Incyte

INCY

Market cap $20.2B

The positive opinion is based on data from the Phase 3 BRAVE-AA-PEDS study, in which 42% of patients with severe alopecia areata (AA) reached 80% or more scalp hair coverage at 36 weeks The study is the first and largest of its kind specifically designed to evaluate children and adolescents with severe AA, a disease that has devastating social and emotional impact Lilly has also submitted Olumiant in the U.S. for approval to treat severe AA in adolescents, with a decision expected in the second half of 2026 INDIANAPOLIS, Feb. 27, 2026 /PRNewswire/ -- Eli Lilly and Company (NYSE: LLY) and Incyte (NASDAQ: INCY) announced today that the European Medicines Agency's (EMA) Committee for Medicinal Products for Human Use (CHMP) has issued a positive opinion for Olumiant (baricitinib) for the treatment of adolescents (ages 12 to

Incyte started 2026 on a high note. On January 7, its stock hit an all-time high of $112.29. In my view, the key drivers of raised investor interest in Incyte are the strong performance of its ruxolitinib franchise.

WILMINGTON, Del.--(BUSINESS WIRE)--Incyte (Nasdaq:INCY) announced today that it will present at the following investor conferences during the month of March: TD Cowen 46th Annual Health Care Conference on Monday, March 2, 2026 at 10:30 am (EST) Leerink Partners 2026 Global Healthcare Conference on Tuesday, March 10, 2026 at 9:20 am (EDT) and Barclays 28th Annual Global Healthcare Conference on Wednesday, March 11, 2026 at 8:30 am (EDT) The presentations will be webcast live and can be accessed.

Baird Chautauqua International Growth Fund underperformed its benchmark as stock selection in health care and consumer discretionary detracted most from relative returns. Fanuc reported September quarter results that beat consensus estimates, raising full-year operating profit guidance by 10% on demand recovery and improved utilization rates. Sea Limited reported September quarter results that beat consensus estimates, with revenue growing 38% and gross merchandise value growing 28%.

Incyte experienced an 8.2% sell-off after 2026 guidance appeared to miss consensus by $680M, but this was due to a royalties accounting nuance. Adjusted for royalties, INCY's 2026 sales guidance is nearly in line with expectations, representing 11.5% YoY growth in Net Product Sales. Opzelura sales guidance was slightly below consensus, but the ex-Jakafi portfolio is growing rapidly, supporting a robust long-term outlook.

Incyte Corporation (INCY) Q4 2025 Earnings Call Transcript

Incyte posts a Q4 EPS miss but a 28% revenue jump, fueled by Jakafi and Opzelura strength, as product sales top estimates.

While the top- and bottom-line numbers for Incyte (INCY) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Incyte stock crumbled Tuesday after lighter-than-expected guidance for 2026 Opzelura sales undercut its fourth-quarter revenue beat.

Incyte (INCY) came out with quarterly earnings of $1.8 per share, missing the Zacks Consensus Estimate of $1.94 per share. This compares to earnings of $1.43 per share a year ago.