Earnings summaries and quarterly performance for INCYTE.
Executive leadership at INCYTE.
Hervé Hoppenot
Chief Executive Officer
Pablo Cagnoni
President, Research and Development
Sheila Denton
Executive Vice President and General Counsel
Steven Stein
Executive Vice President and Chief Medical Officer
Thomas Tray
Chief Accounting Officer and Principal Financial Officer
Board of directors at INCYTE.
Research analysts who have asked questions during INCYTE earnings calls.
Jay Olson
Oppenheimer & Co. Inc.
5 questions for INCY
Jessica Fye
JPMorgan Chase & Co.
5 questions for INCY
Evan Seigerman
BMO Capital Markets
4 questions for INCY
James Shin
Analyst
4 questions for INCY
Marc Frahm
TD Cowen
4 questions for INCY
Salveen Richter
Goldman Sachs
4 questions for INCY
Tazeen Ahmad
Bank of America
4 questions for INCY
Brian Abrahams
RBC Capital Markets
3 questions for INCY
David Lebowitz
Citigroup Inc.
3 questions for INCY
Gavin Clark-Gartner
Evercore ISI
3 questions for INCY
Matthew Phipps
William Blair
3 questions for INCY
Michael Schmidt
Guggenheim Securities
3 questions for INCY
Salim Syed
Mizuho Securities
3 questions for INCY
Srikripa Devarakonda
Truist Financial Corporation
3 questions for INCY
Vikram Purohit
Morgan Stanley
3 questions for INCY
Andrew Berens
Leerink Partners
2 questions for INCY
Andy Chen
Wolfe Research, LLC
2 questions for INCY
Ash Verma
UBS
2 questions for INCY
Derek Archila
Wells Fargo
2 questions for INCY
Eric Schmidt
Cantor Fitzgerald & Co.
2 questions for INCY
Andrew Behrens
Lyrinx Partners
1 question for INCY
Ashwani Verma
UBS Group AG
1 question for INCY
Conor MacKay
BMO Capital Markets
1 question for INCY
Crypto Vericonda
True Securities
1 question for INCY
Dingding Shi
Jefferies
1 question for INCY
Eric Schmitt
Cantor Fitzgerald
1 question for INCY
Kelly Hsieh
Jefferies
1 question for INCY
Kelly Shi
Jefferies
1 question for INCY
Kripa Devarakonda
Truist Securities
1 question for INCY
Matthew Dellatorre
Goldman Sachs Group Inc.
1 question for INCY
Paul Jeng
Guggenheim Partners
1 question for INCY
Peter Lawson
Barclays PLC
1 question for INCY
Ren Benjamin
Citizen at JPM
1 question for INCY
Reni Benjamin
Citizens JMP Securities
1 question for INCY
Stephen Willey
Stifel Financial Corp.
1 question for INCY
Stephen Willey
Stifel
1 question for INCY
Tazim Ahmed
Bank of America
1 question for INCY
Recent press releases and 8-K filings for INCY.
- Incyte Biosciences Japan G.K. received its first regulatory approval in Japan for Minjuvi® (tafasitamab) in combination with rituximab and lenalidomide for adults with relapsed or refractory (2L+) follicular lymphoma, granted by the MHLW.
- The phase 3 inMIND trial (654 patients) showed the combo achieved a median PFS of 22.4 months vs. 13.9 months in the control arm (HR 0.43; p<0.0001).
- This is the first immunotherapy regimen in Japan targeting both CD19 and CD20 antigens for relapsed/refractory follicular lymphoma, providing a non-chemotherapy option.
- Follicular lymphoma represents 13.5% of all NHL cases in Japan, with ~20% of patients experiencing early progression (POD24) and a 5-year survival rate of 34–50%, highlighting a significant unmet need.
- Japan’s Ministry of Health, Labour and Welfare approved Minjuvi® (tafasitamab) in combination with rituximab and lenalidomide for adult patients with relapsed or refractory follicular lymphoma (2L+ FL).
- Approval is based on the global Phase 3 inMIND trial (n=654), which showed a median progression-free survival of 22.4 months versus 13.9 months in the control arm (hazard ratio 0.43; p<0.0001).
- Minjuvi was generally well tolerated; the most common adverse reactions were respiratory infections, diarrhea and fatigue.
- Follicular lymphoma accounts for 13.5% of non-Hodgkin lymphoma cases in Japan, highlighting a substantial unmet need for chemotherapy-free treatment options.
- The European Commission approved Minjuvi® (tafasitamab) in combination with lenalidomide and rituximab for adult patients with relapsed or refractory follicular lymphoma (Grade 1–3a) after at least one systemic therapy.
- This regimen is the first dual CD19/CD20 immunotherapy combination authorized in Europe for this indication, addressing a significant unmet medical need.
- In the Phase 3 inMIND study, the tafasitamab arm achieved a median PFS of 22.4 months versus 13.9 months with placebo (HR: 0.43; P<0.0001).
