Incyte Corporation (INCY)
Incyte's skin disease drug shows long-term symptom relief in late-stage trials
Incyte said on Saturday its experimental skin disease drug showed long-term reduction of symptoms in two late-stage trials.
Incyte: An Undervalued Healthcare Gem
Incyte is proactively addressing Jakafi's 2028 patent cliff through robust pipeline diversification and strategic acquisitions. Jakafi delivered $3.09B in 2025 sales, up 11% YoY, underpinning strong operational performance and funding for R&D. Opzelura posted 33% YoY growth with $678M in 2025 sales, highlighting successful portfolio expansion.
Incyte: Valued Like A Single-Drug Company Despite Diversifying Revenue
Incyte is undervalued due to overemphasis on Jakafi's 2028 US patent cliff, despite a diversifying revenue base and robust pipeline. Non-Jakafi segments grew over 50% YoY in 2025, with management guiding these products to reach $3–4B by 2030, supporting long-term growth. Consensus models an aggressive revenue and EPS decline post-cliff, but slower erosion, pipeline launches, and cost flexibility could materially soften the impact.
Glenmede Investment Management LP Has $53.58 Million Stock Position in Incyte Corporation $INCY
Glenmede Investment Management LP lifted its position in Incyte Corporation (NASDAQ: INCY) by 1.2% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 631,785 shares of the biopharmaceutical company's stock after acquiring an additional 7,356 shares during the
Incyte (INCY) Down 4.2% Since Last Earnings Report: Can It Rebound?
Incyte (INCY) reported earnings 30 days ago. What's next for the stock?
Incyte Corporation (INCY) Presents at Barclays 28th Annual Global Healthcare Conference Transcript
Incyte Corporation (INCY) Presents at Barclays 28th Annual Global Healthcare Conference Transcript
INCY Wins EC Approval for Label Expansion of Oncology Drug Zynyz
Incyte's Zynyz wins EU approval with chemotherapy for advanced anal cancer, marking the first systemic treatment for this indication.
Incyte Corporation (INCY) Presents at TD Cowen 46th Annual Health Care Conference Transcript
Incyte Corporation (INCY) Presents at TD Cowen 46th Annual Health Care Conference Transcript
Incyte Remains Undervalued As Opzelura And Niktimvo Scale
Incyte started 2026 on a high note. On January 7, its stock hit an all-time high of $112.29. In my view, the key drivers of raised investor interest in Incyte are the strong performance of its ruxolitinib franchise.
Incyte: Why The Market Is Overreacting To A Guidance 'Miss'
Incyte experienced an 8.2% sell-off after 2026 guidance appeared to miss consensus by $680M, but this was due to a royalties accounting nuance. Adjusted for royalties, INCY's 2026 sales guidance is nearly in line with expectations, representing 11.5% YoY growth in Net Product Sales. Opzelura sales guidance was slightly below consensus, but the ex-Jakafi portfolio is growing rapidly, supporting a robust long-term outlook.
Incyte Corporation (INCY) Q4 2025 Earnings Call Transcript
Incyte Corporation (INCY) Q4 2025 Earnings Call Transcript
INCY Q4 Earnings Miss Estimates, Revenues Beat on Higher Product Sales
Incyte posts a Q4 EPS miss but a 28% revenue jump, fueled by Jakafi and Opzelura strength, as product sales top estimates.
