Incyte Corp Stock Price, News & Analysis

Incyte (NASDAQ:INCY) announced a positive CHMP opinion recommending approval of Minjuvi (tafasitamab) with lenalidomide and rituximab for adult patients with relapsed or refractory follicular lymphoma (FL) after ≥1 systemic therapy.

Phase 3 inMIND (n=548) showed median investigator-assessed PFS of 22.4 months vs 13.9 months (HR 0.43; P<0.0001); IRC-assessed median PFS was not reached vs 16.0 months (HR 0.41). Safety was described as manageable; common adverse reactions ≥20% included respiratory infections, diarrhea, rash, and fatigue. The CHMP opinion now goes to the European Commission for a final decision.

Incyte (Nasdaq:INCY) announced on November 6, 2025 the expansion of its Moments of Clarity program to include six new patient stories focused on nonsegmental vitiligo and pediatric mild-to-moderate atopic dermatitis (eczema). The release highlights individual journeys, the role of healthcare engagement, and patient experience with Opzelura (ruxolitinib) cream 1.5%. Opzelura's approved topical uses and age ranges are noted. The program directs audiences to MyMomentsOfClarity.com for multimedia stories; participants were compensated.

Incyte (Nasdaq: INCY) announced that more than 50 abstracts will be presented at the 2025 ASH Annual Meeting (Dec 6–9, 2025) in Orlando, highlighting clinical and translational data across MPNs, GVHD and other hematology programs.

Key highlights: oral presentations for the first‑in‑class mutCALR antibody INCA033989 (monotherapy and ruxolitinib combination) in myelofibrosis and essential thrombocythemia; axatilimab (Niktimvo) GVHD safety/interim data; multiple poster sessions across INCB programs, tafasitamab in follicular lymphoma, and real‑world ruxolitinib analyses.

Incyte will host an investor webcast on Dec 7, 2025, 11:00 a.m. – 12:30 p.m. ET to discuss the mutCALR oral presentation; replay available for 30 days.

Incyte (Nasdaq: INCY) will present at investor conferences in November 2025. Presentations are scheduled for Guggenheim Annual Healthcare Innovation Conference on Monday, November 10, 2025 at 10:00 am ET and Jefferies Global Healthcare Conference (London) on Tuesday, November 18, 2025 at 11:00 am GMT. Both presentations will be webcast live at Investor.Incyte.com and will be available for replay for 30 days.

Incyte (Nasdaq:INCY) reported third-quarter 2025 results with $1.37 billion total revenues, up 20% YoY, and $1.15 billion net product revenues, up 19% YoY. Jakafi net product revenue was $791 million (+7% YoY) and Opzelura net product revenue was $188 million (+35% YoY). The company raised full‑year 2025 net product revenue guidance to $4.23–$4.32 billion and raised Jakafi guidance to $3.050–$3.075 billion while maintaining Opzelura guidance of $630–$670 million. GAAP diluted EPS was $2.11 for the quarter and cash plus marketable securities totaled $2.9 billion as of September 30, 2025.

Business updates include regulatory filings and anticipated data readouts for ruxolitinib XR, INCA033989, INCA33890, INCB161734 and multiple late‑stage studies; some programs were paused as part of pipeline prioritization.

Incyte (NASDAQ:INCY) and Enable Injections announced a strategic partnership on October 27, 2025 to develop and commercialize Incyte’s investigational mutCALR monoclonal antibody (INCA033989) using Enable’s enFuse® On-Body Delivery System.

Under the agreement Incyte obtains a worldwide, exclusive license to use enFuse with INCA033989 in essential thrombocythemia (ET) and myelofibrosis (MF), with potential expansion to other assets and indications. Financial terms include an upfront technology access fee, potential R&D and commercial milestones, and a transfer price for clinical and commercial supply of enFuse devices. enFuse is designed to deliver large-volume subcutaneous doses and enable flexible site-of-care, including at-home self-administration.

Incyte (NASDAQ:INCY) reported eight-week Phase 3b TRuE-AD4 results showing Opzelura (ruxolitinib cream) 1.5% significantly improved moderate atopic dermatitis in adults with inadequate response, intolerance or contraindication to topical corticosteroids and calcineurin inhibitors. At Week 8, 70.0% achieved EASI75 versus 18.5% vehicle and 61.3% achieved IGA-TS versus 13.6% vehicle (P<0.0001 each). Itch improved as early as Day 2 and 62.5% reached Itch NRS4 by Week 8. No serious infections, MACE, malignancies or thromboses were reported during the 8-week vehicle-controlled period. Incyte expects to file a Type-II variation for EU approval by year-end.

Lilly (NYSE: LLY) reported 52-week Phase 3 BRAVE-AA-PEDS results showing once-daily oral baricitinib 4 mg produced substantial hair regrowth in adolescents (ages 12 to <18) with severe alopecia areata.

Key one-year outcomes: 54.1% achieved ≥80% scalp hair coverage (SALT ≤20) on 4 mg versus 31% on 2 mg; 41.2% on 4 mg achieved ≥90% scalp coverage (SALT ≤10). In the severe-disease subgroup (SALT 50–94), 71% on 4 mg achieved successful regrowth. Eyebrow and eyelash regrowth rates were also higher on 4 mg. Safety was consistent with prior trials; no deaths, opportunistic infections, MACEs, or VTEs were reported.

Lilly plans to submit these adolescent data to global regulators for a potential label update for Olumiant and to enroll younger children in BRAVE-AA-PEDS.

Incyte (Nasdaq:INCY) presented Phase 1 data at ESMO 2025 for two programs: INCA33890 (TGFβR2×PD-1) in microsatellite stable (MSS) colorectal cancer and INCB161734 (KRAS G12D) in pancreatic ductal adenocarcinoma (PDAC).

Key points: INCA33890 (RDE cohort n=239) showed a 15.2% ORR in metastatic MSS colorectal cancer (n=105) with manageable immune-related safety; registrational program planned to start in 2026. INCB161734 (expansion doses 600 mg and 1,200 mg) showed PDAC ORRs of 20% and 34% with high DCRs (64% and 86%), no DLTs, and MTD not reached; durability data expected in H1 2026.