Financial PerformanceKiniksa is at a pivotal stage of the company's lifecycle as it is cash flow positive, has plenty of room to expand Arcalyst's reach, and has a derisked, next-gen asset (KPL-387) to extend the franchise.
Product LaunchArcalyst's launch continues to ramp and KPL-387 could offer more favorable dosing supporting a switch to significantly improve the company's bottom line.
Revenue GrowthThere is a strong commercial execution reflected by a significant increase in Arcalyst revenue and prescriber growth.