Kiniksa Pharmaceuticals (KNSA)
Markets ARCALYST for recurrent pericarditis while advancing a cardiovascular-focused clinical pipeline.
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Markets ARCALYST in the United States for recurrent pericarditis while developing a cardiovascular-focused clinical pipeline. Its business is built around a sole commercial product and its own specialty salesforce.
ARCALYST is Kiniksa’s only commercial product, marketed in the United States for recurrent pericarditis through its own specialty salesforce. The cardiovascular-focused biopharmaceutical company also retains a clinical pipeline. It focuses on therapies for patients with unmet medical need and cardiovascular indications.
The business initially developed from worldwide rights to rilonacept and commercialized the therapy after FDA approval in 2021. Its operations are concentrated in the United States, where nearly all full-time employees work.
Kiniksa was redomiciled from Bermuda to the United Kingdom, with the former Bermuda parent liquidated in 2025.
Company facts
Target rangeAs of Sep 2, 2026
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Jul 30, 2026 | Goldman Sachs | Reiterate | Buy | $75 | $90 |
| Jul 29, 2026 | Wedbush | Reiterate | Outperform | $72 | $99 |
| Jul 29, 2026 | Canaccord Genuity | Reiterate | Buy | $62 | $98 |
| Jul 23, 2026 | Goldman Sachs | Reiterate | Buy | $55 | $75 |
| Jul 13, 2026 | Wells Fargo | Reiterate | Overweight | $34 | $74 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $525.9M · Total debt $8.9M · Total assets $896.1M · Shareholders' equity $654.1M
- Revenue
- $243.6M
- Operating income
- $27.2M
- Net income
- $25.4M
No dividends on record.
| Institutions276 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | ≈ 149.84% | 233.82M shares | |
| Insiders12 holders · as of Aug 21, 2026 | 0.75% | 1.17M shares | |
| Adds to | 150.59% |
156.05M company shares as of Sep 3, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (156.05M in the company's Sep 3, 2026 report, 76.21M elsewhere); stakes use the report.
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 150.59%; nothing is left for Other.
This company has 5 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Evidence |
|---|---|---|---|
FMR LLCInstitution | 22.34% | 6.97M A · 6.97M A · 6.97M A · 6.97M A · 6.97M A | 13Fas of Jun 30, 2026 |
Rubric Capital Management LPInstitution | 12.82% | 4.00M A · 4.00M A · 4.00M A · 4.00M A · 4.00M A | 13Fas of Jun 30, 2026 |
Baker Bros. Advisors LPInstitution | 9.08% | 2.83M A · 2.83M A · 2.83M A · 2.83M A · 2.83M A | 13Fas of Jun 30, 2026 |
BlackRock, Inc.Institution | 8.78% | 2.74M A · 2.74M A · 2.74M A · 2.74M A · 2.74M A | 13Fas of Jun 30, 2026 |
Tang Capital Management LLCInstitution | 7.24% | 2.26M A · 2.26M A · 2.26M A · 2.26M A · 2.26M A | 13Fas of Jun 30, 2026 |
| See all 25 → | |||
13F — a manager's quarterly holdings
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 29, 2026 | G. Bradley Cole | director | −3,673 | $81.43 |
| May 1, 2026 | John F. Paolini | officer: CHIEF MEDICAL OFFICER | −58,424 | $53.71 |
| May 1, 2026 | Sanj K. Patel | director, officer: CHAIRMAN & CEO | −48,565 | $54.02 |
| Apr 30, 2026 | Sanj K. Patel | director, officer: CHAIRMAN & CEO | −2,141 | $54.01 |
| Apr 28, 2026 | Sanj K. Patel | director, officer: CHAIRMAN & CEO | −483,654 | $51.86 |
- Cardiol Therapeutics
Late-stage oral therapy in recurrent pericarditis
- Eli Lilly
Owner of a Phase 2 oral NLRP3 program in recurrent pericarditis
ComparePre-market
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Kiniksa Pharmaceuticals | $80.10 | +0.21% | $6.09B | 81.5 | 49.7 | 7.2 | +55.4% |
| Cardiol Therapeutics | $2.18 | +0.69% | $250.1M | — | — | — | — |
| Eli Lilly | $1,166.44 | +0.61% | $1.09T | 38.9 | 28.4 | 13.7 | +47.7% |
| Median | 38.9 | 28.4 | 13.7 | +47.7% |