Long-term StrategyINCY has a clear strategy to address Jakafi LOE in 2028, with several potential launches expected through 2030.
Market Share ExpansionTargeted therapies for MPN patients are expected to significantly grow their market share, with positive initial data validating their approach.
Product ApprovalFDA’s approval of Opzelura for pediatric patients with mild-to-moderate AD improves visibility into modestly incremental growth for this indication.
Sales And PerformanceIncreased confidence in Niktimvo sales estimates is supported by early launch metrics and commercial performance comparisons.