Kiniksa Pharmaceuticals International, plc (KNSA) SEC Filings & Earnings Calls
EquiReason read 16 Kiniksa Pharmaceuticals International, plc SEC filings in the last 12 months. Latest: 8-K on 2026-10-22 — Appointment of Ross Moat as President and COO, effective immediately; salary and bonus increase approved..
Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason
- Market cap
- 6.0B
- P/E TTM
- 78.3
- Dividend yield
- —
- 52-week
- —
- Next earnings
- 26 Oct, in 2 days
Every filing, read
last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
28 Jul 202610-QKiniksa reported strong Q2 2026 results with product revenue of $243.6M, up 55% YoY, and net income of $25.4M, up 43% YoY.earningsopen
Figures in the filing · each found in the filing text
| Product revenue, net · Q2-2026 | $244M | +55% y/y |
| Net income · Q2-2026 | $25M | +43% y/y |
| Operating cash flow · H1-2026 | $97M | +93% y/y |
| Cash and cash equivalents · Q2-2026 | $176M | +6% y/y |
| Short-term investments · Q2-2026 | $350M | +41% y/y |
| Cost of goods sold · Q2-2026 | $24M | +27% y/y |
| Collaboration expenses · Q2-2026 | $88M | +68% y/y |
| Research and development expenses · Q2-2026 | $41M | +118% y/y |
| Selling, general and administrative expenses · Q2-2026 | $64M | +36% y/y |
| Net income per share - basic · Q2-2026 | $0.33 | +38% y/y |
Risks flagged
Concentration risk on ARCALYST
“The Company derives substantially all of its product revenue, net from sales of ARCALYST in the United States” · word for word
Dependence on Regeneron partnership
“The Company evenly splits profits on sales of ARCALYST with Regeneron” · word for word
Pipeline execution risk
“Research and development 40,899 18,753” · word for word
28 Jul 20268-K · 2.02ARCALYST Net Product Revenue $244M (+55% y/y); Total Revenue $244M (+55% y/y); Net Income $25M (+43% y/y); Guidance: 2026 ARCALYST guidance raised to $980-995M from $930-945Mearningsopen
Figures in the filing · each found in the filing text
| ARCALYST Net Product Revenue · Q2-2026 | $244M | +55% y/y |
| Total Revenue · Q2-2026 | $244M | +55% y/y |
| Net Income · Q2-2026 | $25M | +43% y/y |
| Cash, Cash Equivalents, and Short-term Investments · Q2-2026 | $526M |
Guidance
2026 ARCALYST guidance raised to $980-995M from $930-945M
Revenue guidance raised on strong ARCALYST demand; pipeline advancing; cash flow positive expected.
Risks flagged
Dependence on single product ARCALYST for revenue; pipeline still in early stages.
“ARCALYST is the only commercial product; KPL-387 and KPL-1161 are in clinical/preclinical stages.”
26 May 20268-K · 1.01Kiniksa entered a deed of waiver with Baker Bros. Advisors, waiving conversion rights to prevent >49.9% voting ownership. No financial impact or strategic change; governance adjustment.open
Risks flagged
Potential governance risk from large shareholder influence
“Baker Bros. Advisors LP holds significant stake; waiver prevents conversion that would exceed 49.9% voting rights”
1 May 20268-K · 5.02Reported a director or officer change (departure, election, appointment or pay arrangement)open
Risks flagged
Loss of key strategy officer may impact strategic execution, though consulting agreement provides continuity.
“Mr. Tessari will leave the Company on May 15, 2026 and will become a consultant.” · word for word
28 Apr 202610-QKiniksa reported strong Q1 2026 results with product revenue up 55.5% YoY and net income more than doubling, driven by ARCALYST demand.earningsopen
Figures in the filing · each found in the filing text
| Product revenue, net · Q1-2026 | $214M | +56% y/y |
| Net income · Q1-2026 | $23M | +165% y/y |
| Operating cash flow · Q1-2026 | $50M | +125% y/y |
| Cash and cash equivalents · 2026-03-31 | $190M | |
| Short-term investments · 2026-03-31 | $278M | |
| Cost of goods sold · Q1-2026 | $21M | +16% y/y |
| Collaboration expenses · Q1-2026 | $76M | +73% y/y |
| Research and development · Q1-2026 | $27M | +42% y/y |
| Selling, general and administrative · Q1-2026 | $61M | +41% y/y |
| Income from operations · Q1-2026 | $29M | +121% y/y |
Risks flagged
Concentration on single product ARCALYST
“The Company derives substantially all of its product revenue, net from sales of ARCALYST in the United States” · word for word
Dependence on Regeneron collaboration
“The Company evenly splits profits on sales of ARCALYST with Regeneron” · word for word
Regulatory approval risk for new manufacturing facility
“$21,063 of semi-finished goods were associated with the Company's technology transfer of ARCALYST drug substance manufacturing to a new facility, which is pending regulatory approval”
28 Apr 20268-K · 2.02ARCALYST net product revenue $214M (+56% y/y); Total revenue $214M (+56% y/y); Net income $23M (+166% y/y); Guidance: 2026 ARCALYST net product revenue raised to $930-945M from $900-920Mearningsopen
Figures in the filing · each found in the filing text
| ARCALYST net product revenue · ARCALYST · Q1-2026 | $214M | +56% y/y |
| Total revenue · Q1-2026 | $214M | +56% y/y |
| Net income · Q1-2026 | $23M | +166% y/y |
| Cash, cash equivalents, and short-term investments · Q1-2026 | $468M |
Guidance
2026 ARCALYST net product revenue raised to $930-945M from $900-920M
Raised ARCALYST guidance due to strong Q1 performance and expanding prescriber adoption.
