vs
NEUROCRINE BIOSCIENCES INC（NBIX）与REPLIGEN CORP（RGEN）财务数据对比。点击上方公司名可切换其他公司
NEUROCRINE BIOSCIENCES INC的季度营收约是REPLIGEN CORP的4.1倍（$805.5M vs $197.9M）。NEUROCRINE BIOSCIENCES INC净利率更高（19.1% vs 6.7%，领先12.4%）。NEUROCRINE BIOSCIENCES INC同比增速更快（28.3% vs 13.6%）。NEUROCRINE BIOSCIENCES INC自由现金流更多（$386.0M vs $17.6M）。过去两年NEUROCRINE BIOSCIENCES INC的营收复合增速更高（25.0% vs 14.4%）
Neurocrine Biosciences是1992年成立的美国生物制药企业，总部位于加利福尼亚州圣地亚哥，截至2024年10月首席执行官为Kyle Gano。公司专注于神经及内分泌相关疾病的疗法研发，旗下药物缬苯那嗪（商品名Ingrezza）于2017年获美国批准，用于治疗成人迟发性运动障碍。
Repligen是一家全球生命科学企业，专注于创新生物工艺技术与系统的研发及商业化，助力提升生物药生产效率。公司1981年成立，总部位于美国马萨诸塞州沃尔瑟姆，于纳斯达克挂牌上市，股票代码RGEN，截至2025年全球员工超1900人，主要服务生物制药领域客户。
NBIX vs RGEN — 直观对比
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $805.5M | $197.9M |
| 净利润 | $153.7M | $13.3M |
| 毛利率 | 97.8% | 52.5% |
| 营业利润率 | 26.2% | 9.0% |
| 净利率 | 19.1% | 6.7% |
| 营收同比 | 28.3% | 13.6% |
| 净利润同比 | 49.1% | 143.9% |
| 每股收益（稀释后） | $1.49 | $0.24 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
| Q4 25 | $805.5M | $197.9M | ||
| Q3 25 | $794.9M | $188.8M | ||
| Q2 25 | $687.5M | $182.4M | ||
| Q1 25 | $572.6M | $169.2M | ||
| Q4 24 | $627.7M | $174.1M | ||
| Q3 24 | $622.1M | $154.9M | ||
| Q2 24 | $590.2M | $154.1M | ||
| Q1 24 | $515.3M | $151.3M |
| Q4 25 | $153.7M | $13.3M | ||
| Q3 25 | $209.5M | $14.9M | ||
| Q2 25 | $107.5M | $14.9M | ||
| Q1 25 | $7.9M | $5.8M | ||
| Q4 24 | $103.1M | $-30.3M | ||
| Q3 24 | $129.8M | $-654.0K | ||
| Q2 24 | $65.0M | $3.3M | ||
| Q1 24 | $43.4M | $2.1M |
| Q4 25 | 97.8% | 52.5% | ||
| Q3 25 | 98.2% | 53.2% | ||
| Q2 25 | 98.4% | 50.0% | ||
| Q1 25 | 98.4% | 53.6% | ||
| Q4 24 | 98.5% | 26.1% | ||
| Q3 24 | 98.7% | 50.0% | ||
| Q2 24 | 98.4% | 49.8% | ||
| Q1 24 | 98.5% | 49.5% |
| Q4 25 | 26.2% | 9.0% | ||
| Q3 25 | 30.1% | 8.9% | ||
| Q2 25 | 21.2% | 7.6% | ||
| Q1 25 | 4.1% | 3.9% | ||
| Q4 24 | 22.6% | -17.7% | ||
| Q3 24 | 29.5% | -5.1% | ||
| Q2 24 | 24.6% | 1.0% | ||
| Q1 24 | 19.3% | 1.3% |
| Q4 25 | 19.1% | 6.7% | ||
| Q3 25 | 26.4% | 7.9% | ||
| Q2 25 | 15.6% | 8.2% | ||
| Q1 25 | 1.4% | 3.4% | ||
| Q4 24 | 16.4% | -17.4% | ||
| Q3 24 | 20.9% | -0.4% | ||
| Q2 24 | 11.0% | 2.2% | ||
| Q1 24 | 8.4% | 1.4% |
| Q4 25 | $1.49 | $0.24 | ||
| Q3 25 | $2.04 | $0.26 | ||
| Q2 25 | $1.06 | $0.26 | ||
| Q1 25 | $0.08 | $0.10 | ||
| Q4 24 | $1.00 | $-0.55 | ||
| Q3 24 | $1.24 | $-0.01 | ||
| Q2 24 | $0.63 | $0.06 | ||
| Q1 24 | $0.42 | $0.04 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $713.0M | $767.6M |
| 总债务越低越好 | — | $542.2M |
| 股东权益账面价值 | $3.3B | $2.1B |
| 总资产 | $4.6B | $2.9B |
| 负债/权益比越低杠杆越低 | — | 0.26× |
8季度趋势，按日历期对齐
