Kiniksa Pharmaceuticals International (KNSA) 7th Annual Evercore ISI HealthCONx Healthcare Conference summary

Commercial performance and market strategy

• ARCALYST has achieved consistent net revenue growth each quarter since launch, with current market penetration at 11% of a 14,000-patient population.

• Disease awareness and targeted field efforts are key levers for increasing penetration, supported by both in-person and digital outreach.

• The number of unique prescribers has grown to over 2,550, with about 25% being repeat prescribers, indicating growing adoption.

• Collaboration with the American Heart Association has led to 15 recognized centers of excellence for recurrent pericarditis.

• Field force has expanded from 30 to 85 representatives, with future adjustments guided by data-driven analysis.

Product usage and therapy duration

• ARCALYST is positioned as a chronic therapy for recurrent pericarditis, with median disease duration for patients with two or more recurrences around three years.

• Average therapy duration has increased from 6–9 months at launch to 27 months, reflecting longer patient retention.

• While focus remains on patients with two or more recurrences, about 15% of patients on ARCALYST are being treated after their first recurrence.

• The product label allows for broad use, but commercial efforts prioritize those with the highest disease burden.

Pipeline and clinical development

• The phase II-B study of abiprubart (KPL-404) in Sjögren’s disease is ongoing, targeting a large, underserved market with no approved therapies.

• Abiprubart differentiates through its CD40 mechanism and subcutaneous formulation, offering potential convenience over IV competitors.

• The study includes two dosing regimens (biweekly and monthly subcutaneous) and focuses on patients with moderate to severe systemic involvement.

• Early RA trial data support the potency and mechanism of abiprubart, with comparable pharmacodynamic effects to IV competitors.