In this article, we will be taking a look at the 7 Oversold Pharma Stocks to Buy Now.In 2024, the pharmaceutical sector in the United States was valued at $634.32 billion, and by 2030, it is expected to have grown to $883.97 billion. Customized medication, which is predicted to increase from $169.56 billion in 2024 to $307.04 billion by 2033, growing at 6.82% CAGR, is the main driver of this expansion. Despite expensive development costs and a lack of clinical standards, expansion is driven by advances in s ...

Core Insights - Neurocrine Biosciences reported $805.5 million in revenue for Q4 2025, marking a year-over-year increase of 28.3% and exceeding the Zacks Consensus Estimate by 2.89% [1] - The company's EPS for the same quarter was $1.88, which is a significant increase from $1.00 a year ago, although it fell short of the consensus estimate of $2.25 by 16.55% [1] Revenue Breakdown - Product sales from INGREZZA reached $657.5 million, slightly below the average estimate of $661.61 million, but still reflecting a year-over-year growth of 6.9% [4] - Total product sales amounted to $798.3 million, surpassing the estimated $788.24 million, with a year-over-year increase of 28.5% [4] - CRENESSITY generated $135.4 million in product sales, exceeding the average estimate of $120.56 million [4] - Collaboration revenue was reported at $7.2 million, above the average estimate of $6.46 million, representing a year-over-year increase of 10.8% [4] - Other product sales were $5.4 million, which is higher than the average estimate of $4.1 million, but this reflects a year-over-year decline of 11.5% [4] Stock Performance - Neurocrine's shares have returned +4.1% over the past month, contrasting with a -0.3% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Financial Data and Key Metrics Changes - Neurocrine's total product sales grew to over $2.8 billion, representing a 22% year-over-year growth, driven by INGREZZA and the successful launch of CRENESSITY [11][12] - INGREZZA generated just over $2.5 billion in revenue, up 9% year-over-year, with expectations of sales in the range of $2.7 billion to $2.8 billion in 2026, indicating approximately 10% growth [11][12] - The company's cash position increased by approximately $700 million, from $1.8 billion at the end of 2024 to $2.5 billion at the end of 2025, reflecting strong operating performance [14] Business Line Data and Key Metrics Changes - INGREZZA's performance continues to impress, with record levels of new and total prescriptions, supported by strategic investments in access and sales force expansion [5][11] - CRENESSITY achieved over $300 million in net product sales in its first full year, with prescriptions covering over 10% of the classic congenital adrenal hyperplasia patient population [12][13] - The company expects double-digit volume-driven growth for INGREZZA, supported by continued demand from patients not currently taking a VMAT2 inhibitor [6][11] Market Data and Key Metrics Changes - Approximately 10% of the classic CAH population in the U.S. has been prescribed CRENESSITY, with the potential for further growth as the company expands its reach beyond endocrinologists [22][82] - The market for VMAT2 inhibitors, including INGREZZA, remains underpenetrated, with only about 10% of the prevalent TD population currently taking a VMAT2 inhibitor [23] Company Strategy and Development Direction - Neurocrine aims to lead the VMAT2 category by leveraging its experience with INGREZZA to advance next-generation VMAT2 inhibitors [8] - The company is focused on expanding its pipeline, with late-stage programs in neuropsychiatry and ongoing investments in R&D to support future growth [9][27] - The strategy includes expanding the CRENESSITY sales force and leveraging technology to identify and engage potential prescribers [21][83] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's strong foundation and momentum entering 2026, with expectations for continued growth and successful execution of its strategies [10][16] - The management team highlighted the importance of ongoing education for prescribers and patients regarding the benefits of CRENESSITY and the limitations of existing treatments [88] Other Important Information - The company achieved its phase I through phase III objectives for the first time in 2025, marking it as the most productive clinical year in its history [9] - Neurocrine's R&D expenses are expected to increase in 2026 due to investments in phase III programs, with a focus on delivering one new medicine every two years at steady state [15][47] Q&A Session Summary Question: Insights on CRENESSITY's early performance and patient dynamics - Management noted that while they are not providing specific guidance for CRENESSITY, they anticipate steady new patient additions and a strong growth year based on positive feedback and demand dynamics [34][51] Question: Impact of receptor occupancy data on future VMAT2 inhibitors - The management highlighted that INGREZZA demonstrated nearly double the VMAT2 target occupancy compared to Austedo XR, indicating superior efficacy, which will inform the development of next-generation VMAT2 inhibitors [38] Question: Barriers to further adoption of CRENESSITY - Management identified lack of knowledge among endocrinologists as a barrier and emphasized the importance of educational efforts to inform prescribers about the benefits of CRENESSITY over traditional glucocorticoid treatments [86]

