Incyte Management
Management Kriterienprüfungen 1/4
Incyte CEO ist Bill Meury , ernannt in Jun 2025, hat eine Amtszeit von 1.08 Jahren. Die jährliche Gesamtvergütung beträgt $32.09M , bestehend aus 2% Gehalt und 98% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.002% der Aktien des Unternehmens, im Wert von $499.54K . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 1.1 Jahre bzw. 7.6 Jahre.
Wichtige Informationen
Bill Meury
Geschäftsführender
US$32.1m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 2.02% |
| Amtszeit als Geschäftsführer | 1.1yrs |
| Eigentum des Geschäftsführers | 0.002% |
| Durchschnittliche Amtszeit des Managements | 1.1yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 7.6yrs |
Jüngste Management Updates
Recent updates
Seeking Alpha • Jul 17
Incyte: Profitable Biotech That Could Be Close To Exploding
Summary Incyte is a profitable, cash-generating biotech with a robust pipeline and a core revenue driver in Jakafi. INCY trades at a modest 16x trailing PE, reflecting investor caution on Jakafi’s patent outlook and pipeline execution. Opzelura, targeting large dermatology markets, is poised for significant growth; pipeline diversification is critical for future upside. I rate INCY a hold pending clearer evidence of Opzelura’s breakout or accelerated pipeline approvals to reduce reliance on Jakafi. Read the full article on Seeking Alpha
Narrative-Update • Jul 14
INCY: Post Jakafi Cliff Will Outweigh Vega Von Willebrand Opportunity
Analysts have lifted the fair value estimate for Incyte stock from $79.38 to $82.16, citing refreshed revenue growth assumptions, updated margins, and a higher future P/E multiple supported by recent price target increases from several research firms following the Vega Therapeutics acquisition and evolving views on the post Jakafi portfolio. Analyst Commentary Recent research on Incyte reflects a mix of optimism around pipeline additions like Vega Therapeutics and continued caution around execution and life after Jakafi.Narrative-Update • Jun 30
INCY: Jakafi 2028 Cliff Will Challenge Vega Von Willebrand Acquisition
Incyte's analyst price targets have moved higher, with recent raises into the $94 to $113 range as analysts factor in the Vega Therapeutics acquisition, updated expectations for von Willebrand disease assets, and management's efforts to prepare for Jakafi's eventual loss of exclusivity. Analyst Commentary Recent research coverage on Incyte highlights a mixed backdrop, with several firms lifting price targets into the mid to high US$90s and low US$100s while keeping ratings largely in the middle of the road.Analyseartikel • Jun 17
Incyte (INCY) Stock Could Be 8.1% Undervalued After FDA Priority Review And Trial Results
Recent interest in Incyte (INCY) stock is closely tied to fresh clinical and regulatory milestones, including pivotal data for zilurgisertib in fibrodysplasia ossificans progressiva and Phase 3 results for tafasitamab plus lenalidomide with R-CHOP. See our latest analysis for Incyte. Incyte stock has cooled slightly in the very short term, with a 1-day share price return of 2.19% and a 7-day share price return of 5.35%. However, the 1-year total shareholder return of 46.11% and 3-year total...
Narrative-Update • Jun 16
INCY: Hematology Pipeline And Vega Acquisition Will Cushion Upcoming Patent Cliff
Analysts have nudged the fair value estimate for Incyte up by $5 to $140, citing the Vega Therapeutics acquisition and its Phase 3-ready von Willebrand disease asset as a potential long-term offset to Jakafi loss of exclusivity, while also modestly adjusting assumptions for revenue growth, profit margins, discount rate, and future P/E. Analyst Commentary Recent research on Incyte highlights a split view.Narrative-Update • Jun 02
INCY: Jakafi 2028 Cliff Will Expose Uncertain mutCALR Pipeline Transition
Analysts have nudged their fair value estimate for Incyte higher to about $74.53 from $72.33, reflecting updated views on long term revenue pressure after Jakafi’s expected loss of exclusivity, incremental support from early stage assets like INCA033989, and mixed sentiment on longer term growth that has also led to a slightly higher assumed P/E multiple. Analyst Commentary Analyst views on Incyte remain mixed, with the core debate centered on how the company will handle the patent cliff tied to Jakafi and whether early stage assets like INCA033989 can eventually support the current valuation.Analyseartikel • May 10
Impressive Earnings May Not Tell The Whole Story For Incyte (NASDAQ:INCY)
Incyte Corporation ( NASDAQ:INCY ) announced strong profits, but the stock was stagnant. We did some digging, and we...
