Dead Simple Research
KRYS
Krystal Biotech (KRYS)
SILVER
85
Dead Simple Score
A profitable gene-therapy platform — if one great product can become a durable engine.
Base DCF Case
$370
Current: $363.44
KRYS
Krystal Biotech (KRYS)
SILVER
Why I'm Watching It
Watchlist. The business is genuinely excellent, but the price already assumes the durability the research hasn't proven, and one revenue print resolves most of the debate — so patience is nearly free. This moves to Open if the Aug 3 print shows sustained double-digit sequential VYJUVEK growth driven by new-patient starts (not price), ideally with a disclosed retention figure.
Dead Simple Scorecard
Research Date · Jul 04, 2026
Market
73/100
Small, rare in fact
Team / Execution
88/100
Management reached profitable commercial scale
Traction
83/100
Real profits and repeat-dose demand are showing up
Moat
86/100
A genuine regulatory monopoly around one drug
Valuation
71/100
Fair value at base with real cash flow
Risk
74/100
Risks are unusually clean- all depends on VYJUVEK
Portfolio Fit
84/100
Aggressive growth, potential second leg appears
Dead Simple Score
Overall conviction call — categories above are component detail, not a sum.
85
SILVER
Dead Simple DCF
Watchlist
Bear$205
Base$370
Bull$585
Watchlist AddedJul 04, 2026
Current Return-3.1%
S&P Return-2.2%
Alpha-0.9%
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