Aurinia Pharmaceuticals Inc (AUPH)

[moosedogger]

Jess, you make excellent points. It seems virtually ironclad that BP has to be drooling over the prospect of scooping up AUPH.

I really hope you're right about GSK not running afoul of antitrust issues, as they would seem to be the perfect suitor.

I like the following post from an AUPH fan:

It’s clear that this is GIA for now. While many were disappointed I have warmed up to the idea because it could result in far more value then having taken a BO for 40 at approval. The potential is here and significant if they can execute.

It’s all about the numbers now, specifically the new patient prescriptions. That’s it and numbers don’t lie. I have said it for awhile, I believe uptake will be strong as patients diagnosed have been on the sidelines waiting years for a new treatment in a “warehoused” type situation. IMO they priced this as a BP would, for value and patient outcomes. BP would be able to get better pricing in specialty pharma channel to improve margin significantly. It’s all about the new patient prescription trend line now.....


If the other indications you reference come into play, WOW!

I'm glad you mentioned the real purpose of this enterprise: helping the long-suffering Lupus Nephritis patients. For the first time, they can have real hope for a significantly better and longer life.

I don't like to admit it, but in my disappointment of the market reaction thus far, I kind of overlook that sometimes.