KNSA Kiniksa Pharmaceuticals International, plc

NEUTRAL Impact: 3/10 8-K
Horizon weeks Filed May 26, 2026 Processed 19d 13h ago SEC 0001730430-26-000025
8-K Item 1.01 + 5.02 (likely routine officer/director compensation agreement)
Latest settled — T+5d
KNSA ▼ -7.70% at T+5d
NEUTRAL call ✗ call lost -7.70% · α vs SPY -8.17% · entry $51.84 → $47.85
Next anchor: T+20d in 9d
Last close $51.89 (close Jun 12) · +0.10% from $51.84 entry
Entry anchored
May 26, 2026
via day open
T+1d
-1.93%
call -1.93% · α -2.48%
$50.84
settled 19d ago
T+5d
-7.70%
call -7.70% · α -8.17%
$47.85
settled 13d ago
T+20d
call — · α —
in 9d
T+60d
call — · α —
in 2mo

Price Chart

Loading chart...

Executive Summary

Kiniksa entered into a deed of waiver with Baker Bros. Advisors LP, under which Baker Bros. irrevocably waived its conversion rights on Class A1 and B1 shares to the extent that exercising them would result in Baker Bros. owning more than 49.9% of the company's voting rights. This is a governance/control measure that caps the largest shareholder's voting power, removing the risk of a creeping control change without a shareholder vote.

Actionable Insight

This is a structural governance filing with no immediate financial impact. Monitor for any future shareholder vote on amending the deed or for any Baker Bros. stake changes that could trigger the 49.9% cap. No trading catalyst.

Key Facts

  • Baker Bros. holds 12,781,964 A1 shares and 16,057,618 B1 shares (28,839,582 total special shares) as of May 21, 2026.
  • The waiver caps Baker Bros.' voting rights at 49.9% of outstanding voting rights, preventing a control change without a 75% shareholder vote.
  • The deed can only be amended or terminated with consent of holders of at least 75% of outstanding ordinary shares.
  • All other rights (voting, dividends, return of capital) on the relevant shares remain unaffected.

Financial Impact

No financial consideration exchanged; governance structure adjustment only.

Risk Factors

  • Future shareholder vote to amend the deed could alter the cap, but requires 75% supermajority.
  • Baker Bros. could still accumulate additional shares up to the 49.9% cap without triggering a control change.

Market Snapshot

Exchange
Nasdaq
Sector
Pharmaceutical Preparations
Analyst Consensus
93% bullish (14 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001730430-26-000025
Document: knsa-20260521x8k.htm0001730430-26-000025
Document: 0001730430-26-000025-index-headers.html0001730430-26-000025
Document: 0001730430-26-000025-index.html0001730430-26-000025
Document: 0001730430-26-000025.txt0001730430-26-000025
9 reports for KNSA
Performance horizon
100% Hit rate 3 of 3 directional calls best @ T+5▲ +7.00%Apr 28, 2026
Filters
Rows
Reports for KNSA — sortable, filterable
Type Now
May 26, 2026
19d ago
8-K
NEUTRAL ★ 3/10
$51.84 $47.85▼ −7.70%▼ −8.17%$51.89 (+0.10%)
May 1, 2026
6w ago
8-K
NEUTRAL ★ 2/10
$57.62 $58.37▲ +1.30%▼ −1.63%$51.89 (−9.94%)
Apr 28, 2026
6w ago
144
BEARISH ★ 6/10
$52.99 $56.74▼ −7.08%▼ −3.97%$51.89 (+2.08%)
Apr 28, 2026
6w ago
Press Release
BULLISH ★ 8/10
$53.85 $57.62▲ +7.00%▲ +5.31%$51.89 (−3.64%)
Apr 28, 2026
6w ago
Insider Cluster
NEUTRAL ★ 4/10
$53.85 $56.74▲ +5.37%▲ +3.67%$51.89 (−3.64%)
Apr 28, 2026
6w ago
Insider Cluster
NEUTRAL ★ 3/10
$53.85 $57.62▲ +7.00%▲ +5.31%$51.89 (−3.64%)
Apr 23, 2026
7w ago
Press Release
NEUTRAL ★ 3/10
$42.79 $53.78▲ +25.68%▲ +24.77%$51.89 (+21.27%)
Apr 6, 2026
10w ago
Insider Cluster
BEARISH ★ 6/10
$49.55 $47.30▲ +4.54%▲ +8.68%$51.89 (−4.72%)
Apr 6, 2026
10w ago
Insider Cluster
MIXED ★ 5/10
$49.55 $47.30▼ −4.54%▼ −8.68%$51.89 (+4.72%)
Showing 9 of 9

US Market Status

Market Closed — Opens in 2h 49m

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access