INCY

With a market cap of around $23 billion, Incyte Corporation (INCY) is a biopharmaceutical company focused on the discovery, development, and commercialization of innovative therapeutics across the United States, Europe, Canada, and Japan. It markets a diverse portfolio of oncology, immunology, and dermatology medicines, including JAKAFI, OPZELURA, and ICLUSIG. The Wilmington, Delaware-based company is set to unveil its fiscal Q2 2026 results before the market opens on Tuesday, Jul. 28. Ahead of this event, analysts expect INCY to report a profit of $1.61 per share, up 22.9% from $1.31 per share in the year-ago quarter. It has surpassed Wall Street's bottom-line estimates in three of the past four quarters while missing on another occasion. Nvidia Stock Could Still Soar 140% to Reach $500, Says Wall Street MU Stock Alert: What to Watch as Micron Takes a Stake in GlobalWafers IBM Stock Just Suffered a Gruesome Massacre, But Algos Likely Sense a Huge Discount Here Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now! For fiscal 2025, analysts forecast the specialty drugmaker to post EPS of $6.61, an increase of 18.5% from $5.58 in fiscal 2025. INCY stock has soared 68.6% over the past 52 weeks, outperforming the broader S&P 500 Index's ($SPX) 21.3% gain and the State Street Health Care Select Sector SPDR ETF's (XLV) 19.4% return over the same period. Incyte shares rose 2.1% on Apr. 28 after the company reported Q1 2026 results that exceeded analyst expectations, driven by strong demand for its cancer therapies. Adjusted EPS came in at $1.81 and revenue increased to $1.27 billion, both surpassing expectations, supported by 7% growth in Jakafi net sales to $757.8 million, which exceeded analyst forecasts. Investor sentiment was also supported by the company's decision to reaffirm its full-year revenue guidance of $4.77 billion - $4.94 billion, although gains were partially tempered by Opzelura sales of $143 million, which, despite 20% year-over-year growth, missed analysts' expectations. Analysts' consensus rating on INCY stock is cautiously optimistic, with a "Moderate Buy" rating overall. Out of 26 analysts covering the stock, opinions include 11 "Strong Buy,” and 15 "Holds.” As of writing, it is trading above the average analyst price...

Incyte has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 8.6% to $114.25 per share while the index has gained 8.2%. Is now a good time to buy INCY? Find out in our full research report, it’s free. Founded in 1991 and evolving from a genomics research firm to a commercial-stage drug developer, Incyte (NASDAQ:INCY) is a biopharmaceutical company that discovers, develops, and commercializes proprietary therapeutics for cancer and inflammatory diseases. A company’s long-term performance is an indicator of its overall quality. Even a bad business can shine for one or two quarters, but a top-tier one grows for years. Over the last five years, Incyte grew its sales at a solid 15% compounded annual growth rate. Its growth beat the average healthcare company and shows its offerings resonate with customers. Free cash flow isn’t a prominently featured metric in company financials and earnings releases, but we think it’s telling because it accounts for all operating and capital expenses, making it tough to manipulate. Cash is king. As you can see below, Incyte’s margin expanded by 8 percentage points over the last five years. This is encouraging, and we can see it became a less capital-intensive business because its free cash flow profitability rose more than its operating profitability. Incyte’s free cash flow margin for the trailing 12 months was 27.7%. We like to invest in businesses with high returns, but the trend in a company’s ROIC can also be an early indicator of future business quality. Unfortunately, Incyte’s ROIC has decreased significantly over the last few years. Only time will tell if its new bets can bear fruit and potentially reverse the trend. Incyte has huge potential even though it has some open questions. At $114.25 per share (or 20.3× forward P/E), is now the time to initiate a position? See for yourself in our in-depth research report, it’s free. WHILE YOU’RE HERE: Top 9 Market-Beating Stocks. The best stocks don’t just beat the market once. They do it again. And again. Robust revenue growth, rising free cash flow, returns on capital that leave their competition in the dust. The market has already rewarded these businesses. But our AI platform says the party isn’t over. Find out which 9 stocks made the cut this week — FREE. Get Our Top 9 Market-Beating Stocks for Free...

