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KRYS Corporate Deck - JPM 2026 vFinal.pdf

上传人: 明**** 编号:1069804 2026-01-17 14页 1.07MB

1、 Copyright 2026 Krystal Biotech,Inc.All rights reserved.Genetic Medicines for High Unmet Medical Needs JPM 2026Krystal|2Forward Looking Statements and DisclosuresForward Looking Statements This presentation and our discussion contain forward-looking statements that involve substantial risks and unce

2、rtainties.Any statements about future expectations,plans,and prospects for Krystal Biotech,Inc.(together with its subsidiaries,the“Company”),including but not limited to,statements about our global VYJUVEK launch;selected preliminary 2025 unaudited results;our 2030 vision and the market potential of

3、 the product candidates that could be launched over the next four years;the development and commercial potential of our product candidates,including our expectations for our product pipeline,including clinical trial plans,enrollment in clinical trials,and the timing of initiating clinical trials,dos

4、ing patients,data read-outs,and regulatory submissions;our platform technology designation and potential benefits;and other statements about our business,operations,and financial results,constitute forward-looking statements within the meaning of The Private Securities Litigation Reform Act of 1995.

5、Actual results may differ materially from those indicated by such forward-looking statements as a result of various important factors,including:uncertainties associated with regulatory reviews and the content and timing of regulatory authorities decisions;uncertainties in the initiation and conduct

6、of clinical trials and availability and timing of data from clinical trials;whether results of early clinical trials will be indicative of the results of ongoing or future trials;the availability or commercial potential of product candidates;and such other important factors as are set forth in the C

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1. **公司愿景与财务**:Krystal Biotech计划2030年推出4款罕见病药物,治疗患者超1万;2025年Q4净收入初步达9.6亿美元,现金储备约9.55亿美元,连续10个季度实现EPS为正。 2. **核心产品管线**: - **VYJUVEK**:已在美国上市,2025年Q4收入初步达9.55亿美元;计划2025年在法、德、日获批。 - **罕见病在研药物**:KB803(DEB眼部并发症,2026年读出III期数据)、KB801(神经性角膜炎,2026年读出注册数据)、KB407(囊性纤维化,2026年启动注册)、KB111(Hailey-Hailey病,2026年启动注册),合计市场潜力超40亿美元。 3. **技术平台**:基于HSV-1载体,具备大载量、广细胞嗜性、低免疫原性等优势,获FDA平台技术认定(2024年Q4)。 4. **其他进展**:使用Aerogen雾化系统评估KB407/KB408/吸入KB707;KB707(肺癌)处于临床阶段。
**基因药物前景?** **罕见病市场潜力?** **KB803疗效如何?**
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