KNSA Earnings Prediction
The chart below shows how KNSA performed 10 days before and after its earnings report, based on data from the past quarters. Typically, KNSA sees a -1.10% change in stock price 10 days leading up to the earnings, and a +3.48% change 10 days following the report. On the earnings day itself, the stock moves by +5.20%. This data can give you a slight idea of what to expect for the next quarter's release.
KNSA Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
112.21M
67.37%
3.30%
Gross Margin
82.08%
-5.05%
-7.42%
Operating Margin
-8.61%
-47.18%
7727.27%
Net Margin
-11.31%
-45.26%
214.17%
EPS
-0.18
-10.00%
200.00%
No Data Available
KNSA Earnings Analysis
Kiniksa Pharmaceuticals, Ltd. Class A Common Stock Corporation (KNSA.O) Earnings Conference Call
Positive
Commercial Performance Growth: In the third quarter, we continue to drive strong commercial performance with ARCALYST including increased prescriber adoption and repeat prescriber growth.
Increased Sales Guidance: We are increasing our fully year ARCALYST net sales guidance to be between $410 million to $420 million from the previous guidance range of $405 million to $415 million.
ARCALYST Revenue Surge: We saw a 73% year-over-year growth with ARCALYST ultimately delivering $112.2 million of net product revenue for the quarter.
Collaboration Profit Surge: ARCALYST collaboration operating profit in the third quarter grew 68% year-over-year to $58.2 million and largely drove total collaboration expenses of $29.3 million.
Third Quarter Cash Flow: Net cash flow in the third quarter was $5 million, bringing end of period cash balance to $223.8 million.
Negative
ARCALYST Revenue Surge: Total revenue in the third quarter of 2024 was driven entirely by ARCALYST net product revenue which grew 73% year-over-year to $112.2 million.
Collaboration Profit Surge: ARCALYST collaboration operating profit in the third quarter grew 68% year-over-year to $58.2 million and largely drove total collaboration expenses of $29.3 million.
Operating Expense Growth Factors: On a year-over-year basis in the third quarter, operating expense growth was due to cost of goods sold driven by ARCALYST revenue growth as well as expenses related to the ongoing ARCALYST tech transfer, collaboration expenses driven by ARCALYST collaboration operating profit growth and R&D and SG&A driven largely by personnel costs, manufacturing of clinical supply in ARCALYST commercialization.
Quarterly Net Loss Comparison: Net loss in the third quarter of 2024 was $12.7 million compared to a net loss of $13.9 million in the third quarter of 2023.
Third Quarter Cash Flow: Net cash flow in the third quarter was $5 million, bringing end of period cash balance to $223.8 million.
KNSA FAQs
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KNSA Earning Call Sentiment
Kiniksa Pharmaceuticals International, plc (KNSA) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
KNSA.O
1.13%Positive
The earnings call reveals strong financial performance with a 73% YoY revenue growth and increased sales guidance for ARCALYST. Despite a net loss, cash flow remains positive, and the company maintains a healthy cash balance. The Q&A indicates a positive outlook on market penetration and salesforce expansion, although some uncertainties exist. The absence of a shareholder return plan is a minor negative, but overall, the financial and strategic outlook is optimistic, suggesting a positive stock price movement.
