Key Takeaways Incyte's phase III study of Monjuvi combo met key goals versus R-CHOP alone in first-line DLBCL.INCY's Monjuvi/Minjuvi plus Revlimid with R-CHOP improved outcomes with no new or unexpected safety signals.Incyte plans an FDA filing seeking the label expansion of Monjuvi for first-line DLBCL treatment in H1 2026.Incyte (INCY) announced positive top-line results from a late-stage lymphoma study of Monjuvi/Minjuvi (tafasitamab), a humanized Fc-modified cytolytic CD19 targeting monoclonal antibody, ...

Core Viewpoint - Barclays has initiated coverage of Xencor Inc. with an Underweight rating and a price target of $6.00, reflecting concerns over the company's internal pipeline despite its history of innovation in antibody technology and successful partnerships [1][2] Company Overview - Xencor Inc. is recognized for its innovative contributions to antibody technology and has established royalty-generating partnerships with companies like AstraZeneca and Incyte, which have provided a steady revenue stream and a robust balance sheet [1] Pipeline and Future Prospects - Analysts have expressed disappointment regarding Xencor's internal pipeline, indicating it has not produced sufficient valuation upside beyond its existing royalty base [2] - The company is expected to release early dose-escalation data for its lead oncology program, XmAb819, later this year, but these results are anticipated to be too preliminary to significantly impact the stock [2]