Krystal Biotech, Inc.

Lead limited distribution specialty pharmacy for VYJUVEK. Manages patient onboarding, dispensing, reimbursement support, and home delivery of the topical gene therapy.

Alto Pharmacy

Specialty pharmacy partner for VYJUVEK distribution, providing digital-first patient support and home delivery services for DEB patients.

Patient Services, Inc. (PSI)

Third-party patient support and reimbursement services for VYJUVEK patients, assisting with insurance navigation and financial assistance.

DEB Treatment Centers & Academic Medical Centers

Clinical prescribers and administrators of VYJUVEK. Includes specialized EB wound care centers at institutions such as Stanford Medicine, University of Minnesota, and Children's Hospital of Philadelphia.

Medicare & Medicaid (U.S. Federal & State Payers)

Government reimbursement for eligible DEB patients. Medicare/Medicaid coverage represents a material downstream revenue source for a rare disease therapy.

대체 기업

분석에서 대표로 사용하는 상장 비교 기업 및 모니터링 종목.

대체 기업

Sarepta Therapeutics, Inc.

bluebird bio, Inc.

BridgeBio Pharma, Inc.

Vertex Pharmaceuticals Incorporated

Sarepta Therapeutics, Inc.

NASDAQ:SRPT

Pure-play gene therapy company with approved products for rare diseases (Duchenne muscular dystrophy). Similar regulatory, manufacturing (viral vector), and commercial (small patient population, specialty pharmacy distribution) profile.

bluebird bio, Inc.

NASDAQ:BLUE

Gene therapy company focused on rare genetic diseases with commercial products (Zynteglo, Skysona). Shares similar single-product revenue concentration, small patient population, and complex manufacturing challenges.

BridgeBio Pharma, Inc.

NASDAQ:BBIO

Rare disease-focused biotech with approved products and pipeline. Similar risk profile in terms of single-product dependency and specialty distribution channels for orphan drugs.

Vertex Pharmaceuticals Incorporated

NASDAQ:VRTX

Larger-cap rare disease biotech with approved gene-modifying therapies (CFTR modulators for cystic fibrosis). Proxy for downstream specialty pharmacy distribution model and rare disease commercial infrastructure, though less directly comparable on manufacturing complexity.

지역

공급망을 왜곡할 수 있는 지역별 노출.

지역

United States (Pittsburgh, PA)

United States (Northeast & Midwest)

United States

Krystal Biotech Internal Manufacturing (Pittsburgh Facility)

DEB Treatment Centers (Stanford, U Minnesota, CHOP, etc.)

U.S. Federal & State Payers (CMS, Medicare, Medicaid)

United States (Pittsburgh, PA)

Single-site manufacturing concentration

Krystal Biotech Internal Manufacturing (Pittsburgh Facility)NASDAQ:KRYSOnly approved drug substance and drug product manufacturing site for VYJUVEK. Exposed to regional risks including power outages, natural disasters, and operational disruptions.

United States (Northeast & Midwest)

DEB patient population concentration at specialized treatment centers

DEB Treatment Centers (Stanford, U Minnesota, CHOP, etc.)Key prescriber sites where VYJUVEK is administered. Geographic concentration of top centers.

United States

Reimbursement dependency on U.S. healthcare payer system

U.S. Federal & State Payers (CMS, Medicare, Medicaid)Reimbursement coverage for VYJUVEK determines patient access. Changes in CMS policy or state Medicaid formularies directly impact revenue.

Global (Europe, ex-US)

Supply chain dependency on imported bioprocessing raw materials

Sartorius AG (Germany)ETR:SR3European supplier of critical single-use bioprocessing consumables, creating cross-Atlantic supply chain exposure.

Merck KGaA (Germany)ETR:MRKEuropean supplier of process chemicals and excipients, contributing to transatlantic supply chain dependencies.

집중도

공급망을 왜곡할 수 있는 고객, 공급업체 또는 파트너 집중 노출.

Product

Critical

Krystal Biotech is a single-product company (VYJUVEK for DEB). Any supply disruption, manufacturing failure, or loss of reimbursement for VYJUVEK would eliminate nearly all revenue.

Manufacturing

Critical

VYJUVEK production is concentrated at a single internal manufacturing facility in Pittsburgh, PA. No qualified secondary/backup manufacturing site exists, creating a single-point-of-failure risk for the entire revenue stream.

Customer

High

VYJUVEK serves a very small patient population (~3,000-5,000 diagnosed DEB patients in the US). Reliance on a small, concentrated prescriber network and limited specialty pharmacy channels creates downstream concentration risk.

Raw Materials

High

Dependence on specialized bioprocessing consumables (cell culture media, single-use assemblies, filtration products) from a concentrated base of suppliers (Thermo Fisher, Danaher/Cytiva, Sartorius, Merck). Any supply disruption at these vendors could halt production.

매출 구성

대상 기업의 매출 구성이 공급망 영향력과 의존도로 이어지는 방식.

VYJUVEK (beremagene geperpavec-svdt) – Net Product Revenue

100.0%

$0.1B

Sole revenue driver; demand directly drives upstream demand for HSV-1 viral vector raw materials, cell culture media, excipients, and fill-finish capacity. Any supply disruption halts all revenue.

Collaboration & Other Revenue

0.0%

Non-material for supply chain mapping as it represents R&D collaborations rather than product supply.

회사 소개개인정보 처리방침서비스 약관면책 조항종목 디렉터리ETF지수13F 보유 종목목표주가무료 도구기술 지도Slack 참여하기

Plutux는 투자자문업자가 아닙니다. 시장 데이터와 AI가 생성한 분석은 정보 제공 및 교육 목적일 뿐 투자 자문이 아닙니다. 면책 조항

Krystal Biotech, Inc.

KRYS 공급망

상류

Krystal Biotech Internal Manufacturing (Pittsburgh Facility)

Thermo Fisher Scientific Inc.

Danaher Corporation (Cytiva)

Sartorius AG

Merck KGaA (MilliporeSigma)

PCI Pharma Services

Lonza Group AG

FUJIFILM Irvine Scientific

View More

하류

PANTHERx Specialty Pharmacy

Alto Pharmacy

Patient Services, Inc. (PSI)

DEB Treatment Centers & Academic Medical Centers

Medicare & Medicaid (U.S. Federal & State Payers)

Cigna/Express Scripts & Commercial Payers

대체 기업

Sarepta Therapeutics, Inc.

bluebird bio, Inc.

BridgeBio Pharma, Inc.

Vertex Pharmaceuticals Incorporated

지역

United States (Pittsburgh, PA)

United States (Northeast & Midwest)

United States

View More

KRYS 공급망

상류

Krystal Biotech Internal Manufacturing (Pittsburgh Facility)

Thermo Fisher Scientific Inc.

Danaher Corporation (Cytiva)

Sartorius AG

Merck KGaA (MilliporeSigma)

PCI Pharma Services

Lonza Group AG

FUJIFILM Irvine Scientific

View More

하류

PANTHERx Specialty Pharmacy

Alto Pharmacy

Patient Services, Inc. (PSI)

DEB Treatment Centers & Academic Medical Centers

Medicare & Medicaid (U.S. Federal & State Payers)

Cigna/Express Scripts & Commercial Payers

대체 기업

Sarepta Therapeutics, Inc.

bluebird bio, Inc.

BridgeBio Pharma, Inc.

Vertex Pharmaceuticals Incorporated

지역

United States (Pittsburgh, PA)

United States (Northeast & Midwest)

United States

View More