Financial Data and Key Metrics Changes - Neurocrine's total product sales grew to over $2.8 billion in 2025, representing a 22% year-over-year growth, driven by INGREZZA and the successful launch of CRENESSITY [11][12] - INGREZZA generated over $2.5 billion in revenue, up 9% year-over-year, with expectations of sales in the range of $2.7-$2.8 billion in 2026, reflecting approximately 10% growth [11][12] - The company's cash position increased by approximately $700 million, from $1.8 billion at the end of 2024 to $2.5 billion at the end of 2025, indicating strong operating performance [14] Business Line Data and Key Metrics Changes - INGREZZA's performance continues to impress, with record levels of new and total prescriptions, supported by strategic investments in access and Salesforce expansion [5][11] - CRENESSITY achieved over $300 million in net product sales in its first full year, capturing approximately 10% of the classic congenital adrenal hyperplasia patient population [12][13] - The company expects double-digit volume-driven growth for INGREZZA in 2026, supported by continued demand from patients not currently taking a VMAT2 inhibitor [6][11] Market Data and Key Metrics Changes - Neurocrine estimates that only about 10% of the prevalent tardive dyskinesia (TD) population is currently taking a VMAT2 inhibitor, indicating substantial growth opportunities [23] - The company has reached approximately 10% of the classic CAH population on therapy in the first year, with a focus on expanding beyond the endocrinology prescriber base [22][82] Company Strategy and Development Direction - Neurocrine aims to lead the VMAT2 category by leveraging its experience with INGREZZA and advancing next-generation VMAT2 inhibitors [8] - The company is focused on maximizing its evolving pipeline, with late-stage programs in neuropsychiatry and ongoing investments in R&D and Salesforce expansion [9][15] - Neurocrine plans to deliver one new medicine every two years at steady state, with a strong pipeline and a commitment to patient and shareholder value [10][15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's strong foundation and momentum entering 2026, with expectations for continued growth and successful execution of strategies [5][10] - The management team highlighted the importance of ongoing education for prescribers and patients to drive adoption of CRENESSITY and improve treatment outcomes [88] - There is optimism regarding the potential for CRENESSITY to become a second blockbuster product, similar to INGREZZA, as the company continues to learn from the market dynamics [17][19] Other Important Information - The company is expanding its Salesforce for CRENESSITY to deepen engagement with existing prescribers and reach new potential prescribers [20][77] - Neurocrine is leveraging AI and technology tools to identify and engage providers likely to care for classic CAH patients, enhancing its market reach [21][83] Q&A Session Summary Question: Insights on CRENESSITY's early performance and revenue expectations - Management anticipates steady new patient additions each quarter for CRENESSITY, with a strong growth outlook for year two [34] Question: Implications of receptor occupancy data for INGREZZA - The data showed INGREZZA's superior efficacy compared to Austedo XR, which will inform the development of next-generation VMAT2 inhibitors [38] Question: Patient dynamics and potential seasonality for CRENESSITY - Management noted that it is too early to determine seasonality effects, emphasizing the need for further data collection [44] Question: R&D expense increases and their components - The increase in R&D expenses is primarily due to ongoing phase 3 trials, with minimal investment in earlier-stage programs like obesity [47] Question: Barriers to further adoption of CRENESSITY - The main barrier is a lack of knowledge among endocrinologists about classic CAH and the benefits of CRENESSITY, which the company is addressing through educational efforts [86]

