AUPH Aurinia Pharmaceuticals Inc

$AUPH Last distinctions compared to the Amarin v. Hikma case in my view is also that Amarin had previously lost and invalidated in separate district court litigation before the skinny label fight even peaked. None of this holds true for our 036' and 991' patents. Finally, maybe the most important point as I see it Amarin lost at the Supreme Court because it relied on an "induced infringement". Amarin had to prove Hikma's website, generic "AB-equivalence" ratings, and generic promotion actively encouraged doctors to use it for the heart indication ('induced infringement'). In our case we would have direct infringement. If a doctor were to follow the FDA-mandated label instructions to adjust the generic dosage based on the patient's eGFR levels, they are directly executing our MOU. As I see it, because generics have to print those exact instructions to get FDA approval (due to kidney toxicity if not), in my view they are directly infringing on the claims not even induced infringement

$AUPH With the new CAGR projection in LN growth and getting patent to 2042…let’s do math! BO case: $400M sales growing 8% CAGR, plus 5% annual market share gains from Big Pharma scale (way conservative) = ~13.4% annual growth. That implies roughly $11B cumulative 12-year sales and ~$9.9B cumulative profit at a 90% margin. Add $380M cash and the potential tax value of the $500M write-off. A strategic buyer could justify roughly $5–6B, subject to patent strength, execution, and verification of margins. AUR200 value with best in class results in 4 indications? 🤯 Oh and Kezar asset cleared 💵 $45 Minimum 🎯…Just Saying!’

$AUPH Now we know why the strength for today our European appl. got allowed today and mgmnt is radio silent. This is worthy of a PR there is no other company that can use VOC in the combination of treating or preventing covid in organ transplant patients this stretches to organ transplant not just kidney but also lung, heart, pancreas, skin, cornea etc.

$AUPH Hi Guys! Everybody doing ok? So many things I need to do and the AUPH $$ sure would help - think we can wrap this up in next 6 months?💰😉

$AUPH Infringement if they do they may be heavy damages. Of course when it comes to litigation nothing is 100% given but Aurinia's chances regarding the additional generics just got significantly better, as Teva basically came out and said the 036' and 991' patents are valid, enforceable, we are not gonna take our chances. Once the rest settle, that will open up for a sale IMO the last road block IMO as the short thesis will then be fully crushed. We just got IP extended to 2041 in Japan and Europe.

$AUPH tidmarsh a yr ago, 3rd qtr ends today so a month until the report, fairly stable stock price, high institutional ownership, patent new optimism re the challengers and 2042, etc... would love to see some research news and pump regarding aur200.

$AUPH Maybe this is an oversimplification, however, aside from the fact that the patent litigation activities take time to resolve especially when multiple players are involved -- does the following make sense: The settlement with Teva occurred b/c they’re not only the largest but more importantly the smartest. Regarding the others, maybe settlement with them hasn’t yet occurred b/c they don’t realize AUPH will not provide better settlement terms than what Teva received due to the “most favored nations” benefit that Teva would receive. Also, perhaps the others don’t yet fully appreciate that AUPH can easily and will fund further litigation if necessary, and Tang’s nature and motivation. Seems like this will all come to an end sooner than later.

$AUPH Joint status reports posted in both the Hikma and Tidmarsh reports tonight. if anyone is a Pacer subscriber please let us know what you learn, thanks! perhaps?

$AUPH It seems likely that the attorneys for both sides requested the delay jointly. Pushing a conference out by several weeks suggests the remaining parties are trying to hammer out out-of-court agreements rather than proceeding to an expensive trial. The automatic 30-month stay on FDA approvals (under the Hatch-Waxman Act) remains in force. The scheduling delay carries zero immediate regulatory risk for AUPH.

$AUPH we could create an anti-aging, penis enlarger, beautifier thats guaranteed to make people wealthy, well-endowed, and gorgeous in a single dose and the stock would drop a quarter point.

$AUPH I checked with all legitimate AI models 🤔 and they unanimously agreed that at present…more big boys are loading up shares through strategic stages of manipulation prior to the soon to be $45 🎯 (minimum) BO …Soon the finalized patent settlements, amazing aur200 readouts, and Kezar approved drug all hit the wire! Stand up for what is right & die for what is right! You can’t go wrong! 🤯😇

$AUPH Just checking in…I see it hasn’t hit my $45 🎯 yet? Oh well…prolly tomorrow then! Crawling Worms will soon Fly ! ! !

$AUPH Great news, the patent may again be challenged at EPO within 9 months by generics but this time the patent covers very specialized combination without much/any precedent and so a total invalidation here is very unlikely IMO. My guess is once they get the US patent approved they will run a KT trial with the same dosing protocol like in LN, with results around 2030. This would be a multibillion opportunity with faster ramp-up and potential on- or off-label use for new-onset diabetes in KT. NODAT affects about 15% of KT patients on TAC, that's at least a few thousands patients every single year, for comparison they now have about 2000 patients on VOC in LN. From VOC NDA review: "One known adverse event of CNIs is the development of new-onset diabetes mellitus. Analysis of the pooled lupus nephritis population [AURORA1 + AURA-LV] did not identify a greater incidence of events suggestive of new-onset diabetes [NODAT] or hyperglycemia in either treatment arm."

$AUPH Tried my first veggie burger. I didn't like it. Gave it to my dog and guess he didn't like either. He hacked it up and started licking his ass to get taste out of his mouth...😁 😂 😀 🤣

$AUPH my wife clowns me about buying this on the regular. Just one day I'd like to say in your fucking face! 🤣

$AUPH I should have built an ark . Water is up to front walk 🙏🙏🙏 and rain in forecast until Mon 😡 . Fortunately we have power for now 🍺🍺🍺.

$AUPH I look at the opportunity cost of holding for so many years. I think, I could have bought Nivida or Facebook etc. but my dumbarse probably would have bought Nike or some other loser. I'll never know. Just waiting for this to triple so we can all exit. $51 seems nice :-)

$AUPH does the recent Liquidia ruling give the other generics pause for concern? No expert here but major blow to Liquidia.

$AUPH catalyst next 180 days - LUPKYNIS + aritinercept - PRESERVE Ph4 (LUPKYNIS + belimumab/obinutuzumab/anifrolumab) started Jul — readout not near-term - Aritinercept expanding (gMG Ph1/2 live; company says 4 indications — only gMG clearly named) - Teva settlement: generic voclosporin **no earlier than Dec 2036 (Done) - Kezar/zetomipzomib: next formal milestone still fuzzy post-deal

$AUPH there have been many hurdles for this company over the years. From poor marketing to very poor management especially Piggy. Lately it’s been the generics coming after our patents and getting final approval on our extensions. Although I don’t completely trust him due to his track record and lack of communication Tang is a much more savvy leader. But what I always come back to is my belief in our product which is solid. Lastly as a company with no debt and positive cash flow I hope we finally will get our payoff soon. However as my dad who was a portfolio manager for many years would say if you are not sure sell half. This way if it underperforms at least you sold half but if it outperforms you are still in for the ride. I’m also a long term holder since 2015. There have been times where I traded and made some money but currently hold a significant amount. Let’s hope all the hurdles are resolved soon and we finally move into the 20’s and beyond.