This Krystal Biotech Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Wednesday
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 05 2025
0mins
Should l Buy KRYS?
Source: Benzinga
Analyst Ratings Initiations: Several Wall Street analysts have initiated coverage on various companies, including Marker Therapeutics (Buy, $8 target), Krystal Biotech (Buy, $245 target), Sandisk Corporation (Equal-Weight, $50 target), Fluence Energy (Outperform, $8 target), and Abeona Therapeutics (Outperform, $16 target).
Current Stock Prices: The current stock prices for these companies are significantly lower than their respective price targets, with Marker Therapeutics at $1.38, Krystal Biotech at $175.22, Sandisk at $48.69, Fluence Energy at $5.21, and Abeona Therapeutics at $5.07.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy KRYS?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on KRYS
Wall Street analysts forecast KRYS stock price to fall
9 Analyst Rating
8 Buy
1 Hold
0 Sell
Strong Buy
Current: 310.310
Low
198.00
Averages
229.25
High
278.00
Current: 310.310
Low
198.00
Averages
229.25
High
278.00
About KRYS
Krystal Biotech, Inc. is an integrated, commercial-stage biotechnology company. The Company is focused on the discovery, development, and commercialization of genetic medicines to treat diseases with high unmet medical needs. Its product candidates in various stages of clinical and preclinical development include KB407, KB408, KB707, KB105, KB801, KB803, KB304 and KB301. Its commercial product, VYJUVEK, is a redosable gene therapy, and a genetic medicine approved in the United States and Europe for the treatment of dystrophic epidermolysis bullosa. KB407 is being developed for the treatment of Cystic Fibrosis. KB408 is being developed for the treatment of Alpha-1 Antitrypsin Deficiency, a rare lung disease. KB707 is being developed for the treatment of solid tumors. KB105 is being developed for TGM1-Deficient Autosomal Recessive Congenital Ichthyosis. KB803 is a redosable eye drop formulation of B-VEC, designed for the treatment of ocular complications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
ACT Capital Management Acquires New Position in Alumis Worth $4.36 Million
- New Position: On May 8, 2026, ACT Capital Management disclosed a new position in Alumis by acquiring 174,250 shares valued at approximately $4.36 million, indicating strong confidence in the company's future prospects.
- Quarterly Valuation: The position's valuation stood at $3.84 million at quarter-end, reflecting the impact of market price changes and share count, highlighting Alumis's significance in the investment portfolio.
- Stock Performance: Alumis shares surged 350% over the past year, significantly outperforming the S&P 500's 30% gain, showcasing its robust growth potential in the biopharmaceutical sector.
- Clinical Progress: Alumis reported positive Phase 3 data for moderate-to-severe plaque psoriasis in March, with plans to submit a New Drug Application in the second half of 2026, further boosting investor confidence in its drug development pipeline.
See More
Krystal Biotech Reports Q1 2026 Earnings with Strong Revenue Growth
- Global Revenue Growth: Krystal Biotech reported net revenue of $116.4 million in Q1 2026, showcasing strong performance in global markets, particularly in VYJUVEK sales, which is expected to drive future growth.
- High Gross Margin: The company achieved a gross margin of 95% and delivered its 11th consecutive quarter of positive EPS, which not only boosts investor confidence but also provides a solid foundation for future capital operations.
- International Market Contribution: The European and Japanese markets contributed $28.9 million in net revenue, indicating the significant role these regions play in VYJUVEK's growth potential, with prospects for further market share expansion.
- R&D and Expense Outlook: The company anticipates non-GAAP R&D and SG&A expenses between $175 million and $195 million for 2026, and with over $1 billion in cash and investments, it indicates strong financial support for future R&D and market expansion.
See More
Three Biotech Stocks Worth Watching
- Krystal Biotech's Breakthrough: Focused on rare diseases, Krystal Biotech received approval for Vyjuvek, a gene therapy for Dystrophic Epidermolysis Bullosa, achieving $389.1 million in revenue in 2023, a 34% year-over-year increase, indicating strong market performance.
- Madrigal Pharmaceuticals' Market Potential: Madrigal's Rezdiffra, approved by the FDA in 2024 as the first treatment for metabolic dysfunction-associated steatohepatitis, generated $958.4 million in revenue in 2025, a staggering 432% increase, showcasing its potential in a large patient market.
- Exelixis' Innovative Drugs: Exelixis' Cabometyx, a leading treatment for liver and kidney cancers, is expected to face no generic competition until 2030, while its development of next-gen cancer therapies could further drive growth in the coming years.