Financial Data and Key Metrics Changes - In 2025, total product sales grew to over $2.8 billion, representing a 22% year-over-year growth, driven by INGREZZA and the successful launch of CRENESSITY [9][10] - INGREZZA generated over $2.5 billion in revenue, up 9% year-over-year, with expectations for 2026 sales in the range of $2.7-$2.8 billion, reflecting approximately 10% growth [9][10] - The company's cash position increased by approximately $700 million, from $1.8 billion at the end of 2024 to $2.5 billion at the end of 2025, indicating strong operating performance [11] Business Line Data and Key Metrics Changes - INGREZZA's performance continues to impress, with record levels of new and total prescriptions, supported by strategic investments in access and Salesforce expansion [3][9] - CRENESSITY achieved over $300 million in net product sales in its first full year, capturing approximately 10% of the classic congenital adrenal hyperplasia patient population [10][15] - The company expects double-digit volume-driven growth for INGREZZA in 2026, supported by an expanded Salesforce and continued demand [10][20] Market Data and Key Metrics Changes - The company estimates that only about 10% of the prevalent tardive dyskinesia (TD) population is currently taking a VMAT2 inhibitor, indicating significant growth potential [20] - For CRENESSITY, the company is focused on expanding its reach beyond endocrinologists to include primary care providers and OB/GYNs, leveraging technology to identify potential prescribers [17][81] Company Strategy and Development Direction - Neurocrine aims to lead the VMAT2 category by advancing next-generation VMAT2 inhibitors and expanding its CRF platform [5][6] - The company is committed to delivering one new medicine every two years at steady state, with a strong pipeline including late-stage neuropsychiatry programs [7][8] - The strategy includes expanding the CRENESSITY sales force and enhancing medical education to improve understanding of classic CAH [17][18] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's strong foundation and momentum entering 2026, with expectations for continued growth in both INGREZZA and CRENESSITY [3][13] - The management team highlighted the importance of ongoing investments in R&D and sales to drive future growth, despite not prioritizing near-term profitability [11][12] - Positive feedback from prescribers and stakeholders reinforces the belief that CRENESSITY will become a standard of care for patients with classic CAH [19][86] Other Important Information - The company achieved its phase 1 through phase 3 objectives for the first time in 2025, marking it as the most productive clinical year in its history [7] - The management team emphasized the importance of safety and tolerability in the adoption of CRENESSITY, with a strong retention rate observed in clinical trials [24][66] Q&A Session Summary Question: Insights on CRENESSITY's early performance and patient dynamics - Management indicated that they anticipate steady new patient additions each quarter for CRENESSITY, with a focus on learning from the launch experience [31][41] Question: Impact of receptor occupancy data on future products - The company highlighted the superior efficacy of INGREZZA compared to Austedo XR, which will inform the development of next-generation VMAT2 inhibitors [35] Question: Barriers to further adoption of CRENESSITY - Management noted that lack of knowledge among endocrinologists is a significant barrier, and they are focused on educational efforts to improve understanding of classic CAH and CRENESSITY's benefits [84][86]

Advancing Life-Changing Discoveries in Neuroscience Neurocrine Biosciences (Nasdaq: NBIX) Q4 and Year-End 2025 Earnings Presentation February 1 1, 2026 Safe Harbor and Forward-Looking Statements In addition to historical facts, this presentation contains forward-looking statements that involve a number of risks and uncertainties. These statements include, but are not limited to, statements related to: our business strategy, objectives, and future development plans; the benefits to be derived from our produc ...

Core Insights - Neurocrine Biosciences reported strong financial results for Q4 and full-year 2025, with net product sales of $798.3 million for Q4 and $2.83 billion for the full year, reflecting year-over-year growth of 29% and 22% respectively [1][2] - The company anticipates 2026 net product sales for INGREZZA to be between $2.7 billion and $2.8 billion, indicating continued growth potential [1][2] - The CEO emphasized the company's focus on sustainable growth and advancing its pipeline, including Phase 3 programs for osavampator and direclidine [1][2] Financial Performance - Q4 2025 net product sales for INGREZZA were $657.5 million, a 7% increase year-over-year, while full-year sales reached $2.51 billion, up 9% [1][2] - CRENESSITY's Q4 and full-year 2025 net product sales were $135.3 million and $301.2 million, respectively, with significant new patient enrollments [1][2] - Total revenues for Q4 2025 were $805.5 million, compared to $627.7 million in Q4 2024, and full-year revenues were $2.86 billion, up from $2.36 billion in 2024 [3][4] Research and Development Updates - The company initiated a Phase 2 clinical study for NBI-1065890, targeting tardive dyskinesia, leveraging its expertise in VMAT2 inhibition [1][2] - Neurocrine's R&D Day highlighted ongoing Phase 3 programs for osavampator in major depressive disorder and direclidine in schizophrenia, indicating a robust pipeline [1][2] - The company is expanding its corticotropin releasing factor (CRF) platform to target metabolic diseases, including obesity [1][2] Market Position and Strategy - Neurocrine's strategic investments in R&D and commercial initiatives are aimed at supporting the growth of INGREZZA and the launch of CRENESSITY [2][3] - The company reported over 80% reimbursement coverage for CRENESSITY prescriptions, indicating strong market acceptance [1][2] - The financial guidance for 2026 reflects ongoing commercial initiatives and expansion of sales teams to support product growth [2][3]

