Lumida
/KRYS
⌘K
Krystal Biotech Inc

Krystal Biotech Inc

KRYS
$347.00USD↑+0.42%+1.45 today

MARKET CAP

10.3B

P/E (TTM)

46.4x

FWD P/E

—

DAY RANGE

$347 – $354

52W RANGE

$137
$383

AI Summary

Stalk
StalkMedium

KRYS remains in a Stage 2 advancing structure with clear higher highs and higher lows confirming medium-term bullishness, but recent weakness has led to a healthy pullback into the 9EMA, 20EMA, and 50SMA support zone. Short-term timing is neutral as the pullback lacks visible acceptance, so execution is deferred until absorption and a clean bounce off key EMAs before initiating exposure.

  • ↑Q1 net revenue $116.4M (+32% YoY; +9% sequential growth).
  • ↑Gross margin 95% reflects efficient manufacturing processes.
  • ↓Negative earnings yield suggests potential overvaluation risk.
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Crystal Biotech, Inc. (NASDAQ: CRYS) is a biotechnology company focused on developing transformative gene therapies for patients suffering from rare diseases, particularly through its flagship product, Vijuvec, which seeks to improve quality of life for patients with dystrophic epidermolysis bullosa (DEB). The company is well-positioned in the growing gene therapy sector, aiming to expand its commercial efforts across international markets, including Europe and Japan, while further enhancing its clinical pipeline to support ongoing patient needs.

Bull says

  • ↑Q1 net revenue $116.4M (+32% YoY; +9% sequential growth).
  • ↑Gross margin 95% reflects efficient manufacturing processes.
  • ↑Over 730 U.S. reimbursement approvals expand patient access.
  • ↑$1.1B cash and investments support R&D and launches.
  • ↑Two registrational readouts due in 2026, two more in 2027.
  • ↑86% institutional ownership signals strong investor confidence.

Bear says

  • ↓Negative earnings yield suggests potential overvaluation risk.
  • ↓Pending German and French pricing decisions could delay revenue.
  • ↓Stop-start treatment patterns may cause unpredictable cash flows.
  • ↓R&D and G&A expenses rose to $15.3M and $41M.
  • ↓Rising competition and fragmented care in Europe hinder growth.
  • ↓High share price volatility and weak analyst revisions warn risk.

Investment themes with KRYS

Biotech↓ -1.57%

Genetic and drug innovations driving medical breakthroughs

APLS · RVMD · SMMT

Earnings Call · Q2 2025 · Mgmt. Guidance

Updated 08-31-2026neutral

Transcript signals

Bull points

  • the best of the launches have gotten to about 60% market share in two years.
  • we have set a goal in terms of the rate of launch I'm trying to get to like a 60% market share and compete with the best of prior launches out there.
  • we're on track, but we're maybe a quarter or two behind sometime early next year is when we think we'll get to that number. Our original ambitious goal was to get there by September, October of this year. So I think we're still very pleased with the track we're on, and we hope to get there pretty quickly.

Bear points

  • Cost of goods sold was $7.2 million compared to $6 million in the prior year's second quarter,
  • General and administrative expenses were $35.2 million compared to $27.6 million in the prior year's second quarter, primarily due to increased professional services fees, including marketing services, consulting, and legal.
  • However, we do expect compliance to trend down in the coming quarters as severe patients who started early are now achieving durable wound closure on Vizuvac and as the percentage of moderate and mild patients increase in the overall patient mix.
Read full transcript analysis ›