NASDAQ$KRYS

Krystal Biotech Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Krystal Biotech's Q3 2023 performance was marked by the successful commercial execution of VYJUVEK, progress in the oncology program, and continued momentum in the CF program.

Krystal Biotech reported its Q3 2023 financial results, featuring $8.6 million in VYJUVEK U.S. net product revenue, alongside advancements in their clinical programs for CF and oncology. The company closed the quarter with a strong cash position of $598.6 million.

  • Achieved $8.6 million in VYJUVEK U.S. net product revenue.
  • Received 284 VYJUVEK Patient Start Forms from 136 unique prescribers.
  • Advanced the oncology program with first patient dosed in Phase 1 Clinical Trial of KB707.
  • Closed the quarter with $598.6 million in cash, cash equivalents and investments.

Headline financials

Total Revenue

$8.56M

No prior period
EPS (adj)

-$0.67

Previous: -$1.17+42.7%
Capital Expenditures

-$9.95M

Previous: $14.1M-170.8%
Free Cash Flow

$70.8M

Previous: -$33.7M+309.8%
Net Income

$80.7M

Previous: -$29.9M+370.5%
Operating Income

-$26M

Previous: -$31.5M+17.4%
Gross Profit

$8.56M

No prior period
Cash & Equivalents

$373M

Previous: $186M+100.2%
Total Assets

$790M

Previous: $576M+37.1%
R&D Expense

$10.6M

No prior period
Stock-Based Comp

$8.31M

Previous: $9.06M-8.2%

Revenue & EPS history

Krystal Biotech · Revenue · Quarterly

$8.56M

Q3 2023
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 is focused on several key initiatives, including the potential approval of B-VEC in the EU and Japan, continued clinical trials for various programs, and the advancement of their oncology pipeline.

Tailwinds

  • Anticipates potential B-VEC approval in the EU in the second half of 2024.
  • Intends to file a Japanese New Drug Application for B-VEC for DEB in the first half of 2024.
  • Expects to announce data from the Phase 1 study of KB407 in 2024.
  • Plans to dose the first patient in the Phase 1 clinical trial of KB408 in the first quarter of 2024.
  • Plans to initiate the Phase 2 cohort of the KB105-02 (JADE-1) trial in 2024.

Headwinds

  • Uncertainties associated with regulatory review of clinical trials and applications for marketing approvals.
  • Availability or commercial potential of VYJUVEK or product candidates.
  • Sufficiency of cash resources and need for additional financing.
  • Risk Factors in the Company’s annual and quarterly reports on file with the SEC.
  • Potential delays in clinical trial timelines.

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 Q3 2023

Historical avgQ3 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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