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KNKNSA

Kiniksa Pharmaceuticals International, plc

$KNSA·$5.8B·Medical - Pharmaceuticals·Healthcare
$77.24-2.6%YTD+92.3%1Y+115.0%
Price updated 5h ago·X counts updated 4d ago
KNKNSA
$KNSAKiniksa Pharmaceuticals International, plc
$77.24-2.63%19 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $KNSA on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

19X posts · last 7 days
Sep 1Sep 14
Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-27

Kiniksa Pharmaceuticals sentiment is confidently bullish. Users highlight KNSA ranked #2 on the IBD500 (with ETON/ERO) on 'Arcalyst growth + clean institutional momentum' with $79 hold → $85-90 breakout target, CRDL +90% YTD framing KNSA as the only comparable drug at ~$6B market cap ($CRDL Phase 3 trials in motion), and Sep $85 calls near $2.25 for a live look. KNSA also appears on best-setups IBD500 lists (with TVTX/OSCR/VIRT/ZETA/NAVN/ADPT/RELY/OMDA). Skepticism is essentially absent from the sample; the modal stance is 'Arcalyst growth + institutional momentum with clear breakout setup'.

Read what X is saying about $KNSA

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $KNSA — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeAcceleratingAI verdict · as of 2026-09-18

The move is getting stronger, with heavier trading behind it.

A commercial-stage rare-disease drug company where the launch is compounding and the pipeline just crossed into late-stage development.

Kiniksa Pharmaceuticals is a commercial-stage biopharmaceutical company focused on rare inflammatory diseases, with a growing anti-inflammatory therapy already generating revenue and a follow-on pipeline advancing behind it. The equity has been one of the strongest biotech performers of the last twelve months, and the operating results support the tape.

  • The commercial franchise is real: revenue rose sequentially between the two most recent quarters and earnings-per-share stepped modestly higher, with gross margins comfortably above sixty percent of sales — a proper commercial-stage biotech profile.
  • The pipeline just took a step forward: a follow-on drug candidate has advanced into pivotal-stage development, giving the story a second commercial engine to defend the valuation over the next few years.
  • The insider tape is very busy: more than a dozen recent officer and director transactions have been filed, worth watching for whether the mix skews toward open-market sales at these prices or continues to reflect routine equity-compensation activity.

The next earnings print is the read on prescription-launch trends and how the pipeline advancement affects operating spend; any softening in the launch curve is the near-term risk to size.

Agrees with X sentimentX sentiment is confidently bullish, framing the story as anti-inflammatory therapy growth plus clean institutional momentum, with specific breakout targets and comparisons to other rapidly-appreciating rare-disease peers. The fundamental picture supports that read — accelerating revenue and a pipeline advance — with the honest caveat that valuation now expects continued flawless execution.

What to watch: The next quarterly print for prescription-launch curve, any updated peak-sales guidance on the lead drug, and follow-on updates on the newly late-stage pipeline candidate. Sustained open-market officer purchases would strengthen the setup.

On the calendar: Q3 earnings — date pending

Read the AI verdict on $KNSA

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Biopharmaceutical company commercializing rilonacept for recurrent pericarditis and developing IL-1/IL-33 pathway therapies.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Pharmaceuticals sits in its cycle right now — and what that implies for $KNSA.

Medical - Pharmaceuticals · Healthcare

Royalty Pharma took a ~$3/share hit on Novartis pelacarsen Phase 3 failure, a near-term setback to its lipoprotein(a) royalty stream. Liquidia's YUTREPIA patent litigation against UTC remains the key binary catalyst. Niche specialty pharma with established reimbursement (Corcept, Kiniksa) is the defensive sub-segment.

What this means for $KNSA

Direct beneficiary — ARCALYST for recurrent pericarditis has established reimbursement and limited competitive pressure; cardiac sarcoidosis label expansion is an upside option on the current revenue base.

Industry benchmark

4-name peer basket
+64.7%YTD
+43.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
74.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
12.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
11.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
7.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
13.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
65.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 28, 2026$0.30$0.30+0.2%
Q1 2026Apr 28, 2026$0.27$0.18+50.0%
Q4 2025Feb 24, 2026$0.17$0.29-41.4%
Q3 2025Oct 28, 2025$0.23$0.33-30.3%
Next earningsTue, Oct 27·consensus EPS $0.39

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$243.6M+55.4%90.3%11.2%$0.33$46.5M
Q1 FY26$214.3M+55.5%55.0%13.7%$0.30$50.0M
Q4 FY25$202.1M+65.0%54.9%9.8%$0.19$53.3M
Q3 FY25$180.9M+61.2%53.8%13.3%$0.25$33.0M

Forward consensus

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$993.6M$991.2M – $996.1M$1.39$1.12 – $1.836
FY27$1.2B$1.2B – $1.3B$2.05$1.24 – $3.056
FY28$1.4B$1.3B – $1.5B$2.77$1.62 – $3.447
FY29$1.5B$1.4B – $1.6B$3.01$2.87 – $3.193
FY30$1.7B$1.7B – $1.8B$6.26$5.96 – $6.635

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.2.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.88%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+4.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+42.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 72.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 3Michael R MegnaCHIEF ACCOUNTING OFFICER4.6K sh$369KSellJul 29Cole G BradleyDirector3.7K sh$299KSellMay 1John F. PaoliniCHIEF MEDICAL OFFICER58.4K sh$3.1MSellMay 1Sanj K PatelCEO48.6K sh$2.6MSellApr 28Sanj K PatelCEO74.6K sh$3.8M
+ 38 other (17 exempts · 13 awards · 5 inkinds · 2 gifts · 1 conversion) in window

See when $KNSA insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJul 63
AI summary

Kiniksa Pharmaceuticals International, plc (KNSA) filed a Form 3 for a newly appointed officer or director as of July 6, 2026, reflecting no securities beneficially owned at the time of filing. Filed via attorney-in-fact Douglas Barry. This is a routine initial insider ownership disclosure.

8-KShareholder voteMay 298-K — Item 5.07: Shareholder vote
SC 13D/AActivist amendmentMay 26SC 13D/A
8-KMaterial agreementMay 268-K — Item 1.01: Material agreement
8-KOfficer or director changeMay 18-K — Item 5.02: Officer or director change
+ 10 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Kiniksa Pharmaceuticals Stock Rallies 41% in Three Months: Here's Whyzacks.com·2d agoKiniksa Pharmaceuticals to Present at Wells Fargo 21st Annual Healthcare Conferenceglobenewswire.com·14d agoKiniksa Highlights ARCALYST Growth as KPL-387 Advances Into Phase 3marketbeat.com·35d agoKiniksa Pharmaceuticals to Present at Canaccord Genuity 46th Annual Growth Conferenceglobenewswire.com·42d agoKNSA Q2 Earnings Call Backs Higher ARCALYST Sales Outlookzacks.com·47d ago

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Voices on X · last 7 days

No standout posts about $KNSA on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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