Replies to post #10708 on Aurinia Pharmaceuticals Inc (AUPH)

[Ganz]

KZR results won’t matter until they pass phase three, by then AUPH will be in full distribution with IP protection until 2027-28.

[Jesspro]

Lido, come to think of it, you may be right. KZR might render Voclosporin obsolete before it’s even approved.

[puravida]

First off, KZR's programs aren't entirely aligned with LN, some of it is but I wouldn't say AUPH and KZR are comparing apples to apples, but I understand that in some form this is competition down the road. I worry more about the current phase 3 trials of LN products like Roche's Obinutuzmab which should be starting Phase 3 soon

But down the road. KZR is far away. think about AUPH in phase 1 was that 2015? now we are past phase 3 but still unapproved with commercialization hurdle...This is like comparing Michael Jordan to King James in the same court. Jordan being a promising rookie in the NBA after watching him impress at UNC...Lebron was he even in kindergarten at that point?

IMHO Im not too worried about any competition right now...Aurora data was as solid as we needed for a readout. Wishing the approval process luck