The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how biotechnology stocks fared in Q1, starting with Incyte (NASDAQ:INCY). The biotechnology industry is defined by its high-risk, high-reward business model, as companies invest heavily in research and development to create innovative therapies and treatments. Breakthroughs can lead to transformative, patent-protected revenue streams. Companies in this space are also increasingly relying on AI and data to maximize the speed and efficiency of drug discovery. On the other hand the lengthy and expensive process of clinical trials and regulatory approval makes profitability uncertain and timelines unpredictable. The 14 biotechnology stocks we track reported a satisfactory Q1. As a group, revenues beat analysts’ consensus estimates by 13%. Luckily, biotechnology stocks have performed well with share prices up 13% on average since the latest earnings results. Founded in 1991 and evolving from a genomics research firm to a commercial-stage drug developer, Incyte (NASDAQ:INCY) is a biopharmaceutical company that discovers, develops, and commercializes proprietary therapeutics for cancer and inflammatory diseases. Incyte reported revenues of $1.27 billion, up 20.9% year on year. This print exceeded analysts’ expectations by 4.7%. Overall, it was a satisfactory quarter for the company with a beat of analysts’ EPS estimates but full-year revenue guidance missing analysts’ expectations significantly. Incyte delivered the weakest full-year guidance update of the whole group. Interestingly, the stock is up 21.5% since reporting and currently trades at $116.26. Is now the time to buy Incyte? Access our full analysis of the earnings results here, it’s free. Rising to global prominence during the COVID-19 pandemic with one of the first effective vaccines, Moderna (NASDAQ:MRNA) develops messenger RNA (mRNA) medicines that direct the body's cells to produce proteins with therapeutic or preventive benefits for various diseases. Moderna reported revenues of $389 million, up 260% year on year, outperforming analysts’ expectations by 55.8%. The business had an incredible quarter with a beat of analysts’ EPS estimates. Moderna achieved the fastest revenue growth among its peers. The market seems happy with the results as the stock is up 48.7% since repo...

WILMINGTON, Del., July 08, 2026--(BUSINESS WIRE)--Incyte (Nasdaq:INCY) announced today that it has scheduled its second quarter financial results conference call and webcast for 8:00 a.m. ET on Tuesday, July 28, 2026. The schedule for the press release and conference call/webcast is as follows: Q2 2026 Press Release: July 28, 2026, at 7:00 a.m. ET Q2 2026 Conference Call: July 28, 2026, at 8:00 a.m. ET Domestic Dial-In Number: 877-407-3042 International Dial-In Number: 201-389-0864 Conference ID Number: 13759527 If you are unable to participate, a replay of the conference will be available for thirty days. The replay dial-in number for the U.S. is 877-660-6853 and the dial-in number for international callers is 201-612-7415. To access the replay you will need the conference identification number 13759527. A live webcast with slides can be accessed at Investor.Incyte.com and will be available for replay for ninety days. About IncyteIncyte is redefining what’s possible in biopharmaceutical innovation. Through deep scientific expertise and a relentless focus on patients, we have built an established portfolio of first-in-class medicines and an extensive portfolio of next-generation medicines across our key franchises: Hematology, Oncology and Inflammation & Autoimmunity. To learn more, visit Incyte.com and Investor.Incyte.com. Follow us on social media: LinkedIn, X, and Instagram. View source version on businesswire.com: https://www.businesswire.com/news/home/20260708563739/en/ Contacts Incyte Contacts Media [email protected] Investors [email protected]

- Cohort 1 results presented at ENDO 2026 demonstrate meaningful reductions in total heterotopic ossification (HO) lesion volume, new HO lesions and flare activity in adolescents and adults with FOP - U.S. Food and Drug Administration (FDA) accepted the New Drug Application (NDA) for zilurgisertib in FOP under Priority Review FOSTER CITY, Calif. & WILMINGTON, Del., June 14, 2026--(BUSINESS WIRE)--Mirum Pharmaceuticals, Inc. (Nasdaq:MIRM) and Incyte (Nasdaq:INCY) today announced pivotal Phase 2 results from Cohort 1 of the PROGRESS study evaluating zilurgisertib, an investigational oral activin receptor-like kinase 2 (ALK2) inhibitor, in adolescents and adults (≥12 years of age) with fibrodysplasia ossificans progressiva (FOP). Results were shared in a late-breaking rapid-fire presentation at ENDO 2026, the Endocrine Society’s annual meeting. Results from Cohort 1 of the PROGRESS study demonstrated a consistent treatment effect across measures of disease activity and durability through Week 48. During the open-label extension, no new HO lesions were observed among patients who continued to receive zilurgisertib or among placebo-treated patients who crossed over to active treatment at Week 24. "The findings presented at ENDO represent an important milestone for the zilurgisertib program and further strengthen the growing body of clinical evidence supporting its potential as a treatment for FOP," said Steven Stein, M.D., Executive Vice President, Chief Medical Officer and Head of Late-Stage Development at Incyte. "People living with FOP and their families urgently need additional treatment options," said Joanne Quan, M.D., Chief Medical Officer at Mirum Pharmaceuticals. "These results reinforce our confidence in the potential of zilurgisertib and our commitment to working with Incyte to bring this important program forward as we prepare for potential commercialization and support the FOP community." Cohort 1 of the PROGRESS study evaluated zilurgisertib 100 mg once-daily in 63 adolescents and adults (≥12 years of age) with FOP. Patients were randomized 1:1 to receive zilurgisertib (n=32) or placebo (n=31) during a 24-week, placebo-controlled, double-blind period, followed by an open-label extension period. Baseline demographics and disease characteristics were generally balanced between treatment groups, with a mean age of approximately 21 years and evidence of...

