/biz/ - Business & Finance

>>26391843
https://youtu.be/cjvyR8DG-3k

"The single most important thing [...] in the stock market is to know what you own. They couldn't say in a minute or less, why they own it."

Know what you own. Trust your DD. Steel hands. If you trust the company, trust the data, trust the product, daily stock price fluctuations do not matter. All that matters is the result.

In 1 hour the fun starts, AUPH bros.

Remember: keep strong. The science hasn't changed.

>>26362754
LAST CHANCE to load up on AUPH before the moon mission starts.

Take the AUPH pill.

PDUFA deadline is TODAY(most expect it to be today AH).

If approved, it will be the best lupus nephritis drug on the market. The only other one is made by GIK, but:
>Oral pill vs IV
>More effective
Who will take IV's for a year, in the corona-climate, when you can just take a nice little pill?

The company has $400m in cash right now, with more than $50m more from their partner (Otsuka) on approval.

Drug has been fast-tracked due to the incredibly good P2 results (p<0.001)

lupus.org estimates up to 1.5 million people with lupus. PG says 400K. 70% of that 400K will be of the SLE form of lupus or 280K. Of those 280K, 40%(PG) or 112K will get LN.

Let's assume a modest market penetration of 15% = 17k patients. With a yearly treatment cost of 70k, we are looking at a (very conservative) 1.2B in revenue per year. This is only in the US.

We are sitting on a 1.91B market cap and 126M shares out. The ratios are incredible.

AUPH has 2027 patent of composition guaranteed for their drug, which means 6 full years of profits. However, there is a (relatively good) possibility of the FDA approving it with a special label: AUPH discovered that reducing their dosage on certain patients throughout treatment increases renal response. This has been patented until 2037. A label which specifies this guarantees 16 years!! of leading the market.

I'm not saying it's not risky. If it doesn't get approved we're looking at an 80% loss of money. An approval with label puts us at least at $30 and a huge chance of buyout. Rejection is possible, but I don't think it will happen here.

>>26361104
>he is red today
Why did you not buy AUPH yesterday? Do you hate money?

Take the AUPH pill.

PDUFA deadline is TODAY(most expect it to be today AH).

If approved, it will be the best lupus nephritis drug on the market. The only other one is made by GIK, but:
>Oral pill vs IV
>More effective
Who will take IV's for a year, in the corona-climate, when you can just take a nice little pill?

The company has $400m in cash right now, with more than $50m more from their partner (Otsuka) on approval.

Drug has been fast-tracked due to the incredibly good P2 results (p<0.001)

lupus.org estimates up to 1.5 million people with lupus. PG says 400K. 70% of that 400K will be of the SLE form of lupus or 280K. Of those 280K, 40%(PG) or 112K will get LN.

Let's assume a modest market penetration of 15% = 17k patients. With a yearly treatment cost of 70k, we are looking at a (very conservative) 1.2B in revenue per year. This is only in the US.

We are sitting on a 1.91B market cap and 126M shares out. The ratios are incredible.

AUPH has 2027 patent of composition guaranteed for their drug, which means 6 full years of profits. However, there is a (relatively good) possibility of the FDA approving it with a special label: AUPH discovered that reducing their dosage on certain patients throughout treatment increases renal response. This has been patented until 2037. A label which specifies this guarantees 16 years!! of leading the market.

I'm not saying it's not risky. If it doesn't get approved we're looking at an 80% loss of money. An approval with label puts us at least at $30 and a huge chance of buyout. Rejection is possible, but I don't think it will happen here.

Take the AUPH pill.

PDUFA deadline is TODAY(most expect it to be today AH).

If approved, it will be the best lupus nephritis drug on the market. The only other one is made by GIK, but:
>Oral pill vs IV
>More effective
Who will take IV's for a year, in the corona-climate, when you can just take a nice little pill?

The company has $400m in cash right now, with more than $50m more from their partner (Otsuka) on approval.

Drug has been fast-tracked due to the incredibly good P2 results (p<0.001)

lupus.org estimates up to 1.5 million people with lupus. PG says 400K. 70% of that 400K will be of the SLE form of lupus or 280K. Of those 280K, 40%(PG) or 112K will get LN.

Let's assume a modest market penetration of 15% = 17k patients. With a yearly treatment cost of 70k, we are looking at a (very conservative) 1.2B in revenue per year. This is only in the US.

We are sitting on a 1.91B market cap and 126M shares out. The ratios are incredible.

