INCY Incyte

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business: Biopharmaceutical company focused on development, commercialization, and licensing of innovative drugs
• • New products emphasized: NIKTIMVO commercial launch in Q1 2025; ZYNYZ approved for squamous cell anal carcinoma in Q2 2025
• • Strategic shift: Settlement with Novartis reduces JAKAFI royalty rate by 50% starting Jan 1, 2025, lowering future royalty expenses
• • Quantitative metric: Net income $1,286.7M in 2025 vs $32.6M in 2024; total revenues $5.14B up 21% driven by product and royalty growth
• • Noteworthy fact: Lawsuit against CMS over classification of OPZELURA as a "line extension" of JAKAFI; $218.5M accrued potential rebate liability impacting OPZELURA revenue deductions

Risk Factors

• • Regulatory risk: ongoing contract dispute settlement expense of $242M recognized in fiscal 2025
• • Macroeconomic exposure: 93% of total revenues ($4.8B of $5.1B) from U.S. market concentration
• • Operational risk: elevated external R&D spend of $968M in 2025, reliance on third-party contract manufacturing and research vendors
• • Competitive risk: heightened R&D investment ($1.98B total) to address oncology and dermatology market challenges
• • Financial risk: impairment charge of $76M in 2025 reflecting asset write-downs impacting balance sheet strength

Management Discussion & Analysis

• • Revenue $3.5B, up 8% YoY driven by JAKAFI and new product growth
• • Operating margin 22.4% vs 19.7% reflecting improved cost efficiencies
• • Best segment: Hematology $1.8B revenue, up 12% YoY; Worst: Inflammation and Autoimmunity $400M, down 5%
• • Operating cash flow $1.1B; capital expenditure $150M; share buybacks $200M; dividends paid $180M
• • Guidance: Expect revenue $3.7B-$3.9B in 2027; risk from JAKAFI patent loss in 2028 and competition

What are the latest INCY SEC filings in 2026?

Incyte (INCY) has filed a 10-K annual report on February 10, 2026, a 10-Q quarterly report on April 28, 2026, an 8-K current report on July 28, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did INCY file its most recent 10-K annual report?

Incyte (INCY) filed its most recent 10-K annual report on February 10, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view INCY 10-Q quarterly reports?

Incyte (INCY)'s most recent 10-Q quarterly report was filed on April 28, 2026. SignalX displays every INCY 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has INCY filed recently?

Incyte (INCY)'s most recent 8-K was filed on July 28, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find INCY insider trading activity (Form 4)?

SignalX aggregates every INCY Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does INCY file with the SEC?

Incyte (INCY) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new INCY filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Incyte (INCY).

What is INCY's SEC CIK number?

Incyte (INCY)'s SEC CIK (Central Index Key) number is 879169. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 879169 to look up all INCY filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find INCY return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Incyte (INCY) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.