- frontMIND study evaluating tafasitamab (Monjuvi®/Minjuvi®) in patients with previously untreated high-risk diffuse large B-cell lymphoma (DLBCL) and high-grade B-cell lymphoma (HGBL) selected for the prestigious Plenary Abstracts Session at EHA 2026 - Results showed tafasitamab and lenalidomide plus R-CHOP (Tafa-Len-R-CHOP) significantly prolonged progression-free survival (PFS), reducing risk of disease progression or death by 25% - Positive trends toward PFS benefit with Tafa-Len-R-CHOP were observed across prespecified subgroups, including in patients with centrally confirmed lymphoma subtypes and both cell-of-origin (COO) molecular subtypes - The frontMIND data support global regulatory applications for tafasitamab and lenalidomide in addition to R-CHOP for previously untreated DLBCL and HGBL WILMINGTON, Del., June 13, 2026--(BUSINESS WIRE)--Incyte (Nasdaq:INCY) today announced positive results from the pivotal Phase 3 frontMIND trial evaluating the efficacy and safety of tafasitamab (Monjuvi®/Minjuvi®), a humanized Fc-modified cytolytic CD19-targeting monoclonal antibody, and lenalidomide added to R-CHOP (rituximab, cyclophosphamide, doxorubicin, vincristine and prednisone; Tafa-Len-R-CHOP) versus R-CHOP, the current standard of care, as a first-line treatment for adults with previously untreated diffuse large B-cell lymphoma (DLBCL) or high-grade B-cell lymphoma (HGBL). Eligible patients had an International Prognostic Index (IPI) score of 3-5, or, for patients ≤60 years of age, an age-adjusted IPI (aaIPI) of 2-3. These data are being highlighted in a prestigious Plenary Abstracts Session at the European Hematology Association (EHA) 2026 Congress, being held June 11 - 14, 2026, in Stockholm, Sweden (Abstract # S101. Plenary Abstract Session. June 13, 6:00 - 7:30 a.m. ET [12:00-1:30 p.m. CEST]). frontMIND results were also recently published in The Lancet. "These frontMIND data reinforce the potential of Tafa-Len-R-CHOP to meaningfully change the first-line treatment landscape for patients with high-risk DLBCL or HGBL, for which outcomes have remained unchanged for decades," said Steven Stein, M.D., Executive Vice President, Chief Medical Officer and Head of Late-stage Development, Incyte. "With encouraging efficacy observed across prespecified subgroups regardless of cell-of-origin (COO) molecular subtype, we believe these findings position this ther...

A month has gone by since the last earnings report for Intellia Therapeutics, Inc. (NTLA). Shares have lost about 7.9% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is Intellia Therapeutics due for a breakout? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent drivers for Intellia Therapeutics, Inc. before we dive into how investors and analysts have reacted as of late. Intellia incurred a first-quarter 2026 loss of 81 cents per share, narrower than the Zacks Consensus Estimate of a loss of 92 cents. In the year-ago quarter, the company had incurred a loss of $1.10 per share. Intellia’s total revenues currently comprise only collaboration revenues. The company reported revenues of $15 million for the first quarter of 2026, which missed the Zacks Consensus Estimate of $16 million. Total revenues declined 9.5% year over year. Research and development expenses totaled $80.7 million, down 25.5% from the year-ago quarter’s figure. The decrease was due to lower employee-related expenses, stock-based compensation and reduced spending on research materials and contracted services. General and administrative expenses in the first quarter were $34.8 million, up 20.1% year over year, primarily due to continued investments in building the company’s commercial infrastructure and higher legal expenses, partially offset by lower stock-based compensation. As of March 31, 2026, Intellia had cash, cash equivalents and marketable securities worth $517.2 million compared with $605.1 million as of Dec. 31, 2025. Following an underwritten public offering of common stock, the company expects its cash runway to support operations into 2028. In the past month, investors have witnessed a upward trend in estimates revision. The consensus estimate has shifted 7.62% due to these changes. At this time, Intellia Therapeutics has a average Growth Score of C, however its Momentum Score is doing a lot better with an A. However, the stock has a grade of F on the value side, putting it in the fifth quintile for value investors. Overall, the stock has an aggregate VGM Score of D. If you aren't focused on one strategy, this score is the one you should be interested in. Estimates have been broadly trending upward for the stock, and the magnitude...

