INCY eyes strong Q3 performance with Jakafi, Opzelura, and new launches like Niktimvo driving revenues.
Incyte Corporation offers strong growth potential and a low valuation, driven by expanding margins and a robust earnings outlook. INCY's revenue is anchored by Jakafi, but a diverse pipeline and potential acquisitions could offset future patent expirations. Growth is expected from products like Monjuvi, Opzelura, Niktimvo, and pipeline compounds such as 989 and povorcitinib.
Incyte (INCY) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Incyte Corporation (NASDAQ:INCY ) Discusses ESMO Data on TGF-beta Receptor by PD-1 Bispecific in Colorectal Cancer and G12D Inhibitor in Pancreatic Cancer October 19, 2025 1:30 PM EDT Company Participants Pablo Cagnoni - President and Head of Research & Development Patrick Mayes - Vice President of Biotherapeutic Research Ekaterine Asatiani Steven Stein - Executive VP & Chief Medical Officer Conference Call Participants Evan Seigerman - BMO Capital Markets Equity Research Michael Schmidt - Guggenheim Securities, LLC, Research Division Salveen Richter - Goldman Sachs Group, Inc., Research Division Reni Benjamin - Citizens JMP Securities, LLC, Research Division Eric Schmidt - Cantor Fitzgerald & Co., Research Division Marc Frahm - TD Cowen, Research Division Presentation Pablo Cagnoni President and Head of Research & Development We're going to get started. Thank you, everyone, for joining us here in Berlin, and there are many more of you that are online.
Incyte's strong 2025 performance is fueled by Jakafi's sustained growth and label expansion of Opzelura.
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Incyte secures FDA nod for Opzeluras pediatric use in atopic dermatitis, marking its third U.S. approval and boosting sales momentum.
Incyte's povorcitinib shows strong 24-week STOP-HS data in hidradenitis suppurativa, supporting 2025-2026 regulatory filings.
Incyte Corporation (NASDAQ:INCY ) Wells Fargo 20th Annual Healthcare Conference 2025 September 4, 2025 8:45 AM EDT Company Participants William Meury - CEO, President & Director Pablo Cagnoni - President and Head of Research & Development Conference Call Participants Derek Archila - Wells Fargo Securities, LLC, Research Division Presentation Derek Archila Senior Equity Analyst All right, everyone. I think we'll get started here with our next fireside this morning.
Incyte Corporation (NASDAQ:INCY ) Cantor Global Healthcare Conference 2025 September 3, 2025 8:00 AM EDT Company Participants William Meury - CEO, President & Director Pablo Cagnoni - President and Head of Research & Development Conference Call Participants Eric Schmidt - Cantor Fitzgerald & Co., Research Division Emma Nealon Presentation Eric Schmidt Research Analyst Good morning, everyone. My name is Eric Schmidt.
Incyte's share price continues to soar despite Trump's repeated threats to cut drug prices. One of the key reasons behind the continued upward momentum was Incyte's strong financial results for Q2 2025. In particular, I was pleased with the sales of its emerging diamond called Niktimvo, which amounted to $36.2 million, an increase of 166.2% quarter-on-quarter.
Incyte hits a fresh 52-week high on strong Jakafi and Opzelura sales, pipeline wins and upbeat investor sentiment.