16 Apr 2026DEF 14AKiniksa Pharmaceuticals filed its 2026 proxy statement (DEF 14A) detailing executive compensation, director remuneration, and shareholder proposals.open
Figures in the filing · each found in the filing text
| Research and Development Expenses · FY2025 | $97M | -13% y/y |
| Total Group employee pay expenditure · FY2025 | $120M | +13% y/y |
| CEO base salary · FY2026 | $995000.00 | +6% y/y |
| CEO bonus target percentage · FY2026 | 80.0% |
24 Feb 20268-K · 2.02ARCALYST net product revenue $678M (+62% y/y); ARCALYST net product revenue $202M; Total revenue $678M; Guidance: 2026 ARCALYST revenue guidance $900M-$920Mearningsopen
Figures in the filing · each found in the filing text
| ARCALYST net product revenue · ARCALYST · FY2025 | $678M | +62% y/y |
| ARCALYST net product revenue · ARCALYST · Q4-2025 | $202M | |
| Total revenue · FY2025 | $678M | |
| Net income · FY2025 | $59M | |
| Cash, cash equivalents, and short-term investments · Q4-2025 | $414M | |
| Gross-to-net · ARCALYST · FY2025 | 8.4% |
Guidance
2026 ARCALYST revenue guidance $900M-$920M
2026 guidance raised to $900-$920M, reflecting strong demand and market penetration.
Risks flagged
Single product dependency on ARCALYST; pipeline still early stage.
“ARCALYST is the sole revenue driver; KPL-387 and KPL-1161 are in Phase 2/3 and preclinical stages.”
12 Jan 20268-K · 2.02ARCALYST net product revenue $678M (+62% y/y); Gross-to-net 8.4; Cash, cash equivalents and short-term investments $414M; Guidance: 2026 ARCALYST net product revenue guidance $900-920M vs 2025 actual $677.5Mearningsopen
Figures in the filing · each found in the filing text
| ARCALYST net product revenue · FY2025 | $678M | +62% y/y |
| Gross-to-net · FY2025 | 8.4% | |
| Cash, cash equivalents and short-term investments · Q4-2025 | $414M | |
| Multiple-recurrence patients actively on ARCALYST · Q4-2025 | 18.0% |
Guidance
2026 ARCALYST net product revenue guidance $900-920M vs 2025 actual $677.5M
Strong revenue growth and raised guidance; improved gross-to-net; cash flow positive; pipeline advancing.
Risks flagged
Dependence on single product ARCALYST for revenue; pipeline still in early stages.
“ARCALYST is the only commercial product; pipeline programs KPL-387 and KPL-1161 are in Phase 2 and preclinical, respectively.”
Market penetration still low (18% of multiple-recurrence patients); execution risk in expanding to first-recurrence patients.
“Approximately 18% of the 14,000 multiple-recurrence patients were actively on ARCALYST treatment.” · word for word
28 Oct 20258-K · 2.02ARCALYST net product revenue $181M (+61% y/y); Total revenue $181M (+61% y/y); Net income $18M; Guidance: 2025 ARCALYST net product revenue guidance raised to $670-675M from $625-640Mearningsopen
Figures in the filing · each found in the filing text
| ARCALYST net product revenue · Q3-2025 | $181M | +61% y/y |
| Total revenue · Q3-2025 | $181M | +61% y/y |
| Net income · Q3-2025 | $18M | |
| Cash, cash equivalents, and short-term investments · Q3-2025 | $352M | |
| 2025 ARCALYST net product revenue guidance · FY2025 | $673M |
Guidance
2025 ARCALYST net product revenue guidance raised to $670-675M from $625-640M
Strong revenue growth and guidance raise driven by ARCALYST adoption.
Risks flagged
Concentration risk on ARCALYST as sole revenue driver; pipeline assets (KPL-387) still in Phase 2.
“ARCALYST is the only commercial product; KPL-387 data expected H2 2026.”
28 Oct 202510-QKiniksa reported Q3 2025 ARCALYST revenue of $180.9M, up 61% YoY, and net income of $18.4M, a significant turnaround from a net loss of $12.7M in Q3 2024.open
Figures in the filing · each found in the filing text
| Product revenue, net · Q3-2025 | $181M | +61% y/y |
| Total revenue · Q3-2025 | $181M | +61% y/y |
| Net income (loss) · Q3-2025 | $18M | |
| Diluted EPS · Q3-2025 | $0.23 | |
| Cash and cash equivalents · 2025-09-30 | $175M | |
| Cash, cash equivalents and short-term investments · 2025-09-30 | $352M | |
| Operating cash flow · 9M-2025 | $84M |
Risks flagged
Dependence on single product ARCALYST
“The Company derives substantially all of its product revenue, net from sales of ARCALYST in the United States.” · word for word
Technology transfer risk
“We are conducting a technology transfer of the manufacturing process for ARCALYST drug substance from Regeneron to Samsung, and the analytical testing methods of ARCALYST drug substance and drug product to new contract testing labs, which will be subject to significant risks and uncertainties.” · word for word
Concentration of voting power
“The concentration of ownership of the voting power of our ordinary shares, including our Class B ordinary shares, and conversion rights of the holders of our Class A1 and Class B1 ordinary shares, which are held primarily by entities affiliated with certain of our directors, may prevent new investors from influencing significant corporate decisions.” · word for word
Kiniksa Pharmaceuticals International, plc — questions
- What did Kiniksa Pharmaceuticals International, plc file recently?
- 16 SEC filings in the last 12 months. Latest: 8-K on 2026-10-22 — Appointment of Ross Moat as President and COO, effective immediately; salary and bonus increase approved.
Every figure on this page comes from Kiniksa Pharmaceuticals International, plc's own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.