Krystal Biotech is upgraded to Strong Buy, driven by Vyjuvek's commercial success and a robust catalyst-rich pipeline. KRYS boasts 96% gross margins, nearly $1B in cash, and a platform poised to deliver four rare disease drugs by 2030. Recent positive Phase 1 data for KB407 in cystic fibrosis derisks inhaled delivery, enhancing confidence in upcoming AATD and NSCLC programs.
On a preliminary unaudited basis, Krystal Biotech expects revenues of $388-$389M in 2025. The company ended the year with $955M cash, and outlined 2026 plans as its pipeline advances.
Krystal Biotech, Inc. (KRYS) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
If you are looking for stocks that are well positioned to maintain their recent uptrend, Krystal Biotech (KRYS) could be a great choice. It is one of the several stocks that passed through our "Recent Price Strength" screen.
Krystal Biotech, Inc. (KRYS) Discusses Positive Interim Results and Next Steps for Cystic Fibrosis Program KB407 Transcript
Shares of Krystal Biotech soar 57% in a year as strong Vyjuvek uptake and steady pipeline progress continue to push the stock higher.
Krystal Biotech is rated a buy after a strong Vyjuvek launch, but the current valuation reflects premium margins and aggressive global expansion projections. Vyjuvek's US sales growth has plateaued, but international rollouts in Europe and Japan are expected to drive further sales growth, with management targeting $1B in peak sales. KRYS pipeline catalysts include KB803 (ophthalmology), KB407 (cystic fibrosis), and KB801 (neurotrophic keratitis), with key data readouts over the next year.
Krystal Biotech (KRYS) reported strong Q3 results, with Vyjuvek delivering $97.8M revenue, 96% gross margin, and a new at-home use label. KRYS's disciplined operating expenses and robust cash position support profitability, while pipeline progress in cystic fibrosis and DEB eye therapy adds optionality. The FDA's Platform Technology Designation for KRYS's HSV-1 vector accelerates development, enhancing competitive positioning in gene therapy markets.
Krystal Biotech, Inc. ( KRYS ) Q3 2025 Earnings Call November 3, 2025 8:30 AM EST Company Participants Stephane Paquette - Vice President of Corporate Development Krish Krishnan - Founder, Chairman, President & CEO Laurent Goux - Senior VP & GM of Europe Suma Krishnan - Founder, President of R&D and Director Kathryn Romano - Executive VP & Chief Accounting Officer Conference Call Participants Jiale Song - Jefferies LLC, Research Division Ritu Baral - TD Cowen, Research Division Gavin Clark-Gartner - Evercore ISI Institutional Equities, Research Division Samantha Corwin - William Blair & Company L.L.C., Research Division Alexa Deemer - Cantor Fitzgerald & Co., Research Division Morgan Lamberti - Goldman Sachs Group, Inc., Research Division Presentation Operator Thank you for standing by, and welcome to the Krystal Biotech Third Quarter 2025 Earnings Call.
KRYS gains momentum with Vyjuvek's expanded FDA label and global approvals, while advancing a pipeline led by oncology candidate KB707.
Krystal Biotech (KRYS) reported earnings 30 days ago. What's next for the stock?
I maintain a Strong Buy on Krystal Biotech, as the pause in melanoma trial enrollment is offset by promising progress in inhaled KB707 for NSCLC. Inhaled KB707 achieved a 36% ORR in heavily pretreated NSCLC patients, and an FDA end-of-Phase-2 meeting is scheduled for October 2025. Strong revenue growth from VYJUVEK and international launches, plus a robust pipeline, support long-term value despite near-term cash burn concerns.