EarningsINCY reported strong results with beats for Jakafi, Opzelura, and Niktimvo leading to total revenues that were 6% above consensus.
Product PerformanceThe early Niktimvo launch showed significant strength, leading to increased sales estimates for 2025 and 2030.
Revenue GrowthStrong growth for assets like Niktimvo starts to make analysts more confident in the asset's commercial potential.