Neurocrine Biosciences vs Revolution Medicines (NBIX vs RVMD)
Side by side from their SEC filings: revenue, margins, growth, returns and valuation, plus short interest, insider activity and institutional ownership.
Neurocrine Biosciences is the larger company by revenue ($2.9B vs $0). Revolution Medicines carries the larger market value ($39.6B vs $17.3B). Neurocrine Biosciences has grown revenue faster over the last 4 fiscal years (+152.4% cumulative vs -100.0%).
About Neurocrine Biosciences
Neurocrine Biosciences Inc is a biopharmaceutical company focused on developing and commercializing treatments for neurological, psychiatric, endocrine, and immunological disorders. Its main products include FDA-approved drugs such as INGREZZA for tardive dyskinesia and chorea associated with Huntington's disease, and CRENESSITY for classic congenital adrenal hyperplasia. The company serves patients in the United States and select international markets through specialty pharmacy networks and a specialized sales force.
About Revolution Medicines
Revolution Medicines, Inc. is a clinical-stage precision oncology company that develops targeted therapies for cancers driven by RAS mutations. The company focuses on small molecule inhibitors called RAS(ON) Inhibitors, designed to target active forms of RAS proteins in various cancers, including pancreatic ductal adenocarcinoma, non-small cell lung cancer, and colorectal cancer. Its pipeline includes multiple oral inhibitors tailored to specific RAS mutations, and it conducts clinical trials to evaluate these therapies in cancer patients.
Head to head (NBIX FY2025 vs RVMD FY2025)
| Metric | NBIXFY2025 | RVMDFY2025 |
|---|---|---|
| Revenue | $2.86B | $0 |
| Revenue growth (YoY) | 21.4% | — |
| Gross margin | — | — |
| Operating margin | 21.6% | — |
| Net margin | 16.7% | — |
| Net income | $478.6M | $-1.13B |
| Diluted EPS | $4.67 | $-5.95 |
| FCF margin | 26.2% | — |
| ROE | 14.7% | -69.3% |
| Debt / equity | — | — |
| Market cap | $17.30B | $39.58B |
| P/E (TTM) | 26.8× | — |
Fundamentals are from each company’s SEC filings (NBIX FY2025, RVMD FY2025). P/E and market cap are derived from recent market prices and update daily.
Five-year trend (as reported)
Peer standing
Where each company ranks among the 71 biotech companies, on the same scale. Each figure is ranked only against peers that report it. Percentiles describe position in the distribution, not a rating.
| Metric | NBIX | RVMD |
|---|---|---|
| ROE | 14.7%80th percentile of 61 | -69.3%20th percentile of 61 |
| Short interest (days to cover) | 4.20d46th percentile of 71 | 2.99d24th percentile of 71 |
Short interest
| FINRA settlement data | NBIX | RVMD |
|---|---|---|
| Shares sold short | 5.5M | 12.9M |
| Change vs prior settlement | -2.8% | +4.9% |
| Days to cover | 4.20 | 2.99 |
| As of settlement | 2026-06-30 | 2026-06-30 |
Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data; republishing or redistributing it is not permitted. Not presented as a percentage of float. No FINRA endorsement of this product is implied.
Insider activity (last 90 days)
| Form 4 open-market activity | NBIX | RVMD |
|---|---|---|
| Buys | 0 | 0 |
| Sells | 26 ($62.2M) | 33 ($24.9M) |
Open-market purchases and sales reported on SEC Form 4 (grants, exercises and tax withholding excluded). For context, about 16% of covered companies saw any open-market insider buy in a 90-day window.
Held by the same investors
7 tracked 13F managers hold both Neurocrine Biosciences and Revolution Medicines as of their latest quarterly filings: AQR Capital Management, Citadel Advisors, D. E. Shaw, Gotham Asset Management, Millennium Management, Renaissance Technologies, Two Sigma Investments. See which superinvestors hold your own portfolio with the smart money checker.
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Data sourced from SEC EDGAR (public domain). Figures are as-reported and may be unaudited or restated; verify against the source filings before relying on them. Comparisons are descriptive (higher or lower on a reported figure), not a rating or a recommendation. Informational only. Not investment advice.