Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$11.0B
29M shares
52-week range
$130.50 – $382.00
100% from low
Sector
BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES)
Exchange
NASDAQ
CS
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| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.0M | $0 | $0 | $0 | $0 | $50.7M | $290.5M | $389.1M |
| Cost of revenue | $141.0K | $974.0K | $1.9M | $0 | $0 | $3.1M | $20.1M | $28.8M |
| Gross profit | $886.0K | −$974.0K | −$1.9M | $0 | $0 | $47.6M | $270.5M | $360.4M |
| Gross margin | 86.3% | — | — | — | — | 93.9% | 93.1% | 92.6% |
| R&D | $7.8M | $15.6M | $17.9M | $27.9M | $42.5M | $46.4M | $53.6M | $58.0M |
| Operating income | −$11.9M | −$22.1M | −$33.0M | −$68.3M | −$145.2M | −$109.7M | $65.7M | $161.3M |
| EBITDA | −$10.7M | −$18.1M | −$30.3M | −$66.2M | −$116.8M | −$91.3M | $109.9M | $196.0M |
| Net income | −$10.9M | −$19.1M | −$32.2M | −$69.6M | −$140.0M | $10.9M | $89.2M | $204.8M |
| Net margin | -1060.3% | — | — | — | — | 21.6% | 30.7% | 52.6% |
| EPS (diluted) | -0.97 | -1.20 | -1.71 | -3.13 | -5.49 | 0.39 | 3.00 | 6.84 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $519M | $7.67 | $6.22–$8.79 | 8 |
| 2027 | $660M | $9.69 | $6.14–$12.34 | 7 |
| 2028 | $848M | $12.76 | $7.01–$21.09 | 5 |
| 2029 | $1.3B | $25.18 | $23.53–$26.87 | 1 |
Forward consensus · source: Financial Modeling Prep
Krystal Biotech Inc is an integrated, commercial-stage biotechnology company focused on the discovery, development, manufacturing, and commercialization of genetic medicines to treat diseases with high unmet medical needs. The company uses its patented HSV-1-based gene therapy platform to create vectors that deliver therapeutic transgenes to target cells. It possesses exclusive rights to develop, manufacture, and commercialize VYJUVEK internationally. The company operates as one operating segment focused on pharmaceutical products and manufactures, markets, and sells VYJUVEK in the United States and markets and sells VYJUVEK in the European Union, and Japan.
www.krystalbio.comNo one on the platform currently holds KRYS.
| Institution | Shares | Reported |
|---|---|---|
| Bridgewater Associatesas of 2026-03-31 | 46,367 | $12.0M |
| Renaissance Technologiesas of 2026-03-31 | 9,600 | $2.5M |
No one on the platform has traded KRYS yet.
| $5.4B |
| — |
| MTSRMetsera, Inc. | $70.50 | -0.35% | $7.4B | — |
| PCVXVaxcyte, Inc. | $57.72 | +2.12% | $8.3B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$KRYS The os is 29m and tradable float about 25m...the shirt is 3m shares guessing in valuation which is 13% pretty high. The sympathy play $INMB has a mkt cao of 35m and a gigantic short of 3.6m shares in a tradable float of 13m shares..it will take 6.5 to 18 days to cover depending on what data you use. If Im $KRYS seems ti make sense to team up with $INMB who can systematically treat internal/external. Perfect compliment for $KRYS.
View on StockTwits ↗$KRYS $KRYS receives 750k per patient over various regions. I was mistaken yesterday about the sympathy play $INMB I stated 380k per patient it is 750k for the entire body inside and out they will charge. Hence 10% of 300 patients is 30 patients at 750k=22m .82 cents a share in earnings in the 10% they garner. So .82 centsx20 multiple ( as KRYS IS 23X) equates to $16 based on 10% of the 300 patients. My apologies....
