Calls
1
Bill Meury
President and CEO, Incyte
Win Rate
100.0%
return
+23.0%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 13
$103.75
+23.0%
Bill Meury says Incyte can navigate the 2028 Jakafi patent cliff and replace roughly $3 billion of revenue because its core business is still performing and it has advanced seven prioritized programs supported by 14 Phase 3 trials. Management only needs two or three winners out of the seven programs to offset the cliff, and the pipeline gives investors greater visibility into the growth trajectory and breadth/depth of the business.
Pharma & Biotech
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Bill Meury has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: INCY.
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