Earnings summaries and quarterly performance for Krystal Biotech.
Executive leadership at Krystal Biotech.
Board of directors at Krystal Biotech.
Research analysts who have asked questions during Krystal Biotech earnings calls.
Gavin Clark-Gartner
Evercore ISI
4 questions for KRYS
Also covers: ACRS, ARGX, ASND +11 more
YN
Yigal Nochomovitz
Citigroup Inc.
4 questions for KRYS
Also covers: ALDX, APLS, ARCT +22 more
Alec Stranahan
Bank of America
3 questions for KRYS
Also covers: AGIO, ALEC, BTAI +11 more
DC
Debjit Chattopadhyay
Guggenheim Securities
3 questions for KRYS
Also covers: BEAM, BOLD, HOOK +5 more
RB
Ritu Baral
TD Cowen
3 questions for KRYS
Also covers: ACAD, ALNY, ATAI +11 more
AN
Andrea Newkirk
Goldman Sachs
2 questions for KRYS
Also covers: ABCL, ALKS, ARWR +9 more
SC
Samantha Corwin
William Blair
2 questions for KRYS
Also covers: ALLO, BEAM, PTCT +3 more
AC
Amit Corwin
William Blair
1 question for KRYS
AT
Andrea Tan
Goldman Sachs
1 question for KRYS
Also covers: ABCL, ARWR, DAWN +3 more
DG
Dae Gon Ha
Stifel
1 question for KRYS
Also covers: ABEO, BEAM, CRBP +10 more
Fiona Shang
Jefferies
1 question for KRYS
Also covers: AWI, CHB, JBI +2 more
JS
Jiale Song
Jefferies Financial Group Inc.
1 question for KRYS
Also covers: ACRS, CRVS, CTMX +12 more
Joseph Pantginis
H.C. Wainwright & Co.
1 question for KRYS
Also covers: ARMP, BCDA, BLRX +15 more
JS
Josh Schimmer
Cantor Fitzgerald
1 question for KRYS
Also covers: BBIO, BYSI, CRNX +3 more
JF
Joshua Fleishman
Cowen and Company, LLC
1 question for KRYS
Also covers: FOLD, SGMO
JS
Joshua Schimmer
Evercore ISI
1 question for KRYS
Also covers: MIRM, NBIX, SPRY
Morgan Lamberti
Goldman Sachs
1 question for KRYS
Ry Forseth
Guggenheim Securities
1 question for KRYS
Also covers: NTLA, SLNO, SRPT +1 more
SC
Sami Corwin
William Blair
1 question for KRYS
Also covers: ALLO, BEAM, MESO +5 more
Recent press releases and 8-K filings for KRYS.
Companies Present Business Updates at J.P. Morgan Healthcare Conference
KRYS
Guidance Update
Product Launch
Revenue Acceleration/Inflection
- Krystal Biotech reported almost 10 consecutive quarters of positive EPS since the launch of VYJUVEK and a strong balance sheet, with no plans for financing for many years. The company aims for four marketed rare disease products within five years, with four registrational trials planned or ongoing in 2026 for KB803, KB801, KB407, and KB111.
- iRhythm exceeded its 2025 revenue guidance with over $740 million, achieving first-time profitability and becoming free cash flow positive. For 2026, the company expects $870 million-$880 million in revenue (17%-18% growth) and adjusted EBITDA of 11.5%-12.5%.
- PTC Therapeutics reported 2025 revenue of $823 million, surpassing guidance, with $112 million in Sephience revenue since its launch. The company closed 2025 with over $1.94 billion in cash and projects potential for cash flow breakeven in 2026, supported by $700 million-$800 million revenue guidance and reduced operating expenses.