Narrative-Update • May 03
INCY: Future Returns Will Depend On Managing Patent Cliff And Pipeline Execution
Incyte's updated analyst price target has moved from $100.10 to $108.50, reflecting how analysts are weighing a series of recent target hikes from firms such as Oppenheimer, BofA, RBC, Barclays, Morgan Stanley, Piper Sandler and H.C. Wainwright, against more cautious views from UBS and Jefferies focused on patent and long term growth uncertainties. Analyst Commentary Recent research highlights a clear split in how analysts view Incyte, with several firms lifting price targets or initiating with a positive stance, while others focus on patent risk and long term growth questions.Narrative-Update • Apr 18
INCY: Jakafi 2028 Patent Cliff Will Pressure Reliance On Long Dated Pipeline
The analyst price target for Incyte has shifted to reflect a modest fair value increase of about $2, as analysts weigh patent cliff concerns around Jakafi in 2028 against longer term pipeline opportunities and a higher assumed future P/E multiple. Analyst Commentary Recent research has highlighted a split view on Incyte, with some firms lifting price targets while others have taken a more cautious stance.Narrative-Update • Apr 04
INCY: Late Stage Pipeline And 2026 Readouts Will Offset Patent Cliff Risk
Analysts have modestly adjusted their price targets on Incyte, with recent cuts of up to $10 alongside several incremental increases. This reflects a balance between concerns around Jakafi's 2028 patent cliff and confidence in longer term revenue drivers that are considered harder to underwrite today.Narrative-Update • Mar 21
INCY: Late Stage Pipeline And 2026 Milestones Will Offset Patent Cliff Risk
Analysts' price targets for Incyte have shifted, with one firm cutting its view from $120 to $94 on patent cliff concerns, while others have nudged targets higher into the $90 to $128 range. This reflects a balance between Jakafi loss of exclusivity risk and longer term pipeline potential.Narrative-Update • Mar 07
INCY: Late Stage Pipeline Progress And 2026 Readouts Will Reshape Earnings Power
Incyte's updated analyst price target has nudged higher, with several firms lifting their views into a roughly $117 to $128 range as analysts highlight a clearer revenue roadmap, upcoming Phase 3 catalysts, and a more constructive sector backdrop, despite at least one downgrade on near term catalysts. Analyst Commentary Recent Street research around Incyte has tilted constructive, with several bullish analysts revisiting their models and lifting price targets as they get more confidence in the company’s roadmap and execution plans.Narrative-Update • Feb 21
INCY: Late Stage Pipeline Execution Will Reshape Earnings Power Beyond Jakafi
The analyst fair value estimate for Incyte has been raised by $6 to $135. This change reflects recent price target increases across several firms as analysts point to a fuller pipeline, higher assumed revenue growth, a higher future P/E multiple, and offsetting adjustments to discount rate and profit margin assumptions.Narrative-Update • Feb 06
INCY: Late Stage Pipeline Reliance Will Face Pressure As Near Term Catalysts Remain Scarce
Analysts have lifted their price targets on Incyte by as much as US$27, citing a fuller late stage pipeline, new coverage with bullish views, and updated assumptions around discount rates, revenue growth, profit margins, and forward P/E that support a higher valuation range. Analyst Commentary Recent research on Incyte has tilted more constructive on potential upside, but there are also clear points of caution that investors should keep in mind when thinking about valuation and execution risk.Narrative-Update • Jan 23
INCY: Late Stage Pipeline Execution Will Face Scrutiny As Near Term Catalysts Thin
Narrative Update: Incyte (INCY) The updated analyst price target for Incyte moves from $60 to $70, reflecting analysts' incorporation of higher projected profit margins, a lower future P/E, and recent price target raises that highlight a fuller late stage pipeline and upcoming clinical readouts, even as some research points to fewer near term catalysts. Analyst Commentary Recent Street commentary on Incyte mixes higher price targets with tempered expectations around the pace and reliability of execution.Narrative-Update • Jan 09
INCY: Pipeline Progress And Policy Tailwinds Will Reshape Earnings Power
