Neurocrine Turns To Gene Therapy To Bolster Its Movement Disorder Franchise

I have been pretty consistently bullish on Neurocrine (NBIX) for a while, but one of my more frequent criticisms has been a relatively spartan pipeline. Where some biotechs will throw numerous compounds into trials in the hopes that something "sticks", Neurocrine has been far more selective in what it brings into human studies. While that almost certainly saves the company some money, it also leads to a thin pipeline and that weakness was brought back into focus recently with the failure of Ingrezza in a pivotal study of pediatric Tourette.

Neurocrine has taken a significant step to change that, with the announcement on January 29 of a partnership with Voyager (VYGR) for potentially four gene therapy programs in the CNS space. The most advanced program likely wouldn't be approved until 2024 (assuming the data are good enough), but Neurocrine could be acquiring some high-potential compounds in areas that are increasingly core to the company.

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Neurocrine Turns To Gene Therapy To Bolster Its Movement Disorder Franchise