HighGravityData
Companies / Incyte / Filing

Incyte — Feb 10, 2026 release

Fiscal 2025 fourth-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0000879169-26-000006
Open on SEC.gov ↗
Showing in the filing
Total GAAP R&D and SG&A operating expense
“$3,495 to $3,675 million”
Period
FY2026
Measure
Company-defined measure
Source
Prose
All guidance in this release · 6
Total net product revenue for FY2026
“$4,770 to $4,940 million”
Jakafi net product revenue for FY2026
“$3,220 to $3,270 million”
Opzelura net product revenue for FY2026
“$750 to $790 million”
Total GAAP R&D and SG&A operating expense for FY2026
“$3,495 to $3,675 million”
Hematology and Oncology net product revenue … for FY2026
“$800 - $880 million”
Total non-GAAP R&D and SG&A operating expens… for FY2026
“$3,205 - $3,375 million”
Exhibit 99.1 · the passage around this item
… earlier in the release
Total net product revenue guidance of $4,770 to $4,940 million comprises: Jakafi net product revenue of $3,220 to $3,270 million and includes the initial launch of Jakafi XR, if approved; Opzelura net product revenue of $750 to $790 million and includes the anticipated ex-U.S. launch of Opzelura in moderate AD in late-2026; and Hematology and Oncology net product revenue of $800 to $880 million. Total GAAP R&D and SG&A operating expense guidance of $3,495 to $3,675 million includes continued investment in our mid- and late-stage pipeline and the costs associated with our upcoming potential launches. Current Total net product revenue $4,770 - $4,940 million Jakafi net product revenue $3,220 - $3,270 million Opzelura net product revenue $750 - $790 million Hematology and Oncology net product revenue (1) $800 - $880 million Total GAAP R&D and SG&A operating expenses $3,495 - $3,675 million Total non-GAAP R&D and SG&A operating expenses (2) $3,205 - $3,375 million 1 Pemazyre ® (pemigatinib) in the U.S., Canada, Europe, Japan, Asia Pacific (APAC), Middle East and Africa (MEA), and Latin America (LatAm); Niktimvo and Monjuvi in the U.S.; Zynyz in the U.S., Europe and Japan; Iclusig ® (ponatinib) in Europe and MEA; and Minjuvi ® (tafasitamab) in Canada, Europe, Japan, APAC, MEA and LatAm. 2 Adjusted to exclude the estimated cost of stock-based compensation. Key Business Updates Hematology Monjuvi/Minjuvi (tafasitamab) • In December, Minjuvi was approved by the European Commission (EC) in combination with lenalidomide and rituximab for the treatment of adult patients with relapsed or refractory FL (Grade 1-3a) after at least one line of systemic therapy. It
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.