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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Jessica Fye | JPMorgan | 7 | 0% |
| Tazeen Ahmad | Bank of America | 6 | 0% |
| Mike Schmidt | Guggenheim | 6 | 0% |
| Jay Olson | Oppenheimer | 5 | 0% |
| Evan Seigerman | BMO Capital Markets | 5 | 0% |
| Salveen Richter | Goldman Sachs | 5 | 20% |
| Srikripa Devarakonda | Truist Securities | 5 | 0% |
| Andy Berens | Leerink Partners | 4 | 0% |
| Steve Willey | Stifel | 4 | 0% |
| Jim Shin | Deutsche Bank | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| JPMorgan | 1 | 7 | 0% |
| Guggenheim | 1 | 6 | 0% |
| Bank of America | 1 | 6 | 0% |
| Truist Securities | 1 |
| 5 |
| 0% |
| BMO Capital Markets | 1 | 5 | 0% |
| Goldman Sachs | 1 | 5 | 20% |
| Oppenheimer | 1 | 5 | 0% |
| Deutsche Bank | 1 | 4 | 0% |
Incyte delivered Q1 total revenue of $1.27 billion, up 21% year-over-year, with net sales growing 20% and the core business excluding Jakafi surging 63%. The FDA accepted the Povo HS NDA and positive Phase III vitiligo data expanded the dermatology pipeline, while KRAS G12D Phase III was initiated in first-line PDAC. Niktimvo achieved 32% market capture in its second year, and all FY2026 guidance was reaffirmed with multiple catalysts ahead.
Innovation & R&D | Competitive Dynamics | Product Launch | Revenue Growth | Regulation Policy | Capital Allocation | Demand | M&A | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 13 | 4 | 3 | 2 | 4 | 2 | ||
| 2025Q1 | 10 | 3 | 3 | 3 | 1 | 1 | 1 | |
| 2025Q2 | 7 | 2 | 3 | 4 | 1 | 3 | 2 | |
| 2025Q3 | 14 | 3 | 2 | 1 | 3 | |||
| 2025Q4 | 10 | 4 | 4 | 2 | 3 | 1 | ||
| 2026Q1 | 11 | 5 | 3 | 1 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Innovation & R&D | 13 | 10 | 7 | 14 | 10 | 11 |
| Competitive Dynamics | 4 | 3 | 2 | 3 | 4 | 5 |
| Product Launch | 3 | 3 | 3 | 2 | 4 | 3 |
| Revenue Growth | 2 | 3 | 4 | 2 | 1 | |
| Regulation Policy | 4 | 1 | 1 | 3 | 2 | |
| Capital Allocation | 1 | 3 | 3 | 1 | ||
| Demand | 2 | 1 | 1 | |||
| M&A | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
INCY Incyte | 9 | +20.9% | |
| ALNY Alnylam Pharmaceuticals | 9 | +96.4% | |
| INSM Insmed Incorporated | 8 | +229.6% | |
| MRNA Moderna | 8 | +263.6% | |
| REGN Regeneron Pharmaceuticals | 7 | +19.0% | |
| TECH Bio-Techne | 4 | -1.5% | |
| VRTX Vertex Pharmaceuticals | 6 | +7.8% |