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re: AUPH - Aurinia Pharmaceuticals

Posted on 12/17/20 at 8:56 am to
Posted by MSTiger33
Member since Oct 2007
20385 posts
Posted on 12/17/20 at 8:56 am to
Benlysta is IV only and isnt as effective as Voc. Looks like GSK greased the wheels at the FDA a little better than AUPH in order to get first approval. We always knew Benlysta was out there.
Posted by CorkRockingham
Member since Jun 2017
502 posts
Posted on 12/17/20 at 8:58 am to
So would you say nothing fundamentally has changed?

Why would this eliminate a buyout opportunity if Voclo. Is much more effective and is administered orally.
Posted by MSTiger33
Member since Oct 2007
20385 posts
Posted on 12/17/20 at 9:02 am to
I don’t think anything has changed from a BO point of view. The licensing and manufacturing agreements are pretty standard. The 20% royalty agreement for Europe and Japan is on the high side but not out of the ordinary
Posted by jmcwhrter
Member since Nov 2012
6571 posts
Posted on 12/17/20 at 9:19 am to
Posted by CorkRockingham
Member since Jun 2017
502 posts
Posted on 12/17/20 at 9:33 am to
So your making me thinking this is a buy opportunity.
Posted by MSTiger33
Member since Oct 2007
20385 posts
Posted on 12/17/20 at 9:37 am to
I hope so. Just bought more

ETA: I will either look like a genius or a fricking moron in about 4-6 weeks
This post was edited on 12/17/20 at 9:39 am
Posted by CorkRockingham
Member since Jun 2017
502 posts
Posted on 12/17/20 at 9:41 am to
What’s the price point if somehow they don’t receive FDA approval? It sounds like the approval is imminent.
Posted by jmcwhrter
Member since Nov 2012
6571 posts
Posted on 12/17/20 at 9:42 am to
quote:

What’s the price point if somehow they don’t receive FDA approval?


0...?

they have one drug and if it's not approved then I guess it's worth whatever cash they have on hand.
Posted by ynlvr
Rocket City
Member since Feb 2009
4591 posts
Posted on 12/17/20 at 9:44 am to
quote:

I hope so. Just bought more

ETA: I will either look like a genius or a fricking moron in about 4-6 weeks

Same here @ $13.58 this morning
Posted by HangingWithMrCooper
The Bay Area
Member since Aug 2017
161 posts
Posted on 12/17/20 at 9:46 am to
Bought another 500 shares this morning on the drop. If Benlysta got approved, VOC will certainly be approved.
Posted by molsusports
Member since Jul 2004
36119 posts
Posted on 12/17/20 at 10:04 am to
quote:

FDA just approved Benlysta as the first drug for lupus nephritis.. which is AUPH's only bullet in the gun


I think this was expected. However, the advantage AUPH is believed to have is a better efficacy. Assuming they don't price themselves out of consideration they should be preferentially used as the gold standard for available care.
Posted by bayoubengals88
LA
Member since Sep 2007
18946 posts
Posted on 12/17/20 at 10:39 am to
quote:

If Benlysta got approved, VOC will certainly be approved.
Yeah, it's really shitty comparatively.
Posted by bayoubengals88
LA
Member since Sep 2007
18946 posts
Posted on 12/17/20 at 10:45 am to
quote:

FDA just approved Benlysta as the first drug for lupus nephritis.. which is AUPH's only bullet in the gun



This guy on Stocktwits summed it up nicely.

quote:

One stock I'm adding to this morning is an old favorite, Aurinia Pharmaceuticals (AUPH) . There are two pieces of news impacting it. First is that GlaxoSmithKline (GSK) has received approval for a competing drug. This drug is widely believed to be inferior to AUPH's Voclosporin and the news has been anticipated.

The second piece of news is that AUPH has partnered with a Japanese company for sales of Voclosporin outside the U.S. This isn't negative news, but it does decrease the chances that AUPH will be bought out soon.

AUPH has an FDA decision coming in late January, which is very likely to be positive. I am building my position as I expect positive anticipation to build for the approval of their blockbuster drug.
Posted by bayoubengals88
LA
Member since Sep 2007
18946 posts
Posted on 12/17/20 at 10:53 am to
Just added 50 shares
Posted by jerryc436
Franklin
Member since Jan 2014
519 posts
Posted on 12/17/20 at 11:06 am to
Sold 200 on Monday at 15.25 and bought back 200 at 13.50 this morning. holding 1000 shares now. AUPH has been really good for my retirement.
Posted by MSTiger33
Member since Oct 2007
20385 posts
Posted on 12/17/20 at 11:14 am to
I should have waited to buy my lot today. Could have gotten a bigger discount. I am going to convert all shares in my IRA to a Roth if this is still beat down at the beginning of the year.
Posted by bayoubengals88
LA
Member since Sep 2007
18946 posts
Posted on 12/17/20 at 11:30 am to
quote:

Sold 200 on Monday at 15.25 and bought back 200 at 13.50 this morning.
Posted by bayoubengals88
LA
Member since Sep 2007
18946 posts
Posted on 12/17/20 at 11:40 am to
Posted by BestBanker
Member since Nov 2011
17484 posts
Posted on 12/17/20 at 12:59 pm to
That's good for auph
Posted by jmcwhrter
Member since Nov 2012
6571 posts
Posted on 12/17/20 at 3:23 pm to
starting to worry about some frickery here

I can see the FDA shafting Aurinia to help out the product from the much larger GSK firm...
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