Neurocrine Biosciences: The CRENESSITY Launch & Expansion As A Significant Growth Opportunity!

Neurocrine Biosciences’ recent earnings provides a comprehensive overview of its financial performance, strategic initiatives, and growth prospects through the lens of both successes and areas of caution. The company continues to demonstrate solid performance with key products while also facing challenges in a competitive biopharmaceutical landscape. Positives from the call highlight the standout performance of INGREZZA, Neurocrine’s treatment for tardive dyskinesia, which has achieved record growth. Despite its mature market presence, the drug continues to exhibit strong sales momentum driven by increased volume and compliance. Neurocrine is actively leveraging the drug’s differentiated clinical profile, including unsolicited efficacy, an easy dosing regimen, and a sprinkle formulation, aiming to expand its market penetration further. With about 800,000 tardive dyskinesia patients in the U.S., a significant untapped opportunity remains, as less than 10% currently receive VMAT2 inhibitors.