INCY · 10-Q · 2026Q3 · Full report

JAKAFI Demand and Pricing

INCYTE CORP · 2026-10-29 · Importance 54 · Surprise 40 · In source text

JAKAFI net sales increased to $826.5 million in the third quarter of 2026 from $791.1 million a year earlier. Paid demand grew 12% for the quarter and 9% for the first nine months, reflecting continued growth across all indications. Higher volume was partly offset by price decreases of $67.4 million in the quarter and $95.0 million in the nine-month period. JAKAFI inventory was within the company’s normal range at quarter-end; 2026 sales include JAKAFI XR following its second-quarter launch.

Key facts

• JAKAFI net sales increased by $231.6 million from volume and decreased by $95.0 million from price in the nine months ended September 30, 2026, compared with the corresponding 2025 period. source
• JAKAFI net sales increased by $102.8 million from volume and decreased by $67.4 million from price in the three months ended September 30, 2026, compared with the corresponding 2025 period. source
• JAKAFI paid demand increased 12% in the three months and 9% in the nine months ended September 30, 2026, driven primarily by continued demand growth across all indications. source
• JAKAFI inventory levels were within normal range at the end of the third quarter of 2026. source

Impact estimates