View on StockTwits ↗$INMB continued. 5. Massive cost savings. Regulators agreed to a literature supported ficused non clinical safety package. This completely bypasses the need for redundant capital intensive animal testing. Saving major dilution and millions in cash. Regulatory uncertainty is removed on the manufacturing /CMC side. Enormous! The parh for commercialization for Cordstrom is ready to roll. $KRYS 10B CAP Treats external...$INMB 35M CAP treats systematic i side out with IV Infusion. Bottom line Blue skies ahead the stock was muted because of the reconstitution Thurs/Friday..If not for that well over $2.X plus. So if we take 10% of the 300 patients at 380k per being ultra conservative thats 11m on 27m os .41 cents a share x 20x well over $8.X taking 10% of market place. With 3.6m short because of our past failures in alzheimers NO ONE ON THE PLANET KNOWS ABOUT CORDSTROM..The fuse will be lit here asap it will get duscivered and the shorts will accelerate the price dramatically!!!
View on StockTwits ↗@Pkinla @TW_Research @dachshund36 Welll credit to $KRYS for developing something that helps these children. The market place is plenty big enough for both to succeed.
View on StockTwits ↗$INMB The king of the soace is $KRYS sitting at 1ob which is justified. I wonder do they have an interest in $INMB sitting at a tiny mkt cao 35m that treats inside out vs $KRYS externally. I believe we will hear noise about a potential deal with Babe Ruth $KRYS. It makes too much sense.
View on StockTwits ↗$KRYS The Systemic Solution. $KRYS deserves the 10b valuation it gets at 23x. $INMB ebstrocel is a IV infusion that works from the inside out. Safely traveling thru the bloodstream to treat both the external skin and internal organs. The fast track catalyst. The UK on Thursday was approved by the MHRA in less than 3 months vs the normal 20 months. Greenlighting smaller specialized data. As the patient pool is 300 in the UK. The UK has 300 cases so if $INMB captures 10% 30 patients that 380k per equates to 11m. So 27m os ÷ 11m sales is .41 cents a share at a 20x is slightly over $8.X on a tiny 35m mt cap. I wonder if KRYS has an interest in $INMB being they do it systematic? Thoughts are welcomed...$KYRS has been incredible 400m cap to 10b. This could potentially ramp up their revenues rapidly. As the sit on an enormous amount of cash
View on StockTwits ↗$KRYS The validation: $KRYS completely de-risked the Eperdermolysis bullosa market bring in an enormous 116m for Q1 and proving that each orphan patient brings in a staggering 95% gross profit margins. Simply incredible. The valuation Arb. While $KRYS commands a 10b mkt cap $ INMB sits at an anemic 36m mkt cap with 24m in cash. Creating an enormous disparity for anyone looking for a sympathy play. The Clinical Gap. Vyjuvek is a major medical breakthrough. But its topical delivery has strict surface area restrictions per session. It can not reach the devastating internal esophageal and mucocel blistering that young children suffer. Part 1
View on StockTwits ↗Commercial-stage non-oncology revenue multiples for those with 1st approvals before 12/31/2023. The $ARDX value proposition is beyond self-evident compared to the entire comm'l-stage bio peer group. We understand why Xphozah is not worth a peer multiple but why not Ibsrela? $KRYS trades @ staggering multiples. We know Vyjuvek will do $500MM in EB its sleep. We struggle with the KRYS oncology franchise (trading higher than BPMC's exit). Any input around next inflection point would be genuinely appreciated? We still like $TARS & $NBIX profile versus the others in this specific peer group. Could KRYS trade up to 4.0X 5-year sales? We do not know. $RYTM appears the 2nd outlier. Recall the last 9 commercial-stage bio exits were priced @ 0.68 to 1.02X 5-year sales projections (per the acquiree management). As always, this is not investment advice. We're usually wrong when we identify undervalued stocks.
View on StockTwits ↗@zampy @dachshund36 Great post. Spot on logic. $KRYS is the best comp at a market cap 200 times higher.
View on StockTwits ↗$KRYS Ahh the good old days in the 30's and 40's - I sold out awhile back - 💥
View on StockTwits ↗$KRYS These 3 Stocks Have Crushed the Market This Year. Here's Why There Is More Upside Ahead https://marketwirenews.com/stock/krys/news/these-3-stocks-have-crushed-the-market-this-year-her-4537015809779451.html?utm_source=stocktwits
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Trading at 34.0× sales vs its 17.4× historical median P/S.
Fair value ≈ $195.36 · price $382.00 today
Fair-value line = the stock's median historical P/S × sales per share. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.