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Neurocrine Biosciences (NBIX) investor relations material

Neurocrine Biosciences TD Cowen's 5th Annual Novel Mechanisms in Neuropsychiatry & Epilepsy Summit summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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TD Cowen's 5th Annual Novel Mechanisms in Neuropsychiatry & Epilepsy Summit summary17 Sep, 2025

Evolving R&D strategy and portfolio focus

  • Shifting R&D strategy to emphasize internal discovery alongside in-licensing, with increased focus on new modalities such as proteins, monoclonal antibodies, and peptides, and prioritizing clinically or genetically validated targets.

  • Targeting neurology, psychiatry, endocrinology, and immunology, with a central focus on CNS and brain-related diseases.

  • Portfolio expected to rebalance over time toward 40-50% neurology, 20-30% psychiatry, and 10-20% each for endocrinology and immunology, aiming for higher probability therapeutic areas.

  • Goal to initiate at least four new phase I, two new phase II, and maintain three phase III programs annually, targeting one new medicine every other year.

Key clinical programs and data updates

  • NBI-770, an NR2B negative allosteric modulator for major depressive disorder, aims to match ketamine's efficacy with fewer side effects; phase II data expected in October-November, focusing on rapid onset and a 3-4 point MADRS change by day five.

  • Osavampator, an AMPA potentiator, showed strong efficacy and safety in phase II, with effect sizes up to 0.75 and minimal side effects; phase III trials are ongoing, with primary endpoint at day 56 to capture increasing efficacy over time.

  • NBI-568 (dracoledine) for schizophrenia demonstrated robust phase II results with a 7.5-point placebo-corrected PANSS improvement and effect size of 0.61; phase III trials are underway with a simplified design and data expected in 2027.

  • Next-generation VMAT2 inhibitors (NBI-890, NBI-675) are in phase I, aiming for improved compliance and efficacy, including long-acting injectable options.

Commercial performance and outlook

  • Combined Q2 revenue from CRENESSITY and INGREZZA reached $682 million, a 17% year-over-year increase, with record prescription growth and expanding market share.

  • Strong advocacy and physician support, along with robust R&D and commercial execution, position the company as a leading neuroscience player.

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Q3 202528 Oct, 2025
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Frequently asked questions

Neurocrine Biosciences, Inc. is a biopharmaceutical company specializing in the discovery, development, and commercialization of therapies for neurological, endocrine, and psychiatric disorders. The company focuses on treatments for conditions such as movement disorders, adrenal diseases, and mental health challenges. Neurocrine Biosciences, Inc. is headquartered in San Diego, California, and its shares are listed on the NASDAQ.

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