secwatch.observer — SEC 8-K summary
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Issuer:     INCYTE CORP (INCY)
CIK:        0000879169
Form:       8-K
Filed at:   2025-10-28T23:59:59+00:00
Accession:  0000879169-25-000115
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Incyte Q3 revenue $1.37B (+20% YoY); raises FY 2025 product revenue guidance to $4.23-4.32B
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/879169/000087916925000115/0000879169-25-000115-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/879169/000087916925000115/incy-20251028.htm
  HTML page:      https://secwatch.observer/filing/0000879169-25-000115

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer