Here's What Key Metrics Tell Us About Neurocrine (NBIX) Q3 Earnings

Core Insights - Neurocrine Biosciences reported revenue of $794.9 million for the quarter ended September 2025, reflecting a year-over-year increase of 27.8% and surpassing the Zacks Consensus Estimate by 6.73% [1] - The company's EPS for the quarter was $2.04, up from $1.24 in the same quarter last year, resulting in an EPS surprise of 29.11% compared to the consensus estimate of $1.58 [1] Revenue Breakdown - Product sales from INGREZZA reached $686.6 million, exceeding the average estimate of $664.3 million, marking a 12% year-over-year increase [4] - Total product sales amounted to $789.9 million, surpassing the nine-analyst average estimate of $736.39 million, with a year-over-year change of 28.1% [4] - CRENESSITY generated $98.1 million in product sales, exceeding the average estimate of $67.22 million [4] - Collaboration revenue was reported at $5 million, slightly below the estimated $5.69 million, representing a decline of 9.1% year-over-year [4] - Royalty collaboration revenue was $4.8 million, compared to the average estimate of $5.1 million [4] - Other product sales reached $5.2 million, exceeding the average estimate of $4.25 million [4] Stock Performance - Neurocrine's shares have returned 6.2% over the past month, outperforming the Zacks S&P 500 composite's 3.6% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]