Welcome to our dedicated page for INCYTE SEC filings (Ticker: INCY), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Incyte Corporation's SEC filings document a Nasdaq-listed biopharmaceutical issuer with common stock trading under INCY and product franchises in hematology, oncology, and inflammation and autoimmunity. Form 8-K reports cover operating results, product sales trends for Jakafi and Opzelura, financial guidance, pipeline updates, and regulatory correspondence affecting drug applications.
Proxy and current-report filings also disclose board and executive changes, officer appointments, equity compensation, shareholder voting matters, executive pay, governance practices, and registered security information. These filings frame Incyte's capital structure, leadership oversight, commercial portfolio, clinical-development programs, and regulatory risks.
INCY reports a Form 144 notice for the sale of 18,667 shares of Common Stock via a stock option exercise on 03/17/2026. The filing lists proceeds of 1,759,101.55 and shows prior sales in the past three months associated with Pablo Cagnoni. The transaction is reported through Morgan Stanley Smith Barney LLC as broker-dealer.
Incyte Corporation reported that on February 27, 2026, the U.S. Food and Drug Administration issued a Complete Response Letter for the supplemental Biologics License Application for Zynyz (retifanlimab-dlwr) injection in metastatic non-small cell lung cancer in combination with platinum-based chemotherapy.
The FDA’s letter cited regulatory compliance inspection findings at Catalent Indiana, the third-party fill-finish facility referenced in the application, as the sole approvability issue. The FDA did not raise concerns about Zynyz’s efficacy, safety data in NSCLC, or the third-party drug substance manufacturer. Incyte is working with the FDA and Catalent Indiana to address the letter and support a potential resubmission.
INCYTE CORP President, R&D Pablo J. Cagnoni reported multiple equity transactions. On February 19, 2026, he exercised employee stock options into 13,093 and 5,575 shares of common stock at exercise prices of $61.76 and $61.18 per share, respectively, through derivative conversions.
He then executed an open-market sale of 18,668 shares of common stock at an average price of $100.91 per share. After these transactions, he directly owned 234,800 shares of common stock, plus remaining stock options, and had an additional 229,661 shares tied to unvested restricted and performance stock units.
Baker Bros. Advisors and affiliates filed Amendment No. 32 to their Schedule 13D on Incyte Corp., updating their large ownership position and related rights. The filing reports beneficial ownership of up to 31,213,417 shares of Incyte common stock by certain reporting persons, representing 15.7% of the outstanding shares as of February 3, 2026, including 108,931 vested stock options held by Julian C. Baker as director compensation.
The amendment also discloses a February 6, 2026 Registration Rights Agreement giving the Baker-managed funds resale registration rights for all of their Incyte securities. Incyte must, upon request, file and maintain a resale shelf registration and permit limited underwritten offerings and block trades for up to ten years, enhancing flexibility for future sales by the funds.
Incyte Corporation is a global biopharmaceutical company focused on hematology, oncology, and inflammation and autoimmunity. It discovers, develops and commercializes proprietary therapies from hubs in Wilmington, Delaware, Europe, Japan and Canada.
In hematology, key products include JAKAFI/JAKAVI (ruxolitinib) for myelofibrosis, polycythemia vera and graft-versus-host disease, ICLUSIG for certain leukemias, MONJUVI/MINJUVI for diffuse large B‑cell lymphoma and follicular lymphoma, and NIKTIMVO for chronic graft-versus-host disease. The company highlights strong reliance on JAKAFI/JAKAVI revenue as a principal risk.
In oncology, Incyte markets PEMAZYRE for cholangiocarcinoma and myeloid/lymphoid neoplasms with FGFR rearrangements, and ZYNYZ for Merkel cell carcinoma and squamous cell carcinoma of the anal canal. In inflammation and autoimmunity, OPZELURA (ruxolitinib cream) is approved for atopic dermatitis and nonsegmental vitiligo, with additional late-stage programs in hidradenitis suppurativa, vitiligo, prurigo nodularis and asthma via oral JAK1 inhibitor povorcitinib.
Incyte expands its portfolio with late-stage assets such as mutant CALR antibody INCA033989 for essential thrombocythemia and myelofibrosis, KRAS G12D inhibitor INCB161734, CDK2 inhibitor INCB123667, and TGFβR2xPD‑1 bispecific INCA33890. Strategic collaborations with Novartis, Lilly, Syndax, MacroGenics and others provide milestones and royalties, while a broad patent estate and regulatory exclusivities protect major products into the 2030s.
Incyte reported strong growth for Q4 and full-year 2025 and set higher 2026 revenue targets. Total revenue reached $1.51 billion in the fourth quarter, up 28% year over year, and $5.14 billion for 2025, up 21%, driven mainly by a 20% increase in net product revenue to $4.35 billion.
Key brands Jakafi and Opzelura grew solidly, while newer oncology products Niktimvo and Zynyz contributed increasing sales. GAAP net income jumped to $1.29 billion for 2025, with diluted EPS of $6.41, reflecting both higher revenue and the absence of large one-time R&D charges recorded in 2024.
For 2026, Incyte guides total net product revenue to $4.77–$4.94 billion, including Jakafi of $3.22–$3.27 billion, Opzelura of $750–$790 million, and hematology/oncology products of $800–$880 million. The company also plans substantial R&D and SG&A investment while advancing multiple late-stage trials and preparing for potential new launches.
Vijay Iyengar filed a notice to sell 12743 shares of Incyte (INCY) common stock under Rule 144. The shares are to be sold through Morgan Stanley Smith Barney LLC Executive Financial Services on NASDAQ, with an aggregate market value of 1388987.00.
The filing states that 196322703 shares of common stock were outstanding. The 12743 shares to be sold were acquired on 02/09/2026 via a stock option exercise paid in cash the same day. The notice also reports prior sales over the past three months, including 95811 shares sold on 01/06/2026 for gross proceeds of 9998255.70.
Incyte Corporation executive Michael James Morrissey reported a small share withholding related to equity compensation. On February 2, 2026, 185 shares of Incyte common stock were withheld at $102.67 per share to cover tax obligations from previously granted restricted stock units.
After this withholding, Morrissey beneficially owns 34,065 shares of Incyte common stock directly. This total includes 22,560 shares tied to previously reported restricted stock units and earned performance stock units that are not yet vested, reflecting ongoing equity-based compensation rather than an open-market sale.
Incyte Corporation executive Heeson Lee reported a routine tax-related share transaction. On 02/02/2026, 111 shares of Incyte common stock were withheld automatically at a price of $102.67 per share to satisfy tax obligations from settling previously granted restricted stock units.
After this withholding, Lee beneficially owned 38,041 shares of Incyte common stock directly. This total includes 33,496 shares that are issuable from earlier reported restricted stock units that have not yet vested, reflecting a significant portion of equity held in unvested awards.