Financial Data and Key Metrics Changes - The company reported a compliance rate of 83% for VYJOVAC, which is significantly higher than the initially expected 50% compliance rate [4][10] - The management expressed strong conviction in the total market opportunity, indicating that the addressable population could be larger than previously estimated [30] Business Line Data and Key Metrics Changes - The company is focusing on expanding its sales force from 17 representatives to potentially 50-75% more to enhance market penetration [11] - The management noted that the ratio of RDEB to DDEP patients in the study is currently 70:30, which may affect future compliance rates as the distribution equalizes [4] Market Data and Key Metrics Changes - The company is preparing for a launch in Europe, specifically in France and Germany, with expectations to launch VIGEFEC in Q3 [31][32] - The management highlighted that the European market may take longer to reach a 50% compliance rate compared to the U.S. due to different regulatory environments [32] Company Strategy and Development Direction - The company is actively working to strengthen its commercial team in the U.S. to accelerate the capture of market opportunities [5] - There is a focus on caregiver self-administration in the U.S. market, which is expected to enhance compliance and utilization rates [21][22] Management's Comments on Operating Environment and Future Outlook - Management views pauses in treatment as a positive indicator for VYJOVAC, as they lead to long-term patient engagement and better outcomes [13][14] - The company is optimistic about the market opportunity in the U.S., with a target of addressing 1,200 patients, and believes that the potential could extend to an additional 1,800 patients over time [30] Other Important Information - The company is conducting human factor studies to support the label change for caregiver self-administration in the U.S. [19] - The management is confident in the safety and efficacy of their products, with no significant safety concerns reported from patients [27] Q&A Session Summary Question: What is the current compliance rate for VYJOVAC? - The compliance rate is currently at 83%, which is higher than the expected 50% [4] Question: How is the company addressing the sales force expansion? - The company plans to increase the sales force by 50-75% to improve market penetration [11] Question: What are the expectations for the European launch? - The company is looking to launch in Q3 and is currently working on administrative preparations [31][32] Question: How does the management view treatment pauses? - Pauses are seen as beneficial, indicating complete wound healing and leading to long-term patient engagement [13][14] Question: What is the addressable patient population in the U.S.? - The management is confident in addressing 1,200 patients, with potential for an additional 1,800 patients over time [30]

It has been about a month since the last earnings report for Krystal Biotech, Inc. (KRYS) . Shares have lost about 3.5% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is Krystal Biotech due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts.How Have Estimates Been Moving ...

PITTSBURGH, June 03, 2025 (GLOBE NEWSWIRE) -- Krystal Biotech, Inc. (the “Company”) (NASDAQ: KRYS) today announced that the Company will participate in the Goldman Sachs 46th Annual Global Healthcare Conference on June 10, 2025, in Miami. Krish S. Krishnan, Chairman and Chief Executive Officer, will take part in a fireside chat scheduled at 2:00 pm ET and host investor meetings throughout the day. A webcast of the presentation will be available here beginning at 2:00 pm ET on Tuesday, June 10, 2025 and will ...

