infestations in sheep, cattle, goats, swine and several other animal species. Elanco shares were down past 5%.

$ANIP$ELAN$NBIX
Sectors

Sector Update: Healthcare

Healthcare stocks rose Friday afternoon, with the NYSE Healthcare Index adding 0.3% and the State Street Health Care Select Sector SPDR ETF (XLV) up 0.2%.The iShares Biotechnology ETF (IBB) climbed 1.4%.In corporate news, Neurocrine Biosciences (NBIX) shares gained 2.4% after the company said Friday it has started a phase 1 first-in-human trial of NBIP-1968, an experimental drug for obesity.

$NBIX
Sectors

Sector Update: Healthcare Stocks Mixed Premarket Friday

Healthcare stocks were mixed premarket Friday, with the State Street Health Care Select Sector SPDR ETF (XLV) 0.1% lower and the iShares Biotechnology ETF (IBB) up 1.2%.ANI Pharmaceuticals (ANIP) shares were down nearly 7% even after the company posted higher Q2 adjusted earnings and net revenue.National HealthCare (NHC) stock was up more than 2% after the company reported higher Q2 non-GAAP earnings and net operating revenue.Neurocrine Biosciences (NBIX) shares were up more than 1% after the company said it has started a phase 1 first-in-human trial of NBIP-1968, an experimental drug for obesity.

$ANIP$IBB$NBIX$NHC$XLV
Insider Trading

Neurocrine Biosciences Insider Sold Shares Worth $2,603,112, According to a Recent SEC Filing

Ingrid Delaet, Chief Regulatory Officer, on July 07, 2026, sold 14,571 shares in Neurocrine Biosciences (NBIX) for $2,603,112. Following the Form 4 filing with the SEC, Delaet has control over a total of 16,225 common shares of the company, with 16,225 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/914475/000196580826000011/xslF345X05/wk-form4_1783636859.xml

$NBIX
Wire

Neurocrine Biosciences' Ingrezza Momentum Seen Supporting 2026 Guidance Upgrade, UBS Says

Neurocrine Biosciences' (NBIX) Ingrezza sales momentum could support a 2026 guidance increase, while Vykat growth is expected to slow and major pipeline data are not expected before the second half of 2027, UBS Securities said.The investment firm raised its 2026 Ingrezza sales estimate to $2.80 billion from $2.75 billion, slightly above the $2.78 billion consensus forecast. UBS said changes in insurance coverage for Teva's (TEVA) Austedo could favor Ingrezza, while Neurocrine's roughly 30% expansion of its sales force should provide additional support.UBS expects Vykat sales growth to slow after strong early demand, forecasting 2026 sales of $235 million, below the $294 million consensus estimate. The brokerage projects peak sales of $616 million, well below the $1.36 billion consensus forecast, reflecting slower patient additions and a higher expected treatment discontinuation rate.The firm said major data from three phase 3 trials of osavampator in major depressive disorder and the first phase 3 trial of direclidine in schizophrenia are not expected until the second half of 2027, leaving few significant clinical catalysts before then.UBS maintained its buy rating on Neurocrine and raised its price target to $208 from $182.Price: $169.99, Change: $-0.01, Percent Change: -0.01%

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Insider Trading

Neurocrine Biosciences Insider Sold Shares Worth $5,770,235, According to a Recent SEC Filing

Julie Cooke, Chief Human Resources Officer, on June 02, 2026, sold 36,937 shares in Neurocrine Biosciences (NBIX) for $5,770,235. Following the Form 4 filing with the SEC, Cooke has control over a total of 22,374 common shares of the company, with 22,374 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/914475/000177697726000010/xslF345X05/wk-form4_1780610561.xml

