Incyte Corporation
INCY
Jodie read · what matters now
Revenue increased 20.9% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to INCY, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-04-28 against the comparable filing from 2025-04-29.
What improved
- Revenue increased 20.9% versus the comparable filing period.
- Operating margin improved 4.2 percentage points.
- Net income increased 91.7% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“The increase in cost of sales for the three months ended March 31, 2026 as compared to the corresponding period in 2025 was driven by primarily driven by growth in net sales, NIKTIMVO profit share and increased manufacturing related costs.”
“The increase in other hematology and oncology net sales for the three months ended March 31, 2026 as compared to the corresponding period in 2025 was primarily driven by increased demand of NIKTIMVO, MONJUVI/MINJUVI and ZYNYZ.”
“Revenues Three Months Ended March 31, 2026 2025 (in millions) JAKAFI net sales $ 757.8 $ 709.4 OPZELURA net sales 143.0 118.7 ICLUSIG net sales 35.5 29.5 PEMAZYRE net sales 22.5 18.4 MINJUVI/MONJUVI net sales 49.2 29.6 NIKTIMVO net sales 55.1 13.6 ZYNYZ net sales 41.4 3.1 Total net sales 1,104.5 922.3 JAKAVI product royalty revenues 105.6 92.1 OLUMIANT product royalty revenues 36.4 30.8 TABRECTA product royalty revenues 6.0 6.4 Other product royalty revenues 3.2 1.3 Total product royalty revenues 151.2 130.6 Milestone and contract revenues 17.0 — Total revenues $ 1,272.7 $ 1,052.9 The increase in JAKAFI for the three months ended March 31, 2026 as compared to the corresponding period in 202...”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind INCY
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
Live connections
INCY is currently a Participant in the organic co-movement group Biopharmaceuticals and Care. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.