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Re: Whalatane post# 17277

Friday, 01/26/2024 9:26:51 AM

Friday, January 26, 2024 9:26:51 AM

Post# of 17446
Kiwi,
Fair points. That's why they call it a rare disease. About 400K with Lupus in US develop SLE. So your metrics line up with Auph's metrics, 80k to 100K develop LN. LN class 3 to 5 accounts for about 80% of that ... .
I agree that Auph has been presented with multiple hurdles ... . But evidence-based treatment seems to getting more traction and the trend to 3 years treatment period presents a nice star factor on the opportunity. Unless they regress in PSFs + restarts, then it seems to be a safe bet that Auph is good value here.
Good luck.
WT
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