INCY — what changed in the latest 10-Q
A section-by-section comparison of INCY's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-10-29 vs the prior 10-Q · 2026-07-28
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +17 | −17 | ~44 | 140 |
| Market risk (Item 3) | Text added/removed | 0 | 0 | ~1 | 1 |
| Controls & procedures | Text added/removed | 0 | 0 | ~1 | 2 |
| Legal proceedings | Text added/removed | 0 | 0 | ~1 | 0 |
| Risk factors | Text added/removed | 0 | 0 | ~9 | 229 |
| Other information | Text added/removed | +3 | −2 | ~2 | 0 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-10-29
Axatilimab is a colony stimulating factor-1 receptor (CSF-1R)-blocking antibody targeting monocytes and macrophages, reducing inflammation and fibrosis associated with chronic GVHD. A Phase 2 trial evaluating axatilimab in combination with ruxolitinib in patients with newly diagnosed chronic GVHD is…
In the third quarter of 2026, as part of our strategic shift in focus toward the first-line maintenance ovarian cancer setting, enrollment in the Phase 3 study (MAESTRA-2) evaluating INCB123667 in PROC was discontinued. A Phase 3 study (MAESTRA-3) evaluating INCB123667 in first-line maintenance ovar…
In October 2026, data from the ongoing Phase 1 trial evaluating INCB161734 in combination with standard-of-care chemotherapy (mFOLFOX and GemNabP) as a first-line treatment in patients with metastatic PDAC, as well as data evaluating INCB161734 in combination with cetuximab in patients with advanced…
A Phase 3 study (DAWN-302) evaluating INCB161734 in combination with cetuximab in patients with previously treated CRC is anticipated to initiate in the first half of 2027.
In the fourth quarter of 2025, a Phase 3 study evaluating INCA33890 in combination with standard-of-care chemotherapy and bevacizumab as a first-line treatment in patients with MSS CRC was initiated. In October 2026, data from the ongoing Phase 1 trial evaluating INCA33890 in combination with standa…
Text removed vs the prior filing · source: 10-Q · 2026-07-28
•Even if a drug candidate that we develop receives regulatory approval, we may decide not to commercialize it if we determine that commercialization of that product would require more money and time than we are willing to invest.
•Increasing use of social media could give rise to liability, breaches of data security, or reputational damage.
INCB160058 is an Incyte-discovered, novel JAK2V617F mutant-specific inhibitor for patients with MPNs harboring a JAK2V617F mutation. Following a comprehensive review of available data, we discontinued further development of INCB160058 to prioritize our next-generation JAK2V617F-targeted pipeline.
Axatilimab is a colony stimulating factor-1 receptor (CSF-1R)-blocking antibody targeting monocytes and macrophages, reducing inflammation and fibrosis associated with chronic GVHD. A Phase 2 trial evaluating axatilimab in combination with ruxolitinib in patients with newly diagnosed chronic GVHD is…
In the fourth quarter of 2025, a Phase 3 study evaluating INCA33890 in combination with standard-of-care chemotherapy and bevacizumab as a first-line treatment in patients with MSS CRC was initiated. Additional data from the ongoing Phase 1 study evaluating INCA33890 in combination with bevacizumab …
Other information
Text added vs the prior filing · source: 10-Q · 2026-10-29
Steven Stein, our Executive Vice President, Chief Medical Officer and Head of Late-Stage Development, adopted a trading plan on August 7, 2026 providing for the sale of up to an aggregate of 282,480 shares of our common stock until August 7, 2027. On July 29, 2026, Dr. Stein terminated a trading pla…
Thomas Tray, our Vice President, Finance and Chief Accounting Officer, adopted a trading plan on July 31, 2026 providing for the sale of up to an aggregate of 4,128 shares of our common stock until July 31, 2027.
During the three months ended September 30, 2026, no director or officer (as defined in Rule 16a-1(f) under the Exchange Act) of our Company adopted or terminated any contract, instruction or written plan for the purchase or sale of our securities, whether or not intended to satisfy the affirmative …
Text removed vs the prior filing · source: 10-Q · 2026-07-28
Pablo Cagnoni, our President and Global Head of Research and Development, adopted a trading plan on April 30, 2026 providing for the sale of up to an aggregate of 139,381 shares of our common stock until May 1, 2028.
During the three months ended June 30, 2026, no director or officer (as defined in Rule 16a-1(f) under the Exchange Act) of our Company adopted or terminated any contract, instruction or written plan for the purchase or sale of our securities, whether or not intended to satisfy the affirmative defen…
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice