Kiniksa Raises 2026 Arcalyst Revenue Guidance to $930-$945 Million

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Kiniksa Pharmaceuticals raised its 2026 net product revenue guidance for Arcalyst to a range of $930 million to $945 million, up from the prior $900 million to $920 million, driven by strong commercial performance of the recurrent pericarditis therapy. Arcalyst, a once-weekly IL-1α and IL-1β inhibitor licensed from Regeneron in 2017, is the first FDA-approved treatment for patients aged 12 and older with recurrent pericarditis and also holds approvals for CAPS and DIRA. The company is advancing its next-generation IL-1 pipeline with KPL-387, a monoclonal antibody IL-1 receptor antagonist in a phase II/III study for recurrent pericarditis, with phase II dose-finding data expected in the second half of 2026. Another candidate, KPL-1161, an Fc-modified monoclonal antibody designed for quarterly subcutaneous dosing, is in preclinical development with a phase I study anticipated by year-end 2026. Kiniksa shares have risen 24.4% over the past three months, and the stock carries a Zacks Rank of 1, with 2026 earnings per share estimates increasing to $1.24 from $1.09 over the past 60 days.

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