AUPH Aurinia Pharmaceuticals Inc

$AUPH With the new CAGR projection in LN growth and getting patent to 2042…let’s do math! BO case: $400M sales growing 8% CAGR, plus 5% annual market share gains from Big Pharma scale (way conservative) = ~13.4% annual growth. That implies roughly $11B cumulative 12-year sales and ~$9.9B cumulative profit at a 90% margin. Add $380M cash and the potential tax value of the $500M write-off. A strategic buyer could justify roughly $5–6B, subject to patent strength, execution, and verification of margins. AUR200 value with best in class results in 4 indications? 🤯 Oh and Kezar asset cleared 💵 $45 Minimum 🎯…Just Saying!’

$AUPH Can’t wait to settle this generics case favorably and then focus on sticking it to Tidmarsh

$AUPH the plot thickens, current deadlines: - Joint claim construction and prehearing statement: by October 23 - Joint status letter: by November 12 - Telephonic status conference: November 16 AI's positive spin but not impossible IMO: The extension to October 23 serves as a settlement grace period because filing substantive claim construction briefs permanently discloses defense strategies and patent interpretations that both sides prefer to keep confidential. If the parties are truly close to a global deal, they will almost certainly file a joint motion to stay or dismiss instead of submitting those briefs on October 23.

$AUPH Patent recap keep in mind we got the coronavirus organ transplant rejection blocking granted in Europe and Japan already next one is the US. Our response was very strong as we showed non-obviousness using x-fold lower Voc amount than other cyclosporins. As soon as that one gets allowed sky is the limit as it extends our MOU coverage to 2041. Thus, an extension of 5 years on the MOU in the US!! In addition another recap the generics have wasted their time invalidating our EP patent as the granted one above also has MOU with dosing BUT in additiona blocking coronavirus and organ transplant rejection a market estimated to be in the multi billions.

$AUPH This is big news. JMO but I believe this US patent is worth $1B+ in value. I think there will be a trial in KT that this patent now covers. As said before this is a new blockbuster opportunity.

$AUPH Look for updated in the Aurinia Hikma Pacer if they file new stuff in light of already extended timelines it is very likely because of the allowance of this new application hopefully pushing a settlement to come much sooner.

$AUPH Update generic defendents requesting an extension. You don't request an extension of a set Marksman conference date unless you are looking for additional options to resolve litigation.

$AUPH I recently bought a book, that is new to me, at the 1/2 price book store. The pages are tattered and torn, and few may be missing but hey,... knowledge is knowledge. I have a lot left to read but I did skip to the last chapter and it says that AUPH OG's need to hold on to everything that you have until the SEC rules force your broker to tender them to the new owner in exchange for buckets and buckets of cash. After eight years of "rinse and repeat," this sounds like a plan to me.🙃

$AUPH Thanks US_Bull for keeping us updated on the patent situation. The chips are falling into place. All you "doubting Debbies"/Eeyores take notice!

$AUPH odds are they settle before Markman which would otherwise happen around December... AI: "All Defendants acting together to extend deadlines is the hallmark of a global settlement in progress, not a discovery war. They are buying time to finalize the paperwork for a multi-party deal that likely mirrors the Teva agreement but potentially includes specific terms for the '775 patent."

$AUPH Putting $AUPH back on my watchlist. Have a feeling something good is coming soon! Won’t be surprised if we’re bought before $TGTX! 😁

$AUPH Days to October 23rd, deadline for infringing parties to file claim construction briefs! 😁

$AUPH tidmarsh a yr ago, 3rd qtr ends today so a month until the report, fairly stable stock price, high institutional ownership, patent new optimism re the challengers and 2042, etc... would love to see some research news and pump regarding aur200.

$AUPH Maybe this is an oversimplification, however, aside from the fact that the patent litigation activities take time to resolve especially when multiple players are involved -- does the following make sense: The settlement with Teva occurred b/c they’re not only the largest but more importantly the smartest. Regarding the others, maybe settlement with them hasn’t yet occurred b/c they don’t realize AUPH will not provide better settlement terms than what Teva received due to the “most favored nations” benefit that Teva would receive. Also, perhaps the others don’t yet fully appreciate that AUPH can easily and will fund further litigation if necessary, and Tang’s nature and motivation. Seems like this will all come to an end sooner than later.

$AUPH welp, QB is out but red-hot UCLA is still -2.5 hosting Wisconsin. Given the fact UCLA is 5-0 ATS I've got to ride the hot hand. Chesney has made a world of difference. I'm in...2-stars. Whoops! My bad. Wrong "investment" board. Can we please settle the IP cases and get this thing into the 20s?

$AUPH I fed this to AI without the last sentence and the response was definitely negative regarding a possible acquisition. When I added the last sentence... 😂

$AUPH Joint status reports posted in both the Hikma and Tidmarsh reports tonight. if anyone is a Pacer subscriber please let us know what you learn, thanks! perhaps?

$AUPH Just checking in…I see it hasn’t hit my $45 🎯 yet? Oh well…prolly tomorrow then! Crawling Worms will soon Fly ! ! !

$AUPH As nice as this is to see, I never get excited until there is something tangible to associate it with. We need to see a catalyst behind this, otherwise it will be another short lived run...

$AUPH Tang committed huge amounts of capital, drawing zero salary, deployed his own executive team with PSUs, what else you need? We just committed our money only, we can be little more patient, I guess Some may say that low offer private take over, I went through his history of transactions, it is not always the case