Incyte Corp (STU:ICY)
€ 100.3 -0.15 (-0.15%) Market Cap: 20.15 Bil Enterprise Value: 16.66 Bil PE Ratio: 16.23 PB Ratio: 4.09 GF Score: 87/100

Incyte Corp at Evercore ISI Healthcare Conference Transcript

Dec 03, 2025 / 06:20PM GMT
Release Date Price: €86.94 (-1.11%)
Gavin Clark;Gartner
Evercore Inc - Analyst

Thanks for joining, everyone. We have Bill Meury and Pablo Cagnoni from Incyte. I'm super happy to have both of you guys up here.

Questions & Answers

Gavin Clark;Gartner
Evercore Inc - Analyst

Really big year to the company, big year ahead next year, too. Maybe you can just open it off with where things stand today, and then we'll get into some more detail in Q&A.

Bill Meury
Incyte Corp - President, Chief Executive Officer, Director

Yeah. Thanks. It's great to be here. Our focus right now is, I think, pretty simple, which is to transition the company from Jakafi to a hem/onc I&I company. And essentially, what we're trying to do is build the glide path to high growth and durable revenue earnings and cash flow post 2029, post Jakafi. There's a lot of substrate in the company. We have the R&D and commercial capabilities to execute.

We kind of break the business down into three parts. There's a core business,

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