[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  quantumup [@Quantumup1](/creator/twitter/Quantumup1) on x 3522 followers Created: 2025-07-09 10:20:07 UTC UBS⬆️ $NBIX PT to $XXX from $152, reiterated Buy and said, "Lot less polarized vs 4Q24 and 1Q25 set-up: we expect outperformance at 2Q" $CRNX $TAK UBS added, "We continue to see steady upside on the stock for remainder of 2025. For the stock to break from the recent range-bound action, we believe consistently strong uptake on Crenessity is key. Based on our incomings, we believe the stock is lot less polarized heading into the 2Q25 print, as opposed to 4Q24 (Crenessity elevated expectations) and 1Q25 (Ingrezza bear case). We are raising our PT to $XXX (from $152) based on 5.25x EV/'30E sales (prior 4.5x), supported by a DCF; we increase our multiple to reflect an increasing growth narrative with early bullish indicators for Crenessity launch. Crenessity physician checks indicate 400+ new patient starts realistic in 2Q Our XX physician checks indicate continued robust patient adds: we expect buyside to focus on new patient starts in 2Q. In our small sample size, the survey indicates that directionally, it is reasonable to expect at least another XXX patient starts (413 in 1Q), which supports our $25m est (vs cons $22m) in 2Q revenue; but sales are subject to variability due to timing of reimbursement, patient on-therapy time during the quarter, and other factors. Our FY25 sales are X% above cons, but FY26-30 sales are 24-41% above cons. See Feb 2025 survey." XXXXX engagements  **Related Topics** [$biib](/topic/$biib) [$tak](/topic/$tak) [$nbix](/topic/$nbix) [neurocrine biosciences inc](/topic/neurocrine-biosciences-inc) [stocks healthcare](/topic/stocks-healthcare) [$crnx](/topic/$crnx) [$acad](/topic/$acad) [$reta](/topic/$reta) [Post Link](https://x.com/Quantumup1/status/1942891509457547287)
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quantumup @Quantumup1 on x 3522 followers
Created: 2025-07-09 10:20:07 UTC
UBS⬆️ $NBIX PT to $XXX from $152, reiterated Buy and said, "Lot less polarized vs 4Q24 and 1Q25 set-up: we expect outperformance at 2Q" $CRNX $TAK UBS added, "We continue to see steady upside on the stock for remainder of 2025. For the stock to break from the recent range-bound action, we believe consistently strong uptake on Crenessity is key.
Based on our incomings, we believe the stock is lot less polarized heading into the 2Q25 print, as opposed to 4Q24 (Crenessity elevated expectations) and 1Q25 (Ingrezza bear case).
We are raising our PT to $XXX (from $152) based on 5.25x EV/'30E sales (prior 4.5x), supported by a DCF; we increase our multiple to reflect an increasing growth narrative with early bullish indicators for Crenessity launch.
Crenessity physician checks indicate 400+ new patient starts realistic in 2Q
Our XX physician checks indicate continued robust patient adds: we expect buyside to focus on new patient starts in 2Q. In our small sample size, the survey indicates that directionally, it is reasonable to expect at least another XXX patient starts (413 in 1Q), which supports our $25m est (vs cons $22m) in 2Q revenue; but sales are subject to variability due to timing of reimbursement, patient on-therapy time during the quarter, and other factors. Our FY25 sales are X% above cons, but FY26-30 sales are 24-41% above cons. See Feb 2025 survey."
XXXXX engagements
Related Topics $biib $tak $nbix neurocrine biosciences inc stocks healthcare $crnx $acad $reta