NASDAQ$KRYS

Krystal Biotech Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Krystal Biotech reported financial results and operational highlights for Q2 2023, marked by VYJUVEK's approval and initial launch, progress in cystic fibrosis and oncology programs, and a strong cash position.

Krystal Biotech announced positive Q2 2023 results, highlighted by the FDA approval of VYJUVEK, a topical gene therapy for dystrophic epidermolysis bullosa, and its subsequent commercial launch. The company also reported progress in its cystic fibrosis and oncology programs, with a strong balance sheet including $505.9 million in cash, cash equivalents, and investments.

  • VYJUVEK approved in the U.S. as the first and only topical redosable gene therapy for dystrophic epidermolysis bullosa.
  • Received 121 Patient Start Forms in the first six weeks of VYJUVEK launch.
  • First cystic fibrosis patient dosed in Phase 1 Clinical Trial of KB407.
  • IND for KB707, Krystal’s oncology candidate for solid tumors, accepted by FDA and granted Fast Track Designation.

Headline financials

EPS (adj)

-$1.25

Previous: -$1.10-13.6%
Cash and Investments

$506M

Previous: $439M+15.4%
Capital Expenditures

$2.79M

Previous: $16.5M-83.1%
Free Cash Flow

-$37M

Previous: -$59.6M+37.9%
Net Income

-$33.2M

Previous: -$28.1M-18.2%
Operating Income

-$38M

Previous: -$28.8M-32.3%
Cash & Equivalents

$276M

Previous: $219M+26.1%
Total Assets

$684M

Previous: $601M+13.8%
Stock-Based Comp

$11.3M

Previous: $8.19M+38.4%

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 continued momentum for the rest of the year, with plans to submit a market authorization application to the EMA in the second half of 2023 and a potential EU launch in the second half of 2024. The company also expects to announce data from the Phase 1 study of KB407 in 2024 and dose the first patient with KB707 in the second half of 2023.

Tailwinds

  • Plans to submit a market authorization application to the EMA in the second half of 2023 and anticipates a potential launch of B-VEC in the EU in the second half of 2024.
  • Plans for an open label extension study of B-VEC in Japan in the second half of 2023, filing for approval in Japan in 2024.
  • Expectation to announce data from the Phase 1 study of KB407 in 2024.
  • Intends to file an IND application with the FDA and initiate a Phase 1 clinical trial of KB408 for the treatment of AATD in the second half of 2023.
  • Expects to dose the first patient with KB707 in the second half of 2023.

Headwinds

  • Uncertainties associated with regulatory review of clinical trials and applications for marketing approvals.
  • Availability or commercial potential of product candidates including VYJUVEK.
  • Sufficiency of cash resources and need for additional financing.
  • Plans to initiate the Phase 2 cohort of the KB105-02 (JADE-1) trial in 2024.
  • Plans to file an IND application and initiate a clinical trial of KB104 in late 2024.

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 2023

Historical avgQ2 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

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