Aurinia Pharmaceuticals Inc (AUPH)

[Whalatane]

Re

Importantly, there appears to be no deterioration in eGFR, a measurement of kidney function/health
which further differentiates Lupkynis's improved safety and tolerability profile from first-
generation CIs.

I agree with this statement ...however while theres no deterioration in kidney function ...theres little to no improvement .
So after 3 yrs at roughly $90K a yr Medicare cost ....ie $270K ...you end up with the kidney function still being close to the control arm ...maybe 2-3 pts better ....and still on steroids that the patients hate

Suggest you hedge your position with some KZR who MAY have a really disruptive med in the LN treatment space and can achieve benefit without continuing steroid use.

Either way I doubt if any Big Pharma makes an offer until they see the final P2 data for KZR 616 due late Q2 2022 so as to get a more accurate read on any potential future competition.
JMO
Kiwi