Aurinia Pharmaceuticals Inc (AUPH)

[Whalatane]

Nope. The issues with KZR are
1) no significant data until ASH early Nov
2) will they need one or two P3 trials for FDA approval
One trial to match Lupkynis P3 trial … ie includes induction therapy
The other to match KZR’s P 2 trial but on a larger scale … ie mainly refractory patients

IMHO. Both ( if there’s 2 ) will mandate steroid tapering
Risk of dilution if they go with 2 P3 trials

Kiwi