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NBIX in “The Patent Cliff Sparks a Biotech Land Grab”

Neurocrine Biosciences, Inc.

Bull sideFadingExposure: not rated yet

A profitable neurology franchise and de-risked clinical pipeline give Neurocrine the commercial validation sought by acquirers needing near-term revenue.

NBIX impact map — “The Patent Cliff Sparks a Biotech Land Grab”

How this story travels from the headline to NBIX’s own business — positive, negative or mixed, direct or indirect, the mechanism, and how strong the exposure is.

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Price history, marked with story events

Oct 7, 2019 – Oct 5, 2020 · 252 sessions

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Full story

The Patent Cliff Sparks a Biotech Land Grab

Large drugmakers facing revenue holes must buy scarce pipelines, turning clinical validation into strategic currency.

BULL side — A profitable neurology franchise and de-risked clinical pipeline give Neurocrine the commercial validation sought by acquirers needing near-term revenue.

Read the full The Patent Cliff Sparks a Biotech Land Grab story

Bull side

1 story
  • NBIX in “The Patent Cliff Sparks a Biotech Land Grab”

    FadingExposure: not rated yet
    Viewing

    Large drugmakers facing revenue holes must buy scarce pipelines, turning clinical validation into strategic currency.

    A profitable neurology franchise and de-risked clinical pipeline give Neurocrine the commercial validation sought by acquirers needing near-term revenue.

Bear side

1 story
  • America Imports the World's Drug Prices

    NBIX in “America Imports the World's Drug Prices”

    StableExposure: not rated yet

    US reference pricing puts global blockbuster economics—and not just American list prices—under pressure.

    Neurocrine's earnings are concentrated in high-value branded therapies such as Ingrezza, making it exposed to reference-pricing pressure on US prices and future international launch strategy.