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NASDAQ · Health Care

Incyte Corporation INCY

Incyte Corporation, a biopharmaceutical company, engages in the discovery, development, and commercialization of therapeutics in the United States, Europe, Canada, and Japan. The company offers JAKAFI for the treatment of myelofibrosis (MF), polycythemia vera, and steroid-refractory acute graft-versus-host disease; ICLUSIG, a kinase inhibitor to treat chronic myeloid leukemia and Philadelphia-chromosome positive acute lymphoblastic leukemia; MONJUVI/ MINJUVI for the treatment of diffuse large B-cell lymphoma and Follicular Lymphoma; NIKTIMVO for the treatment of chronic graft-versus-host disease.

Sources StockAnalysis company profile stockanalysis.com
Biotechnology: Commercial Physical & Biological Resarch

Company profile

Business mix

  • The company offers JAKAFI for the treatment of myelofibrosis (MF), polycythemia vera, and steroid-refractory acute graft-versus-host disease.
  • It also provides INCA033989 for the treatment of essential thrombocythemia and MF; INCA035784 for the treatment of anti-mutant calreticulin and myeloproliferative neoplasms (MPNs); INCB160058 for the treatment of MPNs.
  • The company’s clinical stage products include INCB123667 for ovarian cancer; INCB161734 for solid tumors; INCA33890 for cancers; Ruxolitinib cream for atopic dermatitis, hidradenitis suppurativa (HS), and prurigo nodularis.
  • It has collaboration and license agreement with Novartis, Lilly, and Syndax. The company sells its products to specialty and retail pharmacies, hospital pharmacies, and distributors.

Current key questions

  • Can the company's products, services, or pipeline expand adoption within biotechnology?
  • How do reimbursement, regulation, clinical data, patents, and commercial execution affect growth?
  • Can margins and cash flow improve while funding research, manufacturing, or go-to-market investment?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 14.5 FCF 7.09% Buyback 0.21%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baker Bros. Advisors 16.6% $2.9B 2026-03-31
Gotham Asset Management Joel Greenblatt 0.2% $63.7M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 2 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $42.0M Estimated from net added shares
Reduction amount $46.8M Estimated from net reduced shares
Net share change / base shares -0.2% -50,734 / 31,602,112
Bridgewater Associates Ray Dalio 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Major reduction Shares -37.2% 13F value change -$11.2M
13F 2025-09-30 Filed 2025-11-13
Major reduction Shares -66.7% 13F value change -$15.7M
13F 2025-12-31 Filed 2026-02-13
Major increase Shares 150.3% 13F value change +$21.3M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -60.3% 13F value change -$20.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 627,731 Last 4 periods -497,435 (-79.2%) Total shares 130,296 Value $12.3M
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 50.4% 13F value change +$15.0M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 91.9% 13F value change +$28.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 234,428 Last 4 periods +442,242 (+188.6%) Total shares 676,670 Value $63.7M
Baker Bros. Advisors 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 0.0% 13F value change +$232.3M
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 0.0% 13F value change +$513.8M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 0.0% 13F value change +$429.2M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 0.0% 13F value change -$142.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 30,739,953 Last 4 periods +4,459 (+0.0%) Total shares 30,744,412 Value $2.9B

Recent mentions

No public mentions.