Incyte Yönetim
Yönetim kriter kontrolleri 1/4
Incyte CEO'su Bill Meury, Jun2025 tarihinde atandı, in görev süresi 1.25 yıldır. in toplam yıllık tazminatı $ 32.09M olup, şirket hissesi ve opsiyonları dahil olmak üzere 2% maaş ve 98% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.002% ine doğrudan sahiptir ve bu hisseler $ 540.65K değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 1.3 yıl ve 7.8 yıldır.
Anahtar bilgiler
Bill Meury
İcra Kurulu Başkanı
US$32.1m
Toplam tazminat
| CEO maaş yüzdesi | 2.02% |
| CEO görev süresi | 1.3yrs |
| CEO sahipliği | 0.002% |
| Yönetim ortalama görev süresi | 1.3yrs |
| Yönetim Kurulu ortalama görev süresi | 7.8yrs |
Son yönetim güncellemeleri
Recent updates
Seeking Alpha • Sep 15
Incyte: Priced For Success, With No Margin Of Safety
Summary Incyte Corporation is rated Sell due to a valuation that bakes in high pipeline success probabilities, leaving little upside for new investors. INCY's commercial business, led by Jakafi and Opzelura, is valued at ~$83.55/share, and adding research pipeline ~$101/share ,well below the current ~$122/share price. The market price implies a ~70% probability of success across seven key pipeline assets, a level seen as aggressive given actual risk profiles. Upcoming catalysts are dense, but unless major pipeline wins materialize, the stock offers little margin of safety and is vulnerable to negative news flow. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Sep 08
INCY: Future Returns Will Hinge On KRAS Data And Post Jakafi Execution
Analysts have nudged their average price target higher for Incyte, with fair value rising from about $124.96 to $127.74. They cite broadly supportive Q2 research updates that highlight solid commercial execution, a fuller late stage pipeline and a series of higher individual targets that now cluster between roughly $104 and $152.
Anlatı Güncellemesi • Aug 25
INCY: Post Jakafi Cliff Risk Will Limit Vega Bleeding Franchise Upside
Analysts have lifted their blended price target and fair value estimate for Incyte, with the model now pointing to about $92.65 per share. This move is supported by a wave of higher Street targets following solid Q2 results, increased confidence in late stage assets such as VGA039 and '734, and an updated outlook that assumes a richer future P/E multiple alongside slightly higher discounting and a more resilient profit margin profile, despite more cautious revenue growth assumptions.Anlatı Güncellemesi • Aug 11
INCY: Future Returns Will Depend On Post Jakafi Pipeline And Execution
The analyst price target for Incyte has been reset higher from $114.55 to $124.96 as analysts factor in a series of post Q2 target hikes that highlight solid commercial execution, clearer post Jakafi plans, and a portfolio that some see as increasingly supported by late-stage assets and potential upcoming catalysts. Analyst Commentary Recent research views on Incyte show a mix of optimism around execution and pipeline progress, alongside ongoing questions about how the company handles the eventual Jakafi loss of exclusivity and competition in key disease areas.Analiz Makalesi • Jul 31
Earnings Beat: Incyte Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
A week ago, Incyte Corporation ( NASDAQ:INCY ) came out with a strong set of quarterly numbers that could potentially...Anlatı Güncellemesi • Jul 28
INCY: Future Returns Will Hinge On Replacing Jakafi And Advancing Hematology Pipeline
Analysts have lifted the Incyte fair value estimate from $108.50 to about $114.55, reflecting modestly higher assumptions for revenue growth, profit margins and future P/E, along with a slightly lower discount rate, based on a recent series of upward price target revisions across the Street. Analyst Commentary Recent research on Incyte shows a mix of optimism and caution.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.CEO Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$2b |
| Mar 31 2026 | n/a | n/a | US$1b |
| Dec 31 2025 | US$32m | US$647k | US$1b |
Tazminat ve Piyasa: Bill 'nin toplam tazminatı ($USD 32.09M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 14.74M ).
Tazminat ve Kazançlar: Bill şirketinin tazminatını şirket performansıyla karşılaştırmak için yeterli veri yok.
CEO
Bill Meury (58 yo)
1.3yrs
Görev süresi
US$32,085,952
Tazminat
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...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| CEO & Director | 1.3yrs | US$32.09m | 0.0021% $ 540.6k | |
| President and Global Head of R&D | less than a year | US$8.84m | 0% $ 0 | |
| Principal Financial Officer | 4.5yrs | US$990.37k | 0.0043% $ 1.1m | |
| Executive VP | 11.5yrs | US$6.30m | 0.00078% $ 201.8k | |
| Executive Vice President & Head of U.S. Commercial | 1.7yrs | US$10.59m | Veri yok | |
| Executive VP & CFO | less than a year | Veri yok | Veri yok | |
| Executive VP & Head of Global Technical Operations | 10.7yrs | Veri yok | 0.0057% $ 1.5m | |
| VP & Head of Investor Relations | no data | Veri yok | Veri yok | |
| Executive VP | less than a year | Veri yok | Veri yok | |
| VP of Investor Relations & Corporate Communications | no data | Veri yok | Veri yok | |
| Executive VP & Chief Human Resources Officer | 1.1yrs | Veri yok | 0.0026% $ 670.0k | |
| Group VP | no data | Veri yok | Veri yok |
1.3yrs
Ortalama Görev Süresi
58.5yo
Ortalama Yaş
Deneyimli Yönetim: INCY 'un yönetim ekibi deneyimli olarak kabul edilmiyor ( 1.3 yıl), bu da yeni bir ekibin varlığını gösteriyor.
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| CEO & Director | 1.3yrs | US$32.09m | 0.0021% $ 540.6k | |
| Independent Director | 11.7yrs | US$536.14k | 0.011% $ 2.9m | |
| Independent Chairman of the Board | 24.8yrs | US$573.14k | 0.14% $ 35.6m | |
| Independent Director | 5yrs | US$511.14k | 0.0056% $ 1.4m | |
| Independent Director | 8.8yrs | US$524.64k | 0.0095% $ 2.5m | |
| Independent Director | 6.8yrs | US$539.64k | 0.011% $ 2.7m | |
| Independent Director | 6.5yrs | US$511.14k | 0.0066% $ 1.7m | |
| Independent Director | 11.7yrs | US$538.14k | 0.012% $ 3.1m |
7.8yrs
Ortalama Görev Süresi
65.5yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: INCY 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 7.8 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/18 16:42 |
| Gün Sonu Hisse Fiyatı | 2026/09/18 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Incyte Corporation 48 Bu analistlerden 22, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Jasper Hellweg | Argus Research Company |
| Thomas Russo | Baird |
| Etzer Darout | Barclays |