Neurocrine for sale?

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anonymous said:
Not with Neurocrine but been watching several blogs since one of my clients asked the question. My firm has numerous positions in NBIX and mentioned this site and I have to tell you that I am appalled by these type of conversations. Yes, there has been a lot of talk on the street about some divesting of assets, but in the grand scheme of things, nothing will happen until the 2nd quarter results are in. My gut is and simply as an out side perspective, a lot of this speculation certainly holds water, but please refrain from posting idiotic things on public boards. M&A always have creative ways of working out and you all might be doing more harm than good. Best of luck to all of you.
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Give me a break. It's not like people here are committing insider trading or fraud. All we are doing is discussing public information released by hedgefunders and banks. Mostly articles found in the news. No one on cafepfarma is gonna wreck a merger or acquisition.
 


















anonymous said:
The price is too high, the revenue is lacking, and the generic threat is significant.

No sale.
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I think you are right. Revenue per share has the company at $72-$76 per share. Which means the company is heavily overvalued. I think people expected the market correction to correct the companies actual value. I would bet if shares fall to $85, the company is in play. So, if the company only hit 2 of its next 4 forecasts on EPS... neurocrine will be acquired. There is no way a company can stay overvalued like this and keep missing earnings. Neurocrine really needs Ingrezza at $2 billion a year. $1.5 billion is not gonna do it. Hopefully enlarging there Salesforce will do the trick, or it will look like another gimmick to keep their stock inflated while trying to figure out where they can generate more revenue to increase earning and keep their stock over $100. Which will keep the company out of play.
 






anonymous said:
I think you are right. Revenue per share has the company at $72-$76 per share. Which means the company is heavily overvalued. I think people expected the market correction to correct the companies actual value. I would bet if shares fall to $85, the company is in play. So, if the company only hit 2 of its next 4 forecasts on EPS... neurocrine will be acquired. There is no way a company can stay overvalued like this and keep missing earnings. Neurocrine really needs Ingrezza at $2 billion a year. $1.5 billion is not gonna do it. Hopefully enlarging there Salesforce will do the trick, or it will look like another gimmick to keep their stock inflated while trying to figure out where they can generate more revenue to increase earning and keep their stock over $100. Which will keep the company out of play.
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You again...find a hobby my man. You wreak of jealousy and boredom.
 






anonymous said:
You again...find a hobby my man. You wreak of jealousy and boredom.
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Looks like I have a troll. It funny reading his rebutted on my posts. Whenever I post something while he never comments on the substance of my points or the conversations taking place. He/she just hunts me down and makes a comment on me needing a life....yet he is the one following me around saying I need to get a life. Lol!
 






anonymous said:
Looks like I have a troll. It funny reading his rebutted on my posts. Whenever I post something while he never comments on the substance of my points or the conversations taking place. He/she just hunts me down and makes a comment on me needing a life....yet he is the one following me around saying I need to get a life. Lol!
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yes
 






anonymous said:
Looks like I have a troll. It funny reading his rebutted on my posts. Whenever I post something while he never comments on the substance of my points or the conversations taking place. He/she just hunts me down and makes a comment on me needing a life....yet he is the one following me around saying I need to get a life. Lol!
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No, he is trolling me. He has said the same thing about me when posting about Neurocrine.
 












anonymous said:
How did you find out Neurocrines stock is overvalued?
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Just ignore that guy. He's bitter about not getting hired on the last expansion as Neurocrine GROWS. I guess he's stuck at Teva promoting a sub-par inferior product. Without managed care being bought by Teva you'd have next to no chance of selling that titration, BID, black boxed drug to anyone.
 












anonymous said:
You can go to yahoo finance or marketwatch and type in neurocrines ticker symbol NBIX. They have articles by Goldman Sachs, JPMorgan, Zacs, etc that talk about this stuff.
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Omg! You are right. These are pretty cool sights. But how did neurocrine get inflated stock? The article I read talked about buy in points at the best price for the company to be brought at, but outside of poor earning, why is neurocrine to expensive to buy right now?
 






anonymous said:
Omg! You are right. These are pretty cool sights. But how did neurocrine get inflated stock? The article I read talked about buy in points at the best price for the company to be brought at, but outside of poor earning, why is neurocrine to expensive to buy right now?
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Neurocrine target is in the $130 range. Ignore the bitter tool who didn't get the job. He's at Teva staring at his $10 per share stock.
 












anonymous said:
Neurocrine target is in the $130 range. Ignore the bitter tool who didn't get the job. He's at Teva staring at his $10 per share stock.
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Goldman Sachs and jp morgans have Neurocrine RPS around $75. Neurocrine is under performing for shares at $98 by a revenue of $1.8B. This means neurocrine is overvalued. You can look this up. It is part of the reason why Neurocrine keeps missing their target EPS every quarter. This is public information. $130 a share is pretty comical. Neurocrine came close once, but it fell fast because that was when they forecast Ingrezza being $2billion a year. Later that year it came in at I think $987 million.
 






anonymous said:
Goldman Sachs and jp morgans have Neurocrine RPS around $75. Neurocrine is under performing for shares at $98 by a revenue of $1.8B. This means neurocrine is overvalued. You can look this up. It is part of the reason why Neurocrine keeps missing their target EPS every quarter. This is public information. $130 a share is pretty comical. Neurocrine came close once, but it fell fast because that was when they forecast Ingrezza being $2billion a year. Later that year it came in at I think $987 million.
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True dat....Not to mention adding a ton of new overhead costs in field sales that wont translate to that much more revenue in a already limited market of TD diagnosis. No way will Neurocrine ever sniff that overinflated mark again. Sale and major scale down upon acquisition is coming whether you like it or not.
 












anonymous said:
You should worry more about your generic risperdal that your company can't even get approved than worry about us. #youneedahobby
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Who is this guy? Lol! Someone needs there medication upped. I take it you work at neurocrine? Why do you hate all these people on here? Why do you think they all work for the same company? You need help dude.
 






anonymous said:
Who is this guy? Lol! Someone needs there medication upped. I take it you work at neurocrine? Why do you hate all these people on here? Why do you think they all work for the same company? You need help dude.
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The guy needs to see a therapist. You know you have a problem when you think everyone is a teva rep. He is suffering from some sort of pharmaceutical rep PTSD.
 






anonymous said:
Who is this guy? Lol! Someone needs there medication upped. I take it you work at neurocrine? Why do you hate all these people on here? Why do you think they all work for the same company? You need help dude.
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Poster #77 is just nervous since they know that all the Uzedy reps who will be put on hold for 6 months waiting on approval for their LAI, will be added to the current Austedo sales force delivering additional clinical voice around TD. This added voice and will only continue to dilute their Ingrezza business. You think Neurocrine's value is bad now, watch what happens to their earnings by the end of Q-3. Austedo is coming even harder and stronger with an additional 120+ reps hitting the field by next week. Most of which came from previous psych companies with established relationships in place.
 






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