seekingalpha.com
Kiniksa: Arcalyst Is The Engine, But KPL-387 Is The Accelerator
Kiniksa transitions from survival risk to growth, targeting dominance in the pericarditis market with robust cash flow and expanding margins. KNSA's Arcalyst drives revenue growth, with 2026 guidance of $900–$920 million, approaching blockbuster status and supporting self-funding operations. Pipeline evolution with KPL-387 aims to improve adherence, capture full economics, and expand the addressable market, with Phase 2 data in H2 2026 as a key catalyst.
