Replies to post #95166 on Biotech Values

[mcbio]

Re: NBIX/elagolix

The GnRH agonists have the same MOA as the antagonists after an initial treatment period. I think the FDA is going to want to see a lot of long-term studies from Neurocrine that they have not run and don't have the money to run. I would take this spike in the price as an opportunity to get out of the stock.

Interesting. Thanks for your bearish take. I don't own the stock, but have just had it on my watch list to potentially take a position in down the road.

One could argue that NBIX could still sign a partner for elagolix that could easily fund large/longer-term studies, but the simple fact of a more strict FDA stance could be enough to preclude any such partnership.

Dewo and/or Tinker...curious to hear your thoughts here as we have discussed NBIX before.