AI Earnings Predictions for Kiniksa Pharmaceuticals Ltd. (KNSA)

EX-99.1

2 knsa-ex99d1.htm

EX-99.1

Exhibit 99.1

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Kiniksa Pharmaceuticals Reports Third Quarter 2026 Financial Results and Recent Portfolio Execution

– ARCALYST® (rilonacept) Q3 2026 net product revenue of $286.0 million, representing ~58% year-over-year growth –

– ARCALYST 2026 expected net product revenue increased to $1.045 - $1.050 billion –

– KPL-387 pivotal Phase 3 data expected in 2H 2027 –

– Conference call and webcast scheduled for 8:30 am ET today –

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London – October 27, 2026 – Kiniksa Pharmaceuticals International, plc (Nasdaq: KNSA) (Kiniksa), a biopharmaceutical company developing and commercializing novel therapies for diseases with unmet need, with a focus on cardiovascular indications, today reported third quarter 2026 financial results and recent portfolio execution.

“Kiniksa continues to build a leading IL-1α and IL-1β inhibition franchise, driven by the commercialization of ARCALYST in recurrent pericarditis. In the third quarter, strong commercial execution led to gains in patient and physician adoption, resulting in revenue of $286.0 million and positioning ARCALYST to achieve blockbuster status this year,” said Sanj K. Patel, Chairman & Chief Executive Officer of Kiniksa. “Our robust financial position supports continued investment in value creation through ARCALYST, KPL-387, and KPL-1161. We now expect 2026 ARCALYST net sales of between $1.045 and $1.050 billion, up from our previous range of between $980 and $995 million. Additionally, we continue to enroll and dose patients in PASTORALE, the pivotal Phase 3 trial of KPL-387 evaluating once monthly subcutaneous dosing. We expect data in the second half of 2027, with the goal of bringing this important treatment option to patients in the 2028/2029 timeframe. We remain on track to initiate a Phase 1 trial of KPL-1161 by the end of this year.”

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Portfolio Execution

ARCALYST (IL-1α and IL-1β cytokine trap)

●ARCALYST net product revenue was $286.0 million for the third quarter of 2026.

●As of the end of the third quarter of 2026, approximately 23% of the 14,000 annual multiple-recurrence patients were actively on ARCALYST treatment.

●Since launch, more than 5,450 prescribers have written ARCALYST prescriptions for recurrent pericarditis.

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●As of the end of the third quarter of 2026, average total duration of ARCALYST therapy in recurrent pericarditis was approximately 3 years, in line with the median duration of disease.

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KPL-387 (monoclonal antibody IL-1 receptor antagonist)

●Kiniksa is enrolling and dosing patients in the Phase 3 pivotal trial of KPL-387 in recurrent pericarditis, PASTORALE, and expects data in the second half of 2027.

●Kiniksa is also conducting a supplemental Phase 2 Transition to KPL-387 Monotherapy Dosing and Administration Study evaluating the transition of patients from standard therapies to KPL-387 monotherapy.

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KPL-1161 (Fc-modified monoclonal antibody IL-1 receptor antagonist)

●Kiniksa expects to initiate a Phase 1 first-in-human clinical trial of KPL-1161 with a target profile of quarterly subcutaneous (SC) dosing by the end of 2026.

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Financial Results

●Total revenue for the third quarter of 2026 was $286.0 million, compared to $180.9 million for the third quarter of 2025.

●Total operating expenses for the third quarter of 2026 were $231.7 million, compared to $156.8 million for the third quarter of 2025, and comprised the following:

—Cost of Goods Sold (COGS) expenses of $27.8 million, compared to $20.3 million for the third quarter of 2025. The increase in COGS expenses was primarily due to costs associated with increased sales of ARCALYST.

—Collaboration expenses of $105.8 million, compared to $63.3 million for the third quarter of 2025. Collaboration expenses are driven primarily by ARCALYST collaboration profitability.

—Research and Development (R&D) expenses of $32.8 million, compared to $24.2 million for the third quarter of 2025. The increase in R&D expenses was primarily due to increased KPL-387 clinical activity.

—Selling, General, and Administrative (SG&A) expenses of $65.4 million, compared to $49.1 million for the third quarter of 2025. The increase in SG&A expenses was primarily due to investment associated with the commercialization of ARCALYST.

—Total operating expenses for the third quarter of 2026 included $13.1 million in non-cash, share-based compensation expense, compared to $10.1 million for the third quarter of 2025.

●Net income for the third quarter of 2026 was $47.3 million, compared to $18.4 million for the third quarter of 2025.

●As of September 30, 2026, Kiniksa had $568.8 million of cash, cash equivalents, and short-term investments and no debt.

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Financial Guidance

●Kiniksa expects 2026 ARCALYST net product revenue of between $1.045 billion and $1.050 billion, compared to prior guidance of between $980 million and $995 million.

