Clear Street initiates Krystal Biotech stock with Buy rating, $190 target

Published 30/06/2025, 22:24
Clear Street initiates Krystal Biotech stock with Buy rating, $190 target

Investing.com - Clear Street initiated coverage on Krystal Biotech (NASDAQ:KRYS) with a Buy rating and a $190 price target on Monday. According to InvestingPro data, the company currently trades at an attractive PEG ratio of 0.3, suggesting potential undervaluation relative to its growth prospects.

The research firm believes the recent stock pullback following weak Q1 2025 results was "overdone" and that current trading levels are below "the likely range of possibilities for the foreseeable future." This view is supported by the company’s strong fundamentals, including impressive gross margins of 93.2% and a healthy current ratio of 9.65.

Clear Street expects "basic continued launch execution" of Vyjuvek, Krystal’s commercial product for dystrophic epidermolysis bullosa (DEB), to drive share price appreciation as the treatment approaches its two-year launch anniversary.

The firm notes that Vyjuvek provides a "high valuation floor" for the company, while several pipeline programs could add further upside potential.

These pipeline opportunities include what Clear Street describes as a "relatively high risk, high reward opportunity" in cystic fibrosis, along with ocular programs targeting DEB complications and neurotrophic keratosis that have "higher likelihood opportunities to add upside."

In other recent news, Krystal Biotech has reported its first-quarter 2025 financial results, revealing earnings per share (EPS) of $1.20, which fell short of analysts’ expectations. The company’s revenue for the quarter was $88.18 million, below the anticipated $99.12 million. Despite this shortfall, Krystal Biotech experienced a 95% year-over-year increase in net product revenue for its flagship treatment, VYJUVEK. Looking ahead, the company is preparing for the launch of VYJUVEK in Germany and other European markets in the third quarter of 2025. Additionally, Krystal Biotech is advancing its clinical pipeline, with several readouts expected by the end of the year, including data from studies on cystic fibrosis and Alpha-1 Antitrypsin Deficiency lung disease. Meanwhile, H.C. Wainwright has maintained its Buy rating on Krystal Biotech, with a price target of $240, citing the company’s promising clinical developments. The firm highlighted Krystal’s presentation at ASCO 2025, where updated results from the KB707 study in lung cancer patients were shared. Krystal Biotech remains focused on expanding its market presence and advancing its product pipeline amid these recent developments.

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