What is the revenue and EPS growth rate for Kiniksa year over year?

What were the key takeaways from Kiniksa’s earnings call?

What does Kiniksa do and what are its main business segments?

What guidance did Kiniksa's management provide for the next earnings period?

What is Kiniksa's latest dividend and current dividend yield?

What were the key takeaways from Kiniksa's earnings call?

What factors drove the changes in Kiniksa's revenue and profit?

Did Kiniksa beat or miss consensus estimates last quarter?

- **Revenue Growth**: Q3 ARCALYST revenue up 61% YoY to $180.9M, with full-year guidance raised to $670-675M.
- **Market Penetration**: 15% of 2+ recurrence patients treated, 20% scripts for first recurrence.
- **Pipeline Momentum**: KPL-387 Phase II/III trial on track for 2026 readout; 300mg subQ dose validated.
- **Financial Strength**: $352M cash balance, 118% YoY growth in collaboration profit.
- **Patient Retention**: 45% restart rate within 8 weeks, average therapy duration 32 months.

**【CEO Opening Remarks】**
- ARCALYST revenue grew 61% YoY to $180.9M in Q3, driving full-year guidance update to $670-675M (from $625-640M). 
- 15% penetration of the 2+ recurrence patient population, with 20% of prescriptions for first recurrence.
- KPL-387 Phase II/III trial on track for H2 2026 readout, with FDA Orphan Drug Designation granted.

**【CFO Financial Commentary】**
- Collaboration profit rose 118% YoY to $126.6M, reflecting strong ARCALYST adoption.
- Net income of $18.4M vs. $12.7M loss YoY, with cash balance increasing to $352.1M.
- Gross-to-net rate stable at 8.9%, in line with seasonal trends.

**【Q&A Highlights】**
- 45% of patients restarted therapy within 8 weeks, with average duration of 32 months.
- ACC guidelines affirm IL-1 inhibition as steroid-sparing standard of care.
- KPL-387 Phase II dose-finding study confirms 300mg subcutaneous monthly dosing.
- 3,825 prescribers (28% writing >2 scripts), with 80% of scripts for 2+ recurrence patients.

Kiniksa Pharmaceuticals International, plc (KNSA) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

KNSA

KNSA fundamentals

You can ask Aime