Group 1 - Aurinia Pharmaceuticals Inc.'s Lupkynis sales appeared to have peaked in early to mid-2024, with stock prices falling below $5 [1] - Q1 2024 earnings report indicated a resumption of sales growth for Lupkynis in May [1]

Investors might want to bet on Aurinia Pharmaceuticals (AUPH) , as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the syst ...

Financial Data and Key Metrics Changes - For the three and six months ended June 30, 2025, total revenue was $70 million and $132.5 million, up 22% and 23% respectively from $57.2 million and $107.5 million in the same periods of 2024 [5][9] - Net product sales of Loop Kinus were $66.6 million and $126.5 million, up 21% and 22% respectively from $55 million and $103.1 million in the same periods of 2024 [5][9] - Cash flow generated from operations was $45.5 million for the six months ended June 30, 2025, compared to a negative $2.8 million in the same period of 2024 [5][9] - The company reported a net income of $21.5 million or $0.16 per share for the three months ended June 30, 2025, compared to a net income of $722,000 or $0.01 per share in the same period of 2024 [11][12] Business Line Data and Key Metrics Changes - The increase in total revenue and net product sales is primarily due to an increase in the number of Loop Kinus cartons sold to specialty pharmacies driven by further lupus nephritis market penetration [5][9] - Cost of revenue decreased to $7.1 million and $15.7 million for the three and six months ended June 30, 2025, compared to $8.9 million and $16.7 million in the same periods of 2024 [10] - Gross margin improved to 90.88% for the three and six months ended June 30, 2025, compared to 84.85% in the same periods of 2024 [11] Market Data and Key Metrics Changes - The company is seeing a strong uptick in the number of rheumatology prescribers, indicating a positive impact from updated guidelines [20] - The hospital business has been growing healthily since the publication of the guidelines, reflecting increased adoption in academic settings [21][22] Company Strategy and Development Direction - The company is increasing its full-year 2025 total revenue guidance from a range of $250 million to $260 million to a range of $260 million to $270 million [6] - The company plans to initiate further clinical studies for Aratinacept in at least two autoimmune diseases in the second half of the year [8] - The management emphasizes maintaining operational efficiency while advancing the clinical development of Aratinacept and Loop Kinus [12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth of the Loop Kinus business and the potential of Aratinacept in treating various B cell-mediated diseases [16][17] - The company is optimistic about the future, with expectations of continued growth in the second half of the year despite historical summer slowdowns [28] Other Important Information - As of June 30, 2025, the company had cash, cash equivalents, restricted cash, and investments of $315.1 million [6][9] - The company repurchased $11.2 million of its common shares for $90.8 million during the six months ended June 30, 2025 [6][10] Q&A Session Summary Question: Potential for Aratinacept - Management sees potential in over 20 different B cell-mediated diseases for Aratinacept, but is not disclosing specific plans for competitive reasons [16][17] Question: Impact of Updated ACR Guidelines on Loop Kinus - Management noted a strong uptick in rheumatology prescribers and an increase in hospital business due to the updated guidelines [20][22] Question: Drivers of RAISE Guidance - Management indicated that the guidance range reflects historical trends and current business performance, with expectations of growth in the latter half of the year [28] Question: Development of AUR-200 - Management confirmed ongoing formulation work for AUR-200, aiming for a patient-friendly delivery method, potentially including an auto-injector [36] Question: R&D Spend and Cash Flow - Management did not provide specific guidance on future R&D expenses but emphasized the importance of maintaining operational efficiency and cash flow positivity [39][40] Question: Pediatric Exclusivity and Buyback Strategy - Management confirmed no changes to the exclusivity period and indicated that buyback strategies will depend on cash flow from operations and growth in the Loop Kinus business [51][56]

Aurinia Pharmaceuticals (AUPH) came out with quarterly earnings of $0.16 per share, missing the Zacks Consensus Estimate of $0.17 per share. This compares to earnings of $0.02 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -5.88%. A quarter ago, it was expected that this biotechnology company would post earnings of $0.08 per share when it actually produced earnings of $0.16, delivering a surprise of +100%.Over the last four q ...

☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q _____________________________________________ x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR (250) 744-2487 Registrant's telephone number, including area code _____________________________________________ Indicate by check mark whether the registrant ...

ROCKVILLE, Maryland and EDMONTON, Alberta – July 31, 2025 – Aurinia Pharmaceuticals Inc. (NASDAQ: AUPH) today announced financial results for the three and six months ended June 30, 2025. Exhibit 99.1 Aurinia Pharmaceuticals Reports Financial Results for the Three and Six Months Ended June 30, 2025 Financial Results Cash Position As of June 30, 2025, Aurinia had cash, cash equivalents, restricted cash and investments of $315.1 million, compared to $358.5 million at December 31, 2024. For the six months ende ...

