Palvella Appoints Former Krystal Biotech Executive to Boost Market Access
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 14 2025
0mins
Should l Buy KRYS?
Krystal Biotech Inc. shares fell 3.30% and hit a 20-day low amid broader market declines, with the Nasdaq-100 down 1.36% and the S&P 500 down 1.06%.
The decline in Krystal Biotech's stock price comes despite the positive news that Palvella Therapeutics has appointed Jennifer J. McDonough, a former executive at Krystal Biotech, as Senior Vice President of Market Access. McDonough's experience in driving VYJUVEK® to significant sales showcases her expertise, which Palvella aims to leverage for its upcoming QTORIN™ rapamycin launch. This strategic appointment highlights the potential for growth in the rare disease market, although it did not prevent the stock's decline.
The implications of this news suggest that while Krystal Biotech is experiencing a downturn, the expertise of its former executive is being recognized in the industry, potentially benefiting Palvella's future endeavors.
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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: 305.710
Low
198.00
Averages
229.25
High
278.00
Current: 305.710
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.
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- 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.
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- 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.
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- Revenue Expectations: The anticipated revenue for Q1 is $112.13 million, representing a 27.2% year-over-year growth, which underscores strong market demand and sales performance, potentially boosting investor confidence.
- Historical Performance: Over the past two years, Krystal Biotech has only beaten EPS estimates 25% of the time and revenue estimates 50% of the time, indicating performance volatility that investors should monitor for future stability.
- Estimate Revisions: In the last three months, there have been no upward revisions to EPS estimates and one downward revision, while revenue estimates saw one upward and two downward revisions, suggesting a cautious market outlook on the company's future performance.
See More
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- Madrigal Pharmaceuticals' FDA Approval: In 2024, Madrigal gained FDA approval for Rezdiffra, the first drug for metabolic dysfunction-associated steatohepatitis, with 2025 revenue reaching $958.4 million, a staggering 432% increase, showcasing robust growth in an emerging market.
- Exelixis' Oncology Innovations: Exelixis' Cabometyx remains the leading treatment for liver and kidney cancers, with no generic competition expected until 2030, while the company plans to launch several next-gen cancer therapies in the next five years, further solidifying its market position.
- Significant Market Potential: The combination of innovation and market demand in these three companies suggests that their stocks could yield substantial returns in the future, particularly in the ongoing developments within rare diseases and oncology.
See More
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- 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
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- 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
Krystal Biotech Q1 Earnings Exceed Expectations
- Strong Earnings Performance: Krystal Biotech reported a Q1 GAAP EPS of $1.83, beating expectations by $0.39, which reflects the company's robust profitability and enhances investor confidence in its financial health.
- Significant Revenue Growth: The company achieved Q1 revenue of $116.36 million, representing a 32.0% year-over-year increase and exceeding market expectations by $4.23 million, indicating sustained strong demand for its products and driving overall performance.
- Optimistic Financial Guidance: Krystal Biotech projects its FY 2026 non-GAAP R&D and SG&A expenses to be between $175 million and $195 million, reflecting confidence in future investments and strategic planning for continued growth.
- Global Expansion Plans: The company aims to launch VYJUVEK in Italy in H2 2026, targeting global market expansion while maintaining a gross margin outlook of 90%-95%, demonstrating its ambition and sustainable profitability in international markets.
See More
Krystal Biotech to Announce Q1 Earnings on May 4th
- Earnings Announcement: Krystal Biotech (KRYS) is set to announce its Q1 2023 earnings on May 4th before market open, with a consensus EPS estimate of $1.42, reflecting an 18.3% year-over-year increase, indicating ongoing improvements in profitability.
- Revenue Expectations: The anticipated revenue for Q1 is $112.13 million, representing a 27.2% year-over-year growth, which underscores strong market demand and sales performance, potentially boosting investor confidence.
- Historical Performance: Over the past two years, Krystal Biotech has only beaten EPS estimates 25% of the time and revenue estimates 50% of the time, indicating performance volatility that investors should monitor for future stability.
- Estimate Revisions: In the last three months, there have been no upward revisions to EPS estimates and one downward revision, while revenue estimates saw one upward and two downward revisions, suggesting a cautious market outlook on the company's future performance.
See More
Three Biotech Companies Worth Watching
- Krystal Biotech's Breakthrough: In 2023, Krystal Biotech received approval for Vyjuvek, a gene therapy for Dystrophic Epidermolysis Bullosa, achieving $389.1 million in revenue, a 34% year-over-year increase, indicating strong market potential in rare diseases.
- Madrigal Pharmaceuticals' FDA Approval: In 2024, Madrigal gained FDA approval for Rezdiffra, the first drug for metabolic dysfunction-associated steatohepatitis, with 2025 revenue reaching $958.4 million, a staggering 432% increase, showcasing robust growth in an emerging market.
- Exelixis' Oncology Innovations: Exelixis' Cabometyx remains the leading treatment for liver and kidney cancers, with no generic competition expected until 2030, while the company plans to launch several next-gen cancer therapies in the next five years, further solidifying its market position.
- Significant Market Potential: The combination of innovation and market demand in these three companies suggests that their stocks could yield substantial returns in the future, particularly in the ongoing developments within rare diseases and oncology.
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
