GLP-1 RAs & Incretin-based Therapies Competitive Landscape Analysis: Key Developments by 200+ Companies Shaping the Treatment Landscape | DelveInsight

DelveInsight released a comprehensive competitive landscape report on GLP-1 receptor agonists and incretin-based therapies, covering 200+ pipeline drugs from 180+ active players. The report highlights approved drugs like MOUNJARO (tirzepatide) and OZEMPIC (semaglutide), with 30+ therapies in late-stage development and 60+ in mid/early stages. Key indications include obesity, type 2 diabetes, and cardiovascular outcomes. Recent developments include positive Phase III results for retatrutide, survodutide, and other dual/triple agonists from major pharmaceutical companies.

11/11/2026, 1:00 PM • GlobeNewswire

Where Will Neurocrine Biosciences Be in 5 Years?

Neurocrine Biosciences generated $959 million in Q2 2026 revenue with 39% year-over-year growth. The company's flagship drug Ingrezza continues strong double-digit growth, while newer treatments Crenessity and Vykat XR are expanding rapidly. With late-stage clinical trials for depression and schizophrenia treatments expected in 2027, analysts project the company could reach $6-7 billion in annual revenue by 2031, though success depends on pipeline candidates and managing pricing pressures.

10/25/2026, 6:45 AM • The Motley Fool

Obesity Clinical Trial and Competitive Landscape Surges as 200+ Companies Advance Next-Generation Therapies | DelveInsight

Over 200 companies are advancing next-generation obesity therapies, with more than 30 drugs in late-stage development and 180+ in mid and early stages. Key players include Eli Lilly, Novo Nordisk, Viking Therapeutics, and Roche, developing innovative mechanisms like dual GLP-1/GIP receptor agonists and triple hormone receptor agonists. Recent approvals include Novo Nordisk's oral Wegovy formulation and Eli Lilly's orforglipron, while multiple Phase III trials show promising weight loss results.

10/15/2026, 1:00 PM • GlobeNewswire

Nxera Pharma’s Partner Neurocrine Biosciences Receives IND Acceptance from the FDA for Phase 2 Study of NBI-1117567 for Alzheimer's Cognition

Neurocrine Biosciences has received FDA IND acceptance for a Phase 2 study of NBI-1117567, an oral muscarinic M1/M4 selective agonist for Alzheimer's cognition. Nxera Pharma will receive a $10 million milestone payment. This marks the third compound in Nxera's muscarinic agonist portfolio to advance to Phase 2, following direclidine in Phase 3 and NBI-1117570 in Phase 2.

08/26/2026, 3:33 AM • GlobeNewswire

Nxera Pharma Operational Highlights and Consolidated Results for the Second Quarter 2026

Nxera Pharma reported strong Q2 2026 results with revenue of JPY 18.9 billion, up from the prior year, driven by eight R&D milestone events. The company achieved key regulatory designations for vamorolone in South Korea, progressed partnered programs with Neurocrine, Lilly, and AbbVie, and benefited from Lilly's acquisition of Centessa Pharmaceuticals. Operating profit turned positive at JPY 1.9 billion versus a prior loss, with core operating profit reaching JPY 6.5 billion.

08/07/2026, 2:30 AM • GlobeNewswire

Tom Lee's Small-Cap Granny Shots ETF Reloads: First Solar, Zoom Among 10 New Buys

Fundstrat Capital completed its May 2026 quarterly rebalance of the Fundstrat Granny Shots US Small- & Mid-Cap ETF (GRNJ), adding 10 stocks including First Solar, Zoom, Credo Technology, and Neurocrine Biosciences, while removing 8 positions. CIO Tom Lee positions the portfolio for a 'challenging but ultimately constructive' environment, with the strategy focusing on companies benefiting from structural tailwinds across themes like Millennials, Global Labor Supply, Energy, Cybersecurity, and Easing Financial Conditions.

06/10/2026, 4:44 PM • Benzinga

Nxera Pharma Operational Highlights and Consolidated Results for the First Quarter 2026

Nxera Pharma reported strong Q1 2026 results with revenue of JPY 11.3 billion, a significant increase from the prior year, driven by seven R&D milestone events. The company signed a licensing agreement with Santhera for vamorolone in APAC markets, achieved positive Phase 3 results for daridorexant in South Korea, and received milestone payments from Neurocrine and AbbVie. Additionally, Centessa Pharmaceuticals (spun out from Nxera in 2019) agreed to be acquired by Eli Lilly for up to $7.8 billion, with Nxera retaining rights to milestone and royalty payments.

