Mar 31

Neurocrine Biosciences Q1 2025 Earnings Report

Neurocrine Biosciences reported steady revenue growth with record patient starts for INGREZZA and a strong initial launch of CRENESSITY.

Key Takeaways

Neurocrine Biosciences posted $572.6M in revenue and a GAAP net income of $7.9M in Q1 2025. INGREZZA saw strong demand while CRENESSITY had a successful market entry. Operating income declined due to higher R&D and SG&A spending to support clinical programs and launches.

Total Revenue
$573M
Previous year: $515M
+11.1%
EPS
$0.7
Previous year: $1.2
-41.7%
R&D Expense
$263M
Previous year: $159M
+65.1%
SG&A Expense
$277M
Previous year: $243M
+13.7%
Cash and Equivalents
$944M
Previous year: $1.21B
-22.1%
Total Assets
$3.69B
Previous year: $3.47B
+6.2%

Neurocrine Biosciences

Neurocrine Biosciences

Neurocrine Biosciences Revenue by Segment

Forward Guidance

Neurocrine reaffirmed full-year 2025 guidance with continued growth expected from INGREZZA and CRENESSITY, alongside increasing R&D investments.

Positive Outlook

  • Reaffirmed INGREZZA net sales guidance of $2.5B–$2.6B.
  • CRENESSITY showing early signs of strong uptake.
  • Advancement of Phase 3 trials for key pipeline assets.
  • Robust cash position of $1.8B.
  • Expanded formulary access for INGREZZA improves coverage.

Challenges Ahead

  • GAAP net income significantly lower than prior year.
  • Higher R&D spending driven by milestone payments.
  • SG&A costs increased due to launch activities.
  • Negative impact from equity investment value changes.
  • EPS dropped from $0.42 to $0.08 YoY.