Held by 4 specialist biotech funds
High Convergence# Signal Note: Avoro Capital Initiates $712M Position in KRYS Avoro's substantial entry into Krystal Biotech signals institutional confidence in vyjuvek (beremagene geperpavec), the first-ever in vivo gene therapy approved for dystrophic epidermolysis bullosa, which achieved FDA clearance in May 2023.
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# Signal Note: Perceptive Advisors Initiates KRYS Position Edelman's entry into Krystal signals confidence in KB104 (voxelotor-like gene therapy candidate) for dystrophic epidermolysis bullosa, where the company has shown Phase 2 data supporting progression to pivotal trials. The $4.3M stake likely reflects conviction in upcoming catalysts, potentially including IND clearance or Phase 3 enrollment updates in 2024-2025 for a rare dermatology indication with limited treatment options and potential for orphan drug premium pricing.
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