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TickerTalks›$AUPH
AUAUPH

Aurinia Pharmaceuticals Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 19% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (37 mentions/wk)
$AUPH·$2.0B·Biotechnology·Healthcare
$15.06-0.8%1Y+36.5%
Mentions · last 7 days
2026-08-06: 20 posts2026-08-07: 1 posts2026-08-08: 2 posts2026-08-09: 4 posts2026-08-10: 4 posts2026-08-11: 0 posts2026-08-12: 6 posts37-6%
Price updated 1m ago·X counts updated 2d ago
AUAUPH
$AUPHAurinia Pharmaceuticals Inc.
$15.06-0.79%37 posts-6%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $AUPH, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-08-14

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Specialty biotech Q2 +19% growth + 56% op margin at 6.8x P/E — profitable-and-cheap specialty biotech coiled at 54% of range.

Aurinia Pharmaceuticals is the specialty biotech behind LUPKYNIS (for lupus nephritis) whose Q2 print showed 18.9% revenue growth to $83.2M with continued profitability. Up 36% year-over-year and coiled at 54% of the 52-week range. No X sentiment coverage.

  • The Q2 print showed decisive execution: revenue of $83.2M grew 18.9% year-over-year with a 92% gross margin and 56% operating margin — the specific specialty-biotech profile that reflects genuine operational profitability alongside continued commercial-execution scaling.
  • The valuation is genuinely cheap: at 6.8x trailing earnings and 6.7x sales for a profitable specialty biotech with 56% operating margin and 8.4% FCF yield, AUPH trades at a specific discount to specialty-biotech peers — the type of setup that supports substantial upside if the LUPKYNIS-and-pipeline execution continues.
  • The "doubles down on pipeline" news framing reflects specific pipeline-expansion catalyst: Aurinia's pipeline advancement reflects specific commitment to portfolio-expansion beyond LUPKYNIS — the type of specific strategic-signal that supports continued upside.
  • The technical setup is coiled: shares at 54% of the 52-week range with essentially flat moving averages reflect the specific pattern where the market hasn't fully re-rated the profitable-biotech profile — the type of setup where continued execution catalyzes reversion.

Coming into Nov 3 earnings, the tape needs continued LUPKYNIS growth, specific pipeline-advancement disclosures, and any commercial-partnership or M&A-related commentary. A clean beat plus visible pipeline progress extends the reversion trend; any LUPKYNIS competitive-share loss or pipeline-friction is what would compress even the modest 6.8x P/E multiple.

What to watch: Nov 3 Q3 earnings — continued LUPKYNIS growth, specific pipeline-advancement disclosures, and any commercial-partnership or M&A-related commentary. Any LUPKYNIS competitive-share loss or pipeline-friction compresses even the modest 6.8x P/E multiple.

On the calendar: 2026-11-03 — Q3 earnings

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Read the AI verdict + X sentiment for $AUPH

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What it does

Plain-English summary of the business — what they sell and how they make money.

Commercial-stage biopharma selling voclosporin for lupus nephritis, with pipeline targeting autoimmune and inflammatory diseases.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $AUPH.

Biotechnology · Healthcare

No material change from last week — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+45.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
6.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
21.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
48.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
8.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
59.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
90.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$0.28$0.24+16.7%
Q1 2026May 7, 2026$0.25$0.18+38.9%
Q4 2025Feb 26, 2026$0.26$0.21+23.8%
Q3 2025Nov 4, 2025$0.23$0.16+43.8%
Next earningsTue, Nov 3·consensus EPS $0.19

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$83.2M+18.9%92.1%55.7%$0.29$52.6M
Q1 FY26$77.7M+24.4%91.6%53.3%$0.26$32.5M
Q4 FY25$77.1M+28.8%89.0%43.1%$1.58$44.5M
Q3 FY25$73.5M+8.4%88.4%40.5%$0.24$44.4M

Forward consensus

5-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$326.4M$316.2M – $336.6M$0.95$0.76 – $1.135
FY27$387.7M$364.6M – $410.8M$1.23$0.67 – $1.625
FY28$454.4M$404.3M – $575.5M$1.80$0.59 – $3.245
FY29$470.8M$445.0M – $531.7M$1.71$1.58 – $1.992
FY30$517.4M$489.1M – $584.3M$2.04$1.89 – $2.382

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.54%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-4.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-0.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 126.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.405-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyJun 2Kevin TangCEO206.0K sh$3.1MBuyJun 1Kevin TangCEO343.6K sh$5.3MBuyMay 29Kevin TangCEO265.0K sh$4.1MBuyMar 3Kevin TangDirector184.2K sh$2.6MBuyMar 2Kevin TangDirector199.4K sh$2.8MBuyFeb 27Kevin TangDirector516.4K sh$7.2M
+ 22 other (12 awards · 9 inkinds · 1 other) in window

See when $AUPH insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13D/AActivist amendmentJun 4SC 13D/A
8-KShareholder voteJun 48-K — Item 5.07: Shareholder vote
8-KAcquisition completedMay 118-K — Item 2.01: Acquisition completed
8-KMaterial agreementApr 38-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
3New insider — initial holdingsApr 23
3New insider — initial holdingsApr 23
SC 13D/AActivist amendmentMar 25SC 13D/A
8-KOfficer or director changeMar 238-K — Item 5.02: Officer or director change
+ 10 other (3 earnings 8-Ks · 2 10-Qs · 1 SC TO-T/A · 1 proxy) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Aurinia Pharmaceuticals Doubles Down On Its Pipelineseekingalpha.com·2d agoAurinia Pharmaceuticals (AUPH) Surpasses Q2 Earnings Estimateszacks.com·8d agoAurinia Pharmaceuticals Reports Financial Results for the Three and Six Months Ended June 30, 2026 and Provides Update on Recent Business Progressbusinesswire.com·8d agoPlaying The Biotech Breakout With Insidersseekingalpha.com·22d agoAurinia Announces Initiation of PRESERVE, a Study Investigating the Combination of LUPKYNIS and Belimumab, Obinutuzumab or Anifrolumab in Patients with Lupus Nephritisgurufocus.com·39d ago

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