Started By
Message

re: AUPH - Aurinia Pharmaceuticals

Posted on 12/17/21 at 9:50 am to
Posted by bayoubengals88
LA
Member since Sep 2007
18920 posts
Posted on 12/17/21 at 9:50 am to
quote:

She's getting gutted today. Added 50 @ $18.50

Good add
Posted by bayoubengals88
LA
Member since Sep 2007
18920 posts
Posted on 12/17/21 at 9:51 am to
quote:

Why is going on today? Overall market in the tank. Yet, AUPH, BCRX, NVTA, CFMS All up between 7 and 10%!

XBI rallying. Finally. Will it hold?
Posted by ynlvr
Rocket City
Member since Feb 2009
4591 posts
Posted on 12/17/21 at 10:02 am to
Please be kind to me today.

Ho Ho Ho!
Posted by bayoubengals88
LA
Member since Sep 2007
18920 posts
Posted on 12/17/21 at 10:22 am to
Posted by Chucktown_Badger
The banks of the Ashley River
Member since May 2013
31121 posts
Posted on 12/17/21 at 1:03 pm to
One of those weird days where the market is way down, but my portfolio is up just about 1.5%. I'll take it.
Posted by Turftoe
Denver
Member since Mar 2016
3903 posts
Posted on 12/17/21 at 1:58 pm to
Nice action today! Hopefully we rally into close.

I'll throw out a highly speculative BIO play if anyone is interested in a scratch off.

BCLI - They just had their phase 3 peer review come out on their drug Nurown. This drug has proven that it can make a difference in lives of people with ALS. As you know there isn't much out there for people battling this disease.

Last night the Senate unanimously passed the ACT for ALS bill. This is on the way to the President's desk for a signature. This bill will make it easier for ppl with ALS to gain early access to promising therapies that have yet to get FDA approval. LINK

This will put a lot of eyes on the entire sector. BCLI's market cap is peanuts at just 125 million. The next big event would be the submission of the BLA. The new bill would give the FDA the right to grant accelerated approval with conditions such as a phase 4 trial. Of course nothing is promised, but I like to think that the time has come for the people battling ALS to have an option.

This post was edited on 12/17/21 at 2:03 pm
Posted by ShootingsBricks4Life
Member since May 2017
2601 posts
Posted on 12/21/21 at 11:03 am to
Great start to the day for AUPH!

quote:

BCLI - They just had their phase 3 peer review come out on their drug Nurown. This drug has proven that it can make a difference in lives of people with ALS. As you know there isn't much out there for people battling this disease.


What's the board's thoughts on this? Wondering if I should jump in now while it's at $3.40 a share. I could add this to BCRX and AKBA as things I'm hoping to grow in 2022.
Posted by molsusports
Member since Jul 2004
36114 posts
Posted on 12/21/21 at 11:33 am to
quote:

BCLI - They just had their phase 3 peer review come out on their drug Nurown. This drug has proven that it can make a difference in lives of people with ALS. As you know there isn't much out there for people battling this disease.


What's the board's thoughts on this?


Skeptical

They have shown molecular biomarker changes with the use of their drug, but not correlated the use to clinical improvement (or slowing down progression of disease)

The argument could be made that this is the same as what motivated the approval and widespread use of statin drugs - but I think that's a bad thing and stating drugs will eventually be discontinued as they continue to produce questionable outcomes
Posted by jimjackandjose
Member since Jun 2011
6496 posts
Posted on 12/23/21 at 12:15 pm to
Both of these seem to be pumping nicely
Posted by bayoubengals88
LA
Member since Sep 2007
18920 posts
Posted on 12/23/21 at 2:49 pm to
It appears that the biotech sector is out of the dumps. I follow the sector using XBI.

It bottomed out around $105 and now is closing in on 120 (which was the former low). Let’s see if it can break through and form new highs in January $135+

Regarding AUPH, we’re currently in a great spot. Very healthy no matter how you look at it.
Posted by bayoubengals88
LA
Member since Sep 2007
18920 posts
Posted on 12/24/21 at 1:05 pm to
RX count this morning (for last week) was highest ever.

