Incyte — Feb 10, 2026 release
Fiscal 2025 fourth-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0000879169-26-000006
Showing in the filing
Hematology and Oncology net product revenue (1)
“$800 - $880 million”
Period
FY2026
Measure
GAAP-tied
Source
Guidance table
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 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 was also approved by Japan's Ministry of Health, Labour and Welfare (MHLW) in combination with rituximab and lenalidomide for adult patients with relapsed or refractory FL (2L+). • In January 2026, the Company announced positive topline results from the pivotal Phase 3 frontMIND trial evaluating tafasitamab and lenalidomide in addition to R-CHOP (ritux
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.