Incyte — Jul 28, 2026 release
Fiscal 2026 second-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0000879169-26-000053
Showing in the filing
Opzelura net sales
“$1,050 - $1,100 million”
Period
FY2026
Measure
GAAP-tied
Source
Prose
All guidance in this release · 10
Total estimated incremental impact on Opzelu… for FY2026
“$300 - $310 million”
Estimated impact on third and fourth quarter… for Q4 FY2026
“$40 - $50 million”
IPR&D expense for Q3 FY2026
“approximately $1,270 million”
IPR&D expense associated with Vega Therapeut… for Q3 FY2026
“approximately $1,270 million”
Incremental ongoing R&D investments related …
“$50 million”
Total net sales for FY2026
“$5,130 - $5,260 million”
Opzelura net sales for FY2026
“$1,050 - $1,100 million”
Hematology and Oncology net sales for FY2026
“$860 - $890 million”
Total GAAP R&D and SG&A operating expense for FY2026
“$4,915 - $4,995 million”
Total non-GAAP R&D and SG&A operating expense for FY2026
“$4,625 - $4,695 million”
Exhibit 99.1 · the passage around this item
… earlier in the release
Incyte’s guidance for the fiscal year 2026 is summarized below. Current Previous Total net sales $5,130 - $5,260 million $4,770 - $4,940 million Jakafi net sales (1) unchanged $3,220 - $3,270 million Opzelura net sales (2) $1,050 - $1,100 million $750 - $790 million Hematology and Oncology net sales (3) $860 - $890 million $800 - $880 million Total GAAP R&D and SG&A operating expenses (4) $4,915 - $4,995 million $3,495 - $3,675 million Total Non-GAAP R&D and SG&A operating expenses (4,5) $4,625 - $4,695 million $3,205 - $3,375 million 1 Includes Jakafi XR ™ (ruxolitinib) net sales. 2 Includes net sales for moderate atopic dermatitis in Europe, which is anticipated to be approved in the second half of 2026. 3 Includes 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 in Canada, Europe, Japan, APAC, MEA and LatAm. 4 Includes upfront cost related to the acquisition of Vega Therapeutics, which will be recognized as an IPR&D expense impacting both the third quarter and full-year 2026 in addition to incremental R&D investment related to latarcibart. 5 Adjusted to exclude the estimated cost of stock-based compensation. Key Business Updates Hematology Jakafi XR ™ (ruxolitinib) • In May, Jakafi XR was approved by the FDA f
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.