Amit Corwin's questions to Krystal Biotech Inc (KRYS) leadership • Q3 2024
Question
An analyst from William Blair asked about the expected revenue impact from declining patient compliance, the company's plans for providing 2025 revenue guidance, and what key metrics investors should track for the upcoming launches in Europe and Japan.
Answer
Chairman and CEO Krish Krishnan clarified that compliance is currently tracking ahead of their initial models, which anticipated a drop to 50% utilization (2 vials/month) by 18 months post-launch. He stated that the company is still internally discussing 2025 guidance due to the moving parts of the ex-U.S. launches. A decision on the key metrics for Europe and Japan has not yet been made and will be determined closer to launch.