Boston-headquartered Tango Therapeutics (TNGX) stock surged on Monday, driven by encouraging results from a pancreatic cancer trial. TNGX is a clinical-stage biotech firm focused on discovering and delivering next-gen precision cancer medicines, and the pancreatic cancer trial appears to have validated its therapeutic approach in a particularly difficult-to-treat cancer type. Billionaire Jeff Bezos Says America Needs to ‘Fix It at the Root’ Like Amazon Does Instead of Picking Villains — Bottom 50% Should Pay ‘Zero’ Taxes Ahead of Oracle Earnings, Here's What Barchart Data Says Comes Next for ORCL Stock Dear Nvidia Stock Fans, Mark Your Calendars for June 11 Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today! Pancreatic cancer remains one of the most lethal malignancies worldwide, with limited treatment options — making any positive clinical signal extremely valuable. Including recent gains, Tango Therapeutics shares are up more than 200% versus the start of 2026. Tango’s management moved swiftly to capitalize on the post-results momentum by announcing a major capital raise. The biotech firm launched an underwritten public offering worth $500 million on June 8, with an additional 30-day option for underwriters to purchase up to $75 million in additional shares. The timing of this offering is highly strategic, as TNGX is leveraging enthusiasm following its pancreatic cancer clinical trial data to raise capital at what it presumably views as favorable terms. Note that TNGX shares are now trading at an all-time high. The $500 million offering looks substantial for a clinical-stage biotech and signals management’s confidence in advancing its pipeline aggressively. All shares in the offering are being sold directly by the company, meaning the proceeds will fund continued clinical development and potential expansion into additional indications. This capital raise places Tango within a broader wave of biotech dealmaking and financing activity visible in the current market environment, where oncology assets continue to command premium valuations. Companies like Roche (RHHBY), Johnson & Johnson (JNJ), and Incyte (INCY) have recently made multi-billion-dollar acquisitions of cancer-focused biotechs, underscoring exceptional demand for i...

It has been about a month since the last earnings report for Adma Biologics (ADMA). Shares have lost about 5.8% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Adma Biologics due for a breakout? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent catalysts for ADMA Biologics Inc before we dive into how investors and analysts have reacted as of late. ADMA Q1 EPS Jumps 73% Y/Y, Revenues Slip, 2026 View Down ADMA Biologics reported first-quarter 2026 earnings of 19 cents per share, up 73% from 11 cents in the year-ago quarter. Total revenues were $114.5 million, down 0.3% from the year-ago quarter’s level. ADMA Biologics markets plasma-derived biologics for the treatment of immune deficiencies and the prevention of certain infectious diseases. The company’s top line currently comprises sales of three FDA-approved products — Bivigam (an Intravenous Immune Globulin [“IVIG”] product to treat primary humoral immunodeficiency), Asceniv (to treat primary immunodeficiency disease or PIDD) and Nabi-HB (to treat and provide enhanced immunity against the hepatitis B virus). Management noted that increased competition, elevated channel inventories and aggressive pricing activity in standard immunoglobulin (IG) products created temporary pressure on top-line performance, particularly for Bivigam. The company stressed that Asceniv remained resilient, delivering 28% year-over-year revenue growth, driven by record utilization, expanding prescriber adoption, strong patient adherence and continued new patient starts. ADMA’s Product Portfolio Shows a Clear Mix Shift Within ADMA’s revenue composition, Asceniv continued to play the central role in supporting results while other product lines moved in the opposite direction. Bivigam revenues declined 54% year over year, which management attributed largely to the same distribution and inventory dynamics affecting the standard IG market. Revenues from intermediates and other products also fell year over year. ADMA’s Q1 Product Mix Drives Margin Expansion The first-quarter results reflected a sharp mix shift toward higher-margin Asceniv even as the broader IG market in the United States experienced near-term dislocation tied to distributor ordering...

