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Incyte (INCY) investor relations material
Incyte Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary28 Oct, 2025
Executive summary
Total revenues reached $1.37 billion in Q3 2025, up 20% year-over-year, driven by strong demand for Jakafi, Opzelura, and the launch of Niktimvo.
Net product revenues grew 19% to $1.15 billion, with notable contributions from Jakafi, Opzelura, and Hem/Onc portfolio.
GAAP net income for Q3 2025 was $424 million, up from $106 million in Q3 2024; diluted EPS was $2.11.
Raised full-year 2025 net product revenue guidance to $4.23–$4.32 billion, reflecting portfolio momentum.
Strategic focus on optimizing core business, advancing R&D pipeline, and cost base to drive future growth.
Financial highlights
Jakafi Q3 sales were $791 million, up 7% year-over-year, with 10% demand growth and ~24,000 patients treated.
Opzelura sales reached $188 million, up 35% year-over-year; U.S. net sales were $144 million, up 21%.
Niktimvo Q3 sales were $46 million, up 27% sequentially; 90% of U.S. BMT centers have adopted the product.
Hem/Onc portfolio Q3 global net sales were $171 million, up 107% year-over-year.
GAAP operating income rose 204% to $444 million; non-GAAP operating income increased 95% to $255 million.
Outlook and guidance
Full-year 2025 net product revenue guidance raised to $4.23–$4.32 billion.
Jakafi guidance increased to $3.05–$3.075 billion; Opzelura: $630–$670 million; Hem/Onc: $550–$575 million.
OpEx guidance maintained at $3.25–$3.31 billion for combined R&D and SG&A.
Regulatory submissions planned for ruxolitinib XR, Opzelura AD in Europe, and povorcitinib in HS by year-end 2025/2026.
Anticipate further international expansion and new product launches to drive revenue.
Rationale for pausing specific pipeline programs?
Opzelura EU launch strategy for moderate AD?
INCA33890 registrational program in MSS CRC?
Povorcitinib CSU termination rationale?
989 monotherapy efficacy expectations?
890 1L MSS CRC Phase III confidence?
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Next Incyte earnings date
Guggenheim Securities 2nd Annual Healthcare Innovation Conference10 Nov, 2025
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Frequently asked questions
Incyte is a biopharmaceutical company, which focuses on the discovery, development, and commercialization of proprietary therapeutics in the United States and internationally. The company develops next generation medicines across its three core therapeutic platforms: cancer immunology, epigenetics and targeting microRNAs. The company's epigenetics platform is focused on technologies that can reprogram adult cells to their embryonic state to make them fertile ground for drug discovery.
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