KRYS PRESS-RELEASE SEC Filing Analysis

Latest settled — T+20d

KRYS ▲ +3.89% at T+20d

LONG call ✓ call won +3.89% · α vs SPY -1.76% · entry $286.95 → $298.10

Next anchor: T+60d in 6w

Last close $317.97 (close Jun 12) · +10.81% from $286.95 entry

Entry anchored
May 1, 03:59 PM ET
via Databento tick

T+1d

-0.83%

call -0.83% · α -1.62%

$284.57

settled 6w ago

T+5d

+9.04%

call +9.04% · α +6.10%

$312.88

settled 5w ago

T+20d

+3.89%

call +3.89% · α -1.76%

$298.10

settled 13d ago

T+60d

—

call — · α —

—

in 6w

Price Chart

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Executive Summary

Krystal Biotech reported strong Q1 2026 results with VYJUVEK revenue up 32% YoY to $116.4M and diluted EPS of $1.83, up 52.5% YoY. Pipeline advancements include complete enrollment for KB803 and on-track readouts for KB801 and KB407 in 2026.

Key Financial Metrics

Gross Margin

95%

Actionable Insight

The strong revenue growth and pipeline catalysts (KB803, KB801, KB407 data in 2H 2026) support a bullish outlook, but monitor pricing negotiations in Europe and upcoming clinical data readouts. Given historical stock underperformance post-earnings, consider taking profits on strength.

Key Facts

Q1 2026 VYJUVEK net product revenue of $116.4M, +32% YoY
Diluted EPS of $1.83 vs $1.20 in Q1 2025
Gross margin of 95% for Q1 2026
Registrational studies for KB803 (DEB corneal abrasions) and KB801 (neurotrophic keratitis) on track for data readouts in 2026
FDA granted platform technology designation for KB407 (CF) and KB111 (HHD)
Cash and investments of $1.0 billion at quarter end
FY2026 non-GAAP combined R&D and SG&A expense guidance of $175M-$195M

Financial Impact

Q1 revenue of $116.4M, net income of $55.9M, EPS of $1.83 diluted; significant beat vs prior year

revenueepscash

Risk Factors

Pricing and reimbursement negotiations in Germany, France, Italy, and Spain may delay international revenue growth
Clinical trial risks for pipeline candidates (KB801, KB407, KB803)
Competition from other gene therapies for DEB and other indications

Market Snapshot

Exchange

Nasdaq

Sector

Biological Products, (No Diagnostic Substances)

Analyst Consensus

89% bullish (18 analysts)

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

Document	Accession Number
PRESS-RELEASE Data (Synthetic)	press-3286550

8 reports for KRYS

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

Reports for KRYS — sortable, filterable
	Type				Now
Jun 5, 2026 9d ago	Insider Cluster NEUTRAL ★ 2/10	$305.34 awaiting T+20	awaiting T+20	—	$317.97 (+4.14%)
May 16, 2026 29d ago	ANALYST-UPGRADE BULLISH ★ 5/10	$249.39 $269.13	▲ +7.92%	▲ +9.01%	$317.97 (+27.50%)
May 4, 2026 5w ago	Press Release BULLISH ★ 6/10	$286.95 $298.10	▲ +3.89%	▼ −1.76%	$317.97 (+10.81%)
Apr 21, 2026 7w ago	Press Release NEUTRAL ★ 3/10	$272.66 $291.75	▲ +7.00%	▲ +2.09%	$317.97 (+16.62%)
Apr 16, 2026 8w ago	ANALYST-UPGRADE BULLISH ★ 4/10	$274.21 $316.30	▲ +15.35%	▲ +9.98%	$317.97 (+15.96%)
Apr 3, 2026 10w ago	DEFA14A NEUTRAL ★ 2/10	$261.80 $286.95	▲ +9.61%	▲ +0.62%	$317.97 (+21.46%)
Feb 27, 2026 15w ago	Insider Cluster NEUTRAL ★ 3/10	$275.64 $245.39	▼ −10.97%	▼ −3.42%	$317.97 (+15.36%)
Feb 27, 2026 15w ago	Insider Cluster NEUTRAL ★ 5/10	$275.64 $245.39	▼ −10.97%	▼ −3.42%	$317.97 (+15.36%)

US Market Status

Market Closed — Opens in 3h 55m

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