Neurocrine Biosciences reported Q4 adjusted EPS of $1.88 (missing consensus of $1.89) and sales of $805.5M (beating consensus). Ingrezza sales grew 9% YoY to $2.51B, while Crenessity reached $301.2M. The company guided 2026 Ingrezza sales to $2.70-2.80B. Shares fell 10.64% as the guidance disappointed, though analysts remain bullish citing long-term pipeline catalysts.

Neurocrine Biosciences announced that its Phase 3 KINECT-DCP study evaluating valbenazine for dyskinetic cerebral palsy failed to meet primary and key secondary endpoints. The drug did not show improvement in chorea as intended. Despite the miss, analysts at William Blair believe the setback has limited impact on the company's valuation and investment thesis, maintaining an Outperform rating and noting the pipeline offers longer-term catalysts. NBIX shares fell 1.55% in premarket trading.

Connecticut-based fund Braidwell established a new $50.8 million stake in Acadia Pharmaceuticals, representing 2.1% of its reportable U.S. equity assets, as the company shows strong quarterly performance and potential for growth in neurological disorder treatments.

Nxera Pharma reported increased revenues from PIVLAZ® and QUVIVIQ® in Japan, progress in partnered programs including Neurocrine's Phase 3 trial, and launched a new proprietary pipeline targeting obesity and weight management.

Neurocrine Biosciences reported strong Q2 2025 financial results, with revenue of $687.5 million, exceeding analyst expectations. The company saw significant growth from INGREZZA and a successful launch of CRENESSITY, while continuing to invest in its drug pipeline and research and development.

Voyager Therapeutics expanded its Alzheimer's disease franchise by introducing a new gene therapy program targeting APOE, complementing existing tau and amyloid assets. The program aims to reduce APOE4 variant expression while delivering the protective APOE2 variant using an innovative IV-delivered TRACER capsid.

Nxera Pharma announced that its partner Neurocrine Biosciences has dosed the first patient in a Phase 3 trial of NBI-1117568 for schizophrenia, triggering a $15 million payment to Nxera.

Nxera Pharma notes that Neurocrine Biosciences presented positive data from a Phase 2 study of NBI-1117568 in adults with schizophrenia.

Nxera Pharma, a Japanese biopharma company, reported its Q1 2025 results, highlighting progress in its partnered and in-house drug development programs, including the initiation of Phase 3 trials for a schizophrenia treatment. The company's financial performance showed improved profitability compared to the previous year.

The sodium channel blocker market is expanding due to the increasing prevalence of neuropathic pain and the rising incidence of cardiac arrhythmias. Over 20 pharmaceutical companies are actively developing 25+ pipeline sodium channel blockers, with promising drugs like Cenobamate, VX-548, and Vormatrigine in different clinical trial phases.

The article discusses the robust pipeline of acetylcholine receptor antagonists, with over 30 key pharmaceutical companies actively working on developing new therapies in this segment. The advancements in drug development, including new formulations and targeted therapies, are enhancing the efficacy and safety of these drugs, leading to increased market growth.

Neurocrine Biosciences faced price target cuts from three analysts despite better-than-expected Q4 profitability, as its guidance for its leading drug Ingrezza was seen as uninspiring.