Replies to post #14071 on Aurinia Pharmaceuticals Inc (AUPH)

[Jesspro]

That begs us to ponder what the motivation is to state such opinion.

[Ganz]

Well stated ZZat

[Whalatane]

ZZ. Up to 20% of those with LN develop ESRD within a decade of diagnosis . Not 100% .
Insurance Co's will want to see if targeted UPCR levels can be achieved with the existing far cheaper drugs before authorizing use of the far more expensive Lupkynis .
If proteinuria can be reduced to target levels in the first year of treatment with SOC , they won't pay for Lupkynis .

Even if AUPH eventually ends up with only 20% of those treated for LN ...those are still large $ numbers ...estimated 26,000 patients x $65,000 ( net to Co ) = $1.7B a yr

Big Pharma with an established sales force will scale these numbers far faster than a small biotech like AUPH ...so hope they make the deal

Kiwi