Incyte Corp Key Data Presentations at ASH Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Tazeen Ahmad - BofA Global Research - Analyst : Hi, good afternoon. Thanks for taking my question. For the BET inhibitor, for the monotherapy cohort that you studied, you just did have that 28% discontinuation rate. How is that comparing to what your expectations would have been? And how does that impact the dosing that you're considering going forward? Thanks. REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. DECEMBER 12, 2024 / 9:00PM, INCY.OQ - Incyte Corp Key Data Presentations at ASH

Question: Kripa Devarakonda - Truist Securities - Analyst : Sorry about that. Thank you for taking my questions. So in the lymphoma trial, the triplet was compared to a doublet. But when we think about competition in the real world, what do you think are the right second-line benchmarks to compare the triplet to? And maybe, this is -- the safety -- when we're looking at the safety -- when you add tafasitamab to the doublet, it does not seem to have worsened the safety profile versus the control arm, which I think is really impressive. But we've heard some concerns from lymphoma doctors regarding the safety of the doublet, the len/rituximab doublet. Just wanted to see your thoughts given that you've seen all these data now, is that a concern? Have you heard anything at all on that? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. DECEMBER 12, 2024 / 9:00PM, INCY.OQ - Incyte Corp Key Data Presentations at ASH

Question: Jessica Fye - JPMorgan - Analyst : Hey, guys. Good afternoon. Thanks for taking my questions. For the planned Phase 3 for the BET inhibitor from post-JAK patients, how do you think about the SVR35 response rate that you expect for best available therapy there? And what would represent a clinically meaningful improvement on SVR35 relative to the control in this post-JAK setting? And then second, if I could, for the mutant color product and the JAKV1617F (sic - "JAK2V617Fi") product, the data boxes on the slide span both the first half and second half of 2025 whereas the other catalysts are mostly split up between first half and second half. Can you help us think about when to expect those updates and why it's sort of presented that way? Thank you.

Question: Jessica Fye - JPMorgan - Analyst : Great. Thank you.

Question: Jay Olson - Oppenheimer - Analyst : Hey. Congrats on the progress, and thanks for having us update. Have you seen any evidence of fibrosis improvement with your BET inhibitor? And is there a potential to demonstrate fibrosis improvement in your registrational trial for potential inclusion in the FDA-approved label?