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re: AUPH - Aurinia Pharmaceuticals [CEO FIRED!]

Posted on 4/21/21 at 5:43 pm to
Posted by molsusports
Member since Jul 2004
37502 posts
Posted on 4/21/21 at 5:43 pm to
I don't believe the day to day values matter much. We might get meaningful change in may or in June or not for another 9 months.

The insider stakes give me some faith that they have a real interest in stakeholder value
Posted by jmcwhrter
Member since Nov 2012
7959 posts
Posted on 4/30/21 at 9:24 am to
coverage added on Cigna insurance

LINK
Posted by Caymus
Houston
Member since Jul 2015
1220 posts
Posted on 4/30/21 at 9:40 am to
keep'em coming
Posted by jmcwhrter
Member since Nov 2012
7959 posts
Posted on 4/30/21 at 9:59 am to
one weird part:

quote:

Conditions Not Covered
Voclosporin (Lupkynis) is considered experimental, investigational or unproven for ANY other use including the
following (this list may not be all inclusive):
1. Concurrent Use with Biologics or with Cyclophosphamide. Lupkynis has not been studied in
combination with other biologics or cyclophosphamide.1 Safety and efficacy have not been established with
these combinations. See APPENDIX for examples of biologics that should not be taken in combination with
Lupkynis


First Cyclophosphamide listed? Benlysta
Posted by oklahogjr
Gold Membership
Member since Jan 2010
40237 posts
Posted on 5/3/21 at 7:46 am to
10 days til earnings guys. Who thinks we can get all the way down below $10 on some good news?

Posted by bayoubengals88
LA
Member since Sep 2007
24534 posts
Posted on 5/5/21 at 4:09 pm to
Earnings tomorrow?!
Posted by molsusports
Member since Jul 2004
37502 posts
Posted on 5/5/21 at 4:42 pm to
I will be watching. I am cautiously optimistic but we could still have many more months of waiting
Posted by bayoubengals88
LA
Member since Sep 2007
24534 posts
Posted on 5/5/21 at 5:45 pm to
quote:

I am cautiously optimistic but we could still have many more months of waiting


Accumulating
This post was edited on 5/5/21 at 5:49 pm
Posted by molsusports
Member since Jul 2004
37502 posts
Posted on 5/5/21 at 10:15 pm to
Reading through questionable resources I saw on stocktwits someone attribute to Jim Silver of Bloomberg a second hand report that Astrozenica and GlaxoSmithKline were negotiating with Aurinia for a buyout.

I dunno about any of this being true. I can't find it on Bloomberg, any Jim Silver social media, or a primary British newspaper.

It also strikes me as questionable that fair value would be offered this early in the rollout. We'll see in time I guess.
Posted by bayoubengals88
LA
Member since Sep 2007
24534 posts
Posted on 5/5/21 at 10:23 pm to
How long can GSK lose market share to a superior drug?
Posted by jmcwhrter
Member since Nov 2012
7959 posts
Posted on 5/6/21 at 8:13 am to
quote:

I dunno about any of this being true. I can't find it on Bloomberg, any Jim Silver social media, or a primary British newspaper.

It also strikes me as questionable that fair value would be offered this early in the rollout. We'll see in time I guess.


Supposedly mentioned in this article in London Times:

LINK

Can't verify because it's behind paywall

Have a feeling it's an AUPH leak to try and prevent a cliff-dive after less than stellar earnings
This post was edited on 5/6/21 at 8:14 am
Posted by jmcwhrter
Member since Nov 2012
7959 posts
Posted on 5/6/21 at 8:16 am to
quote:

How long can GSK lose market share to a superior drug?


I saw yesterday they got some European agency to approve Benlysta for LN
Posted by bayoubengals88
LA
Member since Sep 2007
24534 posts
Posted on 5/6/21 at 8:28 am to
Posted by jmcwhrter
Member since Nov 2012
7959 posts
Posted on 5/6/21 at 9:24 am to
This stock really sucks.. no other way to put it
Posted by molsusports
Member since Jul 2004
37502 posts
Posted on 5/6/21 at 12:02 pm to
quote:

Have a feeling it's an AUPH leak to try and prevent a cliff-dive after less than stellar earnings


That's possible. Could be an attempt to up the asking price if they are in negotiations. Either the report tonight will be interesting
Posted by bayoubengals88
LA
Member since Sep 2007
24534 posts
Posted on 5/6/21 at 12:20 pm to
quote:

Either the report tonight will be interesting
It would be the very first time
Posted by jmcwhrter
Member since Nov 2012
7959 posts
Posted on 5/6/21 at 3:10 pm to
missed on everything.. EPS, revenue, only 250 scripts..

yikes this is going to be ugly

ETA: plus burned a shite ton of cash in one quarter with $900k in sales
This post was edited on 5/6/21 at 3:13 pm
Posted by ynlvr
Rocket City
Member since Feb 2009
5533 posts
Posted on 5/6/21 at 3:15 pm to
This Stock has been a nightmare since December 2018. I want to throw up. Below $10 never thought I'd see that again. Down 20% AH
This post was edited on 5/6/21 at 3:19 pm
Posted by jmcwhrter
Member since Nov 2012
7959 posts
Posted on 5/6/21 at 3:18 pm to
no point buying them out now.. might as well just wait until they go bankrupt in 9 months
Posted by Chucktown_Badger
The banks of the Ashley River
Member since May 2013
36896 posts
Posted on 5/6/21 at 3:20 pm to
quote:

only 250 scripts.




quote:

plus burned a shite ton of cash in one quarter with $900k in sales


Paying a full sales force 6 figure salaries adds up. Maybe going it alone wasn't the best route. I'm guessing some heads will roll?
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