Krystal Biotech, Inc. (KRYS)

Over the past six months, Krystal Biotech's stock has increased by 8.72%. Key events include Q2 2025 earnings exceeding estimates, FDA approval of an updated VYJUVEK label, FDA platform technology designation for the HSV-1 viral vector, and the initiation of a Phase 3 clinical trial for KB803. Analyst ratings have varied, with some reiterating "Buy" ratings and increasing price targets, while others have maintained or lowered their targets. The company is scheduled to report its third-quarter 2025 financial results on November 3, 2025.

Demand for VYJUVEK exhibits some seasonality, with "summer pausing trends" impacting third-quarter revenues, but a return to growth is expected in the fourth quarter. Patient treatment patterns or healthcare activities may slow down during the summer months, leading to a temporary dip in sales, followed by a rebound later in the year. Krystal Biotech is using field tactics to drive continued growth in reimbursement approvals and patient demand.

Krystal Biotech is a commercial-stage biotechnology company focused on developing genetic medicines for rare diseases. Their primary product, VYJUVEK, is a gene therapy for dystrophic epidermolysis bullosa (DEB). The company has a pipeline of investigational genetic medicines, including KB105 for autosomal recessive congenital ichthyosis, KB104 for Netherton syndrome, KB407 for cystic fibrosis, KB707 for anti-PD-1 relapsed/refractory solid tumors, KB408 for Alpha-1 antitrypsin deficiency, KB301 for aesthetic skin conditions and ocular complications of DEB, KB801 for neurotrophic keratitis, and KB803 for corneal abrasions in DEB patients.

Krystal Biotech is headquartered in Pittsburgh, Pennsylvania, and operates as a global biotechnology company. The company plans to expand internationally, launching VYJUVEK in Europe (Germany and France) and Japan, with dedicated commercial teams established in these regions.

Krystal Biotech's brand reputation has been largely positive, driven by regulatory and clinical advancements. The company has an average recommendation of "Moderate Buy" from brokerages. Positive sentiment is fueled by strong demand for VYJUVEK and regulatory milestones like the FDA's platform technology designation and expanded label for VYJUVEK. The company's commitment to addressing rare conditions like DEB also contributes positively to its reputation.

Institutional investors hold a significant portion of Krystal Biotech's stock, ranging from 86.29% to 87.7%. Major institutional holders include Fmr LLC, BlackRock, Inc., The Vanguard Group, Inc., Avoro Capital Advisors LLC, and State Street Global Advisors, Inc. Key individual owners include Krish S. Krishnan (CEO) and Suma Krishnan, each owning 11.01% of the company's stock, and Daniel Janney, an insider owner with 3.36% of shares.