20 total, 11 new.

A2 data is really gonna bring in the revenue.
Posted by Crescent Connection
Lafayette/Nola
Member since Jun 2008
2023 posts
Posted on 12/24/21 at 3:26 pm to
MMs are gonna have a hard time justifying keeping the price under $25 in the short term with A2 data and script #’s ramping up. That’s why I think BO is within fingertips’ reach.
Posted by bayoubengals88
LA
Member since Sep 2007
18920 posts
Posted on 12/26/21 at 9:53 am to


Courtesy of
"LordDragon"
@IamLordDragon
- Twitter
Posted by molsusports
Member since Jul 2004
36114 posts
Posted on 12/26/21 at 9:59 am to
Assuming that they are still going it alone in March I would think that the prescription counts may take another step up.

There are no alternatives and AUPH can now show efficacy through three years
Posted by jmcwhrter
Member since Nov 2012
6565 posts
Posted on 12/26/21 at 9:39 pm to
Those charts show a pretty obvious plateau
Posted by molsusports
Member since Jul 2004
36114 posts
Posted on 12/26/21 at 10:37 pm to
The increase in prescriptions did slow between quarter three and four.

However I think the 36 month A2 readout in the 4th quarter plus SOC by default puts them in a more favorable position going forward.

I would want to see 2022 Q1 results for new prescriptions increased over 2021 Q4. That should be doable
Posted by bayoubengals88
LA
Member since Sep 2007
18920 posts
Posted on 12/27/21 at 7:41 am to
quote:

Those charts show a pretty obvious plateau

You could also say that Q4 count is higher than 1-3 combined, and we have two weeks of reporting left.

Qs1-3 combined for 22.5 million in revenue. If Q4 produces 25 million then we are at the top end of Peter's 40-50m guidance for 2021.

But yes, A2 data will be the game changer in 2022.
Posted by oklahogjr
Gold Membership
Member since Jan 2010
36761 posts
Posted on 12/27/21 at 12:03 pm to
quote:

Those charts show a pretty obvious plateau


So looking at that data i think there are a couple stories to tell.

1. Is plateau is happening growth was slowed between Q3 and the Q4 numbers so far.

2. We're in a holiday so Q4 was pretty much done a week more ago. Q4 has other holidays too that removed working days. In my professional services world it's always my weakest quarter work hours wise.

3. A2 data read out + benlysta failures should fuel growth next year.

4. Omicron definitely is pushing people to be careful again. Especially with holiday travel and events. Lots of family was talking about masking up or avoiding other events due to the covids. Immuno conscious people i would imagine even more so.

I think there is more market share to tap and i think the competition is weaker next year. I'll hold steady for now.
Posted by bayoubengals88
LA
Member since Sep 2007
18920 posts
Posted on 12/27/21 at 7:10 pm to
I really wish I had bought more than 6 shares in the 17s.
Those shares are up more than 33% in a short time.

We’re at $24. That was firm resistance before the Bloomberg rumor on 10/22.
But since then we’ve had earnings and the all important A2 data.

I think $28 is now possible without buyout talk.
Posted by molsusports
Member since Jul 2004
36114 posts
Posted on 12/27/21 at 7:17 pm to
quote:

Omicron definitely is pushing people to be careful again. Especially with holiday travel and events. Lots of family was talking about masking up or avoiding other events due to the covids. Immuno conscious people i would imagine even more so.


I'm surprised how true this seems to be. But I am seeing more people in masks again.

I see appealing travel deals but hell if want to deal with whatever new vaccine booster and quarantine landmines are going to suddenly emerge
Jump to page
Page First 118 119 120 121 122 ... 164
Jump to page
first pageprev pagePage 120 of 164Next pagelast page

Back to top
logoFollow TigerDroppings for LSU Football News
Follow us on Twitter, Facebook and Instagram to get the latest updates on LSU Football and Recruiting.

FacebookTwitterInstagram