secwatch.observer — SEC 8-K summary
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Issuer:     INCYTE CORP (INCY)
CIK:        0000879169
Form:       8-K
Filed at:   2026-07-28T11:02:34+00:00
Accession:  0000879169-26-000053
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/879169/000087916926000053/0000879169-26-000053-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/879169/000087916926000053/incy-20260728.htm
  HTML page:      https://secwatch.observer/filing/0000879169-26-000053

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