Incyte Corporation remains a Buy supported by strong Q3 2025 earnings, robust revenue growth, and raised full-year 2025 guidance. INCY advances its pipeline with promising data for povorcitinib in HS, PN, vitiligo, and asthma, with regulatory filings expected by early 2026. Oncology portfolio expansion is driven by INCA33890 for MSS colorectal cancer and INCB161734 for KRASG12D-mutated PDAC, both showing encouraging response rates.
Incyte posts strong Q3 results as higher sales of Jakafi, Opzelura and new launches drive revenue and earnings beats.
While the top- and bottom-line numbers for Incyte (INCY) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
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.
Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.
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.