KRYS at a glance
Krystal Biotech, Inc. (KRYS, SEC CIK 1711279) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on August 3, 2026, an 8-K current report on August 3, 2026 and Form 4 insider filings as recently as September 16, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Krystal Biotech, Inc. (KRYS) reported revenue of $389.1 million (up 33.9% from FY2024) and net income of $204.8 million. Diluted EPS was $6.84.
- As of June 30, 2026, 32 institutional investment managers tracked by SignalX reported holding Krystal Biotech, Inc. (KRYS) shares worth $6.1 billion in 13F-HR filings.
- In the last 90 days, KRYS insiders reported 0 open-market purchases ($0) and 34 open-market sales ($26.2M) on Form 4, a net sale of $26.2M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $389.1M
- +33.9% vs prior year
- Insiders · 90 days
- 0 buys · 34 sells
- Net −$26.2M
- 13F holders
- 32 funds
- $6.1B · −1 vs prior quarter
- Latest 8-K
- Aug 3, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: commercializing gene therapies targeting rare monogenic diseases, led by approved topical VYJUVEK for dystrophic epidermolysis bullosa (DEB)
- New emphasis on diverse clinical pipeline including KB407 (cystic fibrosis), KB408 (AAT deficiency), ophthalmic KB803 & KB801, dermatology KB111, oncology KB707, and aesthetics via Jeune Aesthetics
- Strategic broadened focus from dermatology to respiratory, ophthalmology, oncology, and aesthetic segments, with ongoing regulatory and reimbursement expansions in Europe and Japan
- VYJUVEK net product revenue $389.1M in 2025, gross margin 94%; quarterly launches in Germany, France, Japan plus pipeline clinical progress in Phase 1-3 for multiple candidates
- Noteworthy: FDA granted platform technology designation to HSV-1 vector for KB801 in October 2025, underscoring innovation in ocular gene therapy delivery
Risk Factors
- Regulatory risk from Biologics Price Competition and Innovation Act (BPCIA) allowing biosimilar competition after 12 years exclusivity on VYJUVEK
- Geopolitical risk from uncertain regulatory approval of VYJUVEK outside U.S., EU, Japan limiting international revenue
- Operational risk in scaling manufacturing process for VYJUVEK, subject to risks and uncertainties with demand fluctuations
- Competitive risk from companies developing advanced gene therapies or biosimilars, potentially rendering VYJUVEK obsolete
- Financial risk of IRA drug pricing reforms including Medicare price negotiations, inflation rebates, and new $2,000 out-of-pocket cap effective 2025
Management Discussion & Analysis
- No capital allocation details such as buybacks, dividends, or capex provided
- No management outlook, guidance, or emerging risks described in text provided
AI summary of the KRYS 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- No risk-factors section provided in the supplied excerpt
- No newly added, updated, regulatory, operational, competitive, market, or financial risks identifiable
AI summary of the KRYS 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 financial results announced for quarter ended June 30, 2026
- Press release containing results attached as Exhibit 99.1
Item EX-99.1: Item EX-99.1
- 2Q revenue $119.2M, up 24% year over year, with 95% gross margin and $54.8M net income
- VYJUVEK cumulative revenue reached $965.9M, supporting continued commercial-funding capacity
Item 8.01: Other Events
- Company disclosed forward-looking statements regarding timing of results from the pivotal KB801 trial
- Results from a single patient or discontinued study may not predict pivotal-trial outcomes
Item 5.07: Submission of Matters to a Vote of Security Holders
- Stockholders elected Krish S. Krishnan and Christopher Mason as Class III directors for three-year terms
- KPMG LLP ratified as independent auditor for fiscal year ending December 31, 2026, with 28,443,155 votes for
AI summaries of KRYS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for KRYS
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Mazzacco Catherine | A | Sep 14, 2026 | 471 | - |
| Gangolli Julian S | A | Sep 14, 2026 | 1,187 | - |
| Sutherland Everett Rand | A | Sep 14, 2026 | 1,187 | - |
| Mazzacco Catherine | A | Sep 14, 2026 | 1,187 | - |
