Every material Form 8-K Incyte filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Incyte reported third-quarter 2026 total revenue of $1.56 billion, up 14% from a year earlier, and raised its full-year 2026 total net sales guidance to $5,210-$5,300 million. GAAP net loss was $784.8 million, or $3.86 per diluted share, compared with net income of $424.2 million ($2.11 per share) a year earlier, mainly because of a one-time $1.23 billion in-process R&D expense tied to the Vega Therapeutics acquisition.
Total revenue was $1.56 billion, up 14%; Opzelura net sales were $255 million, up 36%
GAAP net loss of $784.8 million ($3.86 per diluted share) vs. net income of $424.2 million ($2.11) in Q3 2025
One-time $1.23 billion IPR&D expense from the Vega Therapeutics acquisition; non-GAAP diluted loss was $3.60 per share
2026 total net sales guidance raised to $5,210-$5,300 million from $5,130-$5,260 million; Opzelura guidance includes a one-time $246 million CMS-related benefit
Incyte reported second quarter 2026 total revenue of $1.67 billion, up 38%, and GAAP diluted EPS of $2.81 versus $2.04 a year earlier. The company raised its 2026 total net sales guidance to $5,130 to $5,260 million, but also raised GAAP operating expense guidance to $4,915 to $4,995 million, which includes an expected $1,270 million in-process R&D charge in the third quarter tied to the Vega Therapeutics acquisition. Quarterly sales were boosted by a one-time, non-cash $246 million Opzelura benefit.
Total revenue was $1.67 billion, up 38%; GAAP net income was $585.6 million versus $405.0 million
Total net sales were $1.49 billion, up 40%; excluding the one-time $246 million Opzelura benefit, net sales grew 17%
2026 total net sales guidance raised to $5,130 to $5,260 million from $4,770 to $4,940 million
Expected IPR&D expense of approximately $1,270 million in Q3 2026 related to the $1.25 billion Vega Therapeutics acquisition
Incyte reported first-quarter 2026 total revenue of $1.27 billion, up 21% from the prior year, with GAAP diluted EPS of $1.47 versus $0.80 a year earlier. The company reaffirmed all of its 2026 financial guidance categories and said cash, cash equivalents and marketable securities reached $4.0 billion as of March 31, 2026.
Total revenue was $1.27 billion, up 21% from $1.05 billion in Q1 2025; total net sales were $1.10 billion, up 20%.
GAAP net income was $303.3 million versus $158.2 million, and GAAP diluted EPS was $1.47 versus $0.80.
Jakafi net sales rose 7% to $758 million; GAAP cost of sales rose 43% to $104.5 million.
Full-year 2026 guidance was reaffirmed, including total net sales of $4,770 million to $4,940 million; Suketu Upadhyay was named Chief Financial Officer effective May 4, 2026.
Incyte director Susanne Schaffert notified the company on March 26, 2026 that she is resigning from its Board of Directors, effective April 15, 2026. The filing states the resignation was not due to any disagreement with the company on operations, policies or practices.
Susanne Schaffert notified Incyte on March 26, 2026 of her board resignation.
Resignation takes effect April 15, 2026.
Dr. Schaffert had served on the board since 2022.
The filing states no disagreement with the company led to the resignation.
Incyte announced title changes for four executives effective March 25, 2026. Pablo Cagnoni became President and Global Head of Research and Development, replacing William Meury as President while Meury remains Chief Executive Officer and a board member. The company said there were no changes to compensation arrangements for the affected executives.
Pablo J. Cagnoni named President, Incyte and Global Head of Research and Development, replacing William J. Meury as President
William J. Meury remains Chief Executive Officer and a member of the Board of Directors
Mohamed Issa's U.S. Oncology and U.S. Immunology businesses are being integrated into a single U.S. commercial organization
Matteo Trotta, Executive Vice President and General Manager, U.S. Dermatology, will leave Incyte following a transition period
Incyte reported fourth quarter and full year 2025 results, with total revenue of $1.51 billion for the quarter and $5.14 billion for the year, and full year net product revenue of $4.35 billion, above its prior guidance of $4.23 to $4.32 billion. The company also gave 2026 total net product revenue guidance of $4.77 to $4.94 billion, and GAAP net income rose to $299.3 million in the quarter from $201.2 million a year earlier.
Q4 2025 total revenue was $1.51 billion, up 28% year over year, including $100.0 million of milestone and contract revenue.
Full year 2025 GAAP net income was $1.29 billion, compared with $32.6 million in 2024, and GAAP diluted EPS was $6.41 versus $0.15.
2026 guidance: total net product revenue of $4.77 to $4.94 billion and total GAAP R&D and SG&A operating expenses of $3.495 to $3.675 billion.
Cash, cash equivalents and marketable securities were $3.6 billion at December 31, 2025, compared with $2.2 billion a year earlier.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Incyte filing is on SEC EDGAR ↗. 8-K briefs of other companies →