- Competitive Advantages: These three companies demonstrate significant market potential and innovation capabilities, with Krystal Biotech and Madrigal expanding their product lines to enhance market share, while Exelixis maintains a strong position in oncology through robust financial performance and R&D efforts.
See More
Vertex Pharmaceuticals Faces Challenges in Cystic Fibrosis Market Dominance
- Market Dominance: Over the past decade, Vertex Pharmaceuticals has delivered market-beating returns primarily due to its monopoly in the cystic fibrosis drug market, which provides stable revenue but also exposes the company to threats from new entrants.
- Competitive Drug Development: Krystal Biotech's KB407 gene therapy has shown promising results in phase 1 studies, targeting all cystic fibrosis patients, while Vertex's drugs only address specific mutations, potentially leading to a loss of market share for Vertex.
- Diversification Strategy: To counter potential competition, Vertex has actively diversified its product lineup over the past three years, launching new drugs like Casgevy for sickle cell disease and Journavx for acute pain, with expectations for more approvals in the coming years.
- Strong Financial Performance: Despite facing competitive risks, Vertex is expected to continue delivering strong financial results, with its core products protected by patents until the late 2030s, making its stock still attractive for investors.
See More
Vertex Pharmaceuticals Faces Competitive Threats
- Market Competition Risk: Vertex Pharmaceuticals faces significant threats as companies like Krystal Biotech develop new cystic fibrosis drugs, particularly KB407, which has the potential to treat all CF patients and could lead to Vertex losing market share for 95% of U.S. patients.
- Core Business Security: Despite the competitive landscape, Vertex's core franchise appears secure for the foreseeable future, primarily due to its monopoly in the cystic fibrosis drug market, with key products protected by patents until the late 2030s.
- Product Diversification Strategy: Vertex is actively pursuing diversification of its product lineup, having launched new drugs like Casgevy and Journavx over the past three years, and is expected to gain additional approvals in the coming years, enhancing its competitive edge.
- R&D Progress: Vertex recently reported strong phase 3 results for povetacicept, an investigational drug for IgA nephropathy, and plans to announce more phase 3 results by year-end, potentially leading to regulatory approvals for treatments targeting APOL1-mediated kidney disease, further solidifying its market position.
See More
Krystal Biotech Shares Surge Over 230% Since 2021
- Strong Market Performance: Krystal Biotech's stock has surged over 230% since 2021, and despite having only one marketed product, its promising drug pipeline indicates significant growth potential, positioning it as a key player in the biotech sector.
- Innovative Therapy Approval: In 2023, Krystal Biotech received FDA approval for Vyjuvek, the first gene therapy for Dystrophic Epidermolysis Bullosa (DEB), addressing a critical unmet need in the market and further solidifying the company's market position.
- Solid Financial Performance: In 2025, the company reported a 34% year-over-year revenue increase to $389.1 million, with earnings per share at $6.84, showcasing a rare achievement of profitability in the biotech space, which boosts investor confidence.
- Future Growth Potential: Krystal Biotech's pipeline includes candidates for cystic fibrosis and alpha-1 antitrypsin deficiency lung disease, and if successful in launching new products, it could significantly enhance sales and profits, driving sustained growth over the next two decades.
See More
ACT Capital Management Acquires New Position in Alumis Worth $4.36 Million
- New Position: On May 8, 2026, ACT Capital Management disclosed a new position in Alumis by acquiring 174,250 shares valued at approximately $4.36 million, indicating strong confidence in the company's future prospects.
- Quarterly Valuation: The position's valuation stood at $3.84 million at quarter-end, reflecting the impact of market price changes and share count, highlighting Alumis's significance in the investment portfolio.
- Stock Performance: Alumis shares surged 350% over the past year, significantly outperforming the S&P 500's 30% gain, showcasing its robust growth potential in the biopharmaceutical sector.
- Clinical Progress: Alumis reported positive Phase 3 data for moderate-to-severe plaque psoriasis in March, with plans to submit a New Drug Application in the second half of 2026, further boosting investor confidence in its drug development pipeline.
See More
Krystal Biotech Reports Q1 2026 Earnings with Strong Revenue Growth
- Global Revenue Growth: Krystal Biotech reported net revenue of $116.4 million in Q1 2026, showcasing strong performance in global markets, particularly in VYJUVEK sales, which is expected to drive future growth.
- High Gross Margin: The company achieved a gross margin of 95% and delivered its 11th consecutive quarter of positive EPS, which not only boosts investor confidence but also provides a solid foundation for future capital operations.
