Kiniksa reports Q1 EPS 27c, consensus 16c

Reports Q1 revenue $214.27M, consensus $206.09M. “Five years from launch, Kiniksa (KNSA) continues to deliver strong ARCALYST revenue growth, driven by expanding adoption of IL-1alpha and IL-1beta inhibition for recurrent pericarditis. As the first quarter progressed, growth was observed in both new and repeat prescribers, providing momentum for our ARCALYST franchise for the rest of the year. Therefore, we have raised our 2026 ARCALYST net sales guidance to between $930 and $945 million from between $900 and $920 million,” said Sanj Patel, chairman and CEO of Kiniksa. “Within our clinical pipeline, Phase 2 data from the dose-focusing portion of the KPL-387 Phase 2/3 trial in recurrent pericarditis remain on track for the second half of 2026. Furthermore, we expect to initiate the Phase 3 pivotal trial by the end of this year.”