Kiniksa Pharmaceuticals International, Plc · NASDAQ:KNSA
Kiniksa Pharmaceuticals International — Q1 2025 Earnings Presentation
14 slides from Kiniksa Pharmaceuticals International's earnings presentation, Apr 29, 2025
Slide 1: First Quarter 2025 Financial Results and Recent Portfolio Execution
First Quarter 2025 Financial Results and Recent Portfolio Execution APRIL 29, 2025
Slide 2: Agenda
Agenda Introduction | Sanj K. Patel, Chief Executive Officer ARCALYST® Commercial Execution | Ross Moat, Chief Commercial Officer First Quarter 2025 Financial Results | Mark Ragosa, Chief Financial Officer Closing Remarks | Sanj K. Patel, Chief Executive Officer Q&A Session 2
Slide 3: Forward Looking Statements
Forward Looking Statements This presentation (together with any other statements or information that we may make in connection herewith) contains forward-looking statements with respect to Kiniksa Pharmaceuticals International, plc (and its consolidated subsidiaries, collectively, unless context oth
Slide 4: Introduction
Introduction Sanj K. Patel Chief Executive Officer
Slide 5: Q1 2025 Business Highlights
Q1 2025 Business Highlights Driving ARCALYST Maintaining Financial Advancing Clinical Portfolio Revenue Strength Q1 2025 ARCALYST revenue KPL-387 Phase 2/3 trial in Strong financial position of $137.8M representing recurrent pericarditis to with ~$268M in cash 75% year-over-year growth initiate in m
Slide 6: ARCALYST Commercial Execution
ARCALYST Commercial Execution Ross Moat Chief Commercial Officer
Slide 7: Strong ARCALYST Growth Driven by Robust Commercial Execution
Strong ARCALYST Growth Driven by Robust Commercial Execution Year-Over-Year Net Revenue Growth Key Revenue Drivers $137.8M Total Prescribers1 >3,150 Repeat Prescribers1 ~820 $78.9M Payer Approval1 (% of Completed Cases) >90% Average Total Duration $42.7M of Therapy1 ~30 months $22.2M Patient Complia
Slide 8: Expanding Breadth and Depth of ARCALYST Prescribing
Expanding Breadth and Depth of ARCALYST Prescribing The Growing Repeat Prescriber Base is Delivering ~50% Total and Repeat Prescribers of ARCALYST for of All New Patient Prescriptions Recurrent Pericarditis Patients >3,150 2 Patients ~1,150 ~2,000 3 Patients ≥4 Patients ~1,000 2021 2021 2021 2022 20
Slide 9: Average Total Duration of ARCALYST Therapy: ~30 Months
Average Total Duration of ARCALYST Therapy: ~30 Months1 Advancing the treatment paradigm to treat continuously throughout disease duration (median 3 years2) Average Initial ~45% Duration of Therapy Of Patients ~17 Months1 Restarted Therapy Following Initial Discontinuation Median (Within ~8 weeks) I
Slide 10: 2025 ARCALYST Net Product Sales Guidance
2025 ARCALYST Net Product Sales Guidance Revenue guidance increased to $590-$605M from $560-$580M based on accelerated growth year-to-date $590-605M Expected Net Product Sales $417.0M $233.2M $122.5M $38.5M1 2021 2022 2023 2024 2025 1) 2021 = 9 months of availability (Q2-Q4) 10
Slide 11: First Quarter 2025 Financials
First Quarter 2025 Financials Mark Ragosa Chief Financial Officer
Slide 12: First Quarter 2025 Financial Results
First Quarter 2025 Financial Results Income Statement Three Months Ended March 31, Three Months Ended March 31, Collaboration Expenses1 2025 2024 2025 2024 Product Revenue $137.8M $78.9M ARCALYST Net Sales $137.8M $78.9M License and Collaboration Revenue $0.0M $1.0M Profit Split-Eligible Cost of Goo
Slide 13: Closing Remarks
Closing Remarks Sanj K. Patel Chief Executive Officer
Slide 14: First Quarter 2025 Financial Results and Recent Portfolio Execution
First Quarter 2025 Financial Results and Recent Portfolio Execution APRIL 29, 2025
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