Analysts have lifted their fair value estimate for Incyte to $129 from $92, citing updated assumptions around the discount rate, revenue growth, profit margin, and future P/E following recent Street research, including the higher $90 price target cited by Goldman Sachs. Analyst Commentary Recent Street research has added a more constructive tone around Incyte, with bullish analysts pointing to updated assumptions on risk, growth, and profitability to support higher valuation frameworks.Narrative-Update • Dec 25
INCY: Future Returns Will Hinge On Executing High-Expectation Pipeline Under New Leadership
Analysts have nudged their price target on Incyte slightly higher, to $82 from $81. This reflects a modestly improved fair value estimate even as they caution that the recent share rally has largely priced in high expectations for key pipeline assets and new management.Narrative-Update • Dec 11
INCY: Future Returns Will Depend On Delivering High-Risk Hematology Pipeline Milestones
Analysts have nudged their fair value estimate for Incyte higher, lifting the implied price target by about $4 per share to roughly $100. They are balancing moderate upward revisions to growth assumptions and valuation multiples against a view that recent gains already reflect high expectations for key pipeline assets and Opzelura expansion.Narrative-Update • Nov 27
INCY: Share Momentum Will Slow As R&D Execution Risks Remain Elevated
Incyte's analyst price target has increased modestly to $95.57 from $93.82. Analysts cite continued pipeline momentum, recent regulatory approvals, and new leadership as key drivers supporting higher valuation expectations.Narrative-Update • Nov 12
INCY: Share Momentum Will Stall As Execution Risks Come Into Focus
Incyte's analyst price target has increased from $86.86 to $93.82, as analysts cite improving profit margins, strong product pipeline updates, and enhanced growth visibility following recent regulatory and clinical developments. Analyst Commentary Recent analyst research on Incyte reflects a range of perspectives on the company's valuation, growth potential, and commercial execution.Analyseartikel • Oct 31
Results: Incyte Corporation Beat Earnings Expectations And Analysts Now Have New Forecasts
Incyte Corporation ( NASDAQ:INCY ) defied analyst predictions to release its quarterly results, which were ahead of...Narrative-Update • Oct 29
Upcoming Clinical Data And New Management Will Shape Future Performance
Incyte's analyst fair value price target has been raised by nearly $2 to approximately $87, as analysts point to recent clinical updates and pipeline progress strengthening the company's growth outlook. Analyst Commentary Recent Street research on Incyte reflects a mix of optimism regarding the company's growth drivers and caution about valuation and future risks.Narrative-Update • Oct 15
Pipeline And Precision Medicine Will Transform Global Immunotherapy Landscape
Incyte's analyst price target has increased slightly from $83.62 to $84.76, as analysts cite ongoing commercial momentum and incremental advances in the company's growth drivers. Analyst Commentary Recent analyst activity reflects a range of perspectives on Incyte’s outlook, with notable adjustments to ratings and price targets based on pipeline progress, commercial momentum, and valuation concerns.Narrative-Update • Sep 26
Pipeline And Precision Medicine Will Transform Global Immunotherapy Landscape
Increased analyst confidence in Incyte’s pipeline progress, strong Opzelura execution, and management’s ability to offset Jakafi’s patent expiry has driven the consensus price target up from $81.55 to $83.62. Analyst Commentary Bullish analysts highlight increased visibility and incremental growth from FDA approval of Opzelura for pediatric atopic dermatitis, along with strong commercial execution under new leadership.Narrative-Update • Sep 11
Pipeline And Precision Medicine Will Transform Global Immunotherapy Landscape
Analysts have modestly raised Incyte’s price target to $81.55, citing strengthened leadership, increased confidence in commercial execution, and upcoming pivotal data readouts—though concerns about Jakafi’s patent expiry remain a key overhang. Analyst Commentary Bullish analysts cite increased confidence in Incyte's commercial execution, multiple promising pipeline assets ("shots on goal"), and strengthened leadership, particularly following meetings with new CEO Bill Meury and Head of R&D.Analyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$1b |
| Dec 31 2025 | US$32m | US$647k | US$1b |
Vergütung im Vergleich zum Markt: BillDie Gesamtvergütung ($USD32.09M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD14.60M).
