At least 26 biotechs and pharmas reported earnings last week. Shares of Incyte Corp. (NASDAQ:INCY) fell 28% on the week, losing more than $900 million in market value. The company, which started selling Jakafi ruxolitinib last year for myelofibrosis, posted EPS and revenues that surpassed analyst consensus estimates. However, investors had trouble digesting the company's change in how it recognizes revenue in light of newly introduced 2012 sales guidance for Jakafi.

Anika Therapeutics Inc. (NASDAQ:ANIK) and Repligen Inc. (NASDAQ:RGEN) were up more than 15% last week after beating the Street's EPS and revenue estimates. Anika markets Orthovisc high molecular weight hyaluronan. Repligen supplies products for manufacturing biologics, and last week said it would focus on its bioprocessing business and seek partners for it internally developed biologic therapeutics. (A) Fiscal 1Q; (B) Estimate from one analyst; (C) Fiscal 4Q; Mcap in $M