Krystal Biotech Inc. (KRYS)
Krystal Biotech: Vyjuvek Gene Therapy Well Positioned For Growth
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's Q3: Platform Designation Adds Pipeline Leverage As Vyjuvek Scales (Rating Upgrade)
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 Transcript
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.
Krystal Biotech's Heavy Reliance on Vyjuvek: Growth Driver or Risk Factor?
KRYS gains momentum with Vyjuvek's expanded FDA label and global approvals, while advancing a pipeline led by oncology candidate KB707.
Krystal Biotech (KRYS) Up 8.5% Since Last Earnings Report: Can It Continue?
Krystal Biotech (KRYS) reported earnings 30 days ago. What's next for the stock?
Krystal Biotech: A "Strong Buy" Despite KB707 Melanoma Tumor Targeting Update
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.
KRYS Q2 Earnings and Sales Top Estimates, Stock Down on Q3 Outlook
Krystal Biotech tops Q2 estimates with strong Vyjuvek sales, but shares fall 14% on weak Q3 revenue guidance.
Krystal Biotech, Inc. (KRYS) Q2 2025 Earnings Call Transcript
Krystal Biotech, Inc. (NASDAQ:KRYS ) Q2 2025 Earnings Conference Call August 4, 2025 8:30 AM ET Company Participants Kathryn A. Romano - Executive VP & Chief Accounting Officer Krish S.
Krystal Biotech, Inc. (KRYS) Tops Q2 Earnings and Revenue Estimates
Krystal Biotech, Inc. (KRYS) came out with quarterly earnings of $1.29 per share, beating the Zacks Consensus Estimate of $1.08 per share. This compares to earnings of $0.86 per share a year ago.
Krystal Biotech, Inc. (KRYS) to Report Q2 Results: Wall Street Expects Earnings Growth
Krystal Biotech (KRYS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
KRYS Begins Dosing With Gene Therapy in Rare Eye Disease, Stock Up
Krystal Biotech climbs after dosing begins in a phase I/II trial for KB801, a gene therapy eye drop targeting neurotrophic keratitis.
KRYS Up 4% on Initiating Dosing in Rare Eye Disease Phase III Study
Krystal Biotech rises 4% after dosing begins in a phase III study of KB803 eye drops to treat rare DEB-related corneal damage.
