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0 0.00125603864734309 0 0.00908212560386485 0.00318840579710143 0.00106280193236714 0.0156038647342996 -0.011304347826087
Stock impact report

Incyte weak 2026 revenue forecast heightens Jakafi patent concerns [Yahoo! Finance Canada]

Incyte Corporation (INCY) 
Last incyte corporation earnings: 2/13 07:00 am Check Earnings Report
US:NASDAQ Investor Relations: incyte.com/ir/investor-overview.aspx
Shares of the Wilmington, Delaware-based company fell over 4% ?in premarket trading. Incyte expects 2026 revenue between $4.77 billion and $4.94 billion, well below analysts' average estimate of $5.52 billion, according to LSEG data. The weak forecast underscores pressure on Opzelura, the skin disorder treatment Incyte is banking on to ?drive future growth as ?Jakafi faces patent expiration in 2028. The company expects Opzelura to generate $750 million to $790 million in 2026 revenue, below ?the $801.5 million analysts estimate. The cautious forecast comes despite strong fourth-quarter performance, with Opzelura sales jumping 28% to $207.3 million, beating estimates of $195.6 million. BMO analyst Evan Seigerman said ?the "softer guide for Opzelura leaves work to be done in 2026," ?as investors watch whether growth products can fill the gap after Jakafi's patent expiration. Opzelura is used for vitiligo and atopic dermatitis in patients aged 12 and older. The company expec Show less Read more
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