Overview
* Kiniksa Q2 2025 ARCALYST revenue grows 52% yr/yr to $156.8 mln
* Kiniksa initiates Phase 2/3 trial for KPL-387 in recurrent pericarditis
Outlook
* Kiniksa raises 2025 ARCALYST revenue guidance to $625-$640 mln
* Company expects KPL-387 Phase 2 trial data in second half of 2026
* Company expects annual cash flow to remain positive
Result Drivers
* ARCALYST PENETRATION - Expanded penetration in recurrent pericarditis market drives 52% yr/yr revenue growth
* PRESCRIBER GROWTH - Increase in both new and repeat prescribers supports ARCALYST sales
Key Details
Metric Beat/Mis Actual Consensu
s s
Estimate
Q2 $156.80
Product mln
Revenue
Q2 EPS $0.24
Q2 Net $17.83
Income mln
Q2 $136.64
Operatin mln
g
Expenses
Q2 $22.88
Pretax mln
Profit
Analyst Coverage
* The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 6 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
* The average consensus recommendation for the pharmaceuticals peer group is "buy."
* Wall Street's median 12-month price target for Kiniksa Pharmaceuticals International PLC ( KNSA ) is $40.00, about 32.4% above its July 28 closing price of $27.04
* The stock recently traded at 26 times the next 12-month earnings vs. a P/E of 33 three months ago
Press Release:
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)