$NBIX

NEUROCRINE BIOSCIENCES INC (NBIX) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On September 28, 2026, the Board of Directors (the “Board”) of Neurocrine Biosciences, Inc. (the “Company”) appointed Eiry

Neurocrine Biosciences (NBIX) appointed Eiry W. Roberts as Chief Medical Officer, replacing Sanjay Keswani. Roberts previously led key drug developments, including FDA-approved CRENESSITY. The company's R&D priorities remain on track, with multiple late-stage programs advancing.

Neurocrine Biosciences reported Phase 4 KINECT-PRO data showing INGREZZA's effectiveness in treating tardive dyskinesia, leading to raised full-year guidance. The company also highlighted portfolio additions CRENESSITY and VYKAT XR. Analysts note that INGREZZA's demand resilience and patient-reported benefits support the investment case, but payer pressure and Medicare negotiations remain risks. Analysts project $5.2B in revenue and $1.4B in earnings by 2029, with a potential 46% upside.

Neurocrine Biosciences (NBIX) reported positive Phase 4 study results for INGREZZA, showing significant patient improvement in tardive dyskinesia. The company also reported Q2 revenue growth of 39% to $959M, with INGREZZA sales up 15%. Neurocrine acquired Soleno Therapeutics, reducing cash reserves but expanding its drug portfolio. The stock trades at a forward P/E of 14.88.

Palatin Technologies (PTN), valued at $20M, is developing melanocortin-receptor drugs for rare obesity, following Rhythm Pharmaceuticals (RYTM) and Neurocrine Biosciences' successes in the space. PTN's programs aim to improve efficacy and tolerability, with clinical trials expected to start in late 2026 and 2027. The market's validation of MC4R targets and rare-obesity drugs could significantly impact PTN's valuation.

Neurocrine Biosciences (NBIX) officer Matthew C. Abernethy filed a Rule 144 notice for the potential sale of 2,311 shares, valued at $361,024.42, on September 14, 2026. The shares are tied to Performance Stock Units.

Neurocrine Biosciences (NBIX) officer David Warren Boyer filed a Rule 144 notice to sell 4,714 shares, valued at approximately $736,421, from vested restricted and performance stock units between January 31, 2026, and September 14, 2026, according to the company.

Neurocrine Biosciences (NBIX) CCO Eric Benevich sold $333k in stock on Sept 9, 2026, part of a 10b5-1 plan. He also acquired 3,194 shares via option exercise. NBIX trades at $156.57, with a $15.77B market cap. Q2 earnings beat estimates, with Ingrezza sales at $716M. Analysts raised price targets, citing strong growth prospects.

Neurocrine Biosciences (NBIX) officer Eric Benevich plans to sell 2,154 shares via stock options on or around September 9, 2026, according to a Rule 144 notice. The sale will be executed through Morgan Stanley Smith Barney LLC on NASDAQ.

Neurocrine Biosciences reported $1B in quarterly revenue, driven by Ingrezza, CRENESSITY, and VYKAT XR. Ingrezza saw double-digit growth, while CRENESSITY exceeded expectations. The company expects major pipeline catalysts in 2027–2028, according to a Wells Fargo conference transcript.