Incyte
INCY
About: Incyte focuses on the discovery and development of small-molecule drugs. The firm's leading drug, Jakafi, treats two types of rare blood cancer and graft versus host disease and is partnered with Novartis. Incyte's other marketed drugs include rheumatoid arthritis treatment Olumiant (licensed to Lilly), and oncology drugs Iclusig (chronic myeloid leukemia), Pemazyre (cholangiocarcinoma), Tabrecta (lung cancer), and Monjuvi (diffuse large B-cell lymphoma). The firm's first dermatology product, Opzelura, was approved in 2021 for atopic dermatitis and 2022 for vitiligo. Incyte's pipeline includes a broad array of oncology and dermatology programs.
Employees: 2,617
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
89% more call options, than puts
Call options by funds: $36.9M | Put options by funds: $19.6M
75% more funds holding in top 10
Funds holding in top 10: 4 [Q1] → 7 (+3) [Q2]
66% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 59
17% more capital invested
Capital invested by funds: $11.4B [Q1] → $13.4B (+$1.95B) [Q2]
5% more funds holding
Funds holding: 619 [Q1] → 650 (+31) [Q2]
3.96% more ownership
Funds ownership: 97.53% [Q1] → 101.49% (+4%) [Q2]
9% more repeat investments, than reductions
Existing positions increased: 258 | Existing positions reduced: 237
Research analyst outlook
10 Wall Street Analysts provided 1 year price targets over the past 3 months
10 analyst ratings
Financial journalist opinion
Based on 18 articles about INCY published over the past 30 days
