AUPH
Aurinia Pharmaceuticals Inc.15.85
+0.16+1.02%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A reaffirms guidance, details comp
Q&A defended 2026 guidance as conservative yet realistic, rooted in historical LUPKYNIS patterns and guideline adoption gaps, with first-two-months trends unremarkable. Management terminated the pediatric VOCAL study over recruitment issues, eyeing FDA talks using market data. Rheumatology prescribers now slightly lead nephrologists, boosting early diagnosis. No near-term Gazyva hit; LUPKYNIS wins on rapid proteinuria cuts and T-cell action. Combo B/T-cell therapies look logical, under internal review. Aritinercept indications drop Q2 2026. Rheum edges nephro. Confident tone persists; watch comp dynamics, pipeline proof.
Key Stats
Market Cap
2.09BP/E (TTM)
28.30Basic EPS (TTM)
0.56Dividend Yield
0%Recent Filings
8-K
Aurinia execs out, Tang in
Aurinia Pharmaceuticals ousted its top execs—CEO Peter Greenleaf, COO Matthew Donley, CMO Gregory Keenan, and CFO Joseph Miller—effective March 20, 2026, installing board chair Kevin Tang as new CEO (no pay), Ryan Cole as COO, and Michael Hearne as CFO, both with $300,000 salaries and 150,000-share options. Greenleaf consults three months at $600/hour. New lead independent director added. Leadership shakeup signals Tang Capital grip.
8-K
LUPKYNIS sales up 25%
Aurinia reported Q4 and full-year 2025 results on February 26, 2026, with LUPKYNIS net product sales hitting $271.3 million, up 25% from 2024, driving total revenue to $283.1 million. Net income soared to $287.2 million, boosted by a $173.0 million tax benefit releasing the deferred tax asset valuation allowance. Cash stood at $398.0 million after $98.2 million share repurchases. Guidance calls for 2026 LUPKYNIS sales of $305-$315 million.
10-K
FY2025 results
Aurinia's FY2025 net product sales hit $271.3M, up 25% y/y from $216.2M, fueled by LUPKYNIS cartons to U.S. specialty pharmacies amid deeper LN penetration, while operating cash flow soared 206% to $135.7M. Q4 repurchases tallied ~1M shares, part of 12.2M shares bought for $98.2M annually, bolstering a $398M cash pile. Restructuring slashed SG&A 41% to $101.8M, flipping operations to $104.9M profit. Cash funds operations. LUPKYNIS relies on sole suppliers; disruptions risk supply.
8-K
LUPKYNIS sales soar 27%
Aurinia reported Q3 LUPKYNIS sales of $70.6 million, up 27% year-over-year, driving total revenue to $73.5 million and net income to $31.6 million. Cash stands at $351.8 million after $98.2 million share repurchases. LUPKYNIS guidance jumps to $265-270 million. Aritinercept cleared Phase 1 safely. Strong momentum builds.
10-Q
Q3 FY2025 results
Aurinia's Q3 revenue jumped 8% y/y to $73.5M (product sales +27% y/y to $70.6M), driving operating income to $29.7M from $11.7M while gross margin slipped to 89% from 91%. SG&A plunged 38% y/y to $26.2M post-restructuring, yet R&D rose on aritinercept work. YTD net income hit $76.4M ($0.55 diluted EPS on 139M shares), fueled by $90M operating cash flow. Cash and investments stand at $352M after $98M share repurchases; finance lease liability $72M tied to Monoplant through 2030. Strong traction in LN market penetration. Patent challenges from generic filers loom.
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