Financial Data and Key Metrics Changes - Kiniksa Pharmaceuticals reported net revenue of $18.7 million for Q4 2021, representing a 55% growth compared to Q3 2021, with total net revenue for 2021 at $38.5 million [8][11] - The overall net loss for the company was approximately $36.3 million for Q4 and $157.9 million for the full year 2021 [39] - The company expects 2022 Arcalyst net revenue to be between $115 million and $130 million [12][40] Business Line Data and Key Metrics Changes - The primary driver of revenue growth was the demand for Arcalyst for recurrent pericarditis, with over 300 prescribers by the end of Q4 2021 [11][14] - The collaboration for Arcalyst generated a profit of approximately $1.7 million in Q4 2021 [39] Market Data and Key Metrics Changes - The approval rates for payer cases grew to 95% in Q4 2021, indicating strong market access [15][63] - The demographics of patients receiving Arcalyst treatments show a significant portion are not actively in flare, with 60% of patients prescribed Arcalyst being in between flares [20][61] Company Strategy and Development Direction - Kiniksa announced a strategic collaboration with Huadong Medicine to develop and commercialize Arcalyst and mavrilimumab in the Asia-Pacific region, receiving $22 million upfront and potential milestone payments of up to $640 million [26][27] - The company is focused on building value across its clinical stage product candidates, including vixarelimab, KPL-404, and mavrilimumab, with plans to leverage existing commercial infrastructure for future developments [10][43] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the growth trajectory of Arcalyst and the potential of their clinical pipeline, emphasizing the importance of the recent collaboration in accelerating development [42][43] - The company is well-capitalized with cash reserves expected to fund operations into 2024, allowing for continued investment in growth initiatives [40][44] Other Important Information - The company highlighted the importance of disease education and awareness initiatives to support the adoption of Arcalyst among patients and healthcare professionals [21][23] - Kiniksa is exploring the potential of KPL-404 in xenotransplantation, indicating interest in expanding its therapeutic applications [58] Q&A Session Summary Question: Is there any seasonality with payer or gross to net dynamics for Q1 2022? - Management acknowledged typical dynamics in Q1, including insurance plan changes and copay resets, which may present headwinds [46] Question: Can you discuss the positioning of KPL-404 in rheumatoid arthritis? - The Phase 2 program is designed to establish the ability of KPL-404 to be administered subcutaneously and demonstrate early efficacy signals [49] Question: What is the profile of the 60% of patients not in flares when prescribed Arcalyst? - Management indicated that these patients are likely within the target population, with many having two or more recurrences [61][62] Question: Why was a Phase 3 trial of mavrilimumab for GCA not initiated? - The company is focusing on cardiovascular diseases where GM-CSF mechanisms are implicated, leveraging existing commercial infrastructure [70][72] Question: Can you break out sales between RP and CAPS for rilonacept? - Sales for CAPS and DIRA remain stable, historically around $2.5 million to $3 million per quarter [75] Question: What are the expectations for the next data readout for vixarelimab? - The Phase 2b program aims to define a minimum efficacious dose, with expectations for consistent outcomes compared to previous trials [78] Question: Will there be readouts from different dose cohorts for KPL-404 this year? - The company has not disclosed specific timelines for data from the ongoing studies [81]

| --- | --- | --- | --- | --- | |------------------|-------|-------|----------------------------|------------------------------| | | | | | | | | | | | Fourth Quarter and Full-Year | | | | | 2021 Financial Results and | | | | | | | | | Corporate Update | | | | | FEBRUARY 22, 2022 Agenda | --- | --- | |---------------------------------------------------------------------------|--------------------------------------| | Introduction \| Sanj K. Patel, Chief Executive Officer | | | ARCALYST® Commercial Execution ...

JP Morgan Conference Presentation JANUARY 2022 Forward Looking Statements 2 This presentation (together with any other statements or information that we may make in connection herewith) contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 with respect to Kiniksa Pharmaceuticals, Ltd. (and its consolidated subsidiaries, collectively, unless context otherwise requires, "Kiniksa," "we," "us" or "our"). In some cases, you can identify forward looking sta ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38492 Kiniksa Pharmaceuticals, Ltd. (Exact Name of Registrant as Specified in Its Charter) (State or Othe ...

Corporate Presentation NOVEMBER 2021 Forward Looking Statements 2 This presentation (together with any other statements or information that we may make in connection herewith) contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 with respect to Kiniksa Pharmaceuticals, Ltd. (and its consolidated subsidiaries, collectively, unless context otherwise requires, "Kiniksa," "we," "us" or "our"). In some cases, you can identify forward looking statements by ...

