earnings
confidence high
sentiment positive
materiality 0.80
Incyte Q3 revenue $1.37B (+20% YoY); raises FY 2025 product revenue guidance to $4.23-4.32B
INCYTE CORP
2025-Q3 EPS reported
$4.95
revenue$3,634,407,000
- GAAP diluted EPS $2.11 vs $0.54 YoY; Non-GAAP diluted EPS $2.26 vs $1.07.
- Jakafi net revenue $791M (+7%), Opzelura $188M (+35%), Niktimvo $46M (launch).
- Raised FY 2025 Jakafi guidance to $3.05-3.075B, other oncology to $550-575M.
- FDA approved Opzelura for pediatric atopic dermatitis (age 2+).
- Plan to start registrational program for INCA33890 in MSS CRC in 2026; paused INCA034460, INCB57643, povorcitinib in CSU.