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KRKRYS

Krystal Biotech, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 32% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (23 mentions/wk)
$KRYS·$11B·Biotechnology·Healthcare
$341.79-2.4%YTD+39.1%1Y+127.7%
Mentions · last 7 days
2026-07-10: 5 posts2026-07-11: 3 posts2026-07-12: 2 posts2026-07-13: 7 posts2026-07-14: 5 posts2026-07-15: 0 posts2026-07-16: 0 posts23+15%
Price updated 12h ago·X counts updated 12h ago
KRKRYS
$KRYSKrystal Biotech, Inc.
$341.79-2.41%23 posts+15%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $KRYS, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-16

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

Vyjuvek launch keeps compounding into an all-time-high tape.

Krystal Biotech is up around 137% over the last year as its Vyjuvek gene-therapy launch for dystrophic epidermolysis bullosa continues to compound, and the stock has repeatedly printed all-time highs into a rerating supported by real revenue and expanding gross margins.

  • Officer John Charles Thomas sold approximately $347,000 of stock on June 25 alongside a 2,000-share option exercise, a routine calendar sale rather than a change of view given the size against total insider holdings.
  • The valuation now embeds Vyjuvek continuing to scale and the KB407 cystic fibrosis and KB408 alpha-1 pipeline meaningfully de-risking, so any softness on either front takes down the multiple faster than it took to rerate.
  • The August 3 second-quarter print will show whether Vyjuvek revenue growth is decelerating from the launch curve into a more mature commercial trajectory, and whether the pipeline is on schedule.

Watch Vyjuvek quarterly revenue, KB407 and KB408 development milestones, and gross-margin expansion.

Agrees with X sentimentBullish accumulation chatter matches the fundamentals; risk is that the launch curve flattens sooner than the multiple assumes.

What to watch: Vyjuvek quarterly revenue trajectory, pipeline update, and gross-margin trend on the Q2 call.

On the calendar: Q2 earnings on August 3, 2026.

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-06-18

Krystal Biotech hit another all-time high at $334 with continuous accumulation over the past year, and the stock is highlighted in IBD's coverage alongside SITM and HWM amid the Iran-deal market rally. Bulls share the $120-to-$346 trajectory as a winning trade with KRYS and AXSM described as highly correlated and top positions. A $2.3M block purchase of March 19 2027 $290 puts at $26.50 per contract is the lone hedging or bearish data point.

Read the AI verdict + X sentiment for $KRYS

  • 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)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

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

Sells Vyjuvek, an FDA-approved topical gene therapy for dystrophic epidermolysis bullosa skin disease.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $KRYS.

Biotechnology · Healthcare

No material change from last week — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

What this means for $KRYS

Direct beneficiary — Sells Vyjuvek, an FDA-approved topical gene therapy for dystrophic epidermolysis bullosa skin disease; the business model is a direct conduit for the GLP-1 pipeline bifurcation and ADA oral formulation competition.

Top industry ETF

$IBBiShares Biotechnology ETF
+11.7%YTD
+44.5%1Y

Fundamentals & catalyst

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

Key ratios

P/E
39.2How 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
13.9%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
42.8%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
2.7%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
21.3Same 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
19.3%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
92.8%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
Q1 2026May 4, 2026$1.83$1.45+26.2%
Q4 2025Feb 17, 2026$1.70$1.62+4.9%
Q3 2025Nov 3, 2025$2.66$1.12+137.5%
Q2 2025Aug 4, 2025$1.29$1.08+19.4%
Next earningsMon, Aug 3·consensus EPS $1.70

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$116.4M+31.9%94.6%46.1%$1.91$73.2M
Q4 FY25$107.1M+17.5%89.8%41.5%$1.77$75.4M
Q3 FY25$97.8M+16.6%94.2%42.3%$2.74$38.0M
Q2 FY25$96.0M+36.6%92.5%40.9%$1.33$50.8M

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$519.2M$496.1M – $542.3M$7.67$6.22 – $8.796
FY27$659.6M$629.8M – $689.4M$9.69$6.14 – $12.346
FY28$847.9M$832.6M – $863.1M$12.76$7.01 – $21.096
FY29$1.3B$1.3B – $1.4B$25.18$23.53 – $26.875
FY30$1.7B$1.6B – $1.8B$34.84$32.55 – $37.173

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.0.7×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.84%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.+4.4%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.+30.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 23.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.2% 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.β0.505-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

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

Recent transactions

SellJun 25Thomas John CharlesEVP, General Counsel1.0K sh$347KSellJun 4Suma KrishnanPresident25.0K sh$7.7MSellJun 4Krish S KrishnanCEO25.0K sh$7.7MSellMay 26Thomas John CharlesEVP, General Counsel642 sh$194KSellMar 4Suma KrishnanPresident17.3K sh$4.5MSellMar 4Krish S KrishnanCEO483 sh$124KSellMar 2Kathryn RomanoChief Accounting Officer750 sh$201K
+ 6 other (3 exempts · 2 inkinds · 1 award) in window

See when $KRYS 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
Free, forever. No credit card.

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

8-KShareholder voteMay 208-K — Item 5.07: Shareholder vote
AI summary

Krystal Biotech, Inc. (KRYS) filed an 8-K on May 15, 2026 disclosing annual shareholder meeting vote results (Item 5.07). Krystal Biotech is a Pittsburgh, Pennsylvania-based gene therapy company focused on dermatological conditions listed on Nasdaq. Annual meeting results are routine governance disclosures.

3New insider — initial holdingsMar 63
3New insider — initial holdingsMar 63
+ 10 other (3 13Gs · 2 earnings 8-Ks · 2 proxys · 1 10-Q) in window

Recent news

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

3 Soaring Stocks That May Have More Upside Aheadfool.com·10d agoKrystal Biotech (KRYS) Soars 3.4%: Is Further Upside Left in the Stock?zacks.com·18d agoEntertainment Stocks Madison Square Garden, Sphere Rally To New Highsinvestors.com·21d ago3 Biotech Firms With Major Potential Catalysts in the Coming Monthsmarketbeat.com·24d ago3 Biotech Firms With Major Potential Catalysts in the Coming Monthsmarketbeat.com·26d ago

In themes

Explore the broader themes this ticker is being talked about under.

Gene Editing & CRISPR

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Voices on X · last 7 days

No standout posts about $KRYS 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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