AUPH has 2027 patent of composition guaranteed for their drug, which means 6 full years of profits. However, there is a (relatively good) possibility of the FDA approving it with a special label: AUPH discovered that reducing their dosage on certain patients throughout treatment increases renal response. This has been patented until 2037. A label which specifies this guarantees 16 years!! of leading the market.

I'm not saying it's not risky. If it doesn't get approved we're looking at an 80% loss of money. An approval with label puts us at least at $30 and a huge chance of buyout. Rejection is possible, but I don't think it will happen here.

>>26354278
PDUFA deadline is TODAY(most expect it to be today AH).

If approved, it will be the best lupus nephritis drug on the market. The only other one is made by GIK, but:
>Oral pill vs IV
>More effective

The company has $400m in cash right now, with more than $50m more from their partner (Otsuka) on approval.

Drug has been fast-tracked due to the incredibly good P2 results (p<0.001)

lupus.org estimates up to 1.5 million people with lupus. PG says 400K. 70% of that 400K will be of the SLE form of lupus or 280K. Of those 280K, 40%(PG) or 112K will get LN.

Let's assume a modest market penetration of 15% = 17k patients. With a yearly treatment cost of 70k, we are looking at a (very conservative) 1.2B in revenue per year. This is only in the US.

We are sitting on a 1.91B market cap and 126M shares out. The ratios are incredible.

AUPH has 2027 patent of composition guaranteed for their drug, which means 6 full years of profits. However, there is a (relatively good) possibility of the FDA approving it with a special label: AUPH discovered that reducing their dosage on certain patients throughout treatment increases renal response. This has been patented until 2037. A label which specifies this guarantees 16 years!! of leading the market.

I'm not saying it's not risky. If it doesn't get approved we're looking at an 80% loss of money. An approval with label puts us at least at $30 and a huge chance of buyout. Rejection is possible, but I don't think it will happen here.

>>26323855

PDUFA deadline is tomorrow (most expect it to be today AH).

If approved, it will be the best lupus nephritis drug on the market. The only other one is made by GIK, but:
>Oral pill vs IV
>More effective

The company has $400m in cash right now, with more than $50m more from their partner (Otsuka) on approval.

Drug has been fast-tracked due to the incredibly good P2 results (p<0.001)

lupus.org estimates up to 1.5 million people with lupus. PG says 400K. 70% of that 400K will be of the SLE form of lupus or 280K. Of those 280K, 40%(PG) or 112K will get LN.

Let's assume a modest market penetration of 15% = 17k patients. With a yearly treatment cost of 70k, we are looking at a (very conservative) 1.2B in revenue per year. This is only in the US.

We are sitting on a 1.91B market cap and 126M shares out.

AUPH has 2027 patent of composition guaranteed for their drug, which means 6 full years of profits. However, there is a (relatively good) possibility of the FDA approving it with a special label: AUPH discovered that reducing their dosage on certain patients throughout treatment increases renal response. This has been patented until 2037. A label which specifies this guarantees 16 years!! of leading the market.

I'm not saying it's not risky. If it doesn't get approved we're looking at an 80% loss of money. An approval with label puts us at least at $30 and a huge chance of buyout. Rejection is possible, but I don't think it will happen here.

>>26322031
>>26322240

PDUFA deadline is tomorrow (most expect it to be today AH).

If approved, it will be the best lupus nephritis drug on the market. The only other one is made by GIK, but:
>Oral pill vs IV
>More effective

The company has $400m in cash right now, with more than $50m more from their partner (Otsuka) on approval.

Drug has been fast-tracked due to the incredibly good P2 results (p<0.001)

lupus.org estimates up to 1.5 million people with lupus. PG says 400K. 70% of that 400K will be of the SLE form of lupus or 280K. Of those 280K, 40%(PG) or 112K will get LN.

Let's assume a modest market penetration of 15% = 17k patients. With a yearly treatment cost of 70k, we are looking at a (very conservative) 1.2B in revenue per year. This is only in the US.

We are sitting on a 1.91B market cap and 126M shares out. The ratios are incredible.

AUPH has 2027 patent of composition guaranteed for their drug, which means 6 full years of profits. However, there is a (relatively good) possibility of the FDA approving it with a special label: AUPH discovered that reducing their dosage on certain patients throughout treatment increases renal response. This has been patented until 2037. A label which specifies this guarantees 16 years!! of leading the market.

I'm not saying it's not risky. If it doesn't get approved we're looking at an 80% loss of money. An approval with label puts us at least at $30 and a huge chance of buyout. Rejection is possible, but I don't think it will happen here.