- Late-breaking rapid-fire presentation to include results from Cohort 1 of the placebo-controlled PROGRESS study evaluating zilurgisertib in fibrodysplasia ossificans progressiva (FOP) FOSTER CITY, Calif. & WILMINGTON, Del., June 04, 2026--(BUSINESS WIRE)--Mirum Pharmaceuticals, Inc. (Nasdaq: MIRM) and Incyte (Nasdaq: INCY) today announced that pivotal Phase 2 results from the PROGRESS study evaluating zilurgisertib, an investigational ALK2 inhibitor, in patients with fibrodysplasia ossificans progressiva ("FOP") will be presented at ENDO 2026, the Endocrine Society’s annual meeting, taking place June 13-16, 2026, in Chicago, Illinois. The late-breaking rapid-fire presentation will include results from Cohort 1 of the placebo-controlled PROGRESS study, which enrolled patients 12 years of age and older and formed the basis of the New Drug Application (NDA) for zilurgisertib to the U.S. Food and Drug Administration (FDA). In April 2026, Mirum entered into an exclusive license agreement with Incyte for worldwide rights to zilurgisertib. "ENDO 2026 is an important milestone for the zilurgisertib FOP program as we share pivotal results from the PROGRESS study in patients living with this debilitating disease," said Steven Stein, M.D., Executive Vice President, Chief Medical Officer and Head of Late-stage Development at Incyte. "These data add to the growing clinical understanding of zilurgisertib’s potential in FOP as Incyte and Mirum continue to advance toward the FDA’s Priority Review PDUFA date of September 26, 2026." "FOP is a devastating, progressive disease that profoundly impacts patients and families," said Joanne Quan, M.D., Chief Medical Officer at Mirum Pharmaceuticals. "At Mirum, in partnership with Incyte, we are committed to advancing zilurgisertib with urgency as we work toward potentially bringing a needed new treatment option to people living with FOP." Congress Presentation Additional details regarding the presentation are as follows: Abstracts accepted for presentation at ENDO 2026 will be available once published through the Endocrine Society’s ENDO 2026 website. About Zilurgisertib Zilurgisertib is an investigational, oral, small molecule, activin receptor-like kinase 2 (ALK2) inhibitor in development for the treatment of Fibrodysplasia Ossificans Progressiva (FOP). Zilurgisertib is designed to inhibit the ALK2 receptor, which is abnormally...

Incyte (INCY) and Mirum Pharmaceuticals (MIRM) said Thursday they will present pivotal phase 2 data

A month has gone by since the last earnings report for Agios Pharmaceuticals (AGIO). Shares have added about 8.6% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Agios Pharmaceuticals due for a pullback? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent catalysts for Agios Pharmaceuticals, Inc. before we dive into how investors and analysts have reacted as of late. Agios Beats Q1 Earnings & Sales Estimates Agios reported a loss of $1.69 per share for the first quarter of 2026, narrower than the Zacks Consensus Estimate of a loss of $1.81. In the year-ago quarter, the company had incurred a loss of $1.55 per share.Total revenues for the first quarter of 2026 came in at $20.7 million, beating the Zacks Consensus Estimate of $13.8 million. Revenues surged 138% year over year, primarily driven by the U.S. commercial launch of Aqvesme and continued strong growth in Pyrukynd sales. Quarter in DetailThe top line comprises product revenues from Pyrukynd and Aqvesme. However, the company did not disclose separate sales figures for the two drugs.Agios generated $18.8 million of product revenues from the sales of both drugs in the United States. The reported figure increased 116% year over year, driven by the strong early momentum of the U.S. commercial launch of Aqvesme in thalassemia.The company added $1.9 million from ex-U.S. territories, reflecting demand for Pyrukynd in the thalassemia indication across the Gulf Council Countries.Research and development expenses increased by approximately 11.6% year over year to $81.1 million in the first quarter due to higher costs related to pipeline development.Selling general and administrative expenses totaled $48.3 million, up 16.3% year over year, driven by higher stock compensation expense and expenses associated with the commercial launch of Aqvesme.As of March 31, 2026, cash, cash equivalents and marketable securities totaled $1.0 billion compared with $1.2 billion as of Dec. 31, 2025. Since the earnings release, investors have witnessed a upward trend in fresh estimates. At this time, Agios Pharmaceuticals has a poor Growth Score of F, however its Momentum Score is doing a lot better with a B. However, the stock was allocated a grade of F on the value side, putting it...