earnings
confidence high
sentiment positive
materiality 0.80
Incyte Q1 2025 revenues up 20% to $1.05B; Jakafi guidance raised
INCYTE CORP
2025-Q1 EPS reported
$0.80
revenue$1,052,898,000
- Total revenues $1,053M (+20% YoY); product rev $922M (+26%); GAAP diluted EPS $0.80; Non-GAAP $1.16.
- Jakafi net product rev $709M (+24%); full-year 2025 guidance raised to $2,950-$3,000M.
- Opzelura net rev $119M (+38%); Niktimvo launch rev $14M in first two months.
- Povorcitinib meets primary endpoints in Phase 3 HS and Phase 2 CSU; supports regulatory submission.
- Cash and marketable securities $2.4B; pipeline progress across MPN, oncology, and IAI programs.