Core Insights - Neurocrine Biosciences is advancing a diversified pipeline of first- and best-in-class medicines across therapeutic modalities, including two Phase 3 programs targeting major depressive disorder and schizophrenia, with expectations to deliver an approved medicine every two years by the end of the decade [2][4] R&D Strategy - The company has unveiled a transformed R&D engine aimed at delivering at least four new Phase 1 and two Phase 2 programs annually, focusing on genetically or clinically validated mechanisms of action [4] - The R&D strategy is designed to create long-term value and accelerate the delivery of new medicines for patients [3][4] Pipeline Highlights - Osavampator is a potential first-in-class AMPA positive allosteric modulator for major depressive disorder, with topline data from three ongoing Phase 3 studies expected in 2027 [5] - Direclidine is an M4 muscarinic agonist for psychiatric disorders, with topline data from ongoing studies expected in 2027 and 2028 [5] - The pipeline includes next-generation VMAT2 inhibitors and a suite of differentiated assets for better quality weight loss, including a CRF2 agonist expected to enter Phase 1 development in the first half of 2026 [5] Leadership and Vision - The CEO emphasized the company's commitment to developing novel therapies across metabolic diseases, starting with obesity, aiming for superior weight loss while preserving muscle mass [3] - The company has a proven track record in drug development and commercialization, positioning it uniquely to advance its pipeline and create sustained value for stakeholders [3]

Company Strategy & R&D Transformation - Neurocrine Biosciences is positioned as a diversified neuroscience and endocrinology leader aiming for sustainable growth and value creation[12] - The company aims to deliver a new medicine every two years, driven by a redesigned R&D organization[30, 31, 132] - R&D transformation includes a goal to advance 20 development candidates in 5 years, focusing on clinically or genetically validated targets[94, 99, 101] - The company is diversifying its therapeutic areas beyond neurology and psychiatry to include endocrinology and immunology[23, 94, 100] - New modalities, including peptides, antibodies, and gene therapy, now represent approximately 60% of the portfolio across therapeutic areas[105] Neuropsychiatry Pipeline - The neuropsychiatry pipeline is positioned to deliver multiple first- and best-in-class medicines this decade[12] - Osavampator, an AMPA PAM, is in Phase 3 development for Major Depressive Disorder (MDD), with data expected in 2027[23, 59] - Phase 2 SAVITRI study results showed statistically significant improvements in depression severity with osavampator, with an effect size of 0.53 at day 28 and 0.73 at day 56 for the 1mg dose[52, 55] - Direclidine, an M4 agonist, is in Phase 3 development for schizophrenia, with initial topline data expected in 2027[23, 77] - Phase 2 data for direclidine showed a PANSS total score change from baseline of -18.2 at week 6, with a change vs placebo of -7.5 (p=0.011) and an effect size of 0.61[73] Endocrinology Pipeline - The company is leveraging its Corticotropin Releasing Factor (CRF) biology expertise to expand in endocrinology and metabolic disease[12, 137] - NBIP-'2118, a CRF2 agonist, is being developed for obesity, with a Phase 1 study planned for the first half of 2026[159]

Core Insights - Neurocrine's growth strategy is centered around three key pillars: INGREZZA, CRENESSITY, and a robust R&D pipeline [3] Group 1: Product Overview - INGREZZA is Neurocrine's primary product for treating tardive dyskinesia, approved in 2017, and later for chorea associated with Huntington's Disease [3] - CRENESSITY, a recently approved medication for congenital adrenal hyperplasia, was launched in December 2024, marking its first full year in the market [3] Group 2: Company Positioning - The company emphasizes its commitment to maintaining a deep and sustainable research and development pipeline to support future growth [3]