Biotech Investor Adds $3 Million to Krystal Biotech as Revenue Hits $389 Million in 2025

2 weeks ago 11

Jonathan Ponciano, The Motley Fool

Sun, February 22, 2026 astatine 12:05 PM CST 4 min read

Redmile Group reported a acquisition of 16,317 shares of Krystal Biotech (NASDAQ:KRYS) successful its February 17, 2026, SEC filing, with the estimated transaction worth astatine $3.43 cardinal based connected quarterly mean pricing.

According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, Redmile Group accrued its presumption successful Krystal Biotech by 16,317 shares. The estimated transaction worth was $3.43 million, calculated utilizing the mean closing terms for the 4th fourth of 2025. The full worth of Redmile’s involvement successful Krystal Biotech astatine quarter-end roseate by $50.33 million, driven by some stock purchases and terms appreciation.

This was a nett purchase; Krystal Biotech present represents 12.3% of Redmile’s 13F-reportable AUM aft the filing.
Top holdings aft the filing:
- NASDAQ:SRRK: $229.98 cardinal (16.9% of AUM)
- NASDAQ:KRYS: $167.08 cardinal (12.3% of AUM)
- NASDAQ:NRIX: $153.54 cardinal (11.3% of AUM)
- NASDAQ:STOK: $128.04 cardinal (9.4% of AUM)
- NASDAQ:IMNM: $122.83 cardinal (9.0% of AUM)
As of Friday, shares of Krystal Biotech were trading astatine $261.80, up 44% implicit the past twelvemonth and good outperforming the S&P 500’s astir 13% summation successful the aforesaid period.

Metric

Value

Price (as of Friday)	$261.80
Market Capitalization	$7.6 billion
Revenue (TTM)	$373.2 million
Net Income (TTM)	$198.9 million

Krystal Biotech develops and commercializes cistron therapies targeting uncommon and superior tegument diseases, with pb merchandise beremagene geperpavec (B-VEC) successful late-stage objective trials for dystrophic epidermolysis bullosa.
The institution is processing proprietary redosable cistron therapies, leveraging a pipeline of objective and preclinical candidates.
Krystal Biotech is headquartered successful Pittsburgh, Pennsylvania, and focuses connected some dermatological and respiratory indications.

Krystal Biotech is simply a biotechnology institution focused connected innovative cistron therapy solutions for underserved uncommon illness markets. The company’s strategy centers connected advancing a differentiated pipeline of redosable cistron therapies, targeting some dermatological and respiratory indications. With a beardown clinical-stage portfolio and a absorption connected commercialization, Krystal Biotech aims to code important unmet aesculapian needs and found a enactment presumption successful cistron therapy for uncommon diseases.

Profitable biotech is rare, and that’s portion of what makes this accumulation notable. Krystal is nary longer a pre-revenue story. Fourth-quarter VYJUVEK gross reached $107.1 million, contributing to $389.1 cardinal successful full-year 2025 merchandise sales, with a gross borderline astatine 94%. Net income for the twelvemonth climbed to $204.8 million, much than treble the anterior year, portion currency and investments ended 2025 astatine $955.9 million. That equilibrium expanse spot matters successful a assemblage wherever dilution is common.

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