NASDAQ$KNSA

Kiniksa Pharmaceuticals Ltd · Q2 2020 earnings

Q2 2020 earnings · · Investor relations

Briefing

Kiniksa reported its second quarter 2020 financial results and highlighted recent pipeline and corporate activity.

Kiniksa had a successful first half of 2020, with positive results from studies of rilonacept and vixarelimab, as well as mavrilimumab data published in The Lancet Rheumatology. The company is planning to submit an sBLA to the FDA for rilonacept in recurrent pericarditis this year. Evaluations of mavrilimumab and vixarelimab are progressing, and data is expected in the fourth quarter from the mavrilimumab GCA trial and the KPL-404 program. Recent capital raises and financial discipline are expected to extend the company's cash runway into 2023.

  • Statistically significant results from the pivotal Phase 3 study of rilonacept in recurrent pericarditis.
  • Positive results from the Phase 2a study of vixarelimab in prurigo nodularis.
  • COVID-19 mavrilimumab data published in The Lancet Rheumatology.
  • sBLA submission to the FDA for rilonacept in recurrent pericarditis planned for this year.

Headline financials

EPS (adj)

-$0.65

Previous: -$0.68+4.4%

Revenue & EPS history

Kiniksa · Revenue · Quarterly

$214M

Q1 2026+55.5%vs Q1 2025
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

Kiniksa expects a catalyst-filled second half of the year with multiple data readouts and a planned sBLA submission.

Tailwinds

  • Potential to bring rilonacept as a potential treatment option for patients with recurrent pericarditis
  • Planned clinical trials and timing thereof, including a potential dose-ranging Phase 2b clinical trial of vixarelimab in prurigo nodularis
  • Planned clinical trials and timing thereof, including a Phase 2 trial evaluating the investigational combination of Yescarta® (axicabtagene ciloleucel) and mavrilimumab in relapsed or refractory large B-cell lymphoma
  • Projected timeframe for funding our current operating plan with current cash, cash equivalents and short-term investments
  • Advancement of clinical-stage product candidates, rilonacept, mavrilimumab, vixarelimab and KPL-404

Headwinds

  • Potential delays or difficulty in enrollment of patients in, and activation or continuation of sites for, our clinical trials
  • Potential complications in coordinating among requirements, regulations and guidelines of regulatory authorities across a number of jurisdictions for our global clinical trials
  • Potential amendments to our clinical trial protocols initiated by us or required by regulatory authorities
  • Potential delays or difficulty in completing our clinical trials, including as a result of the COVID-19 pandemic
  • Potential for low accrual of events in our clinical trials

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 Q2 2020

Historical avgQ2 2020

+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

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