The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Phil Nadeau - TD Cowen - Analyst
: With that, Kyle, I'll kick it to you. Can you give us a brief state of the company overview, biggest strengths, biggest challenges, and what does
Neurocrine need to do to create shareholder value over the next year?
Question: Phil Nadeau - TD Cowen - Analyst
: Yes, that was great. Maybe we will start with CRENESSITY. Eric, can you give us an update on how the first three months of launch have gone? How
has the uptake, physician awareness, payer access track compared to your initial expectations?
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MARCH 04, 2025 / 4:10PM, NBIX.OQ - Neurocrine Biosciences Inc at TD Cowen Healthcare Conference
Question: Phil Nadeau - TD Cowen - Analyst
: On the enrollment forms, there was controversy going into the Q4 report, exactly what was going to be reported. Are you going to report the Q1
enrollment forms on the Q1 call? As of what date will you give us this enrollment?
Question: Phil Nadeau - TD Cowen - Analyst
: Through the end of March?
Question: Phil Nadeau - TD Cowen - Analyst
: I'm sure it's only a matter of time until a hedge fund calls me and asks, what is a good number of enrollment forms for Q1? So I'm going to ask you
guys, because I don't know what the answer to that question would be. Any thoughts on how we should frame expectations for Q1 enrollment
forms?
Question: Phil Nadeau - TD Cowen - Analyst
: Maybe one last question on CRENESSITY before a couple on INGREZZA. TD Cowen projects 2025 revenue for CRENESSITY of $55 million and $1
billion in 2030. Any feelings about those numbers? Do they provoke any emotions?
Question: Phil Nadeau - TD Cowen - Analyst
: Perfect I know we only have a couple minutes left. On INGREZZA, Kyle, your opening remarks were very helpful in clarifying what happened or
what is likely to happen in Q1. Two questions on that. First, Matt, I think in your prepared remarks on the earnings call, you talked about competitive
pressure and things going on at payers. What happened in Q4? What were the dynamics around that? And how confident are you that you're now
properly resourced to counter the payer issues and the competitive issues?
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MARCH 04, 2025 / 4:10PM, NBIX.OQ - Neurocrine Biosciences Inc at TD Cowen Healthcare Conference
Question: Phil Nadeau - TD Cowen - Analyst
: Eric, do you want to talk about the sales force and how you're countering [Teva]?
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