Key Takeaways Incyte's phase III study of Monjuvi combo met key goals versus R-CHOP alone in first-line DLBCL.INCY's Monjuvi/Minjuvi plus Revlimid with R-CHOP improved outcomes with no new or unexpected safety signals.Incyte plans an FDA filing seeking the label expansion of Monjuvi for first-line DLBCL treatment in H1 2026.Incyte (INCY) announced positive top-line results from a late-stage lymphoma study of Monjuvi/Minjuvi (tafasitamab), a humanized Fc-modified cytolytic CD19 targeting monoclonal antibody, ...

公司评级与目标价 - 巴克莱给予Xencor Inc"减持"评级 目标价6美元[1] 技术平台与合作伙伴关系 - 公司拥有抗体技术创新历史 与阿斯利康Ultomiris及Incyte公司Monjuvi/Minjuvi药物产生特许权收益[1] - 合作项目支撑稳定收入流及强劲资产负债表[1] 研发管线进展 - 内部研发管线未能产生超越特许权收益的足够估值提升空间[2] - 主导肿瘤项目XmAb819针对肾透明细胞癌的早期剂量递增数据预计今年公布[2] - 巴克莱认为该数据过于初步 对股价影响有限[2]