Neurocrine for sale?

[anonymous]

Any know company severance packages? How many weeks for the new sales force?

Where are you banded?

 

[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.

 

[anonymous]

You don't think they're working on a
more effective drug that could prevent or reverse TD?

 

[anonymous]

You don't think they're working on a
more effective drug that could prevent or reverse TD?

A good 4-2-5 will always prevent TD

 

[anonymous]

Practicing your celebration dance for the next doc that agrees to prescribe?

Touchdowns for TD; the latest sales promotion

 

[anonymous]

Do your homework guys. New wave of antipsychotics that work differently then in the past. 0% chance of TD because how they work. There will still be TD patients but over time the patient population will disappear. Its good news. Bad news for Ingrezza and Austedo. But the patents will be expired by the time TD is phased out.

 

[anonymous]

Do your homework guys. New wave of antipsychotics that work differently then in the past. 0% chance of TD because how they work. There will still be TD patients but over time the patient population will disappear. Its good news. Bad news for Ingrezza and Austedo. But the patents will be expired by the time TD is phased out.

I'm sceptical that the patents will survive to expire, but we'll know before the end of next year

 

[anonymous]

The timings good, update the resume and use those gems for the appraisal.

 

[anonymous]

Mentioning generics reminded me that Neurocrine is battling to prevent generic competition. I read about a few patent infringement lawsuits, I think they were against Lupin, Teva, Crystal Pharm, and Zydus Pharm, I think I'm leaving someone out - who else is on that list?

These companies are experienced with drug patents because they hire for skill. If they think the patents are invalid, unenforceable or are easily worked around so they won't be infringed, I'm inclined to believe them. I wonder if the patents at issue were written by the same person who thought they locked up treating CAH?

Prioritizing loyalty > expierence > skill has come back to bite you?

FDA has already granted tentative approval for Zydus' generic VBZ caps, but they're not on the market. What happens next?

 

[anonymous]

FDA has already granted tentative approval for Zydus' generic VBZ caps, but they're not on the market. What happens next?

Time to learn what that means you turd

 

[anonymous]

Seeking Alpha May 24

CAC is WACK!
CLV? What's the lifetime, measured in months?

 

[anonymous]

Seeking Alpha May 24

Analysts in the article confirm what we've known all along. "Struggling with high operational costs". That usually means salaries and overhead are exceeding the AOP and future projections. Only going to get worse as the competition gains market share.

 

[anonymous]

Who are some potential suitors in M&A space? Looking better every day for a acquisition.

 

[anonymous]

Looks like Pfizer is freeing up some cash according to today's market watch report on CSNBC.

 

[anonymous]

It looks like Pfizer. They have been sizing up Neurocrine for a couple of years now. But a sale is more likely since neurocrines operational expenses are at crazy levels. Neurocrine's sales divisions are way overpaid. Either they have pay cuts or layoffs. They cant have 2-3 more quarters like Q3. If they sell to Pfizer you can expect layoffs or just dumping the sales division all together since pfizer has plenty of reps just not enough products at the moment.

 

[anonymous]

It looks like Pfizer. They have been sizing up Neurocrine for a couple of years now. But a sale is more likely since neurocrines operational expenses are at crazy levels. Neurocrine's sales divisions are way overpaid. Either they have pay cuts or layoffs. They cant have 2-3 more quarters like Q3. If they sell to Pfizer you can expect layoffs or just dumping the sales division all together since pfizer has plenty of reps just not enough products at the moment.

Karma is a bitch

 

[anonymous]

I don't see it. Contrast Pfizer's acquisition of Biohaven to any potential Neurocrine deal. There's not enough upside to any Neurocrine deal.

It looks like Pfizer. They have been sizing up Neurocrine for a couple of years now. But a sale is more likely since neurocrines operational expenses are at crazy levels. Neurocrine's sales divisions are way overpaid. Either they have pay cuts or layoffs. They cant have 2-3 more quarters like Q3. If they sell to Pfizer you can expect layoffs or just dumping the sales division all together since pfizer has plenty of reps just not enough products at the moment.

 

[anonymous]

Relax, just relax. Neurocrine is not for sale, the time to purchase was 5+ years ago. Nothing noteworthy in the pipeline and the analysts know what the TD market will produce in the foreseeable future. Enjoy your holidays.

 

[anonymous]

Relax, just relax. Neurocrine is not for sale, the time to purchase was 5+ years ago. Nothing noteworthy in the pipeline and the analysts know what the TD market will produce in the foreseeable future. Enjoy your holidays.

You sound like my manager. She said the same thing. But we are losing formulary coverage. I think ingrezza is running out of runway. If ingrezza sales slow or lose coverage, that would mean now is the time to sell. Not anytime in the past five years

 

[anonymous]

You sound like my manager. She said the same thing. But we are losing formulary coverage. I think ingrezza is running out of runway. If ingrezza sales slow or lose coverage, that would mean now is the time to sell. Not anytime in the past five years

Neurocrine isn't "losing" anything. It was a deliberate business decision. The math is way above your head (and mine for that matter) but bottom line, Neurocrine makes more money per rx than Teva. A lot more actually. Our baselines here are fair and straightforward. Increase your baseline by a few rx's and you'll be just fine and make plenty of money. Teva reps would kill for the sanity at this company vs the insanity at Teva.