| INCY |
Report |
Jakafi net sales |
BEAT |
pred ~$808M vs. cons $796.5M |
MEDIUM |
| INCY |
Report |
Opzelura net sales excluding the $246M CMS accrual reversal |
MISS |
pred ~$210M vs. cons $214.7M |
MEDIUM |
| INCY |
Report |
Hematology and Oncology portfolio net sales |
BEAT |
pred ~$232M vs. cons $221M |
MEDIUM |
| INCY |
Guide |
Total net sales |
BETTER |
guide ~$5.18B vs. cons $5.15B (FY2026 midpoint) |
MEDIUM |
| INCY |
Guide |
Opzelura net sales |
BETTER |
guide ~$1.05B vs. cons $1.03B (FY2026 midpoint, including CMS reversal) |
MEDIUM |
| INCY |
Guide |
Jakafi net sales |
BETTER |
guide ~$3.28B vs. cons $3.26B (FY2026 midpoint) |
MEDIUM |
| INCY |
Guide |
Hematology and Oncology portfolio net sales |
BETTER |
guide ~$880M vs. cons $860M (FY2026 midpoint) |
MEDIUM |
| INCY |
Guide |
Non-GAAP R&D plus SG&A expense |
LOWER |
guide ~$4.57B vs. cons $4.53B (FY2026 midpoint, including Vega upfront expense) |
LOW |
| INCY |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.2% |
— |
LOW |
| INCY |
Return |
5-day cumulative residual |
+3.0% (FOLLOW-THROUGH) |
Recurring Opzelura gross-to-net improvement and guide ~$5.18B vs. cons $5.15B support modest upward revenue revisions beyond the mechanical CMS benefit; guide ~$4.57B vs. cons $4.53B for spending and a small underlying Opzelura miss limit the magnitude. |
LOW |