Patel Sanj K sold $37.4M of KNSA (indirect holdings)

Goldman Sachs raised its price target for Kiniksa Pharmaceuticals (KNSA) to $101, citing strong Arcalyst sales. Q3 revenue was $286M, 10% above consensus. KNSA raised its 2026 Arcalyst revenue guidance to $1.045B-$1.050B. The stock has surged 116% YTD, trading at $89.20.

Kiniksa Pharmaceuticals reported Q3 2026 revenue of $285.97M, up 58.1% YoY, with net income of $47.35M and EPS of $0.56. Growth was driven by increased ARCALYST usage. The company also began a Phase 3 trial for KPL-387 and expects results in H2 2027.

Kiniksa Pharmaceuticals reported Q3 2026 revenue growth of 58% YoY, driven by increased market penetration and physician adoption of IL-1 inhibition. The company raised full-year revenue guidance to $1.045B-$1.050B. It plans to initiate a Phase I trial for KPL-1161 by year-end and expects KPL-387 Phase III data in H2 2027. Kiniksa ended the quarter with $568.8M in cash.

Kiniksa reported Q3 2026 revenue of $286M for ARCALYST, up 58% YoY. The company expects KPL-387 trial data in 2H 2027 and aims for a 2028-2029 launch. ARCALYST penetration in recurrent pericarditis patients reached 23%. Kiniksa forecasts $1B+ in 2026 ARCALYST revenue and is investing in AI-driven patient identification and marketing campaigns. Operating income was $54.2M, net income $47.3M, with $568.8M in cash at quarter-end.

Kiniksa Pharmaceuticals reported Q3 revenue of $286M, up 58% YoY, and raised 2026 guidance to $1.045B-$1.050B. ARCALYST adoption grew, reaching 23% among recurrent pericarditis patients. Pipeline updates include Phase III KPL-387 study enrollment and planned Phase I for KPL-1161.

Kiniksa Pharma (KNSA) reported Q3 EPS of $0.56, beating estimates by $0.19, with revenue at $285.97M, exceeding expectations. Stock is down 1.83% in 3 months but up 123.48% year-over-year. InvestingPro rates its financial health as 'great performance'.