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 +21 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 +6 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 receives positive CHMP opinion for Zynyz in first-line SCAC treatment
INCY
- Incyte announced a positive CHMP opinion for Zynyz® (Retifanlimab) plus carboplatin and paclitaxel as first-line therapy in adults with advanced squamous cell carcinoma of the anal canal (SCAC) in Europe.
- The recommendation is based on Phase 3 POD1UM-303/InterAACT2 results showing a 37 % reduction in risk of progression or death (p=0.0006) and median progression-free survival of 9.3 vs. 7.4 months versus placebo plus chemotherapy.
- Upon European Commission approval, Zynyz would be the first PD-1 immunotherapy option for advanced SCAC in Europe.
- SCAC is rare, with a global prevalence of about 1–2 cases per 100,000 people, and higher incidence in women.
7 days ago
INCY
Product Launch
- The EMA’s CHMP recommended approval of Zynyz® (retifanlimab) plus carboplatin and paclitaxel for first-line treatment of adult patients with advanced (locally recurrent metastatic or inoperable) squamous cell anal carcinoma (SCAC).
- Zynyz® would be the first PD-1 targeted immunotherapy approved for advanced SCAC in Europe upon European Commission decision.
- The recommendation is based on Phase 3 POD1UM-303/InterAACT2 results showing a significant improvement in progression-free survival with the Zynyz® combination versus chemotherapy alone.
- Globally, SCAC prevalence is estimated at 1–2 cases per 100,000, with a higher incidence in women than men.
- Approval now awaits the European Commission’s final decision.
7 days ago
Incyte receives CHMP positive opinion for Zynyz as first-line SCAC treatment
INCY
Product Launch
- Incyte obtient un avis positif du CHMP pour Zynyz® (retifanlimab) en association avec carboplatine et paclitaxel en traitement de première ligne du SCAC métastatique ou localement récidivant inopérable en Europe.
- L’essai de phase 3 POD1UM-303/InterAACT2 a montré une SSP médiane de 9,3 mois avec Zynyz vs 7,4 mois pour placebo (− 37 % de risque de progression ou décès ; p = 0,0006), avec des effets indésirables graves chez 47 % des patients.
- Si approuvé, Zynyz deviendrait le premier traitement immunothérapeutique anti-PD-1 pour le SCAC en Europe, comblant un besoin non satisfait dans ce cancer rare.
- L’avis du CHMP est soumis à l’examen final de la Commission européenne dans le cadre de la procédure centralisée.
7 days ago
Incyte receives positive CHMP opinion for Zynyz in SCAC
INCY
Product Launch
- Incyte’s investigational PD-1 inhibitor Zynyz® (retifanlimab) in combination with carboplatin and paclitaxel received a positive CHMP opinion for first-line treatment of adults with metastatic or inoperable locally recurrent squamous cell carcinoma of the anus (SCAC) in Europe.
- If approved by the European Commission, the regimen would become the first PD-1 immunotherapy available for SCAC in Europe.
- The CHMP recommendation is based on Phase 3 POD1UM-303/InterAACT2 data, which showed a significant improvement in progression-free survival for patients receiving Zynyz plus platinum-based chemotherapy.
7 days ago
Incyte receives positive CHMP opinion for Zynyz in advanced SCAC
INCY
Product Launch
- Incyte’s Zynyz® (retifanlimab), in combination with carboplatin and paclitaxel, received a positive CHMP opinion for first-line treatment of adult patients with metastatic or inoperable locally recurrent SCAC in Europe, pending European Commission decision.
- The CHMP recommendation is based on Phase 3 POD1UM-303/InterAACT2 data showing a 37% reduction in risk of progression or death (P = 0.0006) and median PFS of 9.3 vs 7.4 months for Zynyz combo vs placebo combo.
- No new safety signals were identified; 47% of patients experienced serious adverse reactions, most frequently sepsis, pulmonary embolism, diarrhea, and vomiting.
- SCAC is rare (1–2 cases per 100,000 people, ~85% of anal cancers) with limited prior innovation, highlighting the potential for Zynyz to become a new standard-of-care in Europe.
7 days ago
CMS obtains China NDA approval for ruxolitinib phosphate cream
INCY
Product Launch
- Received China NDA approval on 30 January 2026 for ruxolitinib phosphate cream to treat non-segmental vitiligo with facial involvement in patients aged ≥12 years, becoming the first and only targeted vitiligo drug in China.
- Demonstrated strong efficacy in two Phase III trials (TRuE-V1 and TRuE-V2), with 29.9% of patients achieving ≥75% improvement in F-VASI at 24 weeks versus 7.5% and 12.9% in placebo groups; benefits sustained to 52 weeks, with no new safety signals observed in real-world studies.
- Pilot rollout under Lecheng Pilot Zone policies has treated over 7,000 patients at Boao Super Hospital, with more than 20 hospitals in major Chinese cities prescribing the cream, supporting its clinical potential.
- Dermavon holds an exclusive license to develop, register and commercialize ruxolitinib phosphate cream in Mainland China and selected territories under a December 2022 agreement with Incyte, bolstering its skin health portfolio alongside ILUMETRI and Hirudoid.
7 days ago
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
Quarterly earnings call transcripts for INCYTE.
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