Domain: tiger-web1.srvr.media3.us AUPH - Aurinia Pharmaceuticals | Page 70 | Money Talk
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re: AUPH - Aurinia Pharmaceuticals

Posted on 2/26/21 at 12:44 pm to
Posted by redfishfan
Baton Rouge
Member since Oct 2015
5416 posts
Posted on 2/26/21 at 12:44 pm to
Lupkynis has better outcomes in a shorter period of time and is cheaper than its competitor. I think the market is just waiting to see if the company can properly market and get the script numbers where they need to be.
Posted by NaturalBeam
Member since Sep 2007
14904 posts
Posted on 2/26/21 at 1:07 pm to
I hate this stock so much
Posted by oklahogjr
Gold Membership
Member since Jan 2010
40237 posts
Posted on 2/26/21 at 3:50 pm to
quote:

well started a second position here. $14.50 avg


Welcome back to the money talk s&m party.
This post was edited on 2/26/21 at 3:54 pm
Posted by oklahogjr
Gold Membership
Member since Jan 2010
40237 posts
Posted on 2/26/21 at 3:53 pm to
quote:

All pharma companies have full divisions whose sole job it is to get better positioning on formulary (insurance). It can often times be a drawn out process with lots of negotiations around the financials and rebates, PE (pharmacoeconomic) data and discussions, etc. As they line up wins (eg first line, preferred status, etc) with the major insurers we should see the needle start to move, but I can't say how long it will take, if it happens at all.

Basically they need to provide the data to the insurers that convinces them that paying for this drug will save them money in the long run versus paying for a different drug at the same line of therapy.


Makes sense appreciate the insight. I think we're positioned well there but we will find out I guess. Is there anyway to do research and find more or are we just kinda at the mercy of waiting till next quarter for the conference call like they indicated for their timeline?
This post was edited on 2/26/21 at 3:53 pm
Posted by rocket31
Member since Jan 2008
41887 posts
Posted on 3/1/21 at 10:19 am to
feels like the entire market is up but this turd
Posted by Chucktown_Badger
The banks of the Ashley River
Member since May 2013
36337 posts
Posted on 3/1/21 at 10:24 am to
quote:

Is there anyway to do research and find more or are we just kinda at the mercy of waiting till next quarter for the conference call like they indicated for their timeline?



We will most likely just need to wait on the PR as they get these wins. They will certainly be sharing them as they happen. That said, it should be available online where it's currently covered with the larger insurers. You just need to be able to find it.

Was just doing a bit of searching to see what I could find, which wasn't much, but did find this...which is basically saying what I've said.

quote:

High costs: The high cost of Lupkynis requires meaningful insurance coverage. It is a simple fact: expensive drugs need good coverage to have good market uptake. While Lupkynis has much better efficacy than the current standard of care, the standard of care is a lot cheaper since they are mostly generic drugs. The unfortunate truth is that most LN patients in the US are African American and Latino females, whom without good coverage might not be able to afford Lupkynis. So, for every AUPH earning calls from now on, you should pay special attention to their progress on insurance coverage.
This post was edited on 3/1/21 at 10:28 am
Posted by bayoubengals88
LA
Member since Sep 2007
23857 posts
Posted on 3/1/21 at 10:34 am to
quote:

Was just doing a bit of searching to see what I could find, which wasn't much, but did find this...which is basically saying what I've said.

Posted by cuyahoga tiger
NE Ohio via Tangipahoa
Member since Nov 2011
6138 posts
Posted on 3/4/21 at 12:07 pm to
Holding tight, but I expected much better at this point.
Posted by castorinho
13623 posts
Member since Nov 2010
87151 posts
Posted on 3/4/21 at 12:10 pm to
Every time I see this thread my heart races thinking buyout
Posted by redfishfan
Baton Rouge
Member since Oct 2015
5416 posts
Posted on 3/4/21 at 12:46 pm to
quote:

Every time I see this thread my heart races thinking buyout



Added more today. Also added more Roku. AUPH to 30 isn't a if it's a when. Buyout for 65 conservative estimate.
Posted by bayoubengals88
LA
Member since Sep 2007
23857 posts
Posted on 3/4/21 at 10:07 pm to
Could go all in on Roth contribution day if sub 14
35-40 more shares
But also like AKBA, KMPH, and ATOS
Posted by castorinho
13623 posts
Member since Nov 2010
87151 posts
Posted on 3/4/21 at 10:09 pm to
quote:

Every time I see this thread my heart races thinking buyout



Posted by MarkInTable
Dallas, TX
Member since Aug 2016
159 posts
Posted on 3/5/21 at 8:53 am to
I own 840 shares at around a $6 cost basis. Just rolled over a 401k to my IRA. Looking to load up on some AUPH at under $13. Think I'm gonna pick up around 400 more shares.

eta: Picked up 400 shares @$12.85
This post was edited on 3/5/21 at 9:05 am
Posted by Rendevoustavern
Member since May 2018
1834 posts
Posted on 3/5/21 at 9:07 am to
quote:

quote:
Every time I see this thread my heart races thinking buyout




or at least good news
This post was edited on 3/5/21 at 9:08 am
Posted by bayoubengals88
LA
Member since Sep 2007
23857 posts
Posted on 3/5/21 at 9:45 am to
But guys, don't you know?! There's another presentation today!
Posted by MSTiger33
Member since Oct 2007
21538 posts
Posted on 3/5/21 at 10:25 am to
Everything is wrecked
Posted by castorinho
13623 posts
Member since Nov 2010
87151 posts
Posted on 3/5/21 at 1:13 pm to
Big AUPHH

Posted by jmcwhrter
Member since Nov 2012
7838 posts
Posted on 3/12/21 at 9:29 am to
this is what I was afraid of.. little AUPH trying to win a PR battle with GsK.

LINK

also this ICER report that comes out and basically encourages insurance companies to go with Benlysta

quote:

With these uncertainties in view, our modeling suggests that belimumab’s estimated net price
aligns well with its’ estimated long-term added benefits for patients. These findings do not include
consideration of potential broader benefits of belimumab on health for patients with LN. For
voclosporin, its estimated net price produces a cost-effectiveness result at the upper end of
commonly accepted ranges. The results of the cost-effectiveness analyses for both drugs are
sensitive to important assumptions, and policymakers should also view the results in the context of
important potential other benefits and contextual considerations related to new treatments for LN.
This post was edited on 3/12/21 at 9:37 am
Posted by oklahogjr
Gold Membership
Member since Jan 2010
40237 posts
Posted on 3/21/21 at 1:36 pm to
stocktwits

Someone posted an image of may insurance coverage plans search results for lupkynsis on stocktwits. Any of y'all more clever than me wanna tell me if it's good or bad. Seems like it would be good if they're listed depending on positioning
This post was edited on 3/21/21 at 1:59 pm
Posted by molsusports
Member since Jul 2004
37358 posts
Posted on 3/21/21 at 2:37 pm to
If some Twitter posts are legitimate the percentage of people covered for Lupkynis has rapidly grown during February. Given that people pump and lie on Twitter we'll perhaps have to wait for the company's next presentation for more reliable information.

But I would consider this good progress if verified for big markets like California, Texas, Florida, and New York.
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