INCY · 10-Q · 2026Q3 · Full report

Revenue Performance and Mix

INCYTE CORP · 2026-10-29 · Importance 59 · Surprise 48

Total revenue increased 14.0% to $1.557 billion in the third quarter of 2026 and 23.9% to $4.504 billion in the first nine months, compared with the same periods in 2025. Nine-month net sales rose 24.8% to $3.909 billion; product royalties increased 14.1% to $516.8 million, primarily from JAKAVI, and milestone and contract revenue was $78.0 million versus $50.0 million. Nine-month JAKAFI sales grew 6.0% to $2.401 billion, while OPZELURA sales rose to $847.6 million from $471.2 million, including a one-time $246.0 million CMS-related benefit; excluding that benefit, OPZELURA growth reflected higher volume, partly offset by lower price. Nine-month MINJUVI/MONJUVI, NIKTIMVO and ZYNYZ sales increased to $157.5 million, $182.8 million and $149.7 million, respectively, from $102.7 million, $95.6 million and $34.6 million; ICLUSIG quarterly sales declined 10.9% to $33.5 million.