Jan 12, 2026, 3:30 PM
44th Annual J.P. Morgan Healthcare Conference Highlights Key Biotech and MedTech Updates
KRYS
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Krystal Biotech reported a strong financial position with nearly 10 consecutive quarters of positive EPS and a robust balance sheet, outlining a vision for four marketed rare disease products with plans to self-launch in the US, EU4, and Japan. The company is advancing a pipeline including KB803 for DEB eye lesions, KB801 for Neurotrophic Keratitis, KB407 for Cystic Fibrosis, and KB111 for Hailey-Hailey, with most registrational studies starting or planned for 2026.
- iRhythm announced a tremendous 2025, marking its first year of profitability from an adjusted EBITDA perspective and free cash flow positive. For 2026, the company projects revenue of $870 million to $880 million (17%-18% growth) and adjusted EBITDA of 11.5% to 12.5%. Key growth drivers include new product launches, international expansion, and successful penetration into the primary care segment, with over a third of its business now from primary care.
- PTC Therapeutics provided updates on its clinical pipeline, including positive dose-dependent clinical effects for Vodoplam in Huntington's disease, with FDA support for a potential accelerated approval pathway and a Novartis-funded Phase 3 study. The company also highlighted its strong R&D platforms in RNA splicing and inflammation/ferroptosis, and a robust financial position with over $1.9 billion in cash and potential to reach cash flow break-even in 2026.
Jan 12, 2026, 3:30 PM
Krystal Biotech Provides Business Update
KRYS
Product Launch
New Projects/Investments
Guidance Update
- Krystal Biotech launched its genetic medicine, Vyjuvek, in the U.S. around September 2023, and subsequently in Europe (France and Germany) and Japan in 2025.
- The company plans to launch Vyjuvek in Italy mid-2026 and is working towards additional European launches, while also securing distributors for other international markets like Eastern Europe, South America, and Canada.
- Krystal anticipates initiating four registrational trials in 2026 for its programs 803, 801, 407, and 111.
- The company leverages its platform technology for manufacturing and process validations, capitalizing on the work done for Vyjuvek to accelerate its pipeline programs.
Jan 12, 2026, 3:30 PM
Krystal Biotech Provides Business Update and 2026 Outlook
KRYS
Guidance Update
Product Launch
New Projects/Investments
- Krystal Biotech reported over $729 million in VYJUVEK net revenue since launch and approximately $955 million in cash and investments as of 4Q 2025. The company has achieved 10 consecutive quarters of positive EPS.
- The company expects 4Q 2025 VYJUVEK net revenue to be between $106 million and $107 million (preliminary and unaudited).
- Krystal Biotech received FDA Platform Technology Designation in 4Q 2025 and plans to launch VYJUVEK in France, Germany, and Japan in 2H 2025.
- Key pipeline milestones for 2026 include registrational study readouts for KB803 (ocular complications of DEB) and KB801 (neurotrophic keratitis), and the initiation of registrational studies for KB407 (cystic fibrosis) and KB111 (Hailey-Hailey disease), with these candidates representing over $4 billion in combined market potential.
Jan 12, 2026, 3:30 PM
Krystal Biotech Provides Preliminary Q4 and Full Year 2025 Financial Results and 2026 Guidance
KRYS
Earnings
Guidance Update
New Projects/Investments
- Krystal Biotech reported preliminary unaudited Q4 2025 VYJUVEK net revenue expected to be between $106 million and $107 million, contributing to a full year 2025 net revenue of $388 million to $389 million.
- As of December 31, 2025, the company's cash, cash equivalents, and investments were approximately $955 million.
- For 2026, Krystal Biotech expects combined non-GAAP Research & Development (R&D) and Selling, General & Administrative (SG&A) expense to range from $175 million to $195 million.
- The company outlined a strategic vision to have at least four marketed rare disease medicines, including VYJUVEK, by the end of 2030, aiming to treat over 10,000 patients worldwide.
- Key 2026 corporate objectives include launching VYJUVEK in at least one more major European market, reporting top-line results from registrational studies for KB803 and KB801, and advancing other clinical pipeline programs.
