Incyte Corporation (INCY) Presents at Evercore 8th Annual Healthcare Conference Transcript

Core Focus - The company aims to transition from Jakafi to a hematology/oncology and immunology (hem/onc I&I) company, focusing on building a path to high growth and sustainable revenue post-2029 [2] Business Structure - The business is divided into three main parts: core business, pipeline, and business development, with a strong emphasis on R&D and commercial capabilities [3] Core Business Performance - The core business, which includes Jakafi and a growth portfolio consisting of Opzelura, Niktimvo, Monjuvi, and Zynyz, is performing exceptionally well, and maintaining solid fundamentals is crucial during the transition [4] Pipeline Development - The company has seven priority projects in its pipeline that are expected to create significant long-term value, with a current focus on two hematology projects, 989 and 617F, as well as three solid tumor programs [4]