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INCYTE (INCY)

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Earnings summaries and quarterly performance for INCYTE.

Research analysts who have asked questions during INCYTE earnings calls.

Jay Olson

Jay Olson

Oppenheimer & Co. Inc.

5 questions for INCY

Also covers: ACAD, AMGN, BIIB +22 more
JF

Jessica Fye

JPMorgan Chase & Co.

5 questions for INCY

Also covers: ALKS, ALNY, AMRN +23 more
ES

Evan Seigerman

BMO Capital Markets

4 questions for INCY

Also covers: ABBV, AMGN, ARVN +15 more
JS

James Shin

Analyst

4 questions for INCY

Also covers: ABBV, AMGN, AUTL +7 more
MF

Marc Frahm

TD Cowen

4 questions for INCY

Also covers: ADAP, AGIO, BPMC +7 more
Salveen Richter

Salveen Richter

Goldman Sachs

4 questions for INCY

Also covers: ACAD, AGIO, ALLO +20 more
TA

Tazeen Ahmad

Bank of America

4 questions for INCY

Also covers: ACAD, ALNY, APLS +20 more
Brian Abrahams

Brian Abrahams

RBC Capital Markets

3 questions for INCY

Also covers: ACAD, ATAI, BCRX +17 more
DL

David Lebowitz

Citigroup Inc.

3 questions for INCY

Also covers: ALNY, ARWR, ASND +11 more
Gavin Clark-Gartner

Gavin Clark-Gartner

Evercore ISI

3 questions for INCY

Also covers: ACRS, ARGX, ASND +11 more
Matthew Phipps

Matthew Phipps

William Blair

3 questions for INCY

Also covers: ABBV, AGEN, AMGN +8 more
Michael Schmidt

Michael Schmidt

Guggenheim Securities

3 questions for INCY

Also covers: ADAP, ADCT, ARVN +19 more
SS

Salim Syed

Mizuho Securities

3 questions for INCY

Also covers: AUTL, BBIO, CYTK +5 more
SD

Srikripa Devarakonda

Truist Financial Corporation

3 questions for INCY

Also covers: ABCL, ABSI, AFMD +12 more
VP

Vikram Purohit

Morgan Stanley

3 questions for INCY

Also covers: ABSI, ARGX, ARQT +11 more
Andrew Berens

Andrew Berens

Leerink Partners

2 questions for INCY

Also covers: AGIO, ARVN, BGNE +6 more
Andy Chen

Andy Chen

Wolfe Research, LLC

2 questions for INCY

Also covers: ARGX, CRNX, IMVT +7 more
AV

Ash Verma

UBS

2 questions for INCY

Also covers: ALVO, AVDL, EXEL +5 more
Derek Archila

Derek Archila

Wells Fargo

2 questions for INCY

Also covers: APLS, ARGX, ARVN +9 more
ES

Eric Schmidt

Cantor Fitzgerald & Co.

2 questions for INCY

Also covers: ADCT, AGIO, BIIB +9 more
AB

Andrew Behrens

Lyrinx Partners

1 question for INCY

AV

Ashwani Verma

UBS Group AG

1 question for INCY

Also covers: ACAD, ALKS, ALVO +12 more
Conor MacKay

Conor MacKay

BMO Capital Markets

1 question for INCY

Also covers: ABCL, AMGN, ARVN
CV

Crypto Vericonda

True Securities

1 question for INCY

DS

Dingding Shi

Jefferies

1 question for INCY

Also covers: ADCT, ASND, AUTL +6 more
ES

Eric Schmitt

Cantor Fitzgerald

1 question for INCY

KH

Kelly Hsieh

Jefferies

1 question for INCY

Kelly Shi

Kelly Shi

Jefferies

1 question for INCY

Also covers: ADCT, AGEN, ALDX +17 more
KD

Kripa Devarakonda

Truist Securities

1 question for INCY

Also covers: ABCL, ARVN, BMY +5 more
MD

Matthew Dellatorre

Goldman Sachs Group Inc.

1 question for INCY

Also covers: AMRX, TEVA
Paul Jeng

Paul Jeng

Guggenheim Partners

1 question for INCY

Also covers: ADAP, BPMC, IMCR +2 more
PL

Peter Lawson

Barclays PLC

1 question for INCY

Also covers: ADAP, ARVN, BPMC +15 more
RB

Ren Benjamin

Citizen at JPM

1 question for INCY

Also covers: BPMC, SLS
RB

Reni Benjamin

Citizens JMP Securities

1 question for INCY

Also covers: ALLO, BCAB, BGNE +7 more
SW

Stephen Willey

Stifel Financial Corp.

1 question for INCY

Also covers: ABCL, CELC, CGEN +10 more
SW

Stephen Willey

Stifel

1 question for INCY

Also covers: ABCL, ABEO, CGEN +7 more
TA

Tazim Ahmed

Bank of America

1 question for INCY

Recent press releases and 8-K filings for INCY.

INCY
Product Launch
  • 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.
7 days ago
Incyte Japan announces Minjuvi approval for relapsed/refractory follicular lymphoma
INCY
Product Launch
  • 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.
8 days ago
Incyte secures EC approval for Minjuvi in follicular lymphoma
INCY
Product Launch
  • 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.
Dec 18, 2025, 3:10 AM
Incyte announces European approval of Minjuvi for relapsed/refractory follicular lymphoma
INCY
Product Launch
  • 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.
Dec 18, 2025, 3:08 AM
Incyte announces EC approval of Minjuvi for relapsed/refractory follicular lymphoma
INCY
Product Launch
  • 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.
Dec 18, 2025, 12:11 AM
Incyte announces EU approval of Minjuvi for relapsed/refractory follicular lymphoma
INCY
Product Launch
  • 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.
Dec 18, 2025, 12:11 AM
Incyte announces EC approval of Minjuvi® for relapsed/refractory follicular lymphoma
INCY
Product Launch
  • 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.
Dec 17, 2025, 8:04 PM
Incyte announces EC approval of Minjuvi for relapsed/refractory follicular lymphoma
INCY
Product Launch
  • 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.
Dec 17, 2025, 4:20 PM
CMS subsidiary Dermavon secures breakthrough designation for Incyte’s JAK1 inhibitor
INCY
New Projects/Investments
  • 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.
Dec 15, 2025, 1:19 PM
Incyte presents positive Phase 1 data for INCA033989 at ASH 2025
INCY
  • 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.
Dec 8, 2025, 9:30 PM