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KRKRYS

Krystal Biotech, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 32% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (52 mentions/wk)
$KRYS·$9.4B·Biotechnology·Healthcare
$316.58-4.1%YTD+30.7%1Y+68.1%
Price updated 7h ago·X counts updated 5d ago
KRKRYS
$KRYSKrystal Biotech, Inc.
$316.58-4.07%52 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $KRYS 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.

52X posts · last 7 days
Sep 29Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $KRYS's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data8 posts analyzed · as of 2026-08-10

Krystal Biotech posts frame Q2 as a pristine cash machine: revenue $119.2M up 24% year over year, net income $54.8M, gross margins at 95% and the balance sheet crossing $1.1B. VYJUVEK global revenue $119.2M and $965.9M since launch reinforce the durable-growth story, with brief pullback pressure.

Read what X is saying about $KRYS

  • 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 $KRYS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Krystal Biotech is a 95%-gross-margin commercial biotech — VYJUVEK has pulled in $965.9M since launch, cash now $1.1B.

Krystal Biotech commercializes VYJUVEK (B-VEC) for dystrophic epidermolysis bullosa — the first-ever FDA-approved topical gene therapy. The business is a rare profitable commercial-stage biotech.

  • The economics are elite: Q1 revenue +32% YoY at a 42.8% operating margin and ROIC of 13.9% — top-decile biotech metrics, with Q2 revenue reportedly $119.2M (+24% YoY) and net income $54.8M at 95% gross margins.
  • The commercial momentum is specific: VYJUVEK global revenue $119.2M in Q2 and $965.9M since launch — a durable-growth story with the balance sheet crossing $1.1B.
  • 52-week range position is 72% with volume at 86% of average — upper-mid range on quiet volume, consolidating ahead of Nov 2 earnings as the next catalyst.

Nov 2 Q3 is the gate — any continued VYJUVEK uptake plus pipeline updates extend the move. A VYJUVEK growth deceleration or any pipeline setback and the stock gives back some gain.

Agrees with X sentimentThe thread has substantive drivers — specific Q2 revenue $119.2M +24%, net income $54.8M, 95% gross margins, $1.1B balance sheet, VYJUVEK $965.9M since launch — all grounded in reported numbers.

What to watch: Nov 2 Q3 — VYJUVEK revenue growth, pipeline program updates, operating-margin trajectory, and FY27 guide. A VYJUVEK deceleration or pipeline setback is the clear invalidator.

On the calendar: 2026-11-02 — Q3 earnings

Read the AI verdict on $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)
  • 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.

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 — mRNA oncology platform remains the structural driver.

What this means for $KRYS

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

Top industry ETF

$IBBiShares Biotechnology ETF
+17.9%YTD
+31.7%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
Q2 2026Aug 3, 2026$1.79$1.70+5.3%
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%
Next earningsMon, Nov 2·consensus EPS $1.84

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 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$502.3M$498.0M – $506.5M$7.48$6.98 – $8.056
FY27$658.8M$652.9M – $664.6M$9.30$6.90 – $12.227
FY28$894.1M$682.0M – $1.1B$13.89$7.04 – $21.288
FY29$1.5B$1.4B – $1.6B$28.75$26.08 – $31.816
FY30$2.0B$1.9B – $2.2B$37.98$34.45 – $42.036

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.0.8×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.67%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.-6.8%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.+3.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 23.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% 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

SellSep 4Suma KrishnanPresident25.0K sh$9.0MSellSep 4Krish S KrishnanCEO25.0K sh$9.0MSellAug 14Dino A RossiDirector25.0K sh$8.2MSellJun 25Thomas John CharlesEVP, General Counsel1.0K sh$347KSellJun 4Suma KrishnanPresident25.0K sh$7.7MSellJun 4Krish S KrishnanCEO320 sh$96KSellMay 26Thomas John CharlesEVP, General Counsel642 sh$194K
+ 8 other (6 awards · 1 gift · 1 exempt) 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
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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

8-KPress release / Reg FDOct 158-K — Item 7.01: Press release / Reg FD
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.

+ 7 other (2 earnings 8-Ks · 2 10-Qs · 2 13Gs · 1 routine 8-K) in window

Recent news

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

KRYS Reports Positive Early Data for KB113 in Gorlin Syndromezacks.com·16h agoKrystal Biotech Announces Positive Clinical Data for New Dermatology Program KB113 Demonstrating Broad Basal Cell Carcinoma Regression in Patients with Gorlin Syndromeglobenewswire.com·2d ago2,490 Shares in Krystal Biotech, Inc. $KRYS Purchased by Terra Nova Asset Management LLCdefenseworld.net·4d agoKrystal Biotech: My Analysis Suggests Stock Has Not Yet Reached Peak Valueseekingalpha.com·7d agoBreakfast News: Week in Reviewfool.com·8d 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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