[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 3524 followers Created: 2025-07-11 15:00:32 UTC Goldman Sachs, 7/10,🏁 $NBIX Buy-$182. $CRNX $TAK $BMY Goldman Sachs said in its initiation report: "Based on our estimates, $NBIX has an attractive growth profile relative to mid-cap peers, accounting for the ongoing Crenessity launch (where KOL feedback and precedent launch analysis suggests conservative consensus estimates) and intermediate-term Ingrezza commercial headwinds (competitive headwinds, potential IRA pricing inclusion in 2029). Taken together, our estimates for the two products imply 11%/7% CAGR to 2030E/2035E revenues which compares favorably to peers (9%/4% at median). Despite its attractive growth profile, $NBIX trades at a ~10% discount to peers (on peak EV/revenue and P/E ratio), reflecting concerns on the company's growth outlook into the next decade; we view clarity on the commercial potential of Crenessity as sufficient to reinvigorate investor confidence in the growth outlook for $NBIX near-term. Finally, we highlight a high-risk pipeline featuring a suite of muscarinic assets which we view as a "show-me" story, with significant upside to our view on positive clinical development over the next several years." XXXXX engagements  **Related Topics** [accounting](/topic/accounting) [$tak](/topic/$tak) [$nbix](/topic/$nbix) [goldman sachs](/topic/goldman-sachs) [stocks financial services](/topic/stocks-financial-services) [neurocrine biosciences inc](/topic/neurocrine-biosciences-inc) [stocks healthcare](/topic/stocks-healthcare) [$crnx](/topic/$crnx) [Post Link](https://x.com/Quantumup1/status/1943686854777184580)
[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 on x 3524 followers
Created: 2025-07-11 15:00:32 UTC
Goldman Sachs, 7/10,🏁 $NBIX Buy-$182. $CRNX $TAK $BMY Goldman Sachs said in its initiation report: "Based on our estimates, $NBIX has an attractive growth profile relative to mid-cap peers, accounting for the ongoing Crenessity launch (where KOL feedback and precedent launch analysis suggests conservative consensus estimates) and intermediate-term Ingrezza commercial headwinds (competitive headwinds, potential IRA pricing inclusion in 2029). Taken together, our estimates for the two products imply 11%/7% CAGR to 2030E/2035E revenues which compares favorably to peers (9%/4% at median).
Despite its attractive growth profile, $NBIX trades at a ~10% discount to peers (on peak EV/revenue and P/E ratio), reflecting concerns on the company's growth outlook into the next decade; we view clarity on the commercial potential of Crenessity as sufficient to reinvigorate investor confidence in the growth outlook for $NBIX near-term.
Finally, we highlight a high-risk pipeline featuring a suite of muscarinic assets which we view as a "show-me" story, with significant upside to our view on positive clinical development over the next several years."
XXXXX engagements
Related Topics accounting $tak $nbix goldman sachs stocks financial services neurocrine biosciences inc stocks healthcare $crnx