Clare (on for Kelly Shi)'s questions to Incyte Corp (INCY) leadership • Q1 2025
Question
Clare, on behalf of Kelly Shi, asked for physician feedback on Niktimvo's use in later-line versus naive patients and requested an update on the submission timeline for povorcitinib in HS.
Answer
An executive explained that Niktimvo is initially being used in fourth-line plus GVHD, but positive real-world efficacy is expected to drive earlier use. Executive Steven Stein stated the povorcitinib HS submission is targeted for late 2025 or early 2026, pending negotiations with regulators on the required safety data package.