Competitive AdvantageThe sudden and unexpected removal of a major potential competitor is obviously a big boost for NBIX if the company can successfully navigate its own pending Ph3 program.
Intellectual PropertyThe company highlighted strong intellectual property protection for Ingrezza until 2038, which provides a stable foundation for long-term growth.
Product GrowthManagement raised its 2024 sales outlook for Ingrezza again, which is viewed as a sign of continued solid execution on the product.