Krystal Biotech (KRYS) investor relations material

Launch progress and patient adoption

• U.S. launch ongoing for nearly two years, with many patients showing significant wound healing and improved quality of life.

• Adoption curve is non-linear, with quarters of high patient starts followed by periods of patient pauses, especially as wounds heal and patients take drug holidays.

• Most drug holidays are observed in DDEB patients, but some RDEB patients are also starting to heal and pause therapy.

• No significant drop in U.S. revenue expected; Q2 was exceptionally strong, and Q3 is anticipated to be stable.

• There remains opportunity to enroll additional RDEB patients, with estimates suggesting 200–300 more could be reached.

Sales force and market expansion

• Sales force expanded from 17 to 24 reps to improve patient reach, especially as patients and physicians are more geographically dispersed.

• Full impact of increased sales force expected to be seen starting early next year.

• No major further increase in sales personnel anticipated over the next 18 months.

Regulatory and label updates

• Working to expand U.S. label to allow self or caregiver administration, as already permitted in Europe and Japan.

• PDUFA date for label update is September 13; process is progressing, but potential for regulatory delays exists.

• Self-administration expected to improve compliance and convenience, especially for adult patients with moderate to mild symptoms.

• Product will be shipped directly to patients' homes, with training and support available to ensure proper application.