Incyte Corporation

INCYintermediary

Incyte is a specialty biopharmaceutical company focused on oncology and inflammation, anchored by the blockbuster JAK inhibitor Jakafi and expanding into dermatology with Opzelura.

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产品与营收

产品营收占比

营收构成 ($3.9B)

静态数据（加载实时财务…）

Jakafi (55%)

Opzelura (18%)

Other Products (12%)

Royalties & Milestones (15%)

业务板块构成与主要客户

产品详情

Jakafi (ruxolitinib)55%

First-in-class JAK1/JAK2 inhibitor for myelofibrosis and GVHD

Opzelura (ruxolitinib cream)18%

Topical JAK inhibitor for atopic dermatitis and vitiligo

Monjuvi (tafasitamab)8%

Anti-CD19 antibody for diffuse large B-cell lymphoma

Royalties & Pipeline19%

Royalties from Pemazyre, Zynyz, and pipeline collaboration payments

供应链关系

竞争对手

Eli Lilly and Company

JAK inhibitor market (Olumiant)

影响: Medium — competing JAK inhibitors

AbbVie Inc.

JAK inhibitor market (Rinvoq)

影响: High — Rinvoq is major JAK competitor

主要客户

Walgreens Boots Alliance

Specialty pharmacy distribution

影响: Medium — pharmacy channel

宏观与市场背景

제약 / 바이오行业新闻

GLP-1 메가트렌드 + AI 신약개발 + 저평가 바이오 기관 매집

GLP-1 시장 규모 (2030E)

$150B

mRNA 암백신 임상 성공률

+49% 재발 위험 감소

AI 신약개발 단계

임상 2상 진입

PFE/MRNA 52주 변화

-30% ~ -45%

近期催化剂

◆LLY Orforglipron(경구용 GLP-1) 3상 결과 (2026.Q2)◆MRNA 암백신 FDA BLA 제출 예정◆REGN EYLEA HD 유럽 허가 결과

AI 分析

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企业信息

总部

Wilmington, Delaware, USA

成立时间

1991

员工人数

2,300+

官网

incyte.com

行业概况 — 제약 / 바이오

行业新闻