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Neurocrine Biosciences, Inc. (NBIX) Q3 2024 Earnings Call Transcript Summary

Neurocrine Biosciences, Inc. (NBIX) Q3 2024 Earnings Call Transcript Summary

神經生物科學公司(NBIX)2024年第三季度業績會議通話摘要
富途資訊 ·  10/31 03:19  · 電話會議

The following is a summary of the Neurocrine Biosciences, Inc. (NBIX) Q3 2024 Earnings Call Transcript:

以下是神經分泌生物科學公司(NBIX)2024年第三季度業績會成績單摘要:

Financial Performance:

金融業績:

  • Neurocrine Biosciences reported a strong Q3 with INGREZZA delivering $613 million in sales, reflecting year-over-year growth and an increase in guidance range to $2.3 to $2.32 billion.

  • The company announced a $300 million share repurchase plan and acknowledged significant growth of its multibillion-dollar franchise.

  • Q3 financials support ongoing investment in pipeline development and strategic plans.

  • 神經分泌生物科學報告第三季度強勁,INGREZZA銷售額達到61300萬美元,反映出同比增長,並將指導範圍提高至23.2億至2.3億美元。

  • 該公司宣佈了30000萬美元的股份回購計劃,並承認其數十億美元特許經營的顯著增長。

  • 第三季度財務數據支持對管道發展和戰略計劃的持續投資。

Business Progress:

業務進展:

  • Neurocrine is positioned for future growth with a focus on the launches of INGREZZA and Crinecerfont, both potentially serving large patient populations.

  • Advanced multiple pipeline projects including NBI-'845 and NBI-'568 into Phase III trial preparations, with data readouts and program initiations expected next year.

  • Expanded salesforce in psychiatry and long-term care to capture more market share, with executives expressing confidence in ongoing team performance and pipeline productivity.

  • 神經分泌已做好未來增長的準備,重點放在INGREZZA和Crinecerfont的推出上,兩者潛在服務於大量患者人群。

  • 先進的多管道項目包括將NBI-'845和NBI-'568推進到第三階段試驗準備階段,數據披露和項目啓動預計在明年進行。

  • 擴大賽富時在精神病學和長期護理領域的業務,以獲取更多市場份額,高管對團隊績效和管道生產力表示信懇智能。

Opportunities:

機會:

  • The treatment potential of INGREZZA for Tardive Dyskinesia and Huntington's disease Chorea, coupled with strategic salesforce expansions, presents significant market capture opportunities.

  • Crinecerfont is nearing approval with a strong market positioning for CAH treatment, poised to dominate a market that hasn't seen new treatments in 70 years.

  • INGREZZA在遲發性運動障礙和亨廷頓病脈鼓的治療潛力,加上戰略賽富時擴張,提供了重要的市場佔有機遇。

  • Crinecerfont即將獲得批准,在腎上腺增生症治療領域具有強大的市場定位,有望主導一個70年未見新療法的市場。

Risks:

風險:

  • The company's shares are deemed to be trading at a 'significant discount,' reflecting possible market undervaluation, which might affect investor sentiment and capital allocation efficiency.

  • Pressure from competitive dynamics in the TD market and upcoming market entries such as Crinecerfont might impact pricing and market share.

  • 公司股價被認爲正在以「顯著折扣」交易,反映了可能的市場低估,這可能影響投資者情緒和資本配置效率。

  • 來自遲發性運動障礙市場競爭動態和即將進入市場的Crinecerfont的壓力可能影響定價和市場份額。

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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