Kiniksa Pharmaceuticals International, Plc · NASDAQ:KNSA
Kiniksa Pharmaceuticals International — Q1 2026 Earnings Presentation
17 slides from Kiniksa Pharmaceuticals International's earnings presentation, Apr 28, 2026
Slide 1: First Quarter 2026 Financial Results and Recent Portfolio Execution
First Quarter 2026 Financial Results and Recent Portfolio Execution APRIL 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 First 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: Q1 2026 Business Highlights
Q1 2026 Business Highlights Driving ARCALYST Maintaining Financial Advancing Clinical Portfolio Revenue Strength Q1 2026 ARCALYST revenue KPL-387 Phase 2 data from Strong financial position of $214.3M Phase 2/3 recurrent with ~$468M in cash pericarditis trial on track for Full year 2026 net revenue
Slide 6: 2026 ARCALYST Net Product Sales Guidance
2026 ARCALYST Net Product Sales Guidance Revenue guidance raised to $930-$945M from $900-$920M $930-945M 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: ARCALYST Commercial Execution
ARCALYST Commercial Execution Ross Moat Chief Operating Officer
Slide 8: 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 ARCALYST Label Covers Recurrent Pericarditis (Annual Epidemiology of Approximately 40,000) $214.3M 1st Recurrence ~26,000 ~20% of patients on ARCALYST A sizable portion could be Additional were pr
Slide 9: 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 >4,550 ~1,400 3 Patients >3,150 ≥4 Patients ~1,150 ~2,000 Q1 2022 Q1 2023
Slide 10: Highly Targeted DTC Campaign Promotes Education and Self-Advocacy
Highly Targeted DTC Campaign Promotes Education and Self-Advocacy Empowering recurrent pericarditis patients to ask about ARCALYST with Heart’s Home connected TV ad Efficiently Expanding Our Reach to Additional Patients • Campaign adapts proven direct-to-consumer tactics for cost- effective use in r
Slide 11: KPL-387 Program Review
KPL-387 Program Review John F. Paolini Chief Medical Officer
Slide 12: KPL-387 Development Program Includes Pivotal & Supplemental Studies
KPL-387 Development Program Includes Pivotal & Supplemental Studies Treatment Phase Study Design & Type Patient Population Duration Event-Driven, Double-Blind, Pivotal Phase 3 Placebo-Controlled, Randomized- Qualifying Pericarditis Episode Event-Driven Study Withdrawal Study1 KPL-387 Development Pro
Slide 13: Dose-Focusing Portion Builds on Precedent of Rilonacept Phase 2 Trial
Dose-Focusing Portion Builds on Precedent of Rilonacept Phase 2 Trial Cadence & magnitude of initial response and duration of action in Phase 2 inform Phase 3 efficacy, recurrence risk reduction Phase 2 Dose-Focusing Portion of Open-Label Phase 2 Clinical Trial of Rilonacept in Pericarditis Populati
Slide 14: First Quarter 2026 Financials
First Quarter 2026 Financials Mark Ragosa Chief Financial Officer
Slide 15: First Quarter 2026 Financial Results
First Quarter 2026 Financial Results Collaboration Expenses1 Three Months Ended March 31, Income Statement Three Months Ended March 31, 2026 2025 2026 2025 ARCALYST Net Sales $214.3M $137.8M Product Revenue $214.3M $137.8M Profit Split-Eligible Cost of Goods Sold2 ($20.3M) ($17.6M) License and Colla
Slide 16: Closing Remarks
Closing Remarks Sanj K. Patel Chief Executive Officer
Slide 17: First Quarter 2026 Financial Results and Recent Portfolio Execution
First Quarter 2026 Financial Results and Recent Portfolio Execution APRIL 28, 2026
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