Neurocrine for sale?

[anonymous]

So, Neurocrine misses EPS and revenue....The stock goes up based on buying their own stock to raise its value. If it is true that Neurocrine lost CA medicaid then that makes sense as to why they forecasted such a low Ingrezza target for 2022. But they also hired a LTC and Neurology sales force at a high salary with no investment in vehicles, yet also will not have a HD indication to sell until the 2nd half of 2023. Something does not make sense. The only thing making sense of all this is that they are trying to sell the company in the next 5-8 months. They are pumping the company up for a buyer.

 

[anonymous]

So, Neurocrine misses EPS and revenue....The stock goes up based on buying their own stock to raise its value. If it is true that Neurocrine lost CA medicaid then that makes sense as to why they forecasted such a low Ingrezza target for 2022. But they also hired a LTC and Neurology sales force at a high salary with no investment in vehicles, yet also will not have a HD indication to sell until the 2nd half of 2023. Something does not make sense. The only thing making sense of all this is that they are trying to sell the company in the next 5-8 months. They are pumping the company up for a buyer.

Run along. Sorry you didn't get the job.

 

[anonymous]

Run along. Sorry you didn't get the job.

As a shareholder, why did Neurocrine report such a low number for Ingrezza? in 2021 Neurocrine forcasted $2 billion, yet only sold 1.1-1.2 billion...Now they are forecasting 1.2-1.3? for a product that has been consistantly growing, why hit the breaks now? For a company that missed its last 4 forecasts on EPS and Revenue...All of a sudden they forecast only $200 million growth for the year with Ingrezza? They just enlarged their salesforce. I have to agree with the originalposter. The numbers dont add up for a company that is thinking long-term. This is the way a company acts to inflate their company and make it look attractive to be purchased.

 

[anonymous]

It is also possible the company is trying to sell itself due to all the lawsuits over Ingrezza's AE profile and LTC problems.

 

[anonymous]

It is also possible the company is trying to sell itself due to all the lawsuits over Ingrezza's AE profile and LTC problems.

hahaha, this guy again. Bitter, party of one, your table is ready.

 

[anonymous]

It is also possible the company is trying to sell itself due to all the lawsuits over Ingrezza's AE profile and LTC problems.

What problems are they having with the LTC division?

 

[anonymous]

What problems are they having with the LTC division?

Due to cv19 most ltc will not let reps in. Closed to reps. Neuros can't be detailed on ing HD because they have no indication or coverage for HD patients. So why have a Neurology division to detail Neuros on td. You think they don't know about ingrezza? Neurocrine is up to something. All their moves are for selling the company.

 

[anonymous]

Due to cv19 most ltc will not let reps in. Closed to reps. Neuros can't be detailed on ing HD because they have no indication or coverage for HD patients. So why have a Neurology division to detail Neuros on td. You think they don't know about ingrezza? Neurocrine is up to something. All their moves are for selling the company.

You really need to get over the fact that Neurocrine passed on you...this company is incredible and there is a reason you are not here. Bye.

 

[anonymous]

You really need to get over the fact that Neurocrine passed on you...this company is incredible and there is a reason you are not here. Bye.

You have to stop drinking the Kool aid. Lol! Not everyone who says something about your company cares to work for neurocrine. Are you medicated? I think you are on here saying the same thing to every post. Do you even read the comments? The guy said he is a shareholder. That does not mean he worked or tried to work for your company. Maybe you should address his questions? He posts specific points. So he is either one of you, your competition, or something. But he is making direct statements no one seems to be able to answer....that is a red flag. It meant there might be truth to his statements. Prove him wrong and stop repeating yourself. You sound like the guy on the teva threads that says the same thing over and over

 

[anonymous]

“The guy said he is a shareholder”.

Ok dolt brain responding to your own posts on here speaks to your loser life.

 

[anonymous]

This company is definitely making all the right moves to be sold. This is "Transitional Stalled Growth 101". Product and divisional positioning on a spreadsheet, strictly for investors and doesn't take a Harvard MBA to see what they're doing. Just keep an close eye on their stock price over the next quarter or two and watch how quickly all the analysists start with the speculative buying. This place will be dismantled before the end of the year. We've seen it over and over many times in our industry and its called diversification of portfolio, or as we reps moving around from one company to another call it, job displacement.

