Update shared on10 Oct 2025
Fair value Increased 3.95%Kiniksa Pharmaceuticals' analyst price target has increased from $47 to about $48.86. Analysts cite continued commercial momentum, expanding product opportunities, and a positive earnings outlook as drivers of the higher valuation.
Analyst Commentary
Bullish Takeaways- Bullish analysts highlight Kiniksa's position at a pivotal stage, with the continued ramp-up of Arcalyst's launch driving commercial momentum.
- Recent positive earnings, described as another "beat and raise," reinforce the outlook for strong near-term growth and robust execution.
- The pipeline candidate KPL-387 is viewed as a potential strength. Analysts see prospects for improved dosing and franchise extension, which could significantly enhance future earnings.
- Opportunities for deeper penetration into the existing patient population and the possibility of expansion into a larger market are seen as further upside catalysts supporting a higher valuation.
What's in the News
- Kiniksa Pharmaceuticals has updated its revenue outlook for 2025, now projecting net product revenue between $625 million and $640 million. This guidance is higher than the previous estimate of $590 million to $605 million (Company guidance).
Valuation Changes
- Consensus Analyst Price Target has risen slightly, increasing from $47 to approximately $48.86.
- Discount Rate remains almost the same, moving up from 7.16% to 7.17%.
- Revenue Growth projection has decreased modestly, dropping from 24.27% to 23.80%.
- Net Profit Margin estimate has declined from 19.79% to 18.31%.
- Future Price-to-Earnings (P/E) Ratio has gone up, rising from 23.02x to 26.16x.
Disclaimer
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