KNSA
Kiniksa Pharmaceuticals International, plc41.37
-0.18-0.43%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
3.14BP/E (TTM)
91.93Basic EPS (TTM)
0.45Dividend Yield
0%Recent Filings
10-Q
Q3 FY2025 results
Kiniksa Pharmaceuticals posted strong Q3 FY2025 results, with product revenue from ARCALYST surging 61.1% y/y to $180.9M and 18.1% q/q (derived), fueled by higher patient enrollment while collaboration expenses climbed 116.0% y/y to $63.3M on the profit split with Regeneron. Operating income flipped to $24.0M from a $9.7M loss y/y, and diluted EPS improved to $0.23 from -$0.18, reconciling to 80.0M weighted shares with no anti-dilution flagged. Cash from operations hit $84.1M YTD, bolstering liquidity to $352.1M in cash and short-term investments, debt-free with no revolver. Yet third-party payors' coverage decisions remain a key risk.
8-K
ARCALYST revenue jumps 61%
Kiniksa Pharmaceuticals reported Q3 2025 ARCALYST net product revenue of $180.9 million, up 61% year-over-year, fueled by growing adoption in recurrent pericarditis with therapy duration hitting 32 months. The company raised full-year 2025 guidance to $670-$675 million, while cash swelled to $352.1 million with no debt. KPL-387 snagged FDA Orphan Drug Designation, eyeing Phase 2/3 data in H2 2026. Revenue surges, yet R&D costs climb.
8-K
ARCALYST sales surge; KPL-387 trial starts
Kiniksa Pharmaceuticals posted its September 2025 investor presentation, highlighting ARCALYST's robust Q2 net sales of $156.8M, up from $103.4M last year, with full-year guidance raised to $625-640M amid ~15% penetration of the 14,000-patient target. The company initiated the KPL-387 Phase 2/3 trial for recurrent pericarditis, eyeing dose-focusing data in late 2026, while holding $308M in cash for ongoing investments. ARCALYST drives cash flow positivity. Yet risks linger in clinical trial timelines.
8-K
ARCALYST revenue surges 52%
Kiniksa Pharmaceuticals reported Q2 2025 ARCALYST net product revenue of $156.8 million, up 52% year-over-year, fueled by broader adoption among prescribers for recurrent pericarditis. The company raised its full-year 2025 guidance to $625-$640 million, reflecting sustained commercial momentum, while initiating the Phase 2/3 trial for KPL-387 with data expected in 2H 2026. Cash swelled to $307.8 million, no debt. Net income swung to $17.8 million from a prior loss.
10-Q
Q2 FY2025 results
Kiniksa Pharmaceuticals posted strong Q2 FY2025 results, with product revenue from ARCALYST surging 52% y/y to $156.8M and 62% y/y to $294.6M YTD, driven by higher patient enrollment, while gross margin held steady at 88% (derived). Operating income flipped to $20.2M from a $0.1M loss y/y, and diluted EPS improved to $0.23 from -$0.06, reconciling to 77.9M weighted shares. Cash from operations reached $50.4M YTD, boosting cash and equivalents to $192.0M and short-term investments to $115.7M, with no debt and $161.6M in manufacturing commitments. The mavrilimumab program ended in May 2025, streamlining focus on KPL-387's Phase 2/3 trial. Yet competition from IL-1 inhibitors like canakinumab could pressure ARCALYST's market share.
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