05/01/2026, 2:36 AM • GlobeNewswire

Nxera Pharma’s Partner Neurocrine Biosciences Doses First Patient in Phase 2 Trial of NBI-1117570 for Adults with Schizophrenia

Neurocrine Biosciences has initiated a Phase 2 clinical trial of NBI-1117570, a dual muscarinic M1/M4 receptor agonist discovered by Nxera Pharma, for treating schizophrenia. Nxera will receive $22.5 million in milestone payments from Neurocrine as a result of this achievement.

04/12/2026, 7:30 PM • GlobeNewswire

Why Soleno Therapeutics Stock Rocketed Higher on Monday

Soleno Therapeutics agreed to be acquired by peer Neurocrine Biosciences for $2.9 billion, or $53 per share in an all-cash deal, representing a 34% premium. The acquisition is driven by Soleno's FDA-approved drug Vykat XR for treating hyperphagia in Prader-Willi Syndrome patients. Soleno's stock surged 32% on the announcement, and the deal is expected to close within 90 days.

04/06/2026, 4:20 PM • The Motley Fool

Neurocrine Buys Soleno To Tap High-Growth Rare Disease Market

Neurocrine Biosciences announced its acquisition of Soleno Therapeutics for $2.9 billion ($53 per share in cash) to expand its rare disease portfolio with Vykat XR, an FDA-approved treatment for hyperphagia in Prader-Willi syndrome. The deal is expected to close within 90 days. Vykat XR generated $190 million in revenue in 2025, demonstrating strong market adoption despite earlier criticism from a short report.

04/06/2026, 8:13 AM • Benzinga

Biohaven Stock Down 70% but One Fund's New $6 Million Bet Signals Turnaround Potential

Sarissa Capital Management established a new $5.79 million position in clinical-stage biotech Biohaven, acquiring 513,184 shares during Q4 2025. Despite the stock falling 70% over the past year due to FDA rejection of troriluzole and disappointing trial results, the fund's investment signals potential turnaround prospects. Biohaven has refocused on late-stage programs including a degrader platform and Phase 2 obesity candidate with data expected in H2 2026, while maintaining a strengthened balance sheet with $500.9 million in cash.

03/23/2026, 1:17 PM • The Motley Fool

Analysts Stay Bullish As Neurocrine Shares Tumble On Disappointing Ingrezza Guidance

Neurocrine Biosciences reported Q4 adjusted EPS of $1.88 (missing consensus of $1.89) and sales of $805.5M (beating consensus). Ingrezza sales grew 9% YoY to $2.51B, while Crenessity reached $301.2M. The company guided 2026 Ingrezza sales to $2.70-2.80B. Shares fell 10.64% as the guidance disappointed, though analysts remain bullish citing long-term pipeline catalysts.

02/12/2026, 2:38 PM • Benzinga

Clinical Miss For Neurocrine's Cerebral Palsy Drug, But Analysts See Limited Damage

Neurocrine Biosciences announced that its Phase 3 KINECT-DCP study evaluating valbenazine for dyskinetic cerebral palsy failed to meet primary and key secondary endpoints. The drug did not show improvement in chorea as intended. Despite the miss, analysts at William Blair believe the setback has limited impact on the company's valuation and investment thesis, maintaining an Outperform rating and noting the pipeline offers longer-term catalysts. NBIX shares fell 1.55% in premarket trading.

12/23/2025, 8:14 AM • Benzinga

Acadia Stock Up 59% in a Year — Is a $51 Million New Stake a Bet on a Bigger Rebound?

Connecticut-based fund Braidwell established a new $50.8 million stake in Acadia Pharmaceuticals, representing 2.1% of its reportable U.S. equity assets, as the company shows strong quarterly performance and potential for growth in neurological disorder treatments.

12/03/2025, 7:12 PM • The Motley Fool

Nxera Pharma Operational Highlights and Consolidated Results for the Second Quarter and First Half 2025

Nxera Pharma reported increased revenues from PIVLAZ® and QUVIVIQ® in Japan, progress in partnered programs including Neurocrine's Phase 3 trial, and launched a new proprietary pipeline targeting obesity and weight management.

08/08/2025, 2:45 AM • GlobeNewswire