This stock has a tremendous week, last week and
even better day today....and the activity on this
board is so lame....we can definitely do better than
this..RIGHT!!!!! We are on the brink of a breakthrough and we have
not even broken the 800 mark on messages..where are
LONG AND STRONG since 1997-----
Unlike Zoloft and Prozac, NBIX's R121919 blocks
CRF receptors downstream and has no action on
serotonin. So no sexual dysfunction associated with the
drug, and the central effects are more rapid in onset.
This advantage could easily blow Prozac and Zoloft
away because people prefer quick effect and enjoy sex.
Neurocrine co-founder Dr. Wylie Vale is a recognized leader in CRF work and a star in neuroscience. They have a first class team working on this area and have teamed up with Janssen on the project.
Neurocrine holds the leadership position with
this novel technology with US patent rights to all
known CRF Receptors and CRF Binding Proteins.
On November 29(Monday), NBIX will report the
preliminary results from clinical trials of its novel
insomnia and anxiety/depression compounds.
compounds are aimed at markets at or above $1 billion and
are poorly served by current
Insomnia affects 30-40% of Americans and is a $1 billion
market. Neurocrine has developed a compound that is
superior to existing drugs such as Ambien (controls 80% of
the market) and Sonata (the newest sleep drug)), as
it is more selective (reducing side-effect profile),
has less abuse potential, has a reduced tendency to
�potentiate� the effects of alcohol and it is more potent.
With respect to anxiety and depression, encouraging
early results of clinical trials with Neurocrine�s CRF
receptor antagonist for depression has led Janssen
Pharmaceutica to expand its collaboration to further develop
this class of compounds.
NBIX scientists use a
novel approach (CRF receptors) to treat depression
(very different from the neural pathways targeted by
the benzodiazepines (Valium) or SSRIs (Prozac,
Zoloft). Based on preliminary clinical data, R121919 acts
quickly, it is not addictive and does not cause sexual
The potential of the CRF program is as large as any
blockbuster drug ever.
There is no doubt Big Pharmas
will compete to acquire it.
I agree with you and expect many surging waves
ahead. Any minor pull-backs(daily flactuation) between
these surging waves should be great buying
opportunities. There is no reason to expect a major pull-back
right now. So many positives are ahead and the stock
price is still well undervalued comparing to its peers.
There probably will not be any pullback b/c
analysts usually add premiums to share prices the more
liscensing and marketing deals that biotechs acquire.
Therefore NBIX will probably find someone to co-market the
insomnia drug and the anti-depressant should start getting
more press. That's my take...
"- NBIX has price potential for 50 in 2000 and
100 in 2001, based on NDAs for 2+ compounds, and
assuming Big Pharma doesn't try a hostile buyout before
Woodie_UK, I agree with your price target and your detailed
NBIX has price potential for 50 in
2000 and 100 in 2001, based on NDAs for 2+ compounds,
and assuming Big Pharma doesn't try a hostile buyout
Woodie, do you expect a bid war from
They'll get squashed like bugs on the next burst
of institutional buying!! I'm not sure these
characters actually have done any DD on NBIX... They see it
up 32% one day, and just assume it's a good short
candidate. Oops! NOT!!