The publisher explores Incyte’s prescription pharmaceutical performance and outlook over 2019-29.
Snapshot
Model updates (6 November 2020)
Model updates (4 August 2020)
Model updates (5 May 2020)
Model updates (13 February 2020)
Snapshot
- Overview - Incyte continues to be driven by robust Jakafi sales.
- Key themes - [1] Incyte continues to grow Jakafi volumes at a strong pace, with supplemental approvals and label expansions adding to the lifecycle management of the drug [2] Jakafi patent expiration in 2028 is a key event for Incyte as the drug will comprise a significant proportion of company revenues [3] Royalties and collaboration revenues will substantially bolster Incyte over the forecast period.
Model updates (6 November 2020)
- Pemazyre forecast adjusted higher due to launch trend.
Model updates (4 August 2020)
- Tafasitamab name changed to Monjuvi following US July approval
- Itacitinib forecast pushed back due to treatment-naïve acute GVHD trial results
- Jakafi forecast adjusted lower due to COVID-19 impact
- Pemazyre 5EU and RoW forecast added due to pending EU approval decision.
Model updates (5 May 2020)
- Jakafi forecast adjusted higher due to continued uptake in GVHD
- Pemigatinib name changed to Pemazyre; forecast pulled forward due to earlier-than-anticipated approval for cholangiocarcinoma
- Tafasitamab forecast added due to closing of licensing agreement with MorphoSys.
Model updates (13 February 2020)
- Jakafi forecast adjusted higher due to continued growth in MF, strong growth in PV, and an above-expectations launch in steroid-refractory acute GVHD.
Table of Contents
Company Background
Recent Earnings Review
Company Forecast
Company Profile
Clinical Trial Overview
