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Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2025 or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-12400 INCYTE CORPORATION (Exact name of registrant as specified in its charter) (State or other jurisdict ...

Incyte Corporation's (NASDAQ:INCY) third-quarter revenue was $1.37 billion. The company beat the consensus of $1.26 billion.Total revenues increased 20% year over year, primarily driven by a rise in total net product revenues.Total net product revenue was $1.15 billion, representing a 19% increase. The increase was primarily related to patient demand for Jakafi (ruxolitinib) across all indications and strong uptake of the initial launch of Niktimvo (axatilimab-csfr).Incyte's adjusted earnings were $2.26 per ...

Incyte (INCY) reported a breakout quarter on Oct. 28, beating Wall Street’s revenue and earnings estimates. Best known for its blockbuster drug Jakafi and expanding oncology pipeline, this biotech combines profitability, pipeline depth, and long-term growth potential while trading under $100. Valued at $18.2 billion, Incyte stock is up 31.9% year-to-date, outperforming the broader market gain of 17.3%. Should you grab this biotech stock now? More News from Barchart www.barchart.com About Incyte Incyte ...

Core Insights - Incyte Corporation (NASDAQ:INCY) is recognized as a highly profitable biotech stock, with a Buy rating from Bank of America Securities and a price target of $104 set by analyst Tazeen Ahmad [1]. - J.P. Morgan analyst Jessica Fye has a Hold rating on the stock, reflecting a cautious outlook based on the company's current clinical developments [2][3]. Company Overview - Incyte Corporation is a biopharmaceutical company focused on discovering, developing, and commercializing proprietary therapeutics in oncology, hematology, inflammation, and autoimmunity [4]. Clinical Developments - The early data for Incyte's KRAS G12D inhibitor in pancreatic cancer shows promise, but is still considered immature [2]. - Anticipated results in H1 2026 are expected to provide critical insights into the company's competitive edge, particularly regarding the safety profile of the treatment when combined with chemotherapy [3]. - The competitive landscape in second-line pancreatic cancer is viewed as too advanced for Incyte to pursue monotherapy at this time [3].

Core Insights - Incyte Corporation reported third-quarter 2025 adjusted earnings of $2.26 per share, exceeding the Zacks Consensus Estimate of $1.66 and more than doubling from $1.07 per share in the same quarter last year [1][9] - Total revenues for the third quarter reached $1.37 billion, reflecting a 20% year-over-year growth, driven by strong performance from Jakafi and Opzelura, and surpassing the Zacks Consensus Estimate of $1.26 billion [2][9] Revenue Breakdown - Jakafi sales amounted to $791.1 million, a 7% increase year-over-year, attributed to a 10% rise in paid demand, beating the Zacks Consensus Estimate of $770 million [3][9] - Opzelura cream generated $188 million in sales, up 35% year-over-year, driven by increased patient demand, exceeding the Zacks Consensus Estimate of $179.1 million [4][9] - Newly approved Zynyz generated $22.7 million in sales, significantly higher than the year-ago quarter and beating the Zacks Consensus Estimate of $9.5 million [5][9] - Minjuvi's revenues totaled $42 million, a 34% year-over-year increase, surpassing the Zacks Consensus Estimate of $37.9 million [6][9] - Niktimvo recorded $45.8 million in sales, up 27% sequentially, following its launch in the U.S. [7][9] Market Performance - Incyte's shares have increased by 34.8% year-to-date, outperforming the industry growth of 10.3% [8] Financial Guidance - The company revised its 2025 guidance for Jakafi revenues to a range of $3.05-$3.075 billion, up from the previous range of $3-$3.05 billion, while maintaining the guidance for Opzelura revenues at $630-$670 million [16]

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Core Insights - Incyte reported a revenue of $1.37 billion for Q3 2025, marking a year-over-year increase of 20.1% and exceeding the Zacks Consensus Estimate of $1.26 billion by 8.71% [1] - The company's EPS for the quarter was $2.26, up from $1.07 a year ago, representing a surprise of 36.14% compared to the consensus estimate of $1.66 [1] Revenue Breakdown - Product revenues reached $1.15 billion, surpassing the average estimate of $1.09 billion, with a year-over-year change of 19.4% [4] - Product royalty revenues totaled $171.12 million, exceeding the estimated $164.43 million, reflecting a 9.1% increase year-over-year [4] - Net product revenues for Iclusig were $37.58 million, above the $30.63 million estimate, showing a 26.4% year-over-year increase [4] - Net product revenues for Pemazyre were $22.74 million, slightly above the $21.99 million estimate, with a 10.1% year-over-year change [4] - Net product revenues for Minjuvi/Monjuvi reached $41.99 million, exceeding the $37.87 million estimate, representing a 33.6% year-over-year increase [4] - Net product revenues for Opzelura were $187.97 million, surpassing the $179.13 million estimate, with a year-over-year change of 35% [4] - Net product revenues for Jakafi were $791.07 million, above the $769.99 million estimate, reflecting a 6.7% year-over-year increase [4] - Net product revenues for Niktimvo were $45.83 million, exceeding the estimate of $42.68 million [4] - Net product revenues for Zynyz were $22.67 million, significantly above the $9.46 million estimate, showing a remarkable year-over-year change of 3167.2% [4] - Royalty revenues for Olumiant were $37.11 million, slightly below the estimate of $37.17 million, with a year-over-year change of 6.7% [4] - Royalty revenues for Tabrecta were $6.51 million, below the estimate of $7.15 million, reflecting a 9.9% year-over-year change [4] - Royalty revenues for Jakavi were $125.65 million, exceeding the estimate of $119.18 million, with an 8.6% year-over-year increase [4] Stock Performance - Incyte's shares have returned +11% over the past month, outperforming the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Incyte (INCY) came out with quarterly earnings of $2.26 per share, beating the Zacks Consensus Estimate of $1.66 per share. This compares to earnings of $1.07 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +36.14%. A quarter ago, it was expected that this specialty drugmaker would post earnings of $1.39 per share when it actually produced earnings of $1.57, delivering a surprise of +12.95%.Over the last four quarters, the com ...

Incyte (NasdaqGS:INCY) Q3 2025 Earnings Call October 28, 2025 08:00 AM ET Company ParticipantsAlexis Smith - VP and Head of Investor RelationsSteven Stein - Chief Medical OfficerMohamed Issa - EVP and General Manager, North AmericaAshish Verma - Initiative ManagerBill Meury - CEOPablo Cagnoni - PresidentTazim Ahmed - Account ManagerJames Shin - Director of Biopharm Equity ResearchTom Shea - CFOConference Call ParticipantsJessica Fye - Managing Director and Senior AnalystPeter Lawson - Managing Director and ...