NASDAQ$KNSA

Kiniksa Pharmaceuticals Ltd · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

Kiniksa reported Q1 2025 total revenue of $138M with net income of $8.5M and diluted EPS of $0.11.

Total revenue was $137.8 million for the quarter ended March 31, 2025, primarily from ARCALYST product revenue. Net income was $8.5 million ($0.11 diluted EPS) versus a loss a year ago. ARCALYST demand and label expansion support the commercial narrative.

  • Q1 product revenue $138M; ARCALYST drives mix.
  • Net income $8.5M; diluted EPS $0.11.
  • Operating income turned positive year over year.
  • Pipeline and payer access affect growth trajectory.

Headline financials

Total Revenue

$138M

Previous: $79.9M+72.5%
EPS (adj)

$0.11

Previous: -$0.25+144.0%
Total Operating Expenses

$125M

Previous: $96.4M+29.2%
Collaboration Expenses

$43.8M

Previous: $20.8M+110.5%
Research and Development

$19.3M

Previous: $26.3M-26.6%
Selling, General and Administrative

$43.5M

Previous: $38.7M+12.5%
Non-cash Share-based Compensation

$7.7M

Previous: $7.2M+6.9%
Other Income, Net

$2.29M

Previous: $2.27M+1.2%
Provision for Income Taxes

$7.03M

Previous: $3.43M+105.0%
Weighted Avg Shares Basic

72.6M

Previous: 70.6M+2.9%
Weighted Avg Shares Diluted

76.1M

Previous: 70.6M+7.8%
Working Capital

$259M

Previous: $231M+11.9%
Total Shareholders' Equity

$457M

Previous: $438M+4.3%
Accumulated Deficit

-$513M

Previous: -$521M+1.6%
ARCALYST YoY Revenue Growth

75.0%

No prior period
Prescribers Since Launch

3.1K

No prior period
Avg Duration of Therapy (Years)

30

Previous: 27+11.1%
Capital Expenditures

-$99K

Previous: -$84K-17.9%
Net Income

$8.54M

Previous: -$17.7M+148.2%
Operating Income

$13.3M

Previous: -$16.5M+180.2%

Revenue & EPS history

Kiniksa · Revenue · Quarterly

$138M

Q1 2025+72.5%vs Q1 2024
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Kiniksa · $64.8M total across 1 segment · Q3 2023

  • ARCALYST
    $64.8M+94.0%

Forward guidance

The quarterly filing discusses operating priorities, liquidity, and sector risks.

Tailwinds

  • MD&A outlines strategic priorities and capital allocation.
  • Segment commentary supports the earnings narrative.

Headwinds

  • Macro, rates, or input costs may pressure margins.
  • One-time items can affect year-over-year comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+5.3%

Avg return

Earnings day

+5.2%

Avg return

5 days after

+7.8%

Avg return

30 days after

55%

17 / 31 earnings

Positive

+45.8%

Q3 2021

Best reaction

-16.6%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+23.5%+26.7%+16.6%
Q4 2025-4.7%-6.1%-1.3%
Q3 2025-2.9%-8.8%+4.8%
Q1 2025+20.5%+28.8%+26.6%
Q4 2024+0.5%+3.3%+19.0%
Q3 2024-16.6%-18.5%-19.1%
Q2 2024+17.8%+22.1%+22.5%
Q1 2024+4.4%+4.6%+12.1%
Q4 2023+1.2%-3.4%-5.6%
Q3 2023-3.4%+3.3%+3.1%
Q2 2023+35.2%+26.8%+18.1%
Q1 2023+24.2%+24.7%+29.0%
Q4 2022-5.6%-7.8%-19.7%
Q3 2022+8.6%+21.7%+49.3%
Q2 2022+17.3%+29.9%+14.7%
Q1 2022+5.1%-6.8%-18.4%
Q4 2021-6.8%-3.4%-7.2%
Q3 2021+45.8%+41.8%+8.8%
Q2 2021-1.4%-5.4%-10.0%
Q1 2021-9.0%-11.4%-19.4%
Q4 2020-6.3%-11.9%-28.5%
Q3 2020-5.9%-7.2%+9.6%
Q2 2020+0.8%-1.2%-14.7%
Q1 2020-7.0%-9.2%-0.6%
Q4 2019-0.7%+6.1%-29.5%
Q3 2019+15.7%+24.5%+80.8%
Q2 2019-2.4%-12.1%-9.4%
Q1 2019+8.2%+2.6%+6.5%
Q4 2018-6.1%-0.2%+20.2%
Q3 2018+11.9%+5.1%+6.2%
Q2 2018+1.7%+3.5%+78.2%
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro