earnings
confidence high
sentiment positive
materiality 0.75
Kiniksa Q2 ARCALYST revenue $243.6M (+55% YoY); raises FY2026 guidance to $980-995M
Kiniksa Pharmaceuticals International, plc
- ARCALYST net product revenue $243.6M in Q2 2026, ~55% YoY growth; ~21% of 14,000 multiple-recurrence patients on therapy.
- 2026 ARCALYST net revenue guidance raised to $980-995M from prior $930-945M.
- Net income $25.4M vs $17.8M in Q2 2025; cash $525.9M, no debt.
- KPL-387 Phase 2 data: median time to treatment response 4.0 days at 300 mg SC monthly; Phase 3 PASTORALE enrolling.
- KPL-1161 preclinical; Phase 1 expected by end of 2026.