 

[anonymous]

This company is definitely making all the right moves to be sold. This is "Transitional Stalled Growth 101". Product and divisional positioning on a spreadsheet, strictly for investors and doesn't take a Harvard MBA to see what they're doing. Just keep an close eye on their stock price over the next quarter or two and watch how quickly all the analysists start with the speculative buying. This place will be dismantled before the end of the year. We've seen it over and over many times in our industry and its called diversification of portfolio, or as we reps moving around from one company to another call it, job displacement.

The Kool aid kid will not answer or respond. He just runs around saying everyone is jealous of him and Neurocrine is the best company ever. I don't think he understands the pharmaceutical industry or markets. I agree with you, this company positioning for a sale. Question is will it be the whole company or just parts. Either way, displacements are coming in 6-9 months for Neurocrine

 

[anonymous]

The Kool aid kid will not answer or respond. He just runs around saying everyone is jealous of him and Neurocrine is the best company ever. I don't think he understands the pharmaceutical industry or markets. I agree with you, this company positioning for a sale. Question is will it be the whole company or just parts. Either way, displacements are coming in 6-9 months for Neurocrine

Hey hey hey!! I think Neurocrine is going to file for bankruptcy and then everyone is going to get fired and then they won't pay us and then the stock price will fall to nothing and our doctors will hate us and we'll never be able to get another job...kind of like this tool who constantly bashes Neurocrine. Back to your basement little fella. Don't forget the cheetos and porn ya orange dicked dumb**

 

[anonymous]

Hey hey hey!! I think Neurocrine is going to file for bankruptcy and then everyone is going to get fired and then they won't pay us and then the stock price will fall to nothing and our doctors will hate us and we'll never be able to get another job...kind of like this tool who constantly bashes Neurocrine. Back to your basement little fella. Don't forget the cheetos and porn ya orange dicked dumb**

See what I mean about the Kool Aid Kid...He does not understand the markets or pharmaceuticals. Whenever someone talks about the drug, the company or the markets... he calls people names, thinks they are all the same person and hides behind sarcasm. Just imagine if he asked "why do you guys think this will happen?". Now other guy knows more about markets, EPS, revenues, forecasting etc. while talking about MBAs. He obviously knows more then I do. I am just in the industry. What I heard is that Neurocrine is a CA based company that is supposedly getting kicked off of Medi-Cal. If that is true the would explain what the other guy was talking about with Neurocrine forecasting low for Ingrezza. I also do not see how a Company can survive when its flagship product is getting kicked from not only its home states medicaid plan, but the largest medicaid plan in the country. That is going to put a dent in your sales numbers no matter how many reps are hired. So, something is happening at Neurocrine and market reports are showing it. I still think 6-9 months. The other guy said more toward the end of the year. I think I am being generous by saying 6-9 months because you can already see the company is positioning itself for a sale. The longer it takes and the more Ingrezzas sales come up short on forecast....the faster the value of Neurocrine drops. Realistically, i would not be surprised if the company is selling parts or all by April/May

 

[anonymous]

You really need to get over the fact that Neurocrine passed on you...this company is incredible and there is a reason you are not here. Bye.

You are such a dipshit. Do you know how many people have left Neurocrine? Please come back to reality. The new salesforce will catch on soon enough. Lure you in with stock and salary and then you owe them your soul. If they did actually pass on the OP then they should grateful that someone is looking out for them. Get a grip dude.

 

[anonymous]

You are such a dipshit. Do you know how many people have left Neurocrine? Please come back to reality. The new salesforce will catch on soon enough. Lure you in with stock and salary and then you owe them your soul. If they did actually pass on the OP then they should grateful that someone is looking out for them. Get a grip dude.

Hey dude, did you see our stock today? Mark my word, back to $100 +/share by late March....guaranteed.
Now back off and good luck interviewing at Krispy Kreme..

 

[anonymous]

Hey dude, did you see our stock today? Mark my word, back to $100 +/share by late March....guaranteed.
Now back off and good luck interviewing at Krispy Kreme..

