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
Total non-GAAP R&D and SG&A operating expense
“$4,625 - $4,695 million”
Period
FY2026
Measure
Company-defined measure
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
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 for the treatment of adults with intermediate- or high-risk myelofibrosis (MF) and adults with polycythemia vera (PV) who have had an inadequate response to or are intolerant to hydroxyurea, as well as for adults and children aged 12 years and older with steroid-refracto
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.