Earnings summaries and quarterly performance for INCYTE.
Executive leadership at INCYTE.
Hervé Hoppenot
Detailed
Chief Executive Officer
CEO
PC
Pablo Cagnoni
Detailed
President, Research and Development
SD
Sheila Denton
Detailed
Executive Vice President and General Counsel
SS
Steven Stein
Detailed
Executive Vice President and Chief Medical Officer
TT
Thomas Tray
Detailed
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
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
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
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
Evercore ISI
3 questions for INCY
Also covers: ACRS, ARGX, ASND +11 more
Matthew Phipps
William Blair
3 questions for INCY
Also covers: ABBV, AGEN, AMGN +8 more
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
Leerink Partners
2 questions for INCY
Also covers: AGIO, ARVN, BGNE +6 more
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
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
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
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
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.
Incyte outlines Act Two growth strategy at JPM healthcare conference
INCY
Guidance Update
- Incyte’s core business, including Jakafi and non-Jakafi products, generated $3.62 B in sales in 2024 and is guided to reach $4.32 B in 2025; the ex-Jakafi portfolio grew 45% to $1.26 B in 2025, led by Opzelura, Niktimvo, and Monjuvi.
- The company plans to invest just over $2 B in R&D in 2026, allocating 80% of that spend to its seven highest-priority compounds.
- Incyte’s late-stage pipeline comprises seven assets across hematology, oncology, and immunology, supported by 14 pivotal trials in 2026, with a combined net peak sales opportunity exceeding $10 B.
- Under “Act Two,” Incyte aims for 15–20% five-year revenue CAGR, a diversified product mix with minimal patent expirations, and a $7–8 B balance sheet by 2030.
Jan 12, 2026, 4:15 PM
Incyte outlines 2026 outlook and pipeline at JPM Healthcare Conference
INCY
Guidance Update
Product Launch
New Projects/Investments
- 2025 guidance: Total product revenues of $4.23–4.32 B, with the core business ex-Jakafi up 45% YoY (2024→2025).
- Jakafi net revenue guidance of $3.05–3.075 B, supported by a 10% volume increase and the planned mid-2026 launch of Jakafi XR.
- Seven high-value pipeline assets targeting $10 B+ peak sales, with anticipated product launches from 2027–2031 including Jakafi XR, Opzelura mAD, povorcitinib, and Monjuvi in 1L DLBCL.
- Multiple pivotal Phase 3 trials initiating mid-2026 across hematology programs (INCA033989 in CALR-mutant ET/MF; INCB160058 in JAK2V617F MPNs) and oncology ('734 KRASG12D inhibitor in PDAC).
Jan 12, 2026, 4:15 PM
Incyte outlines Act Two growth roadmap at J.P. Morgan Healthcare Conference
INCY
Product Launch
Guidance Update
- CEO Hervé Hoppenot presented a strategy to transition from a Jakafi-centric model to a diversified hematology, oncology and I&I company, targeting 15–20% five-year CAGR and a $7–8 B balance sheet by 2030.
- Core business ex-Jakafi grew from $827 M in 2024 to an expected $1.26 B in 2025 (up 45%), driven by Opzelura, Niktimvo and Monjuvi.
- Pipeline comprises seven homegrown priority assets (six in Phase III) across MPNs, solid tumors and inflammatory diseases, with net peak sales potential > $10 B and exclusivity into the next decade.
- Key milestones include Phase III launches in second-line ET (H1 2026) and MF (H2 2026) after FDA alignment, frontline PDAC G12D inhibitor Phase III start in Q1 2026, and povocitinib NDA submission in Q1 2026.
Jan 12, 2026, 4:15 PM
Incyte unveils Act Two growth strategy at JPM Healthcare Conference
INCY
Product Launch
Revenue Acceleration/Inflection
New Projects/Investments
- Incyte aims to transition from a Jakafi-centric model to three focused franchises—hematology, oncology and immunology—targeting 15–20% five-year revenue CAGR and a $7–8 billion balance sheet by 2030 through core business leverage and new product launches such as Jakafi XR, Opzelura, povocitinib and Monjuvi.
- The core business ex-Jakafi grew 45% to $1.26 billion in 2025, while total Jakafi sales are on pace to exceed $4.32 billion, up from $3.62 billion in 2024.