Entschädigung vs. Einkommen: Unzureichende Daten, um die Vergütung von Bill mit der Unternehmensleistung zu vergleichen.
Geschäftsführer
Bill Meury (58 yo)
1.1yrs
Amtszeit
US$32,085,952
Vergütung
Mr. William J. Meury, also known as Bill, is Director of Uniquity Bio, Inc. Mr. Meury serves as Director of Anthos Therapeutics, Inc. since April 2024 and was its Chief Executive Officer since April 2024 u...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| CEO & Director | 1.1yrs | US$32.09m | 0.0021% $ 492.7k | |
| President and Global Head of R&D | less than a year | US$8.84m | 0.024% $ 5.6m | |
| Principal Financial Officer | 4.3yrs | US$990.37k | 0.0043% $ 999.3k | |
| Executive VP | 11.3yrs | US$6.30m | 0.00079% $ 182.7k | |
| Executive Vice President & Head of U.S. Commercial | 1.5yrs | US$10.59m | keine Daten | |
| Executive VP & CFO | less than a year | keine Daten | keine Daten | |
| Executive VP & Head of Global Technical Operations | 10.5yrs | keine Daten | 0.0058% $ 1.3m | |
| VP & Head of Investor Relations | no data | keine Daten | keine Daten | |
| Executive VP | less than a year | keine Daten | keine Daten | |
| VP of Investor Relations & Corporate Communications | no data | keine Daten | keine Daten | |
| Executive VP & Chief Human Resources Officer | less than a year | keine Daten | keine Daten | |
| Group VP | no data | keine Daten | keine Daten |
1.1yrs
Durchschnittliche Betriebszugehörigkeit
58.5yo
Durchschnittliches Alter
Erfahrenes Management: INCYDas Führungsteam des Unternehmens gilt nicht als erfahren ( 1.1 Jahre durchschnittliche Betriebszugehörigkeit), was auf ein neues Team schließen lässt.
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| CEO & Director | 1.1yrs | US$32.09m | 0.0021% $ 492.7k | |
| Independent Director | 11.5yrs | US$536.14k | 0.011% $ 2.6m | |
| Independent Chairman of the Board | 24.7yrs | US$573.14k | 0.14% $ 32.3m | |
| Independent Director | 4.8yrs | US$511.14k | 0.0056% $ 1.3m | |
| Independent Director | 8.7yrs | US$524.64k | 0.0097% $ 2.2m | |
| Independent Director | 6.6yrs | US$539.64k | 0.011% $ 2.5m | |
| Independent Director | 6.3yrs | US$511.14k | 0.0067% $ 1.5m | |
| Independent Director | 11.5yrs | US$538.14k | 0.012% $ 2.8m |
7.6yrs
Durchschnittliche Betriebszugehörigkeit
65.5yo
Durchschnittliches Alter
Erfahrener Vorstand: INCYDie Vorstandsmitglieder gelten als erfahren (7.6 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/07/23 21:41 |
| Aktienkurs zum Tagesende | 2026/07/23 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Incyte Corporation wird von 46 Analysten beobachtet. 11 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Jasper Hellweg | Argus Research Company |
| Thomas Russo | Baird |
| Peter Lawson | Barclays |