- International Market Contribution: The European and Japanese markets contributed $28.9 million in net revenue, indicating the significant role these regions play in VYJUVEK's growth potential, with prospects for further market share expansion.
- R&D and Expense Outlook: The company anticipates non-GAAP R&D and SG&A expenses between $175 million and $195 million for 2026, and with over $1 billion in cash and investments, it indicates strong financial support for future R&D and market expansion.
See More
Three Biotech Stocks Worth Watching
- Krystal Biotech's Breakthrough: Focused on rare diseases, Krystal Biotech received approval for Vyjuvek, a gene therapy for Dystrophic Epidermolysis Bullosa, achieving $389.1 million in revenue in 2023, a 34% year-over-year increase, indicating strong market performance.
- Madrigal Pharmaceuticals' Market Potential: Madrigal's Rezdiffra, approved by the FDA in 2024 as the first treatment for metabolic dysfunction-associated steatohepatitis, generated $958.4 million in revenue in 2025, a staggering 432% increase, showcasing its potential in a large patient market.
- Exelixis' Innovative Drugs: Exelixis' Cabometyx, a leading treatment for liver and kidney cancers, is expected to face no generic competition until 2030, while its development of next-gen cancer therapies could further drive growth in the coming years.
- Competitive Advantages: These three companies demonstrate significant market potential and innovation capabilities, with Krystal Biotech and Madrigal expanding their product lines to enhance market share, while Exelixis maintains a strong position in oncology through robust financial performance and R&D efforts.
See More
Vertex Pharmaceuticals Faces Challenges in Cystic Fibrosis Market Dominance
- Market Dominance: Over the past decade, Vertex Pharmaceuticals has delivered market-beating returns primarily due to its monopoly in the cystic fibrosis drug market, which provides stable revenue but also exposes the company to threats from new entrants.
- Competitive Drug Development: Krystal Biotech's KB407 gene therapy has shown promising results in phase 1 studies, targeting all cystic fibrosis patients, while Vertex's drugs only address specific mutations, potentially leading to a loss of market share for Vertex.
- Diversification Strategy: To counter potential competition, Vertex has actively diversified its product lineup over the past three years, launching new drugs like Casgevy for sickle cell disease and Journavx for acute pain, with expectations for more approvals in the coming years.
- Strong Financial Performance: Despite facing competitive risks, Vertex is expected to continue delivering strong financial results, with its core products protected by patents until the late 2030s, making its stock still attractive for investors.
See More
Vertex Pharmaceuticals Faces Competitive Threats
- Market Competition Risk: Vertex Pharmaceuticals faces significant threats as companies like Krystal Biotech develop new cystic fibrosis drugs, particularly KB407, which has the potential to treat all CF patients and could lead to Vertex losing market share for 95% of U.S. patients.
- Core Business Security: Despite the competitive landscape, Vertex's core franchise appears secure for the foreseeable future, primarily due to its monopoly in the cystic fibrosis drug market, with key products protected by patents until the late 2030s.
- Product Diversification Strategy: Vertex is actively pursuing diversification of its product lineup, having launched new drugs like Casgevy and Journavx over the past three years, and is expected to gain additional approvals in the coming years, enhancing its competitive edge.
- R&D Progress: Vertex recently reported strong phase 3 results for povetacicept, an investigational drug for IgA nephropathy, and plans to announce more phase 3 results by year-end, potentially leading to regulatory approvals for treatments targeting APOL1-mediated kidney disease, further solidifying its market position.
See More
Krystal Biotech Shares Surge Over 230% Since 2021
- Strong Market Performance: Krystal Biotech's stock has surged over 230% since 2021, and despite having only one marketed product, its promising drug pipeline indicates significant growth potential, positioning it as a key player in the biotech sector.
- Innovative Therapy Approval: In 2023, Krystal Biotech received FDA approval for Vyjuvek, the first gene therapy for Dystrophic Epidermolysis Bullosa (DEB), addressing a critical unmet need in the market and further solidifying the company's market position.
- Solid Financial Performance: In 2025, the company reported a 34% year-over-year revenue increase to $389.1 million, with earnings per share at $6.84, showcasing a rare achievement of profitability in the biotech space, which boosts investor confidence.
- Future Growth Potential: Krystal Biotech's pipeline includes candidates for cystic fibrosis and alpha-1 antitrypsin deficiency lung disease, and if successful in launching new products, it could significantly enhance sales and profits, driving sustained growth over the next two decades.
See More
