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Sep 30, 2025
Kiniksa Q3 2025 Earnings Report
Kiniksa Pharmaceuticals reported strong third quarter 2025 financial results, driven by significant ARCALYST revenue growth and an increased cash balance.
Key Takeaways
Kiniksa Pharmaceuticals delivered a robust third quarter in 2025, with total revenue reaching $180.9 million, primarily fueled by ARCALYST net product revenue which grew 61% year-over-year. The company achieved a net income of $18.4 million, a significant improvement from a net loss in the prior year, and increased its cash, cash equivalents, and short-term investments to $352.1 million.
ARCALYST net product revenue for Q3 2025 was $180.9 million, marking a 61% year-over-year increase.
The company reported a net income of $18.4 million for the third quarter of 2025, a turnaround from a net loss of $12.7 million in Q3 2024.
Cash, cash equivalents, and short-term investments increased by $44.3 million in Q3 2025, reaching $352.1 million.
Kiniksa raised its 2025 ARCALYST net product revenue guidance to between $670 million and $675 million.
Revenue by Segment
Forward Guidance
Kiniksa Pharmaceuticals has raised its full-year 2025 ARCALYST net product revenue guidance and expects to remain cash flow positive on an annual basis, with key clinical trial data for KPL-387 anticipated in the second half of 2026.
Positive Outlook
- Raised 2025 ARCALYST net product revenue guidance to $670 million - $675 million, up from $625 million - $640 million.
- Expects current operating plan to remain cash flow positive on an annual basis.
- KPL-387 granted Orphan Drug Designation for the treatment of pericarditis by the FDA.
- On track for data from the Phase 2 dose-focusing portion of the KPL-387 Phase 2/3 recurrent pericarditis trial in the second half of 2026.
- Continued development of KPL-387 and KPL-1161 aims to expand the IL-1α & IL-1β inhibition franchise and treatment options for recurrent pericarditis.
Challenges Ahead
- Reliance on third parties for drug substance and product supply could lead to shortages.
- Potential for delays or difficulties in patient enrollment and site activation for clinical trials.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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