Kiniksa Pharmaceuticals Ltd. (NASDAQ:KNSA) Q3 2021 Earnings Conference Call November 1, 2021 8:30 AM ET Company Participants Sanj Patel - Chairman, Chief Executive Officer Ross Moat - Group Vice President, General Manager Eben Tessari - Chief Business Officer Mark Ragosa - Chief Financial Officer John Paolini - Chief Medical Officer Rachel Frank - Associate Director, Investor Relations Conference Call Participants Anupam Rama - JP Morgan Paul Choi - Goldman Sachs Jason - Bank of America David Nierengarten - ...

Cantor Conference Presentation SEPTEMBER 2021 Forward Looking Statements 2 This presentation (together with any other statements or information that we may make in connection herewith) contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 with respect to Kiniksa Pharmaceuticals, Ltd. (and its consolidated subsidiaries, collectively, unless context otherwise requires, "Kiniksa," "we," "us" or "our"). In some cases, you can identify forward looking stat ...

| --- | --- | --- | --- | --- | |-------|-------|-------------------------------|-------|-------| | | | | | | | | | | | | | | | Second Quarter 2021 Financial | | | | | | Results and Recent Corporate | | | | | | and Pipeline Activity | | | AUGUST 3, 2021 Agenda | --- | --- | |---------------------------------------------------------------------------------|-------| | Introduction \| Sanj K. Patel, CEO and Chairman of the Board | | | ARCALYST® Launch Quarter \| Ross Moat, Head of ARCALYST Franchise | | | Port ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38492 Kiniksa Pharmaceuticals, Ltd. (Exact Name of Registrant as Specified in Its Charter) Bermuda 98-1327726 ...

Financial Data and Key Metrics Changes - Net revenue for ARCALYST in Q2 2021 was $7.7 million, marking the first quarter of sales for the product [8][43] - The net loss for Q2 2021 was $41.6 million, compared to $37.5 million for the same period last year [46] - Cash reserves at the end of Q2 2021 were approximately $226 million, expected to fund operations into 2023 [46][51] Business Line Data and Key Metrics Changes - Revenue sources for ARCALYST were evenly split between recurrent pericarditis, legacy CAPS, and DIRA indications, with a strong start in recurrent pericarditis [15][43] - The company expects Q3 2021 ARCALYST revenue to be between $9 million and $10 million, driven primarily by recurrent pericarditis demand [19][44] Market Data and Key Metrics Changes - Approximately 35% of recurrent pericarditis prescriptions came from clinical trial sites, while 65% were from broader practices [20][21] - Over 100 physicians who did not participate in the RHAPSODY trial prescribed ARCALYST, indicating a promising breadth of prescribing base [22] Company Strategy and Development Direction - The company is focused on maximizing value across its portfolio, with a strong emphasis on the commercial launch of ARCALYST and ongoing clinical trials for Mavrilimumab, Vixarelimab, and KPL-404 [10][49] - Kiniksa aims to establish a strong presence in recurrent pericarditis treatment, leveraging positive feedback from physicians and patients [50] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the initial launch progress of ARCALYST and the potential for continued growth in the coming quarters [7][9] - The company is well-positioned for long-term growth with its pipeline assets and expects to execute effectively throughout the year [11][51] Other Important Information - The company has seen a greater than 90% approval rate for payer decisions regarding ARCALYST, facilitating patient access [24] - The Kiniksa OneConnect patient support program is crucial for optimizing the patient experience with ARCALYST [30] Q&A Session Summary Question: What is the mix of physicians prescribing ARCALYST? - The prescribing physicians are from a mix of academic and community settings, with a broad prescriber base emerging since the launch [56] Question: How does the set of 100 physicians compare to initial targeted accounts? - Many of the 100 prescribers come from the targeted accounts, with efforts made to increase awareness through digital marketing and webinars [59] Question: Has the delta variant impacted enrollment in the Phase 3 study for COVID-related ARDS? - The Phase 3 trial continues on pace, with over 75% enrollment despite the delta variant's impact on global COVID-19 cases [62] Question: What is the disposition of patients who received prescriptions this quarter? - The patient base includes both long-term recurrent pericarditis patients transitioning from other treatments and new patients starting ARCALYST [66] Question: What is the timeline for data from the prurigo nodularis study? - No specific timelines for data presentation from the Vixarelimab Phase 2b study have been disclosed, but the study is designed to provide important dose-ranging information [68] Question: How does the launch trajectory compare to expectations? - The company is pleased with the launch results, with a strong team in place and a positive trajectory expected moving forward [71]