Vestal Point Capital, LP: NEUROCRINE BIOSCIENCES INC (NBIX): Quarterly 13F Position History
As of Q1 2026, Vestal Point Capital, LP reported 1,250,000 shares of NEUROCRINE BIOSCIENCES INC (NBIX), worth $164.7M and representing 4.6% of its 13F equity book. Quarter-over-quarter share count change: + 1,250,000 (re-initiated) . The position first appeared in Q4 2023 and has been disclosed across 10 13F-HR filings in Pactolio's tracked window.
- 1,250,000Shares Held (Latest Filing)
- $164.7MReported Market Value (Latest Filing)
- 4.6%Portfolio Weight (% of 13F Equity Book)
- +1,250,000Quarter-over-Quarter Share Change
- +$164.7MQuarter-over-Quarter Value Change
- 1,250,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 10 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,250,000 | +1,250,000 | — | $164.7M | 4.6% | $131.7 |
| Q4 2025 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2025 | 0 | 30,000 | -100.0% | $0 | 0.0% | — |
| Q2 2025 | 30,000 | +30,000 | — | $3.8M | 0.2% | $125.7 |
| Q1 2025 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2024 | 0 | 710,000 | -100.0% | $0 | 0.0% | — |
| Q1 2024 | 710,000 | 90,000 | -11.3% | $97.9M | 8.1% | $137.9 |
| Q4 2023 | 800,000 | — | — | $105.4M | 11.2% | $131.8 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Vestal Point Capital, LP first disclose a NBIX position in 13F-HR filings?
Vestal Point Capital, LP first reported NEUROCRINE BIOSCIENCES INC (NBIX) on its 13F-HR filing for the period ending 2023-12-31 (Q4 2023). The position has appeared on 10 reported quarters within Pactolio's tracked window.
What was Vestal Point Capital, LP's most recent quarter-over-quarter share-count change in NBIX?
Between Q4 2025 and Q1 2026, Vestal Point Capital, LP added 1,250,000 shares of NBIX (re-initiated), bringing the total reported position to 1,250,000 shares at a market value of $164.7M.
Does the implied price-per-share represent Vestal Point Capital, LP's cost basis in NBIX?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.