Kiniksa Pharmaceuticals International (KNSA) investor relations material

Company overview and growth trajectory

• Focused on value creation with a commercialized product, Arclis, showing strong revenue growth since its 2021 launch, reaching $156.8M in Q2 and guiding $625M–$640M for 2025.

• Penetration into the target patient population is about 15%, indicating significant room for expansion.

• Development pipeline includes KPL-387 (monthly liquid formulation, auto-injector) in Phase II/III, aiming for market entry in 2028–2029, and 1161, a quarterly antibody targeting IL-1 alpha and beta.

Arclis commercialization and market dynamics

• Arclis is the first and only FDA-approved therapy for recurrent pericarditis, with a broad label and growing prescriber base (over 3,475 prescribers as of Q2).

• Patient education, physician outreach, and digital strategies, including AI, are driving adoption.

• Medicare Part D changes led to a one-time patient bolus, with ongoing monitoring of affordability and access.

• Average treatment duration is 30 months, with 45% of patients restarting therapy after stopping.

Pipeline development and clinical strategy

• KPL-387 targets monthly dosing with strong physician and patient preference; Phase II data expected in 2026, with market entry targeted for 2028–2029.

• Phase I data show sustained drug levels and a safety profile consistent with IL-1 inhibition.

• 1161 is in preclinical development, aiming for quarterly dosing and broader auto-inflammatory indications.