Group 1 - The article highlights Aurinia Pharmaceuticals Inc. (NASDAQ: AUPH) as a focus for investment discussions in 2025, particularly in the context of covered call opportunities in the biotech sector [1] - The Biotech Forum, led by Bret, offers a model portfolio featuring 12-20 high upside biotech stocks, along with live chat discussions and weekly research updates [1] - The forum provides market commentary and portfolio updates every weekend, indicating an active engagement with current market trends [1] Group 2 - The article does not provide specific financial metrics or performance data for Aurinia Pharmaceuticals Inc. or the broader biotech industry [2][3]

Summary of Aurinia Pharmaceuticals (AUPH) Conference Call Company Overview - **Company**: Aurinia Pharmaceuticals - **Product**: Aretinirecept (previously referred to as AUR200) - **Focus**: Development of treatments for autoimmune diseases Key Points from the Conference Call Phase One Study Results - Aretinirecept is a dual BAF and APRIL inhibitor designed to modulate immune responses in autoimmune diseases [3][4] - The Phase one study involved 61 healthy subjects with a standard single ascending dose design [7] - Doses tested: 5 mg, 25 mg, 75 mg, 150 mg, 225 mg, and 300 mg [7] - Aretinirecept was well tolerated with no treatment-related grade three or higher adverse events [7][9] - Injection site reactions occurred in 24% of subjects receiving Aretinirecept compared to 13% for placebo [9] - Significant reductions in immunoglobulins were observed: IgA (up to 76%), IgM (up to 67%), and IgG (up to 43%) [6] Pharmacokinetics and Pharmacodynamics - Aretinirecept demonstrated a half-life of 6 to 8 days after a single dose [9] - Mean reductions from baseline to day 28 for immunoglobulins were: IgA (48%), IgM (55%), and IgG (20%) [10] - The drug's pharmacodynamic effects support the potential for once-monthly dosing [10] Future Plans - Aurinia plans to initiate further clinical studies in at least two autoimmune diseases in the second half of the year [13][16] - Specific details on future studies and indications were not disclosed for competitive reasons [13][16] Competitive Landscape - The BAF and APRIL inhibitor space is becoming increasingly competitive, with many potential targets identified [24] - Aurinia is focusing on a range of B cell-mediated autoimmune diseases, with an internal review identifying over 20 potential targets [24] Intellectual Property and Development Strategy - Aurinia continues to file for intellectual property related to Aretinirecept, although specific details on the IP life were not disclosed [20] - The company intends to conduct further studies independently without seeking external funding [21] Safety and Administration - No dose-dependent effects were observed for upper respiratory infections or back pain, which were mild and transient [30] - Future formulations are expected to allow for self-administration at home via prefilled syringes or auto-injectors [32] Additional Insights - The study's design included a higher number of patients in the 150 mg dose group to better understand pharmacodynamic impacts [25][26] - Aretinirecept's binding affinity is significantly higher than that of competitor drugs, indicating a potential advantage in efficacy [5][6] This summary encapsulates the key findings and strategic directions discussed during the conference call, highlighting Aurinia Pharmaceuticals' advancements and future plans in the autoimmune disease treatment landscape.

LUPKYNIS Commercialization and Growth - The company aims to accelerate LUPKYNIS commercialization by improving screening, diagnosis, and treatment rates[4, 5] - The company also aims to continue LUPKYNIS commercial growth[4] - LUPKYNIS is the first FDA-approved oral therapy for the treatment of lupus nephritis[7] - In AURORA 1, 408% of patients on LUPKYNIS achieved a complete renal response at Week 52, compared to 225% on placebo, MMF, and corticosteroids, representing an 81% increase[32] - In AURORA 1, patients treated with LUPKYNIS were 64% more likely to achieve complete renal response at Week 24 than those on MMF + corticosteroids alone[32] - LUPKYNIS reduced proteinuria in a median of 169 days compared to 372 days for placebo, MMF, and corticosteroids[35] AUR200 Development - The company is advancing the AUR200 development program, a dual BAFF/APRIL inhibitor for autoimmune diseases[5, 43] - AUR200 has high binding affinity for both BAFF and APRIL compared to competitor dual BAFF/APRIL inhibitors[51] - In non-human primates, AUR200 lowered IgA by up to 76% and IgM by up to 67% after 4 weekly doses[56, 57] Financial Performance and Guidance - Total revenue increased by 34% from $1755 million in 2023 to $2351 million in 2024[62] - Net product sales increased by 36% from $1585 million in 2023 to $2162 million in 2024[62] - The company projects 2025 total revenue between $2500 million and $2600 million, representing a 6% to 11% increase from 2024[63] - The company projects 2025 net product sales between $2400 million and $2500 million, representing an 11% to 16% increase from 2024[63]

Company Overview - Aurinia Pharmaceuticals (AUPH) shares increased by 7.5% to $8.63 in the last trading session, with a notable trading volume that exceeded the average [1] - The stock has shown a modest gain of 0.6% over the past four weeks [1] Product Performance - The rise in stock price is linked to positive investor sentiment regarding Lupkynis, the company's only marketed drug for treating adults with active lupus nephritis (LN) [2] - Sales of Lupkynis grew by 25% year-over-year, reaching $60 million in the first quarter of 2025 [2] Earnings Expectations - Aurinia is projected to report quarterly earnings of $0.18 per share, reflecting an 800% increase year-over-year [3] - Expected revenues for the upcoming quarter are $64.23 million, which is a 12.3% increase from the same quarter last year [3] - The consensus EPS estimate has remained stable over the last 30 days, indicating no recent revisions in earnings estimates [4] Industry Context - Aurinia holds a Zacks Rank of 3 (Hold), indicating a neutral outlook [5] - In the same medical-drugs industry, Corcept Therapeutics (CORT) also holds a Zacks Rank of 3 (Hold) and has seen a 0.5% increase in its stock price, but has returned -4.7% over the past month [5][6]