Incyte Q2 revenue $1.67B (+38% YoY); raises FY2026 guidance; acquires Vega Therapeutics for $1.25B

INCYTE CORP

Total net sales $1.49B (+40% YoY); GAAP diluted EPS $2.81, Non-GAAP diluted EPS $3.09.
Jakafi net sales $817M (+7%); Opzelura net sales $450M (incl. $246M one-time CMS benefit); ex-benefit $204M (+24%).
Raises FY2026 total net sales guidance to $5.13-5.26B from $4.77-4.94B; Opzelura guidance to $1.05-1.1B.
Completed acquisition of Vega Therapeutics for $1.25B upfront; adds latarcibart (Phase 3 VWD) to pipeline.
Hematology/Oncology net sales $222M (+69%); Niktimvo, Monjuvi/Minjuvi, Zynyz drive growth.

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