Wow! Everything just went right over your head didn't it? I lover your $100 comment. The stock was at $132 little over a year ago and has been trending down ever since. Heck the company has missed forecasts in 4 straight quarters. Something is going on with neurocrine. The question is are they selling parts of the company to a buyer, or the whole thing? They are just the right size for a acquisition

 

[anonymous]

You are spot on and inquiring minds would like to know. Might this be a good time to buy some shares?

 

[anonymous]

Wow! Everything just went right over your head didn't it? I lover your $100 comment. The stock was at $132 little over a year ago and has been trending down ever since. Heck the company has missed forecasts in 4 straight quarters. Something is going on with neurocrine. The question is are they selling parts of the company to a buyer, or the whole thing? They are just the right size for a acquisition

VMAT2 inhibitors as a class have "missed target" since Covid. Diagnosing TD via TeleHealth isn't a good combination. Don't worry tho, our measly blockbuster drug will be just fine but I do appreciate the laughs and your bitterness. Enjoy your cheetos in the basement while I'm upstairs showing your mom a good time.

 

[anonymous]

VMAT2 inhibitors as a class have "missed target" since Covid. Diagnosing TD via TeleHealth isn't a good combination. Don't worry tho, our measly blockbuster drug will be just fine but I do appreciate the laughs and your bitterness. Enjoy your cheetos in the basement while I'm upstairs showing your mom a good time.

Austedo grew at 28% 815 million last year Ingrezza grew at 15% $1.1Billion. Austedo did not have a designated sales force the first 18 months when launched at the same time as Ingrezza. Why would they? they were selling Copaxone $4.1 billion a year drug. What has help Ingrezza is that they got a head start on coverage... but look at your last shareholder report. Ingrezza is about to fall off the largest medicaid plan in the country. It is also the home state of Neurocrine. Losing Medi-Cal is a big problem for Neurocine. Your big drug as you like to put it just lost 16% of its Ingrezza business. You also are slipping on coverage in other markets to Austedo which is now covered on average 96% of all plans across the US (MedD, Commercial and medicaid). Ingrezza slipped to 90% from 94%. You have a new indication coming out for HD but Austedo has Orphan status until March/May 2023. Who knows by that time Austedo will probably be once a day while you guys come out with 20mg to help deal with all the drug interaction issues Ingrezza has due to front loading. Ingrezza has a horrible AE profile. Lets face it Ingrezza is a dirty drug. Look at the PI section 2.4 and 7,1. It is part of the reason why Neurocrine stock was at $132 a share now is $84 a share. You look at your shareholder report and you can see your company is testing the markets for a sale. Not to say they will, but they are looking. Maybe they want to sell just a few products and not the whole company...we will see. But that would explain hiring LTC reps at a time LTCs will not allow reps in, and hiring Neuro reps 18 months before you have an indication for HD and shrinking formulary coverage nationally. Maybe Neurocrine is not investing money in expanding formulary coverage because it is selling the drug? Take that money and hire a sales force to drive up value of the company to sell. Then "displace" those just hired. Also bring them on to buy or receive stock options. This will help to temporarily inflate stock value. I mean why not, its not like you will have to pay out vested 401k money to employees if they have been there less then 3 yrs. Seriously, you can call me bitter, but your company has no debt and your stock has dropped 37% in less then 2yrs. Your company is cutting its investments in many of its drugs. So it is possible it is trying to sell its pipeline, but it is looking more and more like Neurocrine is gonna be brought by someone. If I had to bet, it will be J&J or Pfizer. But dont rule out Lilly. I say this because they have already stated in their shareholder reports they want to acquire more neuroscience products to grow their pipelines which are thin. These companies have the capital and Neurocrine has not debt. Only thing that would hold things up is Ingrezzas AE profile and LTC lawsuits. Companies may not want to deal with the lawsuits of dirty drugs. Look at what happened to companies that sold Opioids. They were acquired and now those companies that brought them has to deal with the lawsuits. So, the lawsuits could save Neurocrine. We will have to wait and see. I would bet that there is a 70% chance you guys are brought in 6 months.