Kiniksa Pharmaceuticals

KNSA

Last Price
04/24/26, 09:30 AM
 EDT
$
42.79
(
-0.6
%)
(
+
-0.6
%)
Margin of Safety
+
-25.3
%
Modeled Fair Value
$
31.95
Modeled Fair Value
$2.422 billion
Allocation Group
Current Compounder
Allocation Tier
Coming soon!

Investment Thesis

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#protectYourAssets

Solt DB will launch asset deep dives for all companies in the coverage ecosystem by the end of 2026. These will seamlessly integrate into company-specific financial models, allowing members to determine a company's fair value when specific assets are included or excluded.

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Last Refined

November 2, 2025
The current model INCLUDES the following assets and assumptions:
The current model is based on operating metrics, including:
  • Component A: Arcalyst commercial ramp in recurrent pericarditis. Full-year 2025 revenue of $681.321 million
  • Component B: Risk-weighted contributions from KPL-387 in recurrent pericarditis
The current model EXCLUDES the following assets:
  • KPL-1161 in recurrent pericarditis (preclinical)

SEC Filings