| Mason Christopher | A | Sep 14, 2026 | 1,187 | - |
| Mason Christopher | A | Sep 14, 2026 | 471 | - |
| JANNEY DANIEL | A | Sep 14, 2026 | 1,187 | - |
| JANNEY DANIEL | A | Sep 14, 2026 | 471 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $290.5M | $389.1M |
| Operating Income | -$109.7M | $65.7M | $161.3M |
| Net Income | $10.9M | $89.2M | $204.8M |
| Op. Margin | - | 22.6% | 41.5% |
| Net Margin | - | 30.7% | 52.6% |
| Balance Sheet | |||
| Total Assets | - | $1.1B | $1.3B |
| Equity | - | $946.4M | $1.2B |
| ROE | - | 9.4% | 16.8% |
| Per Share | |||
| EPS | $0.39 | $3.00 | $6.84 |
| Cash Flow | |||
| Operating CF | - | $123.4M | $200.9M |
| CapEx | $11.8M | $4.2M | $12.0M |
Source: XBRL data in Krystal Biotech, Inc. (KRYS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate KRYS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 32 | $6.13B |
| Q1 2026 | 33 | $3.97B |
| Q4 2025 | 29 | $3.84B |
| Q3 2025 | 28 | $2.83B |
| Q2 2025 | 30 | $2.09B |
| Q1 2025 | 27 | $1.95B |
| Q4 2024 | 21 | $1.64B |
| Q3 2024 | 19 | $646.3M |
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- JPMorgan Chase & Co−11.8K (-12%)
- Bank of America Corp−4.2K (-2%)
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- Ameriprise Financial−1.0K (-2%)
- AQR Capital Management−112 (-1%)
- Two Sigma Investments+6.1K
- M&T Bank+668
- Millennium Management−4.1K
- Blackstone Group−2.2K
- D.E. Shaw & Co−996
Source: 13F-HR filings on SEC EDGAR (aggregated from 219 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
KRYS filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 10-Q | Aug 3, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 21, 2026 | - | Analysis | - |
| 4 | Jun 26, 2026 | - | - | - |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | May 27, 2026 | - | - | |
| 8-K | May 20, 2026 | - | Analysis | |
| 8-K | May 4, 2026 | - | Analysis | - |
| 10-Q | May 4, 2026 | Mar 31, 2026 | Analysis | |
| SC 13G | Apr 29, 2026 | - | - | |
| 4 | Mar 6, 2026 | - | - | - |
| 4 | Mar 6, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
| 4 | Feb 26, 2026 | - | - | - |
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KRYS SEC filings: frequently asked questions
Are KRYS insiders buying or selling?
In the last 90 days, Krystal Biotech, Inc. (KRYS) officers, directors and 10% owners reported no open-market purchases and 34 open-market sales worth $26.2 million by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold KRYS stock?
As of June 30, 2026, the largest Krystal Biotech, Inc. (KRYS) holders among the 13F filers tracked by SignalX were FMR LLC (Fidelity) ($1.6 billion), BlackRock ($1.6 billion), Vanguard Portfolio Management LLC ($585.3 million), State Street Corp ($502.2 million), Vanguard Capital Management LLC ($461.1 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was KRYS's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Krystal Biotech, Inc. (KRYS) reported revenue of $389.1 million (up 33.9% from FY2024) and net income of $204.8 million. Diluted EPS was $6.84. The figures come from the XBRL data in the 10-K.
What are the main risks in KRYS's latest 10-K?
In the 10-K filed February 17, 2026, Krystal Biotech, Inc. (KRYS) flagged: Regulatory risk from Biologics Price Competition and Innovation Act (BPCIA) allowing biosimilar competition after 12 years exclusivity on VYJUVEK. Geopolitical risk from uncertain regulatory approval of VYJUVEK outside U.S., EU, Japan limiting international revenue. (AI summary of the Risk Factors section.)
What did KRYS report in its latest 8-K?
Krystal Biotech, Inc. (KRYS) filed an 8-K on August 3, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 financial results announced for quarter ended June 30, 2026.
What are the latest KRYS SEC filings?
Krystal Biotech, Inc. (KRYS) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on August 3, 2026, an 8-K current report on August 3, 2026 and a Form 4 insider filing on September 16, 2026.
What is KRYS's SEC CIK number?
Krystal Biotech, Inc. (KRYS)'s SEC Central Index Key (CIK) is 1711279. EDGAR lists every KRYS filing under that number.
Ask anything about KRYS
The research agent reads KRYS's filings, financials, insider trades and 13F holders, then answers with sources.