Jan 12, 2026, 12:50 PM
Krystal Biotech announces preliminary 2025 financial results and 2026 outlook
KRYS
Earnings
Guidance Update
New Projects/Investments
- Krystal Biotech reported preliminary unaudited fourth quarter 2025 VYJUVEK net revenue of $106 million to $107 million and full year 2025 VYJUVEK net revenue of $388 million to $389 million, with approximately $955 million in cash, cash equivalents, and investments as of December 31, 2025.
- The company provided 2026 guidance for combined non-GAAP Research & Development (R&D) and Selling, General & Administrative (SG&A) expense, expecting it to be between $175 million and $195 million.
- Krystal Biotech outlined a strategic vision to have at least four marketed rare disease medicines by the end of 2030, treating over 10,000 patients worldwide, and detailed 2026 corporate objectives including further VYJUVEK market expansion and key clinical trial readouts for KB803 and KB801.
Jan 11, 2026, 6:00 PM
Krystal Biotech Announces Positive Interim Clinical Update for KB407 in Cystic Fibrosis
KRYS
New Projects/Investments
Guidance Update
- Krystal Biotech announced a positive interim clinical update from the highest dose cohort of its Phase 1 CORAL-1 study for KB407 in patients with cystic fibrosis (CF), confirming successful lung delivery and expression of wild-type CFTR protein.
- KB407 transduction was confirmed in all six patients with successful bronchoscopies, with the percentage of conducting airway cells transduced ranging from 29.4% to 42.1%.
- The company submitted the design for the registrational repeat dosing CORAL-3 study to the FDA in late December and expects to align with the FDA in 1Q 2026 and begin enrollment in 2Q 2026.
- KB407 was well tolerated in the highest dose cohort, with all but one KB407-related adverse event being mild to moderate and transient; one serious adverse event was deemed procedure-related and not KB407-related.
Jan 8, 2026, 9:35 PM
Krystal Biotech Announces Positive KB407 CORAL-1 Phase 1 Results
KRYS
New Projects/Investments
- Krystal Biotech announced positive results from the KB407 CORAL-1 Phase 1 highest dose cohort on January 8, 2026, confirming it as the first gene therapy with molecular confirmation of wild-type CFTR protein expression in the lungs of cystic fibrosis patients.
- The study demonstrated that over 29% of conducting airway cells were transduced with KB407 in all six patients in Cohort 3 who underwent bronchoscopy, showing broad airway distribution and CFTR protein expression for at least 96 hours.
- KB407 continues to be well tolerated in the highest dose cohort, with most adverse events being mild-to-moderate and transient, and no evidence of significant neutralizing antibody response or systemic vector distribution.
- Krystal Biotech plans to initiate a repeat dosing CORAL-3 study in 1H 2026, which is being discussed with the FDA as a potentially registrational study, targeting a $2B+ market opportunity in modulator-ineligible or refractory CF patients.
Jan 8, 2026, 9:30 PM
Krystal Biotech Announces Positive Interim Clinical Results for Cystic Fibrosis Program KB407
KRYS
New Projects/Investments
- Krystal Biotech announced positive interim clinical results for its Cystic Fibrosis Program KB407, confirming successful delivery and expression of wild-type CFTR protein in patients' lungs.
- The study demonstrated transduction in over 29% of conducting airway cells in all biopsied patients, exceeding the 5%-15% target predicted for meaningful functional correction.
- KB407 exhibited a favorable tolerability profile, with all related adverse events being transient and mostly mild to moderate, and stable lung function (ppFEV1) throughout the study.
- The company is pursuing an accelerated path to potential approval for KB407, aiming to initiate a registrational repeat dosing study in the first half of 2026 for modulator-ineligible patients, a market estimated at over $2 billion.
Jan 8, 2026, 9:30 PM
Krystal Biotech announces successful CFTR protein delivery in Cystic Fibrosis patients with KB407
KRYS
Jan 8, 2026, 9:30 PM
Quarterly earnings call transcripts for Krystal Biotech.
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