Incyte's Jakafi Demand Is Strong, Analyst Upgrades Stock
Incyte's Jakafi Demand Is Strong, Analyst Upgrades Stock
On Tuesday, Incyte Corporation (NASDAQ:INCY) reported third-quarter revenue of $1.14 billion, up 24% year over year, beating the consensus of $1.08 billion.
週二，因塞特公司（納斯達克：INCY）報告第三季度營業收入爲11.4億美元，同比增長24%，超過10.8億美元的共識。
Jakafi (ruxolitinib) net product revenues increased to $741.18 million, up 16% year over year, primarily due to a 10% increase in total demand.
洛歌非（利妥昔單胺）淨產品營收增至74118萬美元，同比增長16%，主要是由於總需求增加10%。
Guidance: Incyte forecasts 2024 Jakafi revenue of $2.74 billion—$2.77 billion, up from prior guidance of $2.71 billion—$2.75 billion.
預測：因塞特預計2024年洛歌非的營收將達到27.4億—27.7億美元，高於之前的指導範圍274.1億—27.5億美元。
BofA Securities analyst upgraded Incyte's stock, citing strong demand for Jakafi lists overhang on competitive pressure in myelofibrosis and sees multiple shots on goal from the pipeline with several pivotal readouts expected in 2025.
美銀證券分析師升級了因塞特的股票，稱雅卡菲需求強勁，列表超過骨髓纖維化的競爭壓力，並且預計從管線中有多個重要數據發佈，2025年預計有幾個關鍵數據發佈。
The analyst upgraded from Neutral to Buy with a price target of 90, up from $68.
該分析師將評級從中立升級到買入，目標股價爲90美元，高於68美元。
"We are also encouraged by continued growth for Opzelura with potential to expand into pediatric AD (approval expected in 2H25). We note 2025 will be a catalyst-rich year with several pivotal readouts," the analyst added.
「我們對Opzelura持續增長感到鼓舞，並有擴展到兒童特應性皮炎的潛力（預計在2025年下半年獲批）。我們注意到2025年將是一個注入催化劑的豐富年，預計將有幾個關鍵的數據發佈，」分析師補充道。
Although clinical validation is still necessary, the BofA analyst writes that some of these programs may help offset the anticipated loss of exclusivity for Jakafi in 2028.
儘管仍需要臨床驗證，但美銀證券分析師表示，其中一些項目可能有助於抵消雅卡菲在2028年失去獨家權的預期。
The analyst has a more optimistic view of Jakafi's prospects in myelofibrosis, seeing a reduced risk of market share erosion from new competitors.
該分析師對雅卡菲在骨髓纖維化方面的前景持更加樂觀的看法，認爲市場份額受到新競爭對手的侵蝕風險降低。
The updated model projects Jakafi's peak sales at $3.2 billion, up from our previous estimate of $2.8 billion. The analyst has also raised estimates for Opzelura, anticipating strong growth driven by the pediatric atopic dermatitis market and robust demand in the EU, now projecting peak sales of $1.7 billion.
最新的模型預測Jakafi的巔峯銷售額達到32億美元，高於我們先前的估計28億美元。分析師還上調了Opzelura的估算，預計兒童特應性皮炎市場以及歐盟需求強勁增長，現在預計銷售額達到17億美元。
Price Action: INCY stock closed higher by 0.45% to $73.93 on Wednesday.
價格走勢：因塞特股價於週三收漲0.45％，報73.93美元。
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譯文內容由第三人軟體翻譯。
