Kiniksa Pharmaceuticals International, plc
In the published model solve dated 2026-Q2, anchored at $79.80, Kiniksa Pharmaceuticals International, plc (KNSA) is priced for today's economics sustained for ~12.0 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 27, 2026 from SEC EDGAR filings.
Kiniksa is a profitable commercial biopharma built around one drug, ARCALYST for recurrent pericarditis, and that drug is compounding fast: Q1 2026 net revenue rose 56% to $214.3 million and management raised full-year 2026 ARCALYST guidance to $930 million to $945 million. The capital position is the standout: $468.1 million of cash, no debt, and net income that swung to $22.6 million from $8.5 million a year earlier. The company is self-funding its pipeline rather than diluting to survive. T
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222 institutional managers reported holding KNSA in 13F filings for the quarter ended 2026-03-31. Together they hold about 55% of the company; the top 10 hold 29%. 37 opened new positions that quarter. Held by FMR (Fidelity), Vanguard Group, Acadian Asset Management, among others. On the short side, 2.9M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (5.7 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
KNSA's share count grew 11.9% over the past five years. It pays no dividend.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at KNSA over the trailing three years. Absence is a fact about the company, not a signal. 18 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
KNSA's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-05-05 | +24.2% | -0.5% |
| 2023-08-02 | +35.2% | -15.7% |
| 2023-11-03 | -3.4% | +13.0% |
| 2024-04-26 | +4.5% | +4.4% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
KNSA's latest 8-K filings: 2026-07-28 (items 2.02, 9.01); 2026-05-29 (items 5.07); 2026-05-26 (items 1.01, 9.01); 2026-05-01 (items 5.02); 2026-04-28 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.