NASDAQ$KRYS

Krystal Biotech Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Krystal Biotech reported financial results and operational progress for Q1 2023.

Krystal Biotech reported a net loss of $45.3 million for the first quarter of 2023. The company's cash, cash equivalents, and investments totaled $355.5 million as of March 31, 2023. Significant progress was made in commercial preparation activities for B-VEC and advancements across the pipeline.

  • PDUFA date of May 19, 2023, for B-VEC.
  • Presented clinical data at ARVO on topical application of B-VEC to treat ocular complications in a patient with recessive dystrophic epidermolysis bullosa under Compassionate Use Program.
  • Strong balance sheet with $355.5 million in cash, cash equivalents, and investments at the end of the quarter.
  • Initiated Phase 2 cohort of its KB105-02 (JADE-1) trial in the first half of 2023.

Headline financials

EPS (adj)

-$1.76

Previous: -$0.99-77.8%
Capital Expenditures

$5.38M

Previous: $17.2M-68.7%
Free Cash Flow

-$31.5M

Previous: -$32.7M+3.5%
Net Income

-$45.3M

Previous: -$50M+9.3%
Operating Income

-$48.8M

Previous: -$50.2M+2.8%
Cash & Equivalents

$141M

Previous: $468M-69.9%
Total Assets

$532M

Previous: $617M-13.8%
Stock-Based Comp

$10.4M

Previous: $6.43M+62.3%

Revenue & EPS history

Krystal Biotech · Revenue · Quarterly

$116M

Q1 2026+31.9%vs Q1 2025
Beat estimate in 6 of 11 quarters(55%)
ActualEstimate

Revenue by segment

Krystal Biotech · $91.1M total across 1 segment · Q4 2024

  • VYJUVEK Net Product Revenue
    $91.1M

Forward guidance

Krystal Biotech anticipates several milestones in the near future, including potential FDA approval of B-VEC, initiation of clinical trials, and regulatory submissions. However, these plans are subject to various risks and uncertainties.

Tailwinds

  • Potential FDA approval of B-VEC later this month.
  • Plans to start an open label extension study of B-VEC in Japan in 2023 with an approval in Japan expected in early 2025.
  • Plans to initiate the Phase 2 cohort of the KB105-02 (JADE-1) trial in the first half of 2023.
  • Plans to file an IND for KB104 in 2023.
  • Plans to initiate a Phase 1 clinical trial of KB408 for the treatment of AATD in the second half of 2023.

Headwinds

  • Uncertainties associated with regulatory review of clinical trials and applications for marketing approvals.
  • The availability or commercial potential of product candidates including B-VEC.
  • The sufficiency of cash resources and need for additional financing.
  • Actual results may differ materially from those indicated by such forward-looking statements as a result of various important factors.
  • Timing of submission of the European Medicines Agency’s marketing authorization application for B-VEC and approval in the EU is uncertain.

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 2023

Historical avgQ1 2023

+1.3%

Avg return

Earnings day

+1.8%

Avg return

5 days after

+9.5%

Avg return

30 days after

54%

19 / 35 earnings

Positive

+52.8%

Q4 2023

Best reaction

-14.0%

Q2 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.6%+14.9%+13.3%
Q4 2025+4.0%-5.3%-6.7%
Q3 2025+4.9%+0.2%+10.1%
Q2 2025-14.0%-11.7%-4.3%
Q1 2025-13.8%-18.6%-18.3%
Q4 2024+12.4%+19.3%+19.4%
Q3 2024-1.1%+13.2%+6.4%
Q2 2024-6.9%-5.1%-3.1%
Q1 2024+0.4%-3.9%+4.1%
Q4 2023+52.8%+50.7%+59.2%
Q3 2023-10.7%-19.3%-16.1%
Q2 2023-6.7%-4.2%-0.2%
Q1 2023+9.0%+4.7%+51.2%
Q4 2022+4.4%+0.7%+2.0%
Q3 2022+7.7%+4.7%+1.6%
Q2 2022-5.2%-3.4%-17.1%
Q1 2022-4.7%+0.4%+15.4%
Q4 2021+2.6%-8.2%+7.0%
Q3 2021-7.4%-7.4%+48.5%
Q2 2021-1.6%-6.2%-3.2%
Q1 2021-7.2%-4.0%-7.6%
Q4 2020+6.8%-7.8%-2.3%
Q3 2020+2.6%+3.1%+35.0%
Q2 2020+0.5%+6.7%+11.7%
Q1 2020+13.7%+25.3%+3.8%
Q4 2019-0.7%-12.0%-12.0%
Q3 2019+1.6%+0.5%+43.5%
Q2 2019-4.0%-3.3%-6.2%
Q1 2019+2.6%+14.6%+1.1%
Q4 2018-4.1%+1.9%+55.6%
Q3 2018-4.7%-1.5%+5.4%
Q2 2018+2.7%+1.5%+6.1%
Q1 2018+0.1%+0.2%+23.5%
Q4 2017+5.8%+21.2%+2.9%
Q3 2017+6.0%+1.9%+4.1%
Q2 2017
Q1 2017
Q4 2016
Q3 2016

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