Assessing Neurocrine Biosciences (NBIX) Valuation After New INGREZZA Clinical Data And Pipeline Updates

Simply Wall St.01-24 10:36

Neurocrine Biosciences (NBIX) shares are in focus after new clinical data showed its VMAT2 inhibitor INGREZZA achieved higher target occupancy and greater potency than AUSTEDO XR at therapeutic doses ...

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Its 3 year total shareholder return of 25.80% contrasts with a 1...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"NBIX":"神经分泌生物科学","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU0154245756.USD":"BNP PARIBAS US MID CAP \"C\" (USD) ACC","LU0109394709.USD":"富兰克林生物科技新领域基金A (acc)","LU0320765992.SGD":"FTIF - Franklin Biotechnology Discovery A Acc SGD","LU0823416689.USD":"BNP PARIBAS HEALTH CARE INNOVATORS \"C\" (USD) ACC","LU0889565916.HKD":"FRANKLIN BIOTECHNOLOGY DISCOVERY \"A\" (HKD) ACC","BK4139":"生物科技","LU0154245673.USD":"BNP PARIBAS US MID CAP \"C\" (USD) INC","LU2324357040.USD":"HSBC GIF GLOBAL EQUITY SUSTAINABLE HEALTHCARE \"AC\" (USD) ACC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC"},"translate_title":"在新INGREZZA临床数据和管道更新后评估Neurocrine Biosciences(NBIX)的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NBIX":1.5},"content_text":"Neurocrine Biosciences (NBIX) shares are in focus after new clinical data showed its VMAT2 inhibitor INGREZZA achieved higher target occupancy and greater potency than AUSTEDO XR at therapeutic doses in hyperkinetic movement disorders. See our latest analysis for Neurocrine Biosciences. At a share price of US$136.18, Neurocrine Biosciences has seen a 7.32% 30 day share price decline and a 3.14% year to date share price pullback. Its 3 year total shareholder return of 25.80% contrasts with a 1 year total shareholder return decline of 8.44%. This suggests longer term holders have still come out ahead, even as near term momentum has softened around the latest INGREZZA data and upcoming earnings. If INGREZZA’s update has you thinking about other potential treatment names, this could be a good moment to scan healthcare stocks for more ideas across the sector. With INGREZZA’s new data point, a 7.32% 30 day pullback, and an indicated intrinsic value gap, the key question is whether Neurocrine is quietly cheap today or if the market is already baking in all that future growth. AdvertisementMost Popular Narrative: 24.2% Undervalued At $136.18, the most followed narrative pegs Neurocrine Biosciences’ fair value closer to $179.66, creating a sizable gap that hinges on future execution.  A broad, late-stage and diversified CNS pipeline, including multiple Phase III programs targeting major depressive disorder and schizophrenia, leverages advances in precision medicine and increases visibility for future earnings, supporting potential future valuation multiple expansion.  Read the complete narrative. Curious what kind of earnings path could justify that higher value, especially with only moderate revenue growth assumptions and a richer future profit multiple baked in? The full narrative spells out how margin shifts, earnings compounding, and that profit multiple work together to support the $179.66 figure. Result: Fair Value of $179.66 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this hinges on execution, with pricing pressure on INGREZZA and portfolio concentration around a few key drugs both capable of quickly changing that “quietly cheap” story. Find out about the key risks to this Neurocrine Biosciences narrative. Another View: Rich On Earnings Multiples That 24.2% “undervalued” DCF style fair value sits awkwardly next to the earnings multiple picture. At a P/E of 31.7x, Neurocrine trades well above the US Biotechs industry on 19.9x and peers on 17x, and even above its own 24x fair ratio. Is the market already paying up for the story? See what the numbers say about this price — find out in our valuation breakdown. NasdaqGS:NBIX P/E Ratio as at Jan 2026 Build Your Own Neurocrine Biosciences Narrative If those views do not quite match your own thinking, or you would rather test the numbers yourself, you can build a fresh story in minutes with Do it your way A good starting point is our analysis highlighting 4 key rewards investors are optimistic about regarding Neurocrine Biosciences. Ready for more stock ideas? If Neurocrine has caught your attention, do not stop here. The next strong idea could already be on the radar of another focused investor.  Spot potential value plays early by scanning these 864 undervalued stocks based on cash flows and compare how other companies stack up against their cash flow based fair values. Ride powerful tech trends by checking out these 24 AI penny stocks that tie artificial intelligence to real business models and financials. Boost your income focus by reviewing these 13 dividend stocks with yields > 3% that combine yield with fundamental data you can interrogate in seconds.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Neurocrine Biosciences might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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