NBIX Neurocrine Biosciences, Inc.

$NBIX they won’t be able to control the energy behind this next move higher. 10 years of chop, followed by a year of rocketing to Pluto

$NBIX reported earnings today after the close and beat EPS estimates: $1.96 GAAP EPS vs $1.91 expected, according to Stock Meadow.

Best day for $NBIX since 2020 and honestly it was not even close up about 15% near 168 off a 145.35 close, after Q3 came in at 3.29 a share vs 2.61 expected revenue 1.12 billion vs 1.04 expected, Ingrezza did 801 million vs 737 expected Crenessity beat too, 211 million vs 203, and Vykat XR topped at 107 million guidance for Ingrezza got lifted to 2.9 billion to 2.925 billion for the year sellers spent months fading a launch story that just printed across the whole portfolio imo

Sold whole position of $NBIX at 158.49 per share with tiny profit of 2.49 $ per share (hold it from August).

$NBIX finished its first full quarter with VYKAT XR at 106.7 million dollars of sales, and the balance sheet is carrying a lot of product behind it. Total inventory is up to 243.8 million dollars from 69.0 million at year end, and 177.7 million of it sits in noncurrent, which the filing describes as stock not expected to be realized until after September 2027. That inventory also came with a 168.2 million dollar fair value step-up from the Soleno deal, and only 9.3 million dollars of it has run through cost of revenues so far.

$NBIX Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $3.29 up 51.61% YoY • Reported revenue of $1.12B up 41.24% YoY

$NBIX reports earnings today after the close. I'm bullish heading into the report: NBIX has beaten EPS estimates in 8 of its last 8 reports, according to Stock Meadow.