Domain: tiger-web1.srvr.media3.us AUPH - Aurinia Pharmaceuticals | Page 71 | Money Talk
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re: AUPH - Aurinia Pharmaceuticals

Posted on 3/21/21 at 7:28 pm to
Posted by bayoubengals88
LA
Member since Sep 2007
23857 posts
Posted on 3/21/21 at 7:28 pm to
quote:

the company's next presentation for more reliable information.
Greenleaf's next presentation will be about as informative as the time and date on my lock screen.
Posted by bayoubengals88
LA
Member since Sep 2007
23857 posts
Posted on 3/21/21 at 7:29 pm to
quote:

oklahogjr
But that is some good news for sure...have you read into this possible "Aurora Report"?
Posted by bayoubengals88
LA
Member since Sep 2007
23857 posts
Posted on 3/21/21 at 8:55 pm to
???


Posted by bayoubengals88
LA
Member since Sep 2007
23857 posts
Posted on 3/21/21 at 8:57 pm to
StockTwits: "Remember yall
PG a month ago - "Sure, we are open if anybody comes in with great offer"

PG last week - "Sorry i can't disclose information on M&A details"

Cheerz and Hold!!"
Posted by oklahogjr
Gold Membership
Member since Jan 2010
40237 posts
Posted on 3/21/21 at 9:45 pm to
quote:

StockTwits: "Remember yall
PG a month ago - "Sure, we are open if anybody comes in with great offer"

PG last week - "Sorry i can't disclose information on M&A details"


That's big. Reading between the lines indicates atleast an nda then.
Posted by oklahogjr
Gold Membership
Member since Jan 2010
40237 posts
Posted on 3/21/21 at 9:46 pm to
quote:

But that is some good news for sure...have you read into this possible "Aurora Report"?

I've seen referenced but no idea whst it is. Something supposedly really good though I assume?
Posted by castorinho
13623 posts
Member since Nov 2010
87151 posts
Posted on 3/22/21 at 12:32 am to
Posted by jmcwhrter
Member since Nov 2012
7838 posts
Posted on 3/22/21 at 4:38 am to
Can you pull the same table for Benlysta?
Posted by Chucktown_Badger
The banks of the Ashley River
Member since May 2013
36337 posts
Posted on 3/22/21 at 2:13 pm to
Need to see more "preferred".
Posted by jmcwhrter
Member since Nov 2012
7838 posts
Posted on 3/23/21 at 4:05 am to
quote:

Need to see more "preferred".


How often do these insurance formularies re-tier these drugs?

Kaiser Permanente for example has both Lupkynis and Benlysta as Tier 3 "non-preferred as requiring prior approval"

this one basically the same -- Tier 6 - non preferred, no generic, requiring approval
Posted by redfishfan
Baton Rouge
Member since Oct 2015
5416 posts
Posted on 3/23/21 at 8:23 am to
quote:

How often do these insurance formularies re-tier these drugs?

Kaiser Permanente for example has both Lupkynis and Benlysta as Tier 3 "non-preferred as requiring prior approval"

this one basically the same -- Tier 6 - non preferred, no generic, requiring approval


Prior Authorizations are done every single day in every single pharmacy in the country. They aren't a big deal at all.
Posted by jmcwhrter
Member since Nov 2012
7838 posts
Posted on 3/23/21 at 9:52 am to
quote:

Prior Authorizations are done every single day in every single pharmacy in the country. They aren't a big deal at all.


Understood.. is the 'new-ness' of Lupkynis and Benlysta what is keeping them from being preferred brands/drugs on most of these formularies?
Posted by Chucktown_Badger
The banks of the Ashley River
Member since May 2013
36337 posts
Posted on 3/23/21 at 10:10 am to
quote:

Understood.. is the 'new-ness' of Lupkynis and Benlysta what is keeping them from being preferred brands/drugs on most of these formularies?


Cost is what drives this...cost of the drug itself and the amount of money the insurer can save by giving this vs the standard of care (or Benlysta).

Of course, at the HCP level if the reps can get doctors on board they can still get scripts written, but if it becomes a pain for them on the back end when it's getting filled/covered, they won't be on board too long.
Posted by oklahogjr
Gold Membership
Member since Jan 2010
40237 posts
Posted on 3/23/21 at 10:15 am to
quote:

Prior Authorizations are done every single day in every single pharmacy in the country. They aren't a big deal at all.

They're not a big deal but I think we're all hoping for as frictionless a drug access process as possible
Posted by jmcwhrter
Member since Nov 2012
7838 posts
Posted on 3/23/21 at 10:15 am to
quote:

the amount of money the insurer can save by giving this vs the standard of care (or Benlysta).


I was always under the assumption that there is no standard of care -- none that works worth a shite anyway
Posted by Chucktown_Badger
The banks of the Ashley River
Member since May 2013
36337 posts
Posted on 3/23/21 at 10:21 am to
quote:

I was always under the assumption that there is no standard of care -- none that works worth a shite anyway


I haven't researched the condition or treatment options all that much so I can't say, but if that's true it's good news for us investors.
Posted by jmcwhrter
Member since Nov 2012
7838 posts
Posted on 3/23/21 at 10:31 am to
quote:

ut if that's true it's good news for us investors.


in that situation does this become an arms race with Benlysta to try and be first to get Preferred status with insurers?
Posted by AMS
Member since Apr 2016
6536 posts
Posted on 3/23/21 at 10:44 am to
quote:

in that situation does this become an arms race with Benlysta to try and be first to get Preferred status with insurers?



I think it would, but its probably easier to win a race to preferred vs displace a current mainstay of treatment.
Posted by Chucktown_Badger
The banks of the Ashley River
Member since May 2013
36337 posts
Posted on 3/23/21 at 11:03 am to
quote:

I think it would, but its probably easier to win a race to preferred vs displace a current mainstay of treatment.


I would agree with that. Take the depression category for example...tons of generics on the market that perform really well, so it's really really hard for a new branded entrant to grab a significant share of the market.
Posted by jmcwhrter
Member since Nov 2012
7838 posts
Posted on 3/23/21 at 1:05 pm to
More worried about this tiny Canadian upstart having to duke it out with GsK with a PR fight

also wish Bernie Sanders would shut the hell up about his drug pricing legislation
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