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Neurocrine Biosciences, Inc. (NBIX) Presents at Leerink Global Healthcare Conference 2026 Transcript

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Neurocrine Biosciences highlighted its 2026 growth trajectory at the Leerink Global Healthcare Conference, emphasizing two FDA-approved products driving revenue. INGREZZA, its flagship tardive dyskinesia drug, is projected to generate $2.7–$2.8 billion in 2026, marking sustained double-digit growth after nine years on the market. The company expanded its sales force in Q2 2026 to bolster INGREZZA’s commercial performance, signaling confidence in continued demand and market penetration. Executives noted operational momentum despite industry risks, referencing SEC filings for forward-looking disclaimers while underscoring financial stability and product longevity. Analyst Marc Goodman moderated the session, focusing on Neurocrine’s strategic positioning in biopharma amid competitive and regulatory challenges.
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SA Transcripts158.89K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Neurocrine Biosciences, Inc. (NBIX) Leerink Global Healthcare Conference 2026 March 9, 2026 8:40 AM EDT Company Participants Matthew Abernethy - Chief Financial OfficerTodd Tushla - Vice President of Investor Relations Conference Call Participants Marc Goodman - Leerink Partners LLC, Research Division Presentation Marc GoodmanLeerink Partners LLC, Research Division Thanks for joining us. I'm Marc Goodman, one of the Biopharma Analyst at Leerink, and it's great to have Neurocrine here. We have Matt Abernethy, who's the CFO; and Todd Tushla, who's the IR guy. Thank you very much for joining us. Matt, I'll give you a chance just to make an opening comment, maybe not too long, but just kind of set the stage. Matthew AbernethyChief Financial Officer I'll try to run out the clock if that's okay. And we'll pivot a little bit throughout this presentation. How about that, Marc? We will be making forward-looking statements. So we'll direct you to our latest SEC filings for the related risk factors and uncertainties associated with our company and then also our industry. Now that we have that fun fact behind us. We're at a great spot, Marc. We had -- how long was that dinner last night about 2 hours? Marc GoodmanLeerink Partners LLC, Research Division Yes, because they didn't serve the food very quickly. Matthew AbernethyChief Financial Officer Yes. They were still catching the salmon. But to be at a spot where you have 2 approved products at this point is just incredible. You have $2.7 billion to $2.8 billion guide for the year for INGREZZA. INGREZZA has actually been on the market 9 years now. And to be at a place to have double-digit growth still is just quite significant. We recently expanded the sales force. The sales force will be in place starting the beginning of Q2, but was at a national sales

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