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Started By
Message
re: AUPH - Aurinia Pharmaceuticals
Posted on 2/26/21 at 12:44 pm to Chucktown_Badger
Posted on 2/26/21 at 12:44 pm to Chucktown_Badger
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 on 2/26/21 at 1:07 pm to redfishfan
I hate this stock so much 
Posted on 2/26/21 at 3:50 pm to rocket31
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 on 2/26/21 at 3:53 pm to Chucktown_Badger
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 on 3/1/21 at 10:19 am to oklahogjr
feels like the entire market is up but this turd 
Posted on 3/1/21 at 10:24 am to oklahogjr
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 on 3/1/21 at 10:34 am to Chucktown_Badger
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 on 3/4/21 at 12:07 pm to bayoubengals88
Holding tight, but I expected much better at this point.
Posted on 3/4/21 at 12:10 pm to cuyahoga tiger
Every time I see this thread my heart races thinking buyout
Posted on 3/4/21 at 12:46 pm to castorinho
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 on 3/4/21 at 10:07 pm to redfishfan
Could go all in on Roth contribution day if sub 14
35-40 more shares
But also like AKBA, KMPH, and ATOS
35-40 more shares
But also like AKBA, KMPH, and ATOS
Posted on 3/4/21 at 10:09 pm to bayoubengals88
quote:
Every time I see this thread my heart races thinking buyout
Posted on 3/5/21 at 8:53 am to bayoubengals88
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
eta: Picked up 400 shares @$12.85
This post was edited on 3/5/21 at 9:05 am
Posted on 3/5/21 at 9:07 am to castorinho
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 on 3/5/21 at 9:45 am to Rendevoustavern
But guys, don't you know?! There's another presentation today!

Posted on 3/5/21 at 10:25 am to bayoubengals88
Everything is wrecked
Posted on 3/12/21 at 9:29 am to castorinho
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
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 on 3/21/21 at 1:36 pm to jmcwhrter
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
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 on 3/21/21 at 2:37 pm to oklahogjr
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.
But I would consider this good progress if verified for big markets like California, Texas, Florida, and New York.
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