- The approval follows a positive CHMP opinion in November 2025 and represents Minjuvi’s second EU indication after relapsed/refractory DLBCL.
- The European Commission has approved Minjuvi® (tafasitamab) in combination with lenalidomide and rituximab for adult patients with relapsed or refractory follicular lymphoma (grade 1–3a) after at least one systemic therapy.
- Minjuvi is the first dual CD19/CD20-targeted immunotherapy combo approved in Europe for this indication, offering a chemotherapy-free option for patients.
- Approval was supported by phase III inMIND data showing a median progression-free survival (PFS) of 22.4 months versus 13.9 months in the control arm (HR 0.43; p < 0.0001).
- Follicular lymphoma recurs in 2–4 people per 100 000 in Western countries, highlighting the unmet need this approval addresses.
- Minjuvi® (tafasitamab) in combination with lenalidomide and rituximab has been approved by the European Commission for adults with relapsed or refractory follicular lymphoma (grade 1–3a) after ≥1 systemic therapy.
- It is the first CD19- and CD20-dual-targeted immunotherapy combination authorized in Europe for this patient population.
- The approval is supported by the phase 3 inMIND study, which showed significantly improved progression-free survival with Minjuvi plus lenalidomide and rituximab.
- In Western countries, including Europe, relapsed or refractory follicular lymphoma affects 2–4 per 100,000 people.
- Incyte’s Minjuvi® (tafasitamab) in combination with lenalidomide and rituximab is approved by the European Commission for adult patients with relapsed or refractory Grade 1-3a follicular lymphoma after at least one prior systemic therapy.
- This is the first dual-target CD19/CD20 immunotherapy regimen authorized in Europe for this indication.
- The Phase 3 inMIND trial showed a significant improvement in progression-free survival with the Minjuvi regimen versus rituximab plus lenalidomide alone.
- In Western countries, including Europe, relapsed/refractory follicular lymphoma affects 2–4 per 100,000 people, highlighting the clinical need addressed by this approval.
- Incyte obtiene la aprobación de la Comisión Europea para Minjuvi® (tafasitamab) en combinación con lenalidomida y rituximab, destinado a pacientes adultos con linfoma folicular en recaída o refractario de grado 1–3a tras al menos una línea de tratamiento sistémico.
- Este régimen representa el primer inmunoterapéutico de doble diana CD19 y CD20 aprobado en Europa para este grupo de pacientes.
- El ensayo clínico de fase 3 inMIND demostró una mejora significativamente mayor en la supervivencia libre de progresión con Minjuvi® combinado con rituximab y lenalidomida.
- En los países occidentales, incluido Europa, el linfoma folicular en recaída o refractario afecta entre 2–4 por 100 000 habitantes.
- The European Commission approved Minjuvi (tafasitamab) in combination with lenalidomide and rituximab for adult patients with relapsed or refractory follicular lymphoma after at least one prior systemic therapy—the first CD19- and CD20-dual-targeted immunotherapy regimen approved in Europe for FL.
- Approval is based on the Phase 3 inMIND trial showing a median progression-free survival of 22.4 months vs 13.9 months (hazard ratio 0.43; P<0.0001) compared to placebo plus lenalidomide and rituximab.
- This decision follows a positive CHMP opinion in November 2025 and represents Minjuvi’s second EC indication, after its prior approval for relapsed/refractory diffuse large B-cell lymphoma.
- Dermavon obtained licensing rights to povorcitinib under a Collaboration and License Agreement with Incyte dated 31 March 2024, covering Mainland China, Hong Kong, Macao, Taiwan and 11 Southeast Asian markets.
- The NMPA designated povorcitinib as a Breakthrough Therapeutic Drug for adult non-segmental vitiligo, expected to accelerate its development and review in China.
- Povorcitinib is in Phase 3 trials for non-segmental vitiligo, moderate to severe hidradenitis suppurativa and prurigo nodularis; Phase 2b data showed significant 24-week repigmentation vs. vehicle.
- In August 2025, Dermavon received NMPA approval to initiate clinical trials of povorcitinib in China for vitiligo and other skin indications.
- 90% of ET patients on higher doses (400–2,500 mg) of INCA033989 achieved a hematologic response, with 83.3% reaching complete response and 46.4% durable complete response (≥12 weeks).
- 96.2% of patients exhibited reduction in mutCALR variant allele frequency, with 52% achieving ≥25% reduction and 31% achieving ≥50% reduction.
- Exploratory analyses indicate disease-modifying activity, including reduced mutCALR-positive stem/progenitor and megakaryocyte cells in bone marrow.
- The antibody demonstrated a favorable safety profile in 55 patients: no dose-limiting toxicities, one discontinuation, and maximum tolerated dose not reached.
- FDA granted Breakthrough Therapy designation for INCA033989 in ET patients with Type 1 CALR mutation resistant/intolerant to cytoreductive therapy.
Quarterly earnings call transcripts for INCYTE.
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