$NBIX
Wire

Neurocrine Biosciences Should See More Upside on Crenessity Growth, RBC Says

Neurocrine Biosciences (NBIX) could see more upside from wider Crenessity use, easing insurance limits, stronger patient demand and likely commercial product beats in 2026, RBC Capital Markets said in a note Friday.RBC said its survey of 35 endocrinologists showed Crenessity still has room to grow after a strong Q1, even as some investors worry near-term demand may slow as surveyed doctors now use Crenessity in about 23% of their Congenital Adrenal Hyperplasia patients on average and expect usage to reach 37% by the end of 2026.The firm raised its 2026 Crenessity sales estimate to $750 million from $734 million, above the roughly $650 million consensus estimate, saying the target looks achievable even with more cautious growth assumptions and longer-term demand also looks strong, with doctors expecting to use Crenessity in just over half of their CAH patients within five years.Insurance approvals remain the main barrier to wider use, but RBC expects those issues to ease over time and support further adoption, according to the note.RBC kept the company's outperform rating and raised its price target to $183 from $180.Price: $157.29, Change: $+0.90, Percent Change: +0.58%

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Research

Research Alert: CFRA Keeps Hold Rating On Shares Of Neurocrine Biosciences Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our target price to $175 from $167, based on 16.0x our 2027 EPS estimate, a discount to NBIX's five-year historical forward P/E average of 21.1x. We raise our 2026 EPS view to $8.94 from $8.86 and our 2027 EPS estimate to $10.92 from $9.42. We continue to be bullish on shares of NBIX after the company announced a robust Q1 2026, with net product sales surpassing $800 million for the first time in the company's history, a 44% increase Y/Y. This performance was largely due to the continued growth of Ingrezza and the successful launch of Crenessity. We are also encouraged by the proposed $2.9 billion acquisition of Soleno Therapeutics, expected to close during Q2 2026, which will add Vykat XR to NBIX's commercial portfolio and strengthen the growth outlook. In our view, the company is advancing a deep pipeline successfully, with six new Phase I and four new Phase II programs that it plans to initiate during the year.

$NBIX
Wire

Neurocrine Posts Strong Q1 as Key Treatments Drive Growth, Morgan Stanley Says

Neurocrine Biosciences (NBIX) delivered a strong Q1, powered by rising demand for Ingrezza, its leading treatment for involuntary muscle movements, and an encouraging early launch of Crenessity, a new hormone-related therapy, Morgan Stanley said Wednesday in a report.Ingrezza demand is tracking above the company's 2026 guidance, supported by record new patient starts, durable persistence and no inventory effects or other one-time items in the quarter, the report said.Crenessity is a "definitive blockbuster in the making" with current sales reflecting only a fraction of its eventual potential as the launch remains early, Morgan Stanley said.Neurocrine's acquisition of Soleno Therapeutics (SLNO) is expected to close around July 6, the report said.Morgan Stanley raised its price target on Neurocrine stock to $191 from $185 and maintained its equal-weight rating.Price: $145.19, Change: $+10.13, Percent Change: +7.50%

$NBIX$SLNO
Wire

Wedbush Adjusts Price Target on Neurocrine Biosciences to $176 From $166, Maintains Outperform Rating

Neurocrine Biosciences (NBIX) has an average rating of buy and mean price target of $188.43, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $144.35, Change: $+9.29, Percent Change: +6.88%

$NBIX
Research

Research Alert: Nbix Q1 Tops Estimates, Strategic Acquisition To Boost Rare Disease Portfolio

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Neurocrine delivered strong Q1 2026 results with total sales of $811M (+44% Y/Y), significantly outpacing expectations and reflecting robust momentum across both franchises. INGREZZA maintained market leadership with $656.9M (+20% Y/Y) while CRENESSITY generated $153.3M vs $14.5M in the prior year, establishing meaningful revenue diversification. We believe the successful diversification strategy validates commercial potential in rare endocrine disorders and strengthens NBIX's strategic positioning. Management reaffirmed full-year 2026 INGREZZA guidance of $2.7B-$2.8B, reflecting confidence in continued growth trajectory. The announced $2.9B Soleno acquisition (expected Q2 2026 close) will add VYKAT XR for Prader-Willi syndrome to the rare disease portfolio. With a robust $2.65B cash position and multiple pipeline assets advancing through clinical development, we believe NBIX appears well-positioned to sustain growth momentum while expanding its therapeutic footprint in neuropsychiatry and endocrinology.

$NBIX

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