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●Kiniksa expects 2026 R&D expenses of between $160 million and $170 million and 2026 SG&A expenses

EX-99.1

2 knsa-20260728xex99d1.htm

EX-99.1

Exhibit 99.1

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Kiniksa Pharmaceuticals Reports Second Quarter 2026 Financial Results and Recent Portfolio Execution

– ARCALYST® (rilonacept) Q2 2026 net product revenue of $243.6 million, representing ~55% year-over-year growth –

– ARCALYST 2026 expected net product revenue increased to $980 - $995 million –

– KPL-387 Phase 2 data demonstrated rapid and sustained reductions in pain and inflammation at 300 mg SC once-monthly, the dose level selected for Phase 3 –

– KPL-387 pivotal Phase 3 trial in recurrent pericarditis now enrolling and dosing patients –

– Conference call and webcast scheduled for 8:30 am ET today –

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London – July 28, 2026 – Kiniksa Pharmaceuticals International, plc (Nasdaq: KNSA) (Kiniksa), a biopharmaceutical company developing and commercializing novel therapies for diseases with unmet need, with a focus on cardiovascular indications, today reported second quarter 2026 financial results and recent portfolio execution.

“In the second quarter, Kiniksa continued to drive growth in new and repeat prescribers of ARCALYST in recurrent pericarditis, which led to a meaningful increase in patients on therapy. As a result, we have raised our 2026 ARCALYST net sales guidance to between $980 and $995 million,” said Sanj K. Patel, Chairman & Chief Executive Officer of Kiniksa. “In our clinical portfolio, KPL-387 Phase 2 data supported initiation of the pivotal Phase 3 trial, PASTORALE, which is now enrolling and dosing patients. We are excited to advance KPL-387 with its target product profile of once-monthly subcutaneous dosing in a liquid formulation. We expect to bring this potential additional treatment option to patients in the 2028/2029 timeframe. Additionally, we continue to develop KPL-1161 with a target profile of once-quarterly dosing and are on track to initiate a Phase 1 trial by the end of this year.”

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Portfolio Execution

ARCALYST (IL-1α and IL-1β cytokine trap)

●ARCALYST net product revenue was $243.6 million for the second quarter of 2026.

●As of the end of the second quarter of 2026, approximately 21% of the 14,000 multiple-recurrence patients were actively on ARCALYST treatment.

1

●Since launch, more than 5,000 prescribers have written ARCALYST prescriptions for recurrent pericarditis.

●As of the end of the second quarter of 2026, average total duration of ARCALYST therapy in recurrent pericarditis was approximately 3 years, in line with the median duration of disease.

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KPL-387 (monoclonal antibody IL-1 receptor antagonist)

●Kiniksa today announced data from an interval analysis of the ongoing KPL-387 Phase 2/3 trial in recurrent pericarditis. The Phase 2 dose-focusing portion of the trial is designed to evaluate the dose response and safety of different subcutaneously (SC) administered KPL-387 dose regimens and to support dose selection for the pivotal Phase 3 portion of the trial.

—Participants in the KPL-387 300 mg SC monthly dose group experienced rapid and sustained reductions in Numeric Rating Scale (NRS) pain and inflammation as soon as after the first dose:

—Primary Efficacy Endpoint*

◾Time to Treatment Response1: 4.0 (3.0, 6.0) days.

—Secondary Efficacy Endpoints*

◾Time to Pain Response: 4.0 (3.0, 6.0) days.

◾Time to C-Reactive Protein (CRP) Normalization2: 8.0 (7.0, 9.0) days.

—KPL-387 efficacy was durable throughout the monthly dosing interval.

—KPL-387 was generally well-tolerated, consistent with the well-known safety profile of interleukin-1 (IL-1) pathway inhibition.

●Kiniksa is enrolling and dosing patients in PASTORALE, the pivotal Phase 3 portion of the Phase 2/3 clinical trial.

—PASTORALE is an event-driven, double-blind, placebo controlled, randomized withdrawal (RW) study enrolling up to approximately 85 participants with recurrent pericarditis. PASTORALE is evaluating the efficacy and safety of KPL-387 300 mg SC administered once-monthly in a liquid formulation.

—The primary endpoint is time to first adjudicated pericarditis recurrence during the RW period.

●Kiniksa is also conducting a supplemental Phase 2 Transition to KPL-387 Monotherapy Dosing & Administration Study evaluating the efficacy and safety of dosing regimens used to transition patients from standard therapies to KPL-387 monotherapy.

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KPL-1161 (Fc-modified monoclonal antibody IL-1 receptor antagonist)

●Kiniksa is conducting preclinical development activities with KPL-1161 with a target profile of quarterly SC dosing. The company expects to initiate a Phase 1 first-in-human clinical trial by the end of 2026.

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* Reported as median (95% confidence interval).

1 Treatment Response is defined as Pain Response (NRS score ≤ 2 on the 11-point daily pericarditis pain NRS pain scale) and at least one CRP level ≤ 0.5 mg/dL within 7 days before or after the Pain Response.

2 CRP Normalization is defined as CRP ≤ 0.5 mg/dL.

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Financial Results

●Total revenue for the second quarter of 2026 was $243.6 million, comp

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