NASDAQ$NBIX

Neurocrine Biosciences Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Reported second quarter 2024 financial results and raised 2024 INGREZZA sales guidance.

Neurocrine Biosciences reported strong second-quarter results, with INGREZZA net product sales reaching $580 million, a 32% increase year-over-year. The company raised its 2024 INGREZZA net product sales guidance to $2.25 - $2.3 billion.

  • INGREZZA second quarter net product sales were $580 million, representing 32% year-over-year growth.
  • 2024 Net Product Sales Guidance Raised to $2.25 - $2.3 Billion
  • Top-Line Phase 2 Data Readouts for NBI-’568 and Luvadaxistat Remain On Track in Q3
  • GAAP net income and earnings per share were $65 million and $0.63, respectively

Headline financials

Total Revenue

$590M

Previous: $453M+30.4%
EPS (adj)

$1.63

Previous: $1.25+30.4%
Capital Expenditures

-$22.8M

Previous: -$15.3M-49.0%
Free Cash Flow

$42.2M

Previous: $80.2M-47.4%
Net Income

$65M

Previous: $95.5M-31.9%
Operating Income

$145M

Previous: $73.6M+97.6%
Gross Profit

$581M

Previous: $441M+31.7%
Cash & Equivalents

$140M

Previous: $160M-12.8%
Total Assets

$3.31B

Previous: $2.61B+26.5%
R&D Expense

$185M

No prior period
Stock-Based Comp

$43.1M

Previous: $68.5M-37.1%

Revenue & EPS history

Neurocrine Biosciences · Revenue · Quarterly

$590M

Q2 2024+30.4%vs Q2 2023
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Neurocrine Biosciences · $486M total across 1 segment · Q3 2023

  • INGREZZA Net Product Sales
    $486M+29.3%

Forward guidance

Neurocrine Biosciences raised its 2024 INGREZZA net product sales guidance and updated its expense guidance range.

Tailwinds

  • INGREZZA Net Product Sales: $2,250 - $2,300 million
  • GAAP R&D Expense: $665 - $695 million
  • Non-GAAP R&D Expense: $600 - $630 million
  • GAAP and Non-GAAP IPR&D: $9 million
  • GAAP SG&A Expense: $955 - $975 million

Headwinds

  • Non-GAAP SG&A Expense: $830 - $850 million
  • GAAP R&D guidance includes $33 million of expense for development milestones
  • Non-GAAP guidance adjusted to exclude estimated non-cash stock-based compensation expense of approximately $65 million in R&D and $110 million in SG&A and $14 million leased office space impairment charge in SG&A.
  • SG&A guidance range reflects expense for ongoing commercial initiatives supporting INGREZZA growth including the announced planned expansion of the psychiatry and long-term care sales teams and pre-launch commercial activities for crinecerfont.
  • Acquired in-process R&D (IPR&D) is included in guidance once significant collaboration and licensing arrangements have been completed.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

-0.3%

Avg return

Earnings day

+1.1%

Avg return

5 days after

+1.6%

Avg return

30 days after

45%

29 / 65 earnings

Positive

+17.2%

Q3 2017

Best reaction

-18.5%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.8%+11.5%+21.3%
Q4 2025-10.4%-7.0%-5.6%
Q3 2025-6.3%-3.7%+3.2%
Q1 2025+8.3%+5.4%+13.5%
Q4 2024-18.5%-22.1%-24.9%
Q3 2024+3.5%+3.7%+9.1%
Q2 2024+8.2%+2.9%-10.2%
Q1 2024+1.7%+3.0%-1.5%
Q4 2023-6.0%-8.8%-2.6%
Q3 2023+4.1%+5.0%+8.8%
Q2 2023+2.2%-0.3%+6.9%
Q1 2023-7.4%-5.4%-10.8%
Q4 2022-5.6%-6.2%-11.1%
Q3 2022+6.0%+5.8%+9.7%
Q2 2022+10.6%+14.5%+9.5%
Q1 2022-3.9%-14.6%+7.7%
Q4 2021+8.7%+7.9%+12.2%
Q3 2021-9.3%-11.6%-23.4%
Q2 2021-2.8%-6.6%+0.4%
Q1 2021-2.3%-0.3%+3.2%
Q4 2020+3.1%+2.6%-17.3%
Q3 2020-9.1%-4.5%-4.5%
Q2 2020-0.2%-4.4%-3.7%
Q1 2020+7.0%+11.6%+13.8%
Q4 2019+2.0%+3.5%-5.4%
Q3 2019-1.2%+6.9%+14.4%
Q2 2019+9.7%+7.5%+11.3%
Q1 2019-6.7%+2.0%+1.4%
Q4 2018-4.6%-4.6%-12.9%
Q3 2018-8.0%-9.0%-25.5%
Q2 2018+14.7%+17.2%+23.3%
Q1 2018+3.3%+1.5%+17.1%
Q4 2017+3.9%+3.7%+11.6%
Q3 2017+17.2%+20.0%+18.5%
Q2 2017+10.2%+10.5%+17.4%
Q1 2017+3.4%+3.8%-15.3%
Q4 2016+0.7%+4.5%+7.2%
Q3 2016-10.0%-1.1%-3.1%
Q2 2016-0.7%-3.6%-2.0%
Q1 2016-0.1%
Q4 2015+6.9%
Q3 2015-4.5%
Q2 2015-3.7%
Q1 2015-4.4%
Q4 2014+5.7%
Q3 2014-4.9%
Q2 2014-2.3%
Q1 2014-3.5%
Q4 2013+1.3%
Q3 2013-6.3%
Q2 2013+0.5%
Q1 2013+2.3%
Q4 2012+6.5%
Q3 2012-1.7%
Q2 2012-9.6%
Q1 2011-3.2%
Q1 2012-3.2%
Q4 2011-8.0%
Q4 2009-8.0%
Q3 2010+13.7%
Q3 2011+13.7%
Q4 2010-6.5%
Q2 2010-6.5%
Q2 2011-6.5%
Q1 2010-1.5%

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