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EC Approves Label Expansion of INCY's Lymphoma Drug Minjuvi

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Key Takeaways

  • INCY won EC approval for Minjuvi with lenalidomide and rituximab to treat follicular lymphoma.
  • The decision was backed by inMIND trial data showing improved progression-free survival.
  • INCY continues diversifying beyond Jakafi as Minjuvi gains new labels across the world.

Incyte (INCY - Free Report) announced that the European Commission (EC) has approved a label expansion of Minjuvi (tafasitamab).

The drug, in combination with Revlimid (lenalidomide) and rituximab, is now indicated for the treatment of adult patients with relapsed or refractory follicular lymphoma (FL) (Grade 1–3a) following at least one line of systemic therapy.

The is the second indication for which Minjuvi has received approval in the EU. The drug is already approved in the EU in combination with lenalidomide, followed by Minjuvi monotherapy, for the treatment of adult patients with relapsed or refractory diffuse large B-cell lymphoma (DLBCL).

More on EC Approval of INCY’s Minjuvi

The latest EC approval is based on data from the late-stage inMIND study evaluating the efficacy and safety of Minjuvi in combination with rituximab and Revlimid as a treatment for patients with relapsed or refractory FL.

Data from this registrational study showed that patients with relapsed or refractory FL achieved significantly improved progression-free survival with Minjuvi in combination with rituximab and Revlimid.

Minjuvi was generally well-tolerated, with a manageable safety profile. Safety and tolerability were comparable with the addition of tafasitamab to Revlimid in combination with rituximab.

The approval succeeds positive opinion from the European Medicines Agency’s Committee for Medicinal Products for Human Use (“CHMP”) in November 2025.

FL is the most common indolent form of B-cell non-Hodgkin lymphoma (NHL), accounting for roughly 30% of NHL cases worldwide. The disease is generally considered incurable, with many patients relapsing after initial treatment and facing a progressively poorer prognosis with each subsequent recurrence. Despite therapeutic advances, a substantial unmet need remains for new options to treat relapsed or refractory FL, which affects an estimated 2-4 per 100,000 people in Western countries.

The latest approval of Minjuvi in combination with Revlimid and rituximab in the EU marks a significant advancement, introducing the first dual-targeted CD19 and CD20 immunotherapy for eligible patients with FL in Europe and demonstrating a meaningful reduction in the risk of disease progression, including in those with high-risk disease.

INCY’s Efforts to Diversify Portfolio Impressive

We note that Monjuvi is also approved by the FDA in combination with Revlimid and rituximab for the treatment of adult patients with relapsed or refractory FL. In addition, Monjuvi received accelerated approval in the United States in combination with Revlimid for the treatment of adult patients with relapsed or refractory DLBCL.

Incyte’s lead drug, Jakafi, is a JAK1/JAK2 inhibitor approved for the treatment of polycythemia vera (PV) in adults who have had an inadequate response to or are intolerant of hydroxyurea; intermediate or high-risk myelofibrosis (MF), including primary MF, post-polycythemia vera MF and post-essential thrombocythemia MF in adults; steroid-refractory acute graft-versus-host disease (GVHD) in adult and pediatric patients 12 years and older; and chronic GVHD after failure of one or two lines of systemic therapy in adult and pediatric patients aged 12 years and older.

Jakafi is marketed by Incyte in the United States and by Novartis (NVS - Free Report) as Jakavi in ex-U.S. markets. Incyte earns royalties from NVS on sales outside the country.

However, the company is looking to diversify its revenue base due to its heavy dependence on Jakafi.

The uptake of recently approved drugs (Pemazyre, Monjuvi and Tabrecta) has been strong. Additional label expansions of these drugs will further diversify its portfolio.

Incyte has put up a stellar performance in 2025 on the back of better-than-expected quarterly results, and positive pipeline and regulatory updates.

INCY’s shares have surged 45.6% in a year compared with the industry’s growth of 16.9%.

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Earlier in the year, INCY’s new global collaboration with Qiagen (QGEN - Free Report) also impressed investors.

The collaboration is aimed at developing a novel diagnostic panel to support INCY’s pipeline of investigational treatments for myeloproliferative neoplasms, a group of rare blood cancers.

Per the agreement with Incyte, QIAGEN will develop a multimodal panel utilizing next-generation sequencing technology to detect clinically relevant gene alterations in hematological malignancies. QIAGEN will also assist with regulatory submissions and market access efforts in the United States, the EU and certain Asia-Pacific regions.

INCY currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.


 


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