Aurinia Pharmaceuticals Inc (AUPH)

[moosedogger]

Jess re "... do you see auph being acquired in the next 12 months?"

I'm neutral on it without a strong view either way- very interesting idea though and your point is a good one; i.e., buy AUPH now at a discount or pay much more after P3 success.

I would think that the recent tax repatriation passage enhances the chances of a buyout sooner because next to tech, pharma is said to have the second highest treasury locked up overseas (I've seen the $250B number used), which creates a big opportunity for biotech M&A to ramp up substantially.

Maybe it makes every potential deal worth more $$$ as well since the acquisition fees are cheaper to the pharma doing the deals with money previously locked up.

Question for you: Somewhere I read AUPH is seeking to build a bigger wall around their IP via seeking patents for the process to make Voclosporin, which apparently already has a barrier as it's said to be difficult and expensive to manufacture. Wondering what others think about that subject?

BTW, congrats on your recent AUPH buy- very astute timing.