Aurinia Pharmaceuticals Inc (AUPH)

[Lunacy_John Galt]

Jess, first and foremost the important thing right now is to get VOC it's first FDA approval. As we know Voclosporin is a CNI and analog of Cyclosporin. Cyclosporin and CNIs are used to treat a number of conditions. What we know about Voc is it's a bigger and badder CNI without the toxicity and dosing issues.

Voc will be priced in the range of $50k-$85k per yr/pt IMO. It can fetch this for LN because of the seriousness of the disease and the toll it takes on the healthcare system. They don't want to cannibalize their LN market. VOS is a different story, because it's an ophthalmic solution and can't be used off label at a lower price and taken orally.

VOC should be able to be used off-label if the docs are willing to put together a strong argument for it. But at $50-$85k a year, it doesn't make sense for just any indication that a CNI is used for.

BP should/will buy VOC out and can spend their endless R&D $ to further test and develop all the uses...and there are many.

All my opinion of course...