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Re: Jesspro post# 7607

Saturday, 11/10/2018 7:57:25 PM

Saturday, November 10, 2018 7:57:25 PM

Post# of 17420
Yes AUPH is way more than $24 in the future, especially since they learned a lot during the development of cyclosporine which has led to IMO a much safer and effective scenario in developing (Voclosporin). Not only do we know how cyclosporine performed in lupus nephritis treatments, we also have the history of Cyclosporine eye drops. Restasis is huge so much potential with Aurinia, I feel that is why GLickman had the old CEO leave prior to the Ph2 data readout and take the helm himself, having this value and incredible opportunity to not slip away

Back to ARIA, I always thought Denner chose to speak in interviews about not selling the company due to the unrealized value in ponatinib potential, but IMO I feel he was really after Brigatinib. and boy was he right, that last conference of that year, when Clackson presented the data on Brigatinib we all knew it was a winner big time as well as the team who developed it to that point, I feel Iclusig alone wouldn't have led to a buyout with the premium that we received. who knows though! I wish I could have been in the board room to listen
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