Krystal(KRYS)

Search documents
Krystal Biotech (KRYS) 2025 Conference Transcript
2025-05-14 19:20
Summary of Krystal Biotech (KRYS) Conference Call Company Overview - **Company Name**: Krystal Biotech - **Industry**: Biotechnology - **Focus**: Development and commercialization of genetic medicines for monogenic diseases - **Location**: Pittsburgh, with all manufacturing and intellectual property based in the US [4][5] Core Points and Arguments Commercial Stage and Pipeline - Krystal Biotech launched its drug, **BIJUVAK**, for dystrophic epidermolysis bullosa (DEB) in the US about 18 months ago and received approval in Europe, with plans to launch in Europe and Japan later in 2025 [4][5] - The company has been cash flow positive for the last seven quarters and does not plan to seek financing in the next few years [5][6] - The focus for 2025 includes expanding into lung and eye tissues, with early entry into oncology [5] Market Trends and Patient Dynamics - In Q1, patient healing led to temporary pauses in treatment, which is expected to result in a return of patients over the next 60-120 days [8][9] - The company has 17 sales representatives covering 52 states, facing challenges in prescription pull-through due to patient dispersion [10][11] - Insurance changes in Q1 impacted revenue but are expected to normalize in Q2 [12][13] European and Japanese Market Launch - The EU approval allows broader patient self-administration compared to the US, with launches expected in Germany and France in Q3 2025 [19][20] - Pricing in the EU is anticipated to be around 50-75% of the US price, with a conservative accrual strategy [27][28] Pipeline Developments - Upcoming focus on cystic fibrosis (CF) and alpha-one antitrypsin deficiency treatments, with strong value propositions for patients with null mutations [34][35] - The company is preparing for a lung cancer announcement at ASCO, reinforcing confidence in its lung delivery capabilities [37][38] Ophthalmology Programs - The company is initiating a registrational study for KBM-803 targeting ocular complications of DEB, with a market opportunity for about 10-15% of the RDEB population having eye lesions [48][49] - Another program, KB801, targets neurotropic keratitis, expected to be a significant market opportunity but not anticipated for launch until 2026 [50][51] Financial Outlook - The company is confident in its financial position, with plans to manage the launch of BIJUVAK and advance other pipeline assets without needing additional funding [53][55] Other Important Insights - The company emphasizes the importance of patient comfort and convenience in drug administration, with a high percentage of patients preferring home administration [30][31] - The management is focused on strategic partnerships for larger indications to enhance market reach and financial stability [55] This summary encapsulates the key points discussed during the conference call, highlighting the company's strategic direction, market dynamics, and pipeline developments.
Pharma Fire Sale: 3 Stocks the RSI Says You Shouldn't Ignore
MarketBeat· 2025-05-14 12:30
Investors searching for high-quality opportunities in the pharmaceutical space should keep a close eye on stocks trading at extremely oversold levels. One of the most popular ways to measure this is through the Relative Strength Index (RSI), a technical momentum indicator that signals when a stock may be due for a rebound. An RSI below 30 suggests a stock is extremely oversold and could be primed for a bounce, especially if sentiment is showing signs of turning or if the stock has retained analyst support. ...
Krystal Biotech to Present at BofA Securities 2025 Health Care Conference
GlobeNewswire· 2025-05-07 12:00
PITTSBURGH, May 07, 2025 (GLOBE NEWSWIRE) -- Krystal Biotech, Inc. (the "Company") (NASDAQ: KRYS) today announced that the Company will participate in the BofA Securities 2025 Health Care Conference on May 14, 2025, in Las Vegas. Krish S. Krishnan, Chairman and Chief Executive Officer, will take part in a fireside chat scheduled at 11:20 am PT and host investor meetings throughout the day. A webcast of the presentation will be available here beginning at 11:20 am PT on Wednesday, May 14, 2025 and will be po ...
Krystal Biotech Q1 Earnings and Sales Miss Estimates, Stock Down
ZACKS· 2025-05-06 18:40
Krystal Biotech (KRYS) reported first-quarter 2025 earnings per share (EPS) of $1.20, which missed the Zacks Consensus Estimate of $1.38. Nonetheless, the reported EPS was up from 3 cents posted in the year-ago quarter. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)Revenues of $88.1 million surged 95% year over year but missed the Zacks Consensus Estimate of $95 million. Revenues came in solely from the sales of Vyjuvek.Shares of the company are trading down in response to the di ...
Krystal(KRYS) - 2025 Q1 - Earnings Call Presentation
2025-05-06 14:20
First Quarter 2025 Financial and Operating Results May 6, 2025 © Copyright 2025 Krystal Biotech, Inc. All rights reserved. Forward Looking Statements and Disclosures This presentation and the accompanying oral presentation contain forward-looking statements that involve substantial risks and uncertainties. Any statements about future expectations, plans, and prospects for Krystal Biotech, Inc. (together with its subsidiaries, the "Company"), including but not limited to statements about the Company's U.S. c ...
Krystal Biotech, Inc. (KRYS) Misses Q1 Earnings and Revenue Estimates
ZACKS· 2025-05-06 14:15
Krystal Biotech, Inc. (KRYS) came out with quarterly earnings of $1.20 per share, missing the Zacks Consensus Estimate of $1.38 per share. This compares to earnings of $0.03 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -13.04%. A quarter ago, it was expected that this company would post earnings of $1.29 per share when it actually produced earnings of $1.52, delivering a surprise of 17.83%.Over the last four quarters, the c ...
Krystal(KRYS) - 2025 Q1 - Earnings Call Transcript
2025-05-06 13:32
Krystal Biotech (KRYS) Q1 2025 Earnings Call May 06, 2025 08:30 AM ET Company Participants Stéphane Paquette - VP - Business DevelopmentKrish Krishnan - Chairman & CEOJennifer McDonough - SVP of Patient Access, Analytics & OperationsChristine Wilson - Head of U.S. Sales & MarketingSuma Krishnan - President, Research & DevelopmentKathryn Romano - Executive VP & Chief Accounting OfficerAlec Stranahan - Vice President - Equity ResearchGavin Clark-Gartner - Director - Biotechnology Equity ResearchAndrea Newkirk ...
Krystal(KRYS) - 2025 Q1 - Earnings Call Transcript
2025-05-06 12:30
Krystal Biotech (KRYS) Q1 2025 Earnings Call May 06, 2025 08:30 AM ET Speaker0 Thank you for standing by, and welcome to the Crystal Biotech First Quarter twenty twenty five Earnings Call. At this time, all participants are on a listen only mode. After the speakers' presentations, there will be a question and answer session. As a reminder, today's conference is being recorded. I would now like to hand the conference over to your host, Stephane Paquette, Vice President of Corporate Development. Please begin. ...
Krystal(KRYS) - 2025 Q1 - Quarterly Results
2025-05-06 12:09
Krystal Biotech Announces First Quarter 2025 Financial and Operating Results VYJUVEK approved in Europe for the treatment of DEB patients from birth $88.2 million in 1Q VYJUVEK revenue and $429.4 million since launch in Q3 2023 Second ophthalmic program in clinic - KB801 for the treatment of neurotrophic keratitis Upcoming clinical readouts in 2025 - CF, AATD, ocular complications of DEB, and aesthetics Strong balance sheet, ending the quarter with $765.3 million in cash and investments PITTSBURGH, May 6, 2 ...
Krystal(KRYS) - 2025 Q1 - Quarterly Report
2025-05-06 12:08
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________________________________ FORM 10-Q _____________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38210 _____________ ...