Incyte Corporation

NasdaqGS:INCY 株式レポート

時価総額:US$19.4b

Incyte マネジメント

マネジメント 基準チェック /14

現在、CEO に関する十分な情報がありません。

主要情報

Bill Meury

最高経営責任者

US$32.1m

報酬総額

CEO給与比率2.02%
CEO在任期間less than a year
CEOの所有権n/a
経営陣の平均在職期間1.3yrs
取締役会の平均在任期間7.9yrs

経営陣の近況

Recent updates

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.

Incyte: Strong Business, But Risks Remain

May 01

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Results: Incyte Corporation Beat Earnings Expectations And Analysts Now Have New Forecasts

Oct 31
Results: Incyte Corporation Beat Earnings Expectations And Analysts Now Have New Forecasts

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.

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.

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.

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.

Incyte Corporation's (NASDAQ:INCY) Price Is Right But Growth Is Lacking After Shares Rocket 26%

Aug 14
Incyte Corporation's (NASDAQ:INCY) Price Is Right But Growth Is Lacking After Shares Rocket 26%

Pipeline And Precision Medicine Will Transform Global Immunotherapy Landscape

With both Incyte’s future P/E and revenue growth forecasts holding steady, analysts maintained their price target at $80.83. What's in the News FDA approved Monjuvi (tafasitamab-cxix) with rituximab and lenalidomide for relapsed/refractory follicular lymphoma, showing significant improvement in progression-free survival.

Additional Considerations Required While Assessing Incyte's (NASDAQ:INCY) Strong Earnings

Aug 06
Additional Considerations Required While Assessing Incyte's (NASDAQ:INCY) Strong Earnings

Incyte: Still A 'Buy' Despite HS Treatment Data With Povorcitinib

Mar 18

Incyte: Q4 Earnings Outlines Multiple Drug Launches In 2025

Feb 11

CEO報酬分析

Incyte の収益と比較して、Bill Meury の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$1b

Dec 31 2025US$32mUS$647k

US$1b

報酬と市場: Billの 総報酬 ($USD 32.09M ) は、 US市場 ($USD 14.58M ) の同規模の企業の平均を上回っています。

報酬と収益: Billの報酬と会社の業績を比較するにはデータが不十分です。


CEO

Bill Meury (57 yo)

less than a year
在職期間
US$32,085,952
報酬

Mr. William J. Meury, also known as Bill, is Director of Uniquity Bio, Inc. Mr. Meury served as the Chief Executive Officer & Director of Anthos Therapeutics, Inc. since April 2024. He is CEO & Director of...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
William Meury
CEO & Directorless than a yearUS$32.09mデータなし
Pablo Cagnoni
President and Global Head of Research & Developmentless than a yearUS$8.84m0.0026%
$ 497.6k
Thomas Tray
Principal Financial Officer4.2yrsUS$990.37k0.0039%
$ 757.0k
Steven Stein
Executive VP11.2yrsUS$6.30m0%
$ 0
Mohamed Issa
Executive Vice President & Head of U.S. Commercial1.3yrsUS$10.59m0%
$ 0
Michael Morrissey
Executive VP & Head of Global Technical Operations10.3yrsデータなし0.0058%
$ 1.1m
Alexis Smith
Vice President & Head of Investor Relationsno dataデータなしデータなし
Richard Hoffman
Executive VP & General Counselless than a yearデータなしデータなし
Pamela Murphy
Vice President of Investor Relations & Corporate Communicationsno dataデータなしデータなし
Soni Basi
Executive VP & Chief Human Resources Officerless than a yearデータなしデータなし
James Lee
Group VPno dataデータなしデータなし
Denise Brashear
VP & Head of Global Communications4.3yrsデータなしデータなし
1.3yrs
平均在職期間
58yo
平均年齢

経験豊富な経営陣: INCYの経営陣は 経験豊富 とはみなされません ( 1.3年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
William Meury
CEO & Directorless than a yearUS$32.09mデータなし
Jean-Jacques Bienaime
Independent Director11.3yrsUS$536.14k0.0092%
$ 1.8m
Julian Baker
Independent Chairman of the Board24.5yrsUS$573.14k0.14%
$ 27.0m
Otis Brawley
Independent Director4.7yrsUS$511.14k0.0044%
$ 846.1k
Jacqualyn Fouse
Independent Director9.3yrsUS$524.64k0.0084%
$ 1.6m
Edmund Harrigan
Independent Director6.4yrsUS$539.64k0.0093%
$ 1.8m
Katherine High
Independent Director6.2yrsUS$511.14k0.0054%
$ 1.0m
Paul Clancy
Independent Director11.3yrsUS$538.14k0.011%
$ 2.1m
7.9yrs
平均在職期間
64.5yo
平均年齢

経験豊富なボード: INCYの 取締役会経験豊富 であると考えられます ( 7.9年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/04 11:16
終値2026/05/04 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Incyte Corporation 21 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。44

アナリスト機関
Jasper HellwegArgus Research Company
Thomas RussoBaird
Peter LawsonBarclays