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    How Investors May Respond To Neurocrine Biosciences (NBIX) Phase 4 INGREZZA Patient-Reported Benefit Data

    Simply Wall St·08/26/2026 23:30:15
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    • Neurocrine Biosciences has reported Phase 4 KINECT-PRO results showing once-daily INGREZZA (valbenazine) led to substantial, sustained improvements in tardive dyskinesia patients’ quality of life, functionality and clinician-rated movement severity over 24 weeks, with safety consistent with its known profile.
    • A unique aspect of KINECT-PRO is its use of the Neurocrine-developed Tardive Dyskinesia Impact Scale, the only validated patient-reported tool specifically for tardive dyskinesia, highlighting how INGREZZA may affect the day-to-day burden of the condition from patients’ own perspectives.
    • We’ll now explore how these patient-reported gains and sustained clinician-rated improvements with INGREZZA may influence Neurocrine Biosciences’ broader investment narrative.

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    Neurocrine Biosciences Investment Narrative Recap

    To own Neurocrine, you need to believe INGREZZA can remain a durable, payer-supported franchise while the company gradually reduces its reliance on a single product. The KINECT-PRO data strengthens INGREZZA’s clinical and patient-reported story, but does not materially change the key near term catalyst, which is continued pricing and access negotiations, or the biggest risk, that ongoing Medicare and broader payer pressure may weigh on net pricing and margin.

    Among recent updates, the 2026 product sales guidance for INGREZZA at US$2.7 billion to US$2.8 billion is most relevant to this new KINECT-PRO publication. The stronger quality of life and functional data in both mild and more severe TD patients sits alongside that guidance, and may help support Neurocrine’s case with payers as it works to balance coverage expansion with the risk of further gross to net compression on its flagship drug.

    Yet behind the positive INGREZZA data, investors should still be aware of how sustained pricing and reimbursement pressure could...

    Read the full narrative on Neurocrine Biosciences (it's free!)

    Neurocrine Biosciences' narrative projects $5.2 billion revenue and $1.4 billion earnings by 2029. This requires 15.6% yearly revenue growth and a $694.5 million earnings increase from $705.5 million today.

    Uncover how Neurocrine Biosciences' forecasts yield a $213.13 fair value, a 36% upside to its current price.

    Exploring Other Perspectives

    NBIX 1-Year Stock Price Chart
    NBIX 1-Year Stock Price Chart

    While consensus focuses on pricing risk around INGREZZA, the more optimistic analysts see KINECT-PRO as feeding into a thesis where revenue could reach about US$6.4 billion and earnings about US$2.7 billion by 2029, reminding you that views on Neurocrine’s upside and vulnerability to access hurdles can differ sharply and may shift again as this new TD quality of life evidence is digested.

    Explore 3 other fair value estimates on Neurocrine Biosciences - why the stock might be worth just $211.57!

    Form Your Own Verdict

    Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.

    • 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.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data 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 financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.