NBIX NEUROCRINE BIOSCIENCES INC

NEUTRAL Impact: 4/10 Insider Cluster (4 insiders)
Horizon days Filed May 21, 2026 Processed 16d 2h ago
Insider cluster: 2 insiders, $40.2M total

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Executive Summary

Two directors sold $40.2M in NBIX shares ($2.36M and $37.82M) within days of Neurocrine's $2.9B acquisition of Soleno Therapeutics closing on May 18, 2026. The sales represent 0.26% of market cap and follow option exercises by the same insiders, indicating routine profit-taking post-deal rather than a bearish signal.

Key Financial Metrics

Direction
selling
Total Value
$40.2M
Insiders
4

Actionable Insight

Insider sales post-acquisition close are likely profit-taking, not a fundamental signal. Monitor for additional filings; the next 10-Q will update on deal integration. No immediate trading action warranted.

Key Facts

  • Directors Richard F. Pops and Kevin Charles Gorman sold a combined $40.2M in open-market sales on May 15 and May 19, 2026.
  • Sales occurred after the close of Neurocrine's $2.9B acquisition of Soleno Therapeutics on May 18, 2026.
  • The total sale value is 0.26% of NBIX's $15.6B market cap, a modest amount.
  • Both insiders also exercised stock options around the same dates, converting non-cash awards into shares sold.

Financial Impact

$40.2M in insider sales, 0.26% of market cap

dilutioninsider ownership

Risk Factors

  • Further insider selling could appear, but at current magnitude it is not material.
  • Integration of Soleno's VYKAT XR may face commercial hurdles not yet reflected in insider behavior.

Market Snapshot

Exchange
Nasdaq
Sector
Biological Products, (No Diagnostic Substances)
Analyst Consensus
86% bullish (35 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-NBIX-1779405695847
11 reports for NBIX
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for NBIX — sortable, filterable
Type Now
Jun 4, 2026
2d ago
Insider Cluster
NEUTRAL ★ 3/10
awaiting T+1
Jun 2, 2026
4d ago
Insider Cluster
NEUTRAL ★ 2/10
$164.23 $166.83▲ +1.58%▲ +1.18%$163.88 (−0.21%)
Jun 2, 2026
4d ago
Insider Cluster
NEUTRAL ★ 3/10
awaiting T+1
Jun 2, 2026
4d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+1
May 29, 2026
8d ago
Insider Cluster
NEUTRAL ★ 3/10
awaiting T+1
May 28, 2026
9d ago
Insider Cluster
NEUTRAL ★ 4/10
awaiting T+1
May 21, 2026
16d ago
Insider Cluster
NEUTRAL ★ 4/10
awaiting T+1
May 21, 2026
16d ago
Insider Cluster
BEARISH ★ 5/10
awaiting T+1
May 18, 2026
19d ago
Insider Cluster
NEUTRAL ★ 3/10
awaiting T+1
May 18, 2026
19d ago
8-K
BULLISH ★ 7/10
awaiting T+1
Showing 10 of 11

US Market Status

Market Closed — Opens Mon (12h)

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