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AUAUPH

Aurinia Pharmaceuticals Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 19% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (13 mentions/wk)
$AUPH·$2.1B·Biotechnology·Healthcare
$16.44-0.9%YTD+3.5%1Y+27.9%
Price updated 3d ago·X counts updated 14h ago
AUAUPH
$AUPHAurinia Pharmaceuticals Inc.
$16.44-0.93%13 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $AUPH on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

13X posts · last 7 days
Sep 10Sep 27

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $AUPH — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-27

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

Aurinia is a rare bio with real economics — LUPKYNIS commercial ramp, 8/19 Teva patent settlement, 21% ROIC and 48% operating margin at a 6.8x PE.

Aurinia Pharmaceuticals is a US-listed specialty pharma with LUPKYNIS (voclosporin) for lupus nephritis. The equity trades quietly through 2026 despite genuinely profitable commercial economics — rare among small-cap biotechs.

  • The fundamentals are exceptional: Q2 revenue +19% YoY to $83.2M with 92% gross margin, 56% operating margin, 21% ROIC, and 8.4% FCF yield — TTM PE at 6.8x is a discount to any specialty pharma with these unit economics, and consensus 2026 EPS at $0.94 (2027: $1.18) implies clean forward multiples.
  • The catalyst has already landed: on 8/19, Aurinia settled its voclosporin patent litigation with Teva — stock rose on the print, and the settlement removes a discrete overhang that had been capping the multiple.
  • The tape is quiet: shares are +4% YTD and +28% t12m, drifting despite the settlement — beta 1.4 signals modest amplification, and there is no visible fintwit sentiment on the name, suggesting this is a fundamentally-driven name not yet on the momentum crowd's radar.

The Nov 3 print is the arbiter — a raise on 2027 LUPKYNIS revenue (currently $388M consensus) plus continued gross-margin discipline extends the coil; a slower-than-expected pipeline update, a Teva-settlement-economics disappointment, or a hint of formulary pressure is where the setup fails. This is the 'quality-cheap biotech nobody talks about' trade — the ILJIN 13D/A on 8/26 is routine, not a signal.

What to watch: Nov 3 earnings — 2027 LUPKYNIS revenue trajectory, gross-margin progression, pipeline updates, and any capital-return commentary. A LUPKYNIS acceleration extends the coil; a formulary-pressure signal is the pause trigger.

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

Read the AI verdict on $AUPH

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — mRNA oncology platform remains the structural driver.

What this means for $AUPH

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

Top industry ETF

$IBBiShares Biotechnology ETF
+23.6%YTD
+50.8%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 $0.21

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 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$330.3M$330.3M – $337.9M$0.94$0.94 – $0.972
FY27$388.4M$388.4M – $397.3M$1.18$1.15 – $1.202
FY28$447.2M$447.2M – $457.5M$1.44$0.52 – $2.671
FY29$471.6M$471.6M – $482.5M$1.66$1.66 – $1.701
FY30$518.3M$518.3M – $530.3M$1.97$1.97 – $2.031

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.0.8×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.68%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.+3.2%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.+5.8%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 today0.6% 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.β1.415-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

SellSep 10Stephen P. RobertsonChief Legal Officer11.9K sh$190KSellAug 21Stephen P. RobertsonChief Legal Officer21.0K sh$356KBuyJun 2Kevin TangCEO206.0K sh$3.1MBuyJun 1Kevin TangCEO343.6K sh$5.3MBuyMay 29Kevin TangCEO265.0K sh$4.1M
+ 8 other (7 awards · 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
Free, forever. No credit card.

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 amendmentAug 26SC 13D/A
AI summary

ILJIN SNT Co., Ltd. (Mapo-gu, Seoul, Korea) filed Amendment No. 17 to its Schedule 13D on Aurinia Pharmaceuticals Inc. (AUPH) Common Shares as of August 20, 2026, via US counsel Tara Fisher at Ropes & Gray LLP (Boston). ILJIN SNT is a long-standing 5%+ holder with 17 amendments, indicating active tracking of its position in this Canadian kidney-disease biotech. The specific amendment details are not visible in the excerpt; with this many amendments, the update likely reflects routine changes in share counts or disposition activity. As a sustained activist/significant holder in a specialty pharma company, ILJIN SNT's ongoing tracking is notable for AUPH watchers.

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
+ 8 other (2 10-Qs · 2 earnings 8-Ks · 1 routine 8-K · 1 SC TO-T/A) in window

Recent news

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

Aurinia Settles Voclosporin Patent Litigation With Teva, Stock Riseszacks.com·39d agoAurinia Pharmaceuticals and Teva Settle Patent Dispute for Kidney Disease Drugbenzinga.com·39d agoAurinia Settles Patent Litigation with Tevabusinesswire.com·40d agoAurinia Pharmaceuticals Doubles Down On Its Pipelineseekingalpha.com·47d agoAurinia Pharmaceuticals (AUPH) Surpasses Q2 Earnings Estimateszacks.com·53d ago

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Voices on X · last 7 days

No standout posts about $AUPH on X in the last 7 days.

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