| INCY |
Report |
Total revenue |
IN-LINE |
pred ~$1.510B vs. cons $1.503B |
MEDIUM |
| INCY |
Report |
Operating diluted EPS |
BEAT |
pred ~$2.30 vs. cons $2.25 |
MEDIUM |
| INCY |
Report |
Opzelura revenue |
IN-LINE |
pred ~$310M vs. cons $309M |
MEDIUM |
| INCY |
Guide |
FY26 Opzelura net sales |
LOWER |
guide ~$850M-$870M vs. cons $895M |
LOW |
| INCY |
Guide |
FY26 Jakafi net sales |
LOWER |
guide $3.22B-$3.27B vs. cons $3.72B |
LOW |
| INCY |
Guide |
Jakafi XR / Opzelura qualitative outlook |
UNCHANGED |
measured XR conversion; improved Opzelura gross-to-net |
MEDIUM |
| INCY |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.0% |
— |
LOW |
| INCY |
Return |
5-day cumulative residual |
-5.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — below-consensus forward guide drives reductions |
LOW |