Domain: tiger-web1.srvr.media3.us AUPH - Aurinia Pharmaceuticals | Page 140 | Money Talk
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re: AUPH - Aurinia Pharmaceuticals

Posted on 1/6/23 at 11:25 pm to
Posted by oklahogjr
Gold Membership
Member since Jan 2010
40237 posts
Posted on 1/6/23 at 11:25 pm to
quote:

Yeah I’m a bit turned around on the positivity. I focused more on the script and PSFs vs top line revenue because the long term value is in scripts. Which is likely why Peter decided to go on his own vs sell/license a drug. Strategy is making a little more sense as we’ve moved on but the script #s haven’t been as dramatic as anticipated, likely due to unknown company vs giant pharma.

That said, I hope they calm the R&D for a few quarters to slow the cash burn. Last thing we all want to wake up to is another $150m cash raise.



well so long as we continue to grow at 30%-40% we really shouldn't drop below 200m in cash again if sales continue like that. that's a pretty lame growth rate though....
Posted by bayoubengals88
LA
Member since Sep 2007
23773 posts
Posted on 1/7/23 at 11:37 am to
quote:

that's a pretty lame growth rate though....
It really is lame, especially when you consider the Euro and UK approval.

There really isn't much to hope for in GIA.
If anything is going to happen, it needs to happen before the end of January. For the first time in a year, Peter looks to be something other than totally desperate with the settlement and the Q4 beat. Might need to manufacture one more positive PR to get us to $10 and hopefully sell for $25.

Then you guys will never hear from me again
Posted by ynlvr
Rocket City
Member since Feb 2009
5434 posts
Posted on 1/7/23 at 4:37 pm to
I like your thinking
Posted by jimjackandjose
Member since Jun 2011
6700 posts
Posted on 1/9/23 at 8:15 am to
Naw. U will bring us the next 5 yr roller coaster

At 25, my options print.

I'm tempted to hedge though in case Peter says somethinf stupid this week
Posted by oklahogjr
Gold Membership
Member since Jan 2010
40237 posts
Posted on 1/10/23 at 8:02 pm to
We thinking up after presentation or dip at no new news?
This post was edited on 1/10/23 at 8:03 pm
Posted by Rendevoustavern
Member since May 2018
1815 posts
Posted on 1/10/23 at 8:12 pm to
I’ve set a reminder for the presentation. Certainly going to be listening.

But the presentation is already out
LINK

ETA: LINK to presentation. Find Aurinia and sign up
This post was edited on 1/10/23 at 8:33 pm
Posted by oklahogjr
Gold Membership
Member since Jan 2010
40237 posts
Posted on 1/10/23 at 10:09 pm to
quote:

I’ve set a reminder for the presentation. Certainly going to be listening.

But the presentation is already out
LINK

ETA: LINK to presentation. Find Aurinia and sign up



Thanks!
I'll definitely check in. will it just be the slides there or will there be any Q&A?

Posted by jimjackandjose
Member since Jun 2011
6700 posts
Posted on 1/11/23 at 7:47 am to
Peter always says stupid shite. I sold half my options assuming he does his normally dumbassary. Any mention of GIA and this thing is back at 5 bucks.

Plan to buy back on the dip though because PTAB of the settlement will be a huge catalyst
Posted by jmcwhrter
Member since Nov 2012
7828 posts
Posted on 1/11/23 at 10:31 am to
quote:

We thinking up after presentation or dip at no new news?



Morons at stocktwits were once again pumping sunshine and saying that Peter would announce BO on a PowerPoint presentation

I'd expect down lol
Posted by Turftoe
Denver
Member since Mar 2016
4375 posts
Posted on 1/11/23 at 10:39 am to
quote:

Morons at stocktwits


I like to think Stocktwits has zero influence on stock price.
Posted by jimjackandjose
Member since Jun 2011
6700 posts
Posted on 1/11/23 at 11:06 am to
It's probably going down.

Ptab will pump it again. Bo won't happen before ptab.

I'll buy more options after than dip happens.
Posted by jmcwhrter
Member since Nov 2012
7828 posts
Posted on 1/11/23 at 12:25 pm to
definitely setting up to dump on retail this afternoon
Posted by Turftoe
Denver
Member since Mar 2016
4375 posts
Posted on 1/11/23 at 1:10 pm to
quote:


AUPH - Aurinia Pharmaceuticals
definitely setting up to dump on retail this afternoon


I also get that feeling. Hard to trust this price action. Regardless, I am not selling anything.
Posted by molsusports
Member since Jul 2004
37335 posts
Posted on 1/11/23 at 2:10 pm to
quote:

like to think Stocktwits has zero influence on stock price.



At one point someone set up an algorithm that invested based on Stocktwits comments. The trick was it did puts when comments were bullish and did calls when comments were bearish.
Posted by bayoubengals88
LA
Member since Sep 2007
23773 posts
Posted on 1/11/23 at 5:28 pm to
I suppose tomorrow morning will be telling.
I don’t expect any fireworks tonight.
I like that there was a ~15 million dollar buy yesterday…
Posted by jimjackandjose
Member since Jun 2011
6700 posts
Posted on 1/11/23 at 6:36 pm to
That has been the big difference imo this time

Big money coming in and managing to hold the stock price on these large volume buys. That is not retail
Posted by jimjackandjose
Member since Jun 2011
6700 posts
Posted on 1/11/23 at 6:57 pm to
Pretty much as assumed. The dude is a terrible speaker.

Probably get off aome calls early in the morning and buy back in after this goes back to fill the 6.90 gap
Posted by bayoubengals88
LA
Member since Sep 2007
23773 posts
Posted on 1/11/23 at 7:37 pm to
Biggest tell could be that they haven’t done anything with the other two assets.
Both were bought in late summer of 2021, and Peter basically just said “don’t look for any development in 2023”…

I think BMY wanted those assets as part of a package deal and it just all fell through.
Posted by Rendevoustavern
Member since May 2018
1815 posts
Posted on 1/12/23 at 9:39 am to
No sell off which is good news
Posted by jmcwhrter
Member since Nov 2012
7828 posts
Posted on 1/12/23 at 9:59 am to
yeah they must have turned the buy-bot on
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