Summary of Krystal Biotech (KRYS) Conference Call Company Overview - **Company Name**: Krystal Biotech - **Industry**: Biotechnology - **Focus**: Development and commercialization of genetic medicines for monogenic diseases - **Location**: Pittsburgh, with all manufacturing and intellectual property based in the US [4][5] Core Points and Arguments Commercial Stage and Pipeline - Krystal Biotech launched its drug, **BIJUVAK**, for dystrophic epidermolysis bullosa (DEB) in the US about 18 months ago and received approval in Europe, with plans to launch in Europe and Japan later in 2025 [4][5] - The company has been cash flow positive for the last seven quarters and does not plan to seek financing in the next few years [5][6] - The focus for 2025 includes expanding into lung and eye tissues, with early entry into oncology [5] Market Trends and Patient Dynamics - In Q1, patient healing led to temporary pauses in treatment, which is expected to result in a return of patients over the next 60-120 days [8][9] - The company has 17 sales representatives covering 52 states, facing challenges in prescription pull-through due to patient dispersion [10][11] - Insurance changes in Q1 impacted revenue but are expected to normalize in Q2 [12][13] European and Japanese Market Launch - The EU approval allows broader patient self-administration compared to the US, with launches expected in Germany and France in Q3 2025 [19][20] - Pricing in the EU is anticipated to be around 50-75% of the US price, with a conservative accrual strategy [27][28] Pipeline Developments - Upcoming focus on cystic fibrosis (CF) and alpha-one antitrypsin deficiency treatments, with strong value propositions for patients with null mutations [34][35] - The company is preparing for a lung cancer announcement at ASCO, reinforcing confidence in its lung delivery capabilities [37][38] Ophthalmology Programs - The company is initiating a registrational study for KBM-803 targeting ocular complications of DEB, with a market opportunity for about 10-15% of the RDEB population having eye lesions [48][49] - Another program, KB801, targets neurotropic keratitis, expected to be a significant market opportunity but not anticipated for launch until 2026 [50][51] Financial Outlook - The company is confident in its financial position, with plans to manage the launch of BIJUVAK and advance other pipeline assets without needing additional funding [53][55] Other Important Insights - The company emphasizes the importance of patient comfort and convenience in drug administration, with a high percentage of patients preferring home administration [30][31] - The management is focused on strategic partnerships for larger indications to enhance market reach and financial stability [55] This summary encapsulates the key points discussed during the conference call, highlighting the company's strategic direction, market dynamics, and pipeline developments.

Investors searching for high-quality opportunities in the pharmaceutical space should keep a close eye on stocks trading at extremely oversold levels. One of the most popular ways to measure this is through the Relative Strength Index (RSI), a technical momentum indicator that signals when a stock may be due for a rebound. An RSI below 30 suggests a stock is extremely oversold and could be primed for a bounce, especially if sentiment is showing signs of turning or if the stock has retained analyst support.  ...

PITTSBURGH, May 07, 2025 (GLOBE NEWSWIRE) -- Krystal Biotech, Inc. (the "Company") (NASDAQ: KRYS) today announced that the Company will participate in the BofA Securities 2025 Health Care Conference on May 14, 2025, in Las Vegas. Krish S. Krishnan, Chairman and Chief Executive Officer, will take part in a fireside chat scheduled at 11:20 am PT and host investor meetings throughout the day. A webcast of the presentation will be available here beginning at 11:20 am PT on Wednesday, May 14, 2025 and will be po ...

Krystal Biotech (KRYS) reported first-quarter 2025 earnings per share (EPS) of $1.20, which missed the Zacks Consensus Estimate of $1.38.  Nonetheless, the reported EPS was up from 3 cents posted in the year-ago quarter. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)Revenues of $88.1 million surged 95% year over year but missed the Zacks Consensus Estimate of $95 million. Revenues came in solely from the sales of Vyjuvek.Shares of the company are trading down in response to the di ...

First Quarter 2025 Financial and Operating Results May 6, 2025 © Copyright 2025 Krystal Biotech, Inc. All rights reserved. Forward Looking Statements and Disclosures This presentation and the accompanying oral presentation contain forward-looking statements that involve substantial risks and uncertainties. Any statements about future expectations, plans, and prospects for Krystal Biotech, Inc. (together with its subsidiaries, the "Company"), including but not limited to statements about the Company's U.S. c ...

Krystal Biotech, Inc. (KRYS) came out with quarterly earnings of $1.20 per share, missing the Zacks Consensus Estimate of $1.38 per share. This compares to earnings of $0.03 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -13.04%. A quarter ago, it was expected that this company would post earnings of $1.29 per share when it actually produced earnings of $1.52, delivering a surprise of 17.83%.Over the last four quarters, the c ...

Krystal Biotech (KRYS) Q1 2025 Earnings Call May 06, 2025 08:30 AM ET Company Participants Stéphane Paquette - VP - Business DevelopmentKrish Krishnan - Chairman & CEOJennifer McDonough - SVP of Patient Access, Analytics & OperationsChristine Wilson - Head of U.S. Sales & MarketingSuma Krishnan - President, Research & DevelopmentKathryn Romano - Executive VP & Chief Accounting OfficerAlec Stranahan - Vice President - Equity ResearchGavin Clark-Gartner - Director - Biotechnology Equity ResearchAndrea Newkirk ...