IncyteINCY
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
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
121% more first-time investments, than exits
New positions opened: 126 | Existing positions closed: 57
86% more call options, than puts
Call options by funds: $68.6M | Put options by funds: $37M
16% more repeat investments, than reductions
Existing positions increased: 238 | Existing positions reduced: 206
14% more funds holding in top 10
Funds holding in top 10: 7 [Q3] → 8 (+1) [Q4]
10% more funds holding
Funds holding: 577 [Q3] → 635 (+58) [Q4]
6% more capital invested
Capital invested by funds: $11.9B [Q3] → $12.6B (+$687M) [Q4]
1.09% more ownership
Funds ownership: 93.56% [Q3] → 94.65% (+1.09%) [Q4]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$59
7%
downside
Avg. target
$71
11%
upside
High target
$92
45%
upside
6 analyst ratings
0 positive
0%
6 neutral
100%
0 negative
0%
Wells Fargo Derek Archila 39% 1-year accuracy 11 / 28 met price target | 7%downside $59 | Equal-Weight Maintained | 30 Apr 2025 |
RBC Capital Brian Abrahams 14% 1-year accuracy 11 / 76 met price target | 6%upside $67 | Sector Perform Maintained | 30 Apr 2025 |
JP Morgan Jessica Fye 44% 1-year accuracy 18 / 41 met price target | 7%upside $68 | Neutral Maintained | 21 Apr 2025 |
Morgan Stanley Vikram Purohit 0% 1-year accuracy 0 / 6 met price target | 3%upside $65 | Equal-Weight Maintained | 24 Mar 2025 |
Truist Securities Srikripa Devarakonda 19% 1-year accuracy 6 / 32 met price target | 14%upside $72 | Hold Maintained | 18 Mar 2025 |
Financial journalist opinion
Based on 15 articles about INCY published over the past 30 days
Positive
Zacks Investment Research
23 hours ago
Incyte Gets FDA Approval for Zynyz in New Cancer Indication
The FDA approves INCY's Zynyz both as monotherapy and in combination with chemotherapy for treating advanced anal cancer.
Neutral
Business Wire
1 day ago
Incyte Announces FDA Approval of Zynyz® (retifanlimab-dlwr) Making it the First and Only Approved First-Line Treatment for Advanced Anal Cancer Patients in the United States
WILMINGTON, Del.--(BUSINESS WIRE)---- $INCY--FDA Approves Zynyz (retifanlimab-dlwr) the First and Only Approved First-Line Treatment for Advanced Anal Cancer Patients in the United States.
Positive
Market Watch
5 days ago
20 stocks of companies showing excellent earnings-season trends even as the economy cools
With U.S. economic growth turning negative during the first quarter, this earnings season's results might shed some light on which companies may best weather the disruption brought about by President Donald Trump's “liberation day” tariffs announced on April 2.
Neutral
Business Wire
1 week ago
Incyte Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
WILMINGTON, Del.--(BUSINESS WIRE)--Incyte Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4).
Neutral
Business Wire
2 weeks ago
Incyte to Present at Upcoming Investor Conference
WILMINGTON, Del.--(BUSINESS WIRE)--Incyte (Nasdaq:INCY) announced today that it will present at the 2025 BofA Securities Health Care Conference on Tuesday, May 13, 2025 at 1:40 pm (PDT). The presentation will be webcast live and can be accessed at Investor.Incyte.com and will be available for replay for 30 days. About Incyte A global biopharmaceutical company on a mission to Solve On., Incyte follows the science to find solutions for patients with unmet medical needs. Through the discovery, dev.
Neutral
Seeking Alpha
2 weeks ago
Incyte Corporation (INCY) Q1 2025 Earnings Call Transcript
Incyte Corporation (NASDAQ:INCY ) Q1 2025 Earnings Conference Call April 29, 2025 8:00 AM ET Company Participants Greg Shertzer - Director of Investor Relations Herve Hoppenot - Chief Executive Officer Pablo Cagnoni - President, Head of Research and Development Christiana Stamoulis - Executive Vice President and Chief Financial Officer Matteo Trotta - EVP, Head of U.S. Dermatology Mohamed Issa - EVP, Head of U.S. Oncology Steven Stein - Chief Medical Officer Conference Call Participants Michael Schmidt - Guggenheim David Lebowitz - Citi Andrew Barrons - Leerink Partners Tazeen Ahmad - Bank of America Jessica Fye - JPMorgan Chase Marc Frahm - TD Cowen Vikram Purohit - Morgan Stanley Ash Verma - UBS James Shin - Deutsche Bank Salim Syed - Mizuho Securities Gavin Clark-Gartner - Evercore ISI Jay Olson - Oppenheimer Operator Greetings, and welcome to the Incyte's First Quarter 2025 Earnings Conference and Webcast. At this time, all participants are in a listen-only mode.
Positive
Zacks Investment Research
2 weeks ago
INCY Q1 Earnings & Revenues Beat Estimates on Higher Product Sales
Incyte reports better-than-expected first-quarter 2025 results, beating both earnings and revenue estimates, driven by strong Jakafi and Opzelura sales.
Positive
Zacks Investment Research
2 weeks ago
Here's What Key Metrics Tell Us About Incyte (INCY) Q1 Earnings
The headline numbers for Incyte (INCY) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Positive
Zacks Investment Research
2 weeks ago
Incyte (INCY) Q1 Earnings and Revenues Top Estimates
Incyte (INCY) came out with quarterly earnings of $1.16 per share, beating the Zacks Consensus Estimate of $1.01 per share. This compares to earnings of $0.64 per share a year ago.
Positive
Reuters
2 weeks ago
Incyte raises 2025 sales forecast for blood cancer drug after solid quarter
Incyte Corp raised its annual sales forecast for its blood cancer treatment Jakafi on Tuesday, after robust sales of the drug helped it beat Wall Street estimates for quarterly results.
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