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Sep 30, 2023

Aurinia Q3 2023 Earnings Report

Aurinia reported a strong third quarter with increased product revenue and progress in European markets.

Key Takeaways

Aurinia Pharmaceuticals reported a net product revenue of $40.8 million for Q3 2023, a 60% increase year-over-year. Total net revenue was $54.5 million. The company narrowed its 2023 net product revenue guidance to $155 - $160 million. They received a $10 million milestone payment from Otsuka for securing pricing and reimbursement approvals in Europe.

Net product revenue increased by 60% to $40.8 million compared to Q3 2022.

Total net revenue reached $54.5 million for the quarter.

European pricing and reimbursement milestone achieved, triggering a $10 million payment from Otsuka.

2023 net product revenue guidance narrowed to $155 - $160 million.

Total Revenue
$54.5M
Previous year: $55.8M
-2.3%
EPS
-$0.09
Previous year: -$0.06
+50.0%
Gross Profit
$47.7M
Previous year: $53.3M
-10.5%
Cash and Equivalents
$46.4M
Previous year: $86.1M
-46.1%
Free Cash Flow
-$13.3M
Total Assets
$555M
Previous year: $488M
+13.7%

Aurinia

Aurinia

Aurinia Revenue by Segment

Forward Guidance

The Company is narrowing its net product revenue guidance to a range of $155 - $160 million for net product sales of LUPKYNIS for the fiscal year 2023.

Positive Outlook

  • Based on assumptions regarding PSF run rates.
  • Consistent conversion rates.
  • Time to convert.
  • Persistency.
  • Pricing.