Aurinia Pharmaceuticals Inc (AUPH)

[moosedogger]

How long a monopoly? Re future competition:

If this poster is correct, we're in great shape-

update on future competition: most is IV, a few SC, furthest they've come is P2 with around ~80 patients, two in P3: Gazyva (which is more like Benlysta 2 IMO) reads out in 2028, secukinumab (SC, Novartis) in 2026 (seems like no P2 phase, looks risky).

The only oral with a potential is BMS-986165 (Bristol-Myers Squibb), P2 finishing in 2023 both in SLE (NCT03920267) and LN (NCT03943147), and that's about it.

So no competition before 2028, if BMS fails there's very unlikely any other novel oral tx coming before 2032. That's like min. 8yrs of monopoly, long patent runway and bar set very high for newcomers, that's as good as it gets, BP can't ask for more IMO.