Neurocrine Biosciences Inc (NAS:NBIX)

$ 141.08 -0.92 (-0.65%) Market Cap: 14.20 Bil Enterprise Value: 13.60 Bil PE Ratio: 38.87 PB Ratio: 5.95 GF Score: 89/100

Neurocrine Biosciences Inc at SVB Securities Global Biopharma Conference (Virtual) Transcript

Feb 14, 2023 / 05:00PM GMT

Release Date Price: $102.92 (-0.58%)

Transcript 10-K

Marc Harold Goodman

SVB Securities LLC, Research Division - Senior MD of Neuroscience & Senior Research Analyst

All right. Good afternoon, everybody. Thanks for joining us. I'm Marc Goodman, one of the biopharma analysts here at SVB Securities. Thanks for joining us at our conference. Very lucky to have the team from Neurocrine joining us here, Kevin Gorman, the CEO; Matt Abernethy, CFO. Everybody knows these guys. Thank you so much for joining us.

Obviously, one of the leaders in the CNS space. If you went back years ago, it was like, well, how big is this tardive dyskinesia drug going to be? And I think we probably started out as even a $500 million drug. And today, the overruns probably moved above $2 billion, and it could even be $2.5 billion right now. It's probably kind of the number that everybody is talking about. But I think also the discussion is, okay, they've done just an amazing job with the first drug. We'd love to see a second job. That's kind of like what we keep here, and I know you all hear it, too, all the time. So Kevin, maybe I'll give you a chance to make some opening

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