Incyte Corporation (INCY) 12th Annual Cantor Fitzgerald Global Healthcare Conference September 10, 2026 9:45 AM EDT
Company Participants
William Meury – CEO & Director
Pablo Cagnoni – President and Global Head of R&D
Conference Call Participants
Eric Schmidt – Cantor Fitzgerald & Co., Research Division
Imogen Mansfield – Cantor Fitzgerald & Co., Research Division
Presentation
Eric Schmidt
Cantor Fitzgerald & Co., Research Division
Welcome to the Cantor Conference. My name is Eric Schmidt, and it’s my pleasure to moderate the next session with my colleague, Imogen Mansfield. And delighted to have with us the Incyte team, fresh off a big year and looking forward to a very eventful fall as well.
We’ve got the company’s Chief Executive Officer, Bill Meury, as well as the company’s President and Head of R&D, Pablo Cagnoni. Pablo, Bill, thank you for being here. Bill, it’s been just about a year since you took the helm.
Question-and-Answer Session
Eric Schmidt
Cantor Fitzgerald & Co., Research Division
So give us a lay of the land and what’s worked well over that intervening period since we last saw you.
William Meury
CEO & Director
Yes. Look, I joined the company just about 14, 15 months ago. One of the things I observed from the outside looking in is that the pipeline, when I joined, was still really in a proof-of-concept stage. We did not have Phase I — significant Phase I data on 989 G12D, TGF-beta x PD-1. Obviously, we didn’t have our protein S modulator for von Willebrand’s disease. And here we are about 18 months into the phase, and we’re in Phase III on all those assets. So I think the pipeline has advanced in a way that is very reassuring, number one.
Number two, I think it gives us much greater visibility into the recovery phase, the
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