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Incyte Corporation

Incyte Corporation

NASDAQ•INCY
CEO: Mr. Herve Hoppenot
セクター: Healthcare
業種: Biotechnology
上場日: 1993-11-04
Incyte Corporation, a biopharmaceutical company, engages in the discovery, development, and commercialization of therapeutics for hematology/oncology, and inflammation and autoimmunity areas in the United States and internationally. The company offers JAKAFI (ruxolitinib) for treatment of intermediate or high-risk myelofibrosis, polycythemia vera, and steroid-refractory acute graft-versus-host disease; MONJUVI (tafasitamab-cxix)/MINJUVI (tafasitamab) for relapsed or refractory diffuse large B-cell lymphoma; PEMAZYRE (pemigatinib), a fibroblast growth factor receptor kinase inhibitor that act as oncogenic drivers in liquid and solid tumor types; ICLUSIG (ponatinib) to treat chronic myeloid leukemia and Philadelphia-chromosome positive acute lymphoblastic leukemia; and ZYNYZ (retifanlimab-dlwr) to treat adults with metastatic or recurrent locally advanced Merkel cell carcinoma, as well as OPZELURA cream for treatment of atopic dermatitis. Its clinical stage products include retifanlimab under Phase 3 clinical trials for squamous cell carcinoma of the anal canal and non-small cell lung cancer; axatilimab, an anti-CSF-1R monoclonal antibody under Phase 2 that is being developed as a therapy for patients with chronic GVHD; INCA033989 to inhibit oncogenesis; INCB160058, which is being developed as a disease-modifying therapeutic; and INCB99280 and INCB99318 for the treatment solid tumors. The company also develops INCB123667, INCA32459, and INCA33890, as well as Ruxolitinib cream, Povorcitinib, and INCA034460. It has collaboration out-license agreements with Novartis and Lilly; in-license agreements with Agenus, Merus, MacroGenics, and Syndax; and collaboration and license agreement with China Medical System Holdings Limited for the development and commercialization of povorcitinib. The company sells its products to specialty, retail, and hospital pharmacies, distributors, and wholesalers. The company was formerly known as Incyte Genomics Inc and changed its name to Incyte Corporation in March 2003. Incyte Corporation was incorporated in 1991 and is headquartered in Wilmington, Delaware.
連絡先情報
1801 Augustine Cut-Off, Wilmington, DE, 19803, United States
302-498-6700
www.incyte.com
時価総額
$20.05B
PER (TTM)
15.5
33.3
配当利回り
--
52週高値
$112.29
52週安値
$53.56
52週レンジ
80%
順位37Top 34.1%
4.4
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 4.4 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$1.51B+0.00%
直近4四半期の推移

EPS

$1.52+0.00%
直近4四半期の推移

フリーCF

$521.42M+0.00%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Total Revenue Growth Strong Total revenues reached $5.14B USD in 2025, marking a 21.2% increase from $4.24B USD in 2024.
Net Income Substantial Improvement Net income surged to $1.29B USD in 2025, a massive turnaround from $32.6M USD reported in 2024.
OPZELURA Sales Accelerate OPZELURA net product revenues grew 33.5% to $678.5M USD in 2025, driven by U.S. demand and international vitiligo uptake.
Cash Position Significantly Strengthened Cash, equivalents, and securities totaled $3.58B USD by year-end 2025, increasing $1.42B USD from the prior year.

リスク要因

JAKAFI Patent Exclusivity Cliff Business materially harmed if JAKAFI revenues decline upon patent exclusivity expiration, anticipated in 2028.
Pricing and Reimbursement Pressures Government and payor initiatives may adversely affect product pricing, reimbursement levels, and overall profitability.
Regulatory Compliance Exposure Failure to comply with extensive laws risks fines, sanctions, product recalls, or interruption of production and operations.
R&D Success Highly Uncertain Discovery and development efforts are expensive, uncertain, and may not yield commercially successful drug candidates.

見通し

JAKAFI XR Regulatory Decision Regulatory decision and potential commercial launch for once-daily JAKAFI XR anticipated in mid-2026 following successful bioequivalence study.
Advance MutCALR Inhibitor Trials Phase 3 trials for INCA033989 in ET anticipated mid-2026; MF Phase 3 initiation expected in second half of 2026.
Povorcitinib HS Approval Expected NDA submission for povorcitinib in HS accepted by FDA, with potential approval anticipated in early 2027.
New Oncology/Dermatology Launches Continued strong uptake expected for NIKTIMVO following Q1 2025 launch; ZYNYZ launch in SCAC occurred Q2 2025.

同業比較

売上高 (TTM)

Centene CorporationCNC
$194.78B
+19.4%
Fresenius Medical Care AGFMS
$21.68B
+2.1%
Tenet Healthcare CorporationTHC
$21.31B
+3.1%

粗利益率 (最新四半期)

Genmab A/SGMAB
94.3%
-0.7pp
Incyte CorporationINCY
90.9%
+1.8pp
United Therapeutics CorporationUTHR
87.4%
-1.5pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
BIIB$28.69B22.27.3%23.6%
DGX$23.01B23.113.9%42.6%
UTHR$21.53B16.418.8%0.0%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
12.7%
安定成長
4四半期純利益CAGR
23.7%
収益性の大幅な改善
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年4月27日
|
EPS:-
|
売上高:-
財務レポート
財務データ
全年度
  • Form 10-K - FY 2025

    会計期末: 2025年12月31日|提出日: 2026年2月10日|
    売上高: $5.14B+21.2%
    |
    EPS: $6.59+4018.8%
    予想を上回る
  • Form 10-Q - Q3 2025

    会計期末: 2025年9月30日|提出日: 2025年10月28日|
    売上高: $1.37B+20.0%
    |
    EPS: $2.17+294.5%
    予想を上回る
  • Form 10-Q - Q2 2025

    会計期末: 2025年6月30日|提出日: 2025年7月29日|
    売上高: $1.22B+16.5%
    |
    EPS: $2.09-202.5%
    予想を上回る
  • Form 10-Q - Q1 2025

    会計期末: 2025年3月31日|提出日: 2025年4月29日|
    売上高: $1.05B+19.5%
    |
    EPS: $0.82+7.9%
    予想を下回る
  • Form 10-K - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年2月10日|
    売上高: $4.24B+14.8%
    |
    EPS: $0.16-94.0%
    予想を下回る
  • Form 10-Q - Q3 2024

    会計期末: 2024年9月30日|提出日: 2024年10月29日|
    売上高: $1.14B+23.8%
    |
    EPS: $0.55-27.6%
    予想を下回る
  • Form 10-Q - Q2 2024

    会計期末: 2024年6月30日|提出日: 2024年7月30日|
    売上高: $1.04B+9.3%
    |
    EPS: $-2.04-324.2%
    予想を下回る
  • Form 10-Q - Q1 2024

    会計期末: 2024年3月31日|提出日: 2024年4月30日|
    売上高: $880.89M+8.9%
    |
    EPS: $0.76+681.1%
    予想を下回る