Krystal Biotech, Inc. · NASDAQ:KRYS

Krystal Biotech — Q2 2026 Earnings Presentation

11 slides from Krystal Biotech's earnings presentation, Aug 3, 2026

  1. Slide 1: Second Quarter 2026 Financial and Operating Results

    Second Quarter 2026 Financial and Operating Results August 3, 2026 © Copyright 2026 Krystal Biotech, Inc. All rights reserved.

  2. Slide 2: Forward Looking Statements and Disclosures

    Forward Looking Statements and Disclosures This presentation and the discussion contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934

  3. Slide 3: Building a Global Rare Disease Leader

    Building a Global Rare Disease Leader $1.79 12 $1.1B Fully Integrated 2Q 2026 EPS Straight quarters Cash and investments Growing footprint in U.S., Europe, and Japan fully diluted of positive EPS as of 2Q 2026 175K+ sq ft U.S. cGMP manufacturing capacity Over $965M Proven HSV-1 Platform Global VYJUV

  4. Slide 4: Strong Momentum Overseas with Geographic Expansion Upcoming

    Strong Momentum Overseas with Geographic Expansion Upcoming Adding patients across initial launch markets of Germany, France*, and Japan ▪ High patient demand offset German rebate accrual impact in 2Q 2026 $27.6M ▪ Potential pricing outcomes in Germany later this year and in France in 2027 Europe an

  5. Slide 5: High Demand Fueling Patient Growth in the U.S.

    High Demand Fueling Patient Growth in the U.S. $91.6M U.S. Net Revenue Strong prescribing and reimbursement trends point to continued penetration of DEB patient pool in coming quarters Over 730 Over 640 unique prescribers from launch through end of 2Q U.S. Reimbursement Approvals for VYJUVEK DEB, dy

  6. Slide 6: Two Registrational Readouts in Ophthalmology

    Two Registrational Readouts in Ophthalmology Krystal’s HSV-1 Platform for Corneal Gene Delivery KB803 ▪ Fully enrolled in April 2026 for corneal abrasions in DEB patients ▪ Readout expected 4Q 2026 KB803 KB801 Topical KB801 ▪ Expect to fully enroll by end of year Eye Drop for neurotrophic keratitis

  7. Slide 7: KB407 and KB111 Progressing On Similar Timelines

    KB407 and KB111 Progressing On Similar Timelines KB407 for cystic fibrosis KB111 for Hailey-Hailey disease ❑ Interim clinical data updates from both studies in 4Q 2026 ❑ Alignment with FDA on registrational study plans before year end ❑ Both registrational studies expected to start in 2027 Potential

  8. Slide 8: Inhaled KB707 Delivers Durable Benefit in Combination with Pembrolizumab

    Inhaled KB707 Delivers Durable Benefit in Combination with Pembrolizumab ▪ Presented an interim clinical update on inhaled KB707 + pembrolizumab: Time on therapy and response KB707 plus pembrolizumab in late-line, advanced NSCLC at ASCO 2026 ▪ KB707 continued to be well tolerated even in combination

  9. Slide 9: Second Quarter 2026 Financial Highlights

    Second Quarter 2026 Financial Highlights Cash and investments: $1.1 billion as of June 30, 2026 Diluted EPS: $1.79 Three Months Ended June 30 Six Months Ended June 30 2026 2025 2026 2025 Product revenue, net $119.2M $96.0M $235.6M $184.2M Cost of goods sold $6.4M $7.2M $12.8M $12.2M Gross margin 95%

  10. Slide 10: In The Next 12 to 18 Months Krystal Rare Disease Pipeline

    In The Next 12 to 18 Months Krystal Rare Disease Pipeline KB803 for corneal abrasions in DEB patients Potential to transition from a commercial success story to a multi product genetic medicines company KB801 for neurotrophic keratitis ▪ Deepen and broaden the global VYJUVEK launch ▪ Deliver two reg

  11. Slide 11: Developing Genetic Medicines to Treat Diseases with High Unmet Medical Needs

    Developing Genetic Medicines to Treat Diseases with High Unmet Medical Needs © Copyright 2026 Krystal Biotech, Inc. All rights reserved.

Krystal Biotech — Q2 2026 Earnings Presentation on 6ix