Product ApprovalsThe FDA approved INCY/SNDX's anti-CSF1R axatilimab for the treatment of 3L+ chronic GvHD, serving as a cornerstone for axatilimab to eventually move into the significantly larger 1L market.
Revenue GrowthPovorcitinib could be the first approved oral HS agent in a multi-billion dollar market, potentially filling the mid-long term revenue stream for INCY.
Sales PerformanceOpzelura sales are expected to exceed consensus estimates of $151 million, indicating strong financial performance.