RBC Capital lifts Neurocrine Bio. stock rating to Outperform

Published 14/04/2025, 12:14
RBC Capital lifts Neurocrine Bio. stock rating to Outperform

On Monday, RBC Capital Markets adjusted their stance on Neurocrine Biosciences (NASDAQ:NBIX), elevating the stock from a "Sector Perform" rating to an "Outperform" rating. Alongside this upgrade, the firm set a new price target of $137.00, slightly down from the previous target of $138.00. The upgrade comes after a period of market and sector weakness, with the stock down over 33% year-to-date. According to InvestingPro analysis, the stock appears undervalued based on its Fair Value model, supporting RBC Capital’s view of the stock’s potential.

The analysts at RBC Capital highlighted the robustness and long-term sustainability of Neurocrine Biosciences’ Ingrezza commercial franchise as a key factor in their upgraded rating. Ingrezza is a treatment for tardive dyskinesia, a movement disorder known for its involuntary, repetitive body movements. The analysts underscored the drug’s solid commercial performance, which is reflected in the company’s impressive 24.8% revenue growth over the last twelve months and healthy gross profit margin of 67.5%.

Despite a slight decrease in the price target, the analysts expressed confidence in the stock’s potential, particularly given its current price of under $100. They pointed out that the current valuation provides an attractive entry point for investors seeking a secure investment in the mid-cap biotech space. InvestingPro data reveals the stock is trading at a PEG ratio of 0.8, suggesting an attractive valuation relative to its growth prospects. For deeper insights into NBIX’s valuation metrics and 8 additional ProTips, consider accessing the comprehensive Pro Research Report.

RBC Capital also noted that Neurocrine Biosciences has a low relative exposure to regulatory concerns from the Food and Drug Administration (FDA) or the impact of tariffs, which could pose risks to other companies within the sector. This aspect further contributes to the stock’s attractiveness according to the firm.

While acknowledging the possibility of near-term volatility, particularly around first-quarter results and the potential long-term pressure from the Inflation Reduction Act (IRA), the analysts remain optimistic about the stock’s outlook. They believe that the current market conditions have presented an opportunity for investors to engage with a fundamentally strong company at a favorable price point.

In other recent news, Neurocrine Biosciences has released new study results indicating that INGREZZA capsules may lead to remission of tardive dyskinesia symptoms in a significant number of patients. The KINECT 4 clinical trial showed that after 48 weeks of treatment, 59.2% of participants achieved remission. Additionally, UBS analyst Ashwani Verma revised the price target for Neurocrine Biosciences to $137, down from $154, while maintaining a Buy rating, citing a reevaluation of biotech stocks and the company’s favorable risk/reward balance. Stifel analysts adjusted their expectations for Neurocrine’s first-quarter sales estimates of Ingrezza, aligning with the company’s conservative stance at recent investor conferences.

RBC Capital Markets also lowered its price target for Neurocrine Biosciences to $139 from $148, maintaining a Sector Perform rating due to increasing stringency in the utilization of Ingrezza. This adjustment reflects concerns over the company’s weaker-than-expected fourth-quarter performance and 2025 guidance. In corporate developments, Neurocrine Biosciences appointed Dr. Sanjay Keswani as Chief Medical (TASE:BLWV) Officer, effective June 2025, succeeding Dr. Eiry W. Roberts. Dr. Keswani brings over 20 years of pharmaceutical industry experience to the role, overseeing clinical development and medical affairs.

The introduction of Crenessity, a treatment for congenital adrenal hyperplasia, has garnered cautious optimism, with physicians prescribing the medication but awaiting early effects before increasing usage. Analysts anticipate that the first half of 2025 will be driven by high-frequency trading, with potential increased support as investors reassess the company following previous setbacks.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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