Kiniksa Pharmaceuticals Ltd. Class A (KNSA)
NASDAQ:KNSA
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Earnings Data
Report Date
Jul 28, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.31Last Year’s EPS
0.23Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed predominantly positive momentum: strong Q1 commercial performance with 56% YoY ARCALYST revenue growth, raised full-year guidance, expanding collaboration profit, improved net income, and healthy cash generation. Commercial execution (new prescribers and patient enrollments) and a targeted DTC initiative underpin future growth. The pipeline also showed clear near-term milestones (KPL-387 dose data in H2 2026, Phase III start by year-end, and KPL-1161 Phase I planned). Offsetting items include gross-to-net/ co-pay variability, higher operating expenses tied to growth investments, remaining low patient awareness (requiring continued marketing investment), and the need to confirm Phase II dose selection for KPL-387. Overall, the positives significantly outweigh the challenges.Company Guidance
Strong ARCALYST Revenue Growth
Q1 2026 ARCALYST net revenue of $214.3 million, up 56% year-over-year (≈+$76 million vs Q1 2025) and approximately $12 million higher than Q4 2025.
Raised Full-Year Revenue Guidance
Full-year 2026 revenue guidance raised to $930 million–$945 million from prior $900 million–$920 million, reflecting confidence in continued commercial momentum.
Improving Profitability and Cash Generation
Net income increased to $22.6 million in Q1 2026 versus $8.5 million in Q1 2025. Ended Q1 with $468.1 million cash balance and $54 million net cash generation for the period; company expects to remain cash-flow positive on an annual basis under current plan.
Collaboration Profit Expansion
ARCALYST collaboration profit grew 73% year-over-year to $151.2 million in Q1 2026, outpacing revenue growth.
Commercial Execution — Prescriber and Patient Adoption
Approximately 400 new prescribers wrote ARCALYST for the first time in Q1 (highest quarterly increase since launch), bringing total prescribers to >4,550; ~1,320 prescribers are repeat prescribers. Highest-ever quarter-on-quarter increase in new patient enrollments since launch.
Targeted Direct-to-Consumer (DTC) Launch
Initiated 'Heart's Home' targeted DTC campaign leveraging digital and AI approaches (connected TV, social media, search optimization). Management cites internal data that when patients inquire about ARCALYST, prescribers write it ~80% of the time, indicating high conversion potential from increased patient awareness.
Pipeline Progress — KPL-387 and KPL-1161 Milestones
KPL-387 integrated Phase II/III program: Phase II dose-focusing data on track for second half of 2026 and Phase III initiation expected by year-end 2026. KPL-1161 (Fc‑modified IL‑1α/β inhibitor) advancing toward Phase I planned by year-end 2026. KPL-387 formulation supports once-monthly dosing and single-syringe administration, enabling potential autoinjector development.
KNSA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
KNSA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 28, 2026 | $43.61 | $53.85 | +23.48% |
Feb 24, 2026 | $47.39 | $43.50 | -8.21% |
Oct 28, 2025 | $40.60 | $39.43 | -2.88% |
Jul 29, 2025 | $27.04 | $30.37 | +12.32% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Kiniksa Pharmaceuticals Ltd. Class A (KNSA) report earnings?
Kiniksa Pharmaceuticals Ltd. Class A (KNSA) is schdueled to report earning on Jul 28, 2026, Before Open (Confirmed).
What is Kiniksa Pharmaceuticals Ltd. Class A (KNSA) earnings time?
Kiniksa Pharmaceuticals Ltd. Class A (KNSA) earnings time is at Jul 28, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is KNSA EPS forecast?
KNSA EPS forecast for the fiscal quarter 2026 (Q2) is 0.31.
