New INGREZZA VMAT2 Data vs AUSTEDO XR Might Change The Case For Investing In Neurocrine (NBIX)

Simply Wall St.01-25 22:30

Earlier in January 2026, Neurocrine Biosciences reported new data showing its once-daily INGREZZA achieved higher VMAT2 target occupancy than rival AUSTEDO XR at therapeutic doses, alongside ...

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The head-to-head PET imaging results highlight INGREZZA’s comparatively stronger VMAT2 engagement, a mechanistic measure that may be meaningful for treating hyperkinetic movement disorders in adults. Next, we’ll examine how this higher VMAT2 target occupancy for INGREZZA shapes Neurocrine Biosciences’ broader investment narrative and competitive positioning. AI is about to change healthcare. These 109 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.AdvertisementWhat Is Neurocrine Biosciences' Investment Narrative?For Neurocrine Biosciences, the big-picture belief is that INGREZZA remains a durable, cash-generating franchise while newer programs like CRENESSITY and neuropsychiatry assets gradually broaden the story. The fresh PET imaging data suggesting higher VMAT2 target occupancy for once-daily INGREZZA versus AUSTEDO XR reinforces its competitive moat in tardive dyskinesia and Huntington’s chorea, but with a tiny sample size and mechanistic focus, the near-term revenue impact is uncertain. Instead, the most immediate catalyst is still how Q4 2025 results on February 11 stack up against prior INGREZZA sales guidance and current expectations, especially given recent share underperformance despite solid profitability and a clean balance sheet. The main risk is concentration: if INGREZZA growth slows or safety perceptions shift, today’s premium earnings multiple could quickly look exposed. However, there is one INGREZZA-related risk you really need to have on your radar. \nNeurocrine Biosciences' shares have been on the rise but are still potentially undervalued. Find out how large the opportunity might be.Exploring Other PerspectivesNBIX 1-Year Stock Price Chart The Simply Wall St Community’s four fair value views span roughly US$179.66 to US$309.70, reflecting very different expectations for Neurocrine’s future. Set those side by side with the recent INGREZZA VMAT2 data and upcoming Q4 results, and you can see why opinions on how durable this premium valuation might be are so varied.Explore 4 other fair value estimates on Neurocrine Biosciences - why the stock might be worth just $179.66!Build Your Own Neurocrine Biosciences NarrativeDisagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Neurocrine Biosciences research is our analysis highlighting 4 key rewards that could impact your investment decision.Our free Neurocrine Biosciences research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Neurocrine Biosciences' overall financial health at a glance.Ready For A Different Approach?Opportunities like this don't last. These are today's most promising picks. Check them out now:These 9 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.Trump has pledged to \"unleash\" American oil and gas and these 22 US stocks have developments that are poised to benefit.We've found 13 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.  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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