NBIXMEDIUM SIGNALFINANCIAL10-K

NBIX demonstrated strong financial performance with meaningfully higher profitability and operating cash flow generation, while expanding its balance sheet substantially.

The company's net income grew substantially alongside a meaningful increase in operating cash flow, indicating robust operational execution and improved profitability. The significant expansion of both current assets and receivables suggests growing commercial success, likely driven by increased sales of their neurological treatments.

Comparing 2026-02-11 vs 2025-02-10View on EDGAR →
FINANCIAL ANALYSIS

NBIX showed strong financial momentum with net income and operating cash flow both growing meaningfully year-over-year, while R&D expenses increased modestly as the company continues investing in its pipeline. The balance sheet expanded substantially with current assets and receivables both growing over 40%, indicating robust commercial activity, though this was matched by proportional increases in current liabilities. The company maintained a strong equity position with stockholders' equity growing to $3.3B, while reducing share buybacks and interest expense.

FINANCIAL STATEMENT CHANGES
Current Liabilities
Balance Sheet
+46.4%
$507.7M$743.4M

Current liabilities surged 46.4% — significant near-term obligations; verify ability to meet short-term debt.

Current Assets
Balance Sheet
+46.3%
$1.7B$2.5B

Current assets grew 46.3% — improving short-term liquidity or inventory/receivables build.

Share Buybacks
Cash Flow
-44.1%
$300.0M$167.7M

Buyback activity reduced 44.1% — capital being redeployed elsewhere or cash conservation underway.

Accounts Receivable
Balance Sheet
+43.4%
$479.1M$686.8M

Receivables surged 43.4% — revenue recognized but not yet collected; watch for collection issues or channel stuffing.

Net Income
P&L
+40.2%
$341.3M$478.6M

Net income grew 40.2% — bottom-line growth signals improving overall business health.

Interest Expense
P&L
-35.2%
$7.1M$4.6M

Interest expense declined — debt repayment or refinancing at lower rates improving earnings quality.

R&D Expense
P&L
+31.8%
$121.8M$160.5M

R&D investment increased 31.8% — signals commitment to future product development, though near-term margin impact.

Operating Cash Flow
Cash Flow
+31.5%
$595.4M$782.7M

Operating cash flow surged 31.5% — exceptional cash generation, highest quality earnings signal.

Stockholders Equity
Balance Sheet
+25.6%
$2.6B$3.3B

Equity base grew 25.6% — retained earnings accumulation or equity issuance strengthening the balance sheet.

Total Assets
Balance Sheet
+24.5%
$3.7B$4.6B

Asset base grew 24.5% — expansion through organic growth, acquisitions, or capital deployment.

LANGUAGE CHANGES
NEW — 2026-02-11
PRIOR — 2025-02-10
ADDED
As of February 4, 2026, 100,363,463 shares of the registrant s common stock were outstanding.
Business Overview Neurocrine Biosciences is a neuroscience-focused, biopharmaceutical company with a simple purpose: to relieve suffering for people with great needs.
We are dedicated to discovering, developing, and commercializing life-changing treatments for patients with under-addressed neurological, psychiatric, endocrine, and immunological disorders.
Food and Drug Administration (FDA) approved treatments for tardive dyskinesia (TD), chorea associated with Huntington's disease, classic congenital adrenal hyperplasia due to 21-hydroxylase deficiency (CAH), and endometriosis and uterine fibroids in collaboration with AbbVie Inc.
We estimate that TD affects approximately 800,000 people in the U.S., that approximately 90% of the 40,000 people in the U.S.
+7 more — sign up free →
REMOVED
(Exact name of registrant as specified in its charter) Delaware 33-0525145 (State or other jurisdiction of incorporation or organization) (I.R.S.
As of February 5, 2025, 99,703,527 shares of the registrant s common stock were outstanding.
ALKINDI, EFMODY, and other Neurocrine UK Limited trademarks are the property of Neurocrine UK Limited, a Neurocrine Biosciences company.
Business Overview Neurocrine Biosciences is a neuroscience-focused, biopharmaceutical company with a simple purpose: to relieve suffering for people with great needs, but few options.
We are dedicated to discovering and developing life-changing treatments for patients with under-addressed neuropsychiatric, neurological, and neuroendocrine disorders.
+7 more — sign up free →
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