- The pipeline centers on seven priority assets supported by 14 pivotal trials in 2026, with a net peak sales potential north of $10 billion, including novel targeted therapies (e.g., G12D inhibitor 734, JAK2 V617F inhibitor).
- Lead MPN asset 989 showed first-line–level efficacy in phase 1 ET and MF cohorts, and Incyte plans to initiate phase 3 studies in second-line ET in H1 2026 and second-line MF in H2 2026 pending FDA alignment.
Jan 12, 2026, 4:15 PM
Syndax reports preliminary 2025 financial highlights
INCY
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Syndax reported preliminary, unaudited net revenues for 4Q25 and FY25 of $44 M and $125 M for Revuforj, and $56 M and $152 M for Niktimvo.
- Revuforj net revenue increased by approximately 38% in 4Q25 vs. 3Q25 following FDA approval in R/R NPM1m AML in October 2025.
- Year-end cash, cash equivalents and marketable securities totaled $394 M, and 2026 R&D plus SG&A expense is guided at $400 M (excl. $50 M non-cash stock compensation).
- Advanced pipeline with initiation of the Phase 3 REVEAL-ND trial in newly diagnosed NPM1m AML and progression of late-stage studies across menin and CSF-1R programs.
Jan 12, 2026, 12:00 PM
Incyte reports positive frontMIND Phase-3 trial results
INCY
- frontMIND Phase-3 study of tafasitamab + lenalidomid + R-CHOP vs R-CHOP alone in first-line DLBCL achieved its primary endpoint of progression-free survival (HR 0.75; p = 0.019).
- Key secondary endpoint event-free survival also met; no new safety signals were observed.
- Incyte plans to submit a supplemental Biologics License Application in H1 2026 for tafasitamab + lenalidomid + R-CHOP as a first-line therapy in DLBCL.
Jan 5, 2026, 5:59 PM
Incyte reports positive pivotal phase 3 results for tafasitamab in first-line DLBCL
INCY
- The frontMIND phase 3 trial of tafasitamab plus lenalidomide with R-CHOP achieved its primary endpoint of progression-free survival (HR 0.75 [0.59–0.96]; p=0.019) versus R-CHOP alone in newly diagnosed diffuse large B-cell lymphoma.
- The study also met its key secondary endpoint of event-free survival with no new safety signals observed.
- Incyte plans to submit a supplemental BLA for tafasitamab in first-line DLBCL in the first half of 2026 based on these results.
Jan 5, 2026, 5:59 PM
Incyte reports positive frontMIND phase 3 results
INCY
- frontMIND phase 3 study of tafasitamab (Monjuvi®/Minjuvi®) plus lenalidomide added to R-CHOP met its primary endpoint of progression-free survival in first-line DLBCL.
- The trial enrolled adults with newly diagnosed DLBCL having an IPI score of 3–5 (>60 years) or an age-adjusted IPI of 2–3 (≤60 years).
- Incyte plans to submit an sBLA for tafasitamab and lenalidomide with R-CHOP in first-line DLBCL in the first half of 2026.
Jan 5, 2026, 5:58 PM
Incyte announces positive Phase 3 frontMIND results
INCY
New Projects/Investments
- Positive Phase 3 frontMIND results: tafasitamab (Monjuvi®/Minjuvi®) plus lenalidomide and R-CHOP met the primary endpoint of progression-free survival versus R-CHOP alone in first-line diffuse large B-cell lymphoma.
- Patient population: adults >60 years with IPI 3–5 or ≤60 years with aaIPI 2–3 in newly diagnosed DLBCL.
- Regulatory plans: Incyte expects to file a sBLA for tafasitamab+lenalidomide+R-CHOP in the first half of 2026 based on these data.
Jan 5, 2026, 4:05 PM
Incyte reports positive Phase III DLBCL trial results
INCY
- FrontMIND Phase III trial showed adding tafasitamab plus lenalidomide to R-CHOP improved progression-free survival (HR 0.75; p=0.019).
- The study also met its key secondary endpoint of event-free survival in newly diagnosed, higher-risk DLBCL patients.
- The placebo-controlled, randomized, double-blind global trial enrolled about 900 adults and observed no new safety signals.
- Incyte plans to seek a supplemental BLA for tafasitamab first-line use in H1 2026 and will present the full data at an upcoming scientific conference.
Jan 5, 2026, 1:40 PM
Quarterly earnings call transcripts for INCYTE.
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