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Incyte Community
NasdaqGS:INCY Community- 2 Narratives written by author
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- 75 Fair Values set on narratives written by author
Community Investing Ideas
Pipeline And Precision Medicine Will Transform Global Immunotherapy Landscape
Key Takeaways Launches of new therapies and strong international uptake support diversified revenue growth and decreased geographic risk, especially in immunology and oncology markets. Focused investment in late-stage assets, precision medicine partnerships, and operating expense control enhance margin prospects and resilience against competitive pressures.
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44users have followed this narrative
AN
US$84.76
1.7% overvalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
8.92% p.a.
Profit Margin
26.97%
Future PE
13.11x
Share price in 2028
US$103.05
Future Revenues Will Decline As Regulatory And Competition Pressures Mount
Key Takeaways Reliance on a single key product and slow diversification expose the company to major sales and profitability risks amid biosimilar competition and patent expiries. Increasing regulatory, pricing, and competitive pressures, along with diminishing R&D productivity, threaten both revenue growth and profit margins over the long term.
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AN
US$60
43.6% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
5.52% p.a.
Profit Margin
20%
Future PE
13.76x
Share price in 2028
US$72.91