IncyteINCY
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 Q1 regulatory disclosures by fund managers ($100M+ AUM)
57% more call options, than puts
Call options by funds: $47.5M | Put options by funds: $30.3M
16% more repeat investments, than reductions
Existing positions increased: 252 | Existing positions reduced: 217
2.09% more ownership
Funds ownership: 94.68% [Q4 2024] → 96.77% (+2.09%) [Q1 2025]
4% less funds holding
Funds holding: 637 [Q4 2024] → 613 (-24) [Q1 2025]
10% less capital invested
Capital invested by funds: $12.6B [Q4 2024] → $11.3B (-$1.26B) [Q1 2025]
11% less first-time investments, than exits
New positions opened: 73 | Existing positions closed: 82
50% less funds holding in top 10
Funds holding in top 10: 8 [Q4 2024] → 4 (-4) [Q1 2025]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
UBS Ashwani Verma | 10%downside $61 | Neutral Maintained | 3 Jun 2025 |
Truist Securities Srikripa Devarakonda | 8%upside $73 | Hold Maintained | 27 May 2025 |
Wells Fargo Derek Archila | 13%downside $59 | Equal-Weight Maintained | 30 Apr 2025 |
RBC Capital Brian Abrahams | 1%downside $67 | Sector Perform Maintained | 30 Apr 2025 |
JP Morgan Jessica Fye | 0%upside $68 | Neutral Maintained | 21 Apr 2025 |
Financial journalist opinion
Based on 9 articles about INCY published over the past 30 days









