Kiniksa Pharmaceuticals International, Plc · NASDAQ:KNSA
Kiniksa Pharmaceuticals International — Q2 2026 Earnings Presentation
18 slides from Kiniksa Pharmaceuticals International's earnings presentation, Jul 28, 2026
Slide 1: Second Quarter 2026 Financial Results and Recent Portfolio Execution
Second Quarter 2026 Financial Results and Recent Portfolio Execution JULY 28, 2026
Slide 2: Agenda
Agenda Introduction | Sanj K. Patel, Chief Executive Officer ARCALYST® Commercial Execution | Ross Moat, Chief Operating Officer KPL-387 Program Review| John F. Paolini, Chief Medical Officer Second Quarter 2026 Financial Results | Mark Ragosa, Chief Financial Officer Closing Remarks | Sanj K. Patel
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: Q2 2026 Business Highlights
Q2 2026 Business Highlights Driving ARCALYST Maintaining Financial Advancing Clinical Portfolio Revenue Strength Q2 2026 ARCALYST revenue Positive KPL-387 Phase 2 Q2 2026 cash reserves of of $243.6M data supported Phase 3 ~$526M, representing initiation with target product ~$58M of net cash Continue
Slide 6: 2026 ARCALYST Net Product Sales Guidance $980-995M
2026 ARCALYST Net Product Sales Guidance Revenue guidance raised to $980-$995M from $930-$945M $980-995M Expected Net Product Sales Positioning ARCALYST as 2nd line Standard of Care $677.6M Deepening penetration into 2+ recurrence population $417.0M Driving adoption among $233.2M larger 1st recurren
Slide 7: KPL-387 Pivotal Phase 3 Trial Now Enrolling & Dosing Patients
KPL-387 Pivotal Phase 3 Trial Now Enrolling & Dosing Patients KPL-387 Development Program • Advancing potential additional treatment option for patients with recurrent pericarditis • Pivotal trial follows on successful RHAPSODY design and registrational endpoint • Evaluating KPL-387 target product p
Slide 8: ARCALYST Commercial Execution
ARCALYST Commercial Execution Ross Moat Chief Operating Officer
Slide 9: Expanding Adoption of IL-1α & IL-1β Inhibition Driving ARCALYST Sales
Expanding Adoption of IL-1α & IL-1β Inhibition Driving ARCALYST Sales Year-Over-Year Net Revenue Growth Key Executional Priorities January 2026 1H 2026 $243.6M Building a pool of prescribers Expand the prescriber base who understand and educate around the evolved treatment others on the new way to t
Slide 10: Expanding Breadth and Depth of ARCALYST Prescribing
Expanding Breadth and Depth of ARCALYST Prescribing Total and Repeat Prescribers of ARCALYST for The Growing Repeat Prescriber Base is Delivering >50% Recurrent Pericarditis Patients of All New Patient Prescriptions 2 Patients >5,000 ~1,525 >3,475 3 Patients ~1,175 ≥4 Patients >2,300 Q2 2021 Q2 2022
Slide 11: KPL-387 Program Review
KPL-387 Program Review John F. Paolini Chief Medical Officer
Slide 12: Phase 2 Dose-Focusing Study Designed to Affirm Phase 3 Dose Level
Phase 2 Dose-Focusing Study Designed to Affirm Phase 3 Dose Level PK/PD relationship, cadence & magnitude of initial response, and duration of action in Phase 2 inform Phase 3 efficacy DOSE-FOCUSING : TREATMENT PERIOD (WEEKS 0-24) KPL-387 300 mg SC q2wk KPL-387 300 mg SC q4wk R LONG-TERM EXTENSION S
Slide 13: Phase 2 Data Supported Selection of KPL-387 300 mg SC q4wk Dose Level
Phase 2 Data Supported Selection of KPL-387 300 mg SC q4wk Dose Level for Pivotal Phase 3 Study Primary and Secondary Endpoints* KPL-387 300 mg SC q4wk Time to Treatment Response1 4.0 (3.0, 6.0) days Time to Pain Response 4.0 (3.0, 6.0) days Time to CRP Normalization2 8.0 (7.0, 9.0) days *Reported a
Slide 14: Phase 3 Pivotal PASTORALE Trial Builds on Successful RHAPSODY Design
Phase 3 Pivotal PASTORALE Trial Builds on Successful RHAPSODY Design R Primary Efficacy Endpoint 1:1 Time-to-first-adjudicated Pericarditis Recurrence3 Screening Single-Blind Run-In Period1 Event-Driven, Double-Blind, Placebo-Controlled, Long-Term Extension Period Randomized-Withdrawal Period Treatm
Slide 15: Second Quarter 2026 Financials
Second Quarter 2026 Financials Mark Ragosa Chief Financial Officer
Slide 16: Second Quarter 2026 Financial Results
Second Quarter 2026 Financial Results Collaboration Expenses1 Three Months Ended June 30, Income Statement Three Months Ended June 30, 2026 2025 2026 2025 ARCALYST Net Sales $243.6M $156.8M Product Revenue $243.6M $156.8M Profit Split-Eligible Cost of Goods Sold2 ($22.7M) ($18.4M) License and Collab
Slide 17: Closing Remarks
Closing Remarks Sanj K. Patel Chief Executive Officer
Slide 18: Second Quarter 2026 Financial Results and Recent Portfolio Execution
Second Quarter 2026 Financial Results and Recent Portfolio Execution JULY 28, 2026
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