Kiniksa Pharmaceuticals International (KNSA) investor relations material

Company overview and financial performance

• Organization has been on the market for five years with a focus on rapid growth and value creation.

• ARCALYST, an interleukin-1 alpha and beta inhibitor, has shown strong efficacy and safety, driving significant market growth.

• Q2 net revenue reached $243 million, marking the largest quarterly growth since launch.

• Company remains profitable and aims to be cash flow positive annually.

• Pipeline includes KPL-387 (in phase III) and KPL-1161, both targeting interleukin-1 pathways.

Market and patient landscape

• Recurrent pericarditis affects about 40,000 patients annually, with diagnosis often delayed due to misdiagnosis.

• Treatment paradigm has shifted from NSAIDs and steroids to interleukin-1 inhibitors following ARCALYST’s approval.

• Penetration into the 2+ recurrence group is about 21%, with growing use in first recurrence patients.

• Patients typically remain on ARCALYST for a median of three years, reflecting the chronic nature of the disease.

• Access and affordability are strong, with most commercial patients facing $0 co-pay.

Commercial strategy and outreach

• Commercial infrastructure details are not disclosed, but focus is on data-driven capital allocation and value.

• Direct-to-consumer campaigns launched to increase patient awareness, leveraging AI and machine learning.

• Only 14% of patients were aware of ARCALYST unaided, but 80% receive a prescription after inquiry.

• Education efforts target a broad range of healthcare settings, with 5,000 out of 25,000 professionals having prescribed ARCALYST.

• Peer-to-peer education and physician experience are key drivers for future growth.