Neurocrine (NBIX)
NASDAQ:NBIX
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Earnings Data
Report Date
Aug 04, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.41Last Year’s EPS
1.06Same Quarter Last Year
Strong Buy
Based on 21 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong commercial momentum and financial performance (record quarterly net product sales, INGREZZA growth of 20% YoY to $657M, Cranesity annualizing >$600M, ~44% overall revenue growth) alongside robust pipeline progress (multiple Phase 1/2 starts in 2026 and key Phase 3 readouts expected in 2027). Minor near-term headwinds were noted, including Q1 gross-to-net pressure for Cranesity, recurring Q1 payer seasonality for INGREZZA, early-stage commercial penetration for Cranesity, and limited disclosure on an in-progress acquisition. Overall, the positive commercial execution, high profitability, and strong R&D momentum materially outweigh the modest operational and timing risks discussed on the call.Company Guidance
Record Quarterly Net Product Sales
Total net product sales exceeded $800 million for the first time in company history, representing ~44% year-over-year growth (Q1 2026).
INGREZZA Strong Performance and Reaffirmed Guidance
INGREZZA Q1 2026 sales were $657 million, up 20% year-over-year (adjusting for one less order week in Q1 2025, growth ~11%). Company reaffirmed 2026 INGREZZA guidance of $2.7–$2.8 billion.
Cranesity Early Commercial Success
Cranesity (also referenced as Crinesity/Crinesiti) Q1 2026 sales were $153 million and are annualizing at >$600 million. Notable drivers include strong persistency, steady new patient starts, broad prescriber adoption (>1,200 HCPs have prescribed through Q1), and favorable reimbursement dynamics.
Strong Profitability and Cash Generation
Company reported approximately $200 million of net income (reported on both GAAP and non-GAAP bases in Q1). GAAP results included gains from equity investments and the sale of the Diurnal business.
Robust R&D and Pipeline Momentum
The company plans six new Phase 1 and four new Phase 2 programs in 2026; nine Phase 1 programs are currently underway with four additional Phase 1 starts planned in 2026. Key expected readouts include multiple Phase 3 data catalysts in 2027 (e.g., osavampitor in MDD, dereclidine in schizophrenia, NBIP‑2118 in obesity).
Advancing Gene Therapy and Other Early Programs
Friedreich's ataxia gene therapy program moving to the clinic in 2026 with patient-level data expected late 2027 (phase 1b), and NBIP‑2118 (CRF2 obesity candidate) top-line data expected in 2027.
Acquisition of Soleno Therapeutics On Track
Pending acquisition of Soleno Therapeutics (adding iCAT/iCAD XR) is expected to close in Q2 2026; management highlighted Soleno's strong clinical results and successful launch execution and plans to integrate the team to serve Prader‑Willi syndrome patients in the U.S.
Real-World Evidence Supporting INGREZZA
First real-world head-to-head claims data presented showing greater treatment persistence with INGREZZA versus deuterated tetrabenazine, including higher long-term continuation and lower switching over six months.
Favorable Payer and Patient Economics
Approximately 70% of TD and HD Medicare beneficiary lives are covered for INGREZZA; Cranesity out-of-pocket costs reported as very low (often <$10/month, many patients $0), supporting adherence and persistency.
Clinical Trial Retention and Long-Term Data
Cranesity two‑year open-label data showed >80% study retention, ~70% of adults achieved glucocorticoid doses within physiological range and normal androgen levels, with sustained clinical benefits and no new safety signals.
NBIX Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
NBIX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 11, 2026 | $137.44 | $123.10 | -10.43% |
Oct 28, 2025 | $147.38 | $138.02 | -6.35% |
Jul 30, 2025 | $136.76 | $128.23 | -6.24% |
May 05, 2025 | $109.75 | $118.92 | +8.36% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Neurocrine (NBIX) report earnings?
Neurocrine (NBIX) is schdueled to report earning on Aug 04, 2026, After Close (Confirmed).
What is Neurocrine (NBIX) earnings time?
Neurocrine (NBIX) earnings time is at Aug 04, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is NBIX EPS forecast?
NBIX EPS forecast for the fiscal quarter 2026 (Q2) is 1.41.