| Q4 25 | $713.0M | $767.6M | ||
| Q3 25 | $340.2M | $748.7M | ||
| Q2 25 | $264.0M | $708.9M | ||
| Q1 25 | $194.1M | $697.2M | ||
| Q4 24 | $233.0M | $757.4M | ||
| Q3 24 | $349.1M | $784.0M | ||
| Q2 24 | $139.7M | $809.1M | ||
| Q1 24 | $396.3M | $780.6M |
| Q4 25 | — | $542.2M | ||
| Q3 25 | — | $537.9M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $525.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $3.3B | $2.1B | ||
| Q3 25 | $3.0B | $2.1B | ||
| Q2 25 | $2.7B | $2.1B | ||
| Q1 25 | $2.5B | $2.0B | ||
| Q4 24 | $2.6B | $2.0B | ||
| Q3 24 | $2.7B | $2.0B | ||
| Q2 24 | $2.5B | $2.0B | ||
| Q1 24 | $2.4B | $2.0B |
| Q4 25 | $4.6B | $2.9B | ||
| Q3 25 | $4.3B | $2.9B | ||
| Q2 25 | $3.9B | $2.9B | ||
| Q1 25 | $3.7B | $2.9B | ||
| Q4 24 | $3.7B | $2.8B | ||
| Q3 24 | $3.5B | $2.8B | ||
| Q2 24 | $3.3B | $2.9B | ||
| Q1 24 | $3.5B | $2.8B |
| Q4 25 | — | 0.26× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.27× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $388.4M | $25.7M |
| 自由现金流经营现金流 - 资本支出 | $386.0M | $17.6M |
| 自由现金流率自由现金流/营收 | 47.9% | 8.9% |
| 资本支出强度资本支出/营收 | 0.3% | 4.1% |
| 现金转化率经营现金流/净利润 | 2.53× | 1.93× |
| 过去12个月自由现金流最近4个季度 | $743.9M | $93.9M |
8季度趋势，按日历期对齐
| Q4 25 | $388.4M | $25.7M | ||
| Q3 25 | $227.5M | $48.1M | ||
| Q2 25 | $102.0M | $28.6M | ||
| Q1 25 | $64.8M | $15.0M | ||
| Q4 24 | $242.5M | $39.2M | ||
| Q3 24 | $158.0M | $49.3M | ||
| Q2 24 | $64.6M | $42.2M | ||
| Q1 24 | $130.3M | $44.7M |
| Q4 25 | $386.0M | $17.6M | ||
| Q3 25 | $214.3M | $43.4M | ||
| Q2 25 | $89.5M | $21.5M | ||
| Q1 25 | $54.1M | $11.4M | ||
| Q4 24 | $235.2M | $33.6M | ||
| Q3 24 | $149.9M | $42.3M | ||
| Q2 24 | $53.0M | $37.4M | ||
| Q1 24 | $119.1M | $36.4M |
| Q4 25 | 47.9% | 8.9% | ||
| Q3 25 | 27.0% | 23.0% | ||
| Q2 25 | 13.0% | 11.8% | ||
| Q1 25 | 9.4% | 6.8% | ||
| Q4 24 | 37.5% | 19.3% | ||
| Q3 24 | 24.1% | 27.3% | ||
| Q2 24 | 9.0% | 24.3% | ||
| Q1 24 | 23.1% | 24.0% |
| Q4 25 | 0.3% | 4.1% | ||
| Q3 25 | 1.7% | 2.5% | ||
| Q2 25 | 1.8% | 3.9% | ||
| Q1 25 | 1.9% | 2.1% | ||
| Q4 24 | 1.2% | 3.2% | ||
| Q3 24 | 1.3% | 4.5% | ||
| Q2 24 | 2.0% | 3.1% | ||
| Q1 24 | 2.2% | 5.5% |
| Q4 25 | 2.53× | 1.93× | ||
| Q3 25 | 1.09× | 3.23× | ||
| Q2 25 | 0.95× | 1.92× | ||
| Q1 25 | 8.20× | 2.57× | ||
| Q4 24 | 2.35× | — | ||
| Q3 24 | 1.22× | — | ||
| Q2 24 | 0.99× | 12.70× | ||
| Q1 24 | 3.00× | 21.35× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
NBIX
| INGREZZA Net Product Sales | $653.8M | 81% |
| CRENESSITY Net Product Sales | $135.4M | 17% |
| Other Income | $12.6M | 2% |
| Collaboration Revenue | $7.2M | 1% |
RGEN
暂无分部数据
