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Dec 31, 2021

Aurinia Q4 2021 Earnings Report

Aurinia reported strong Q4 2021 financial results, driven by increased LUPKYNIS sales and progress in expanding patient access.

Key Takeaways

Aurinia Pharmaceuticals Inc. reported Q4 2021 net revenue of $23.4 million, a 60% increase from the previous quarter, and full year 2021 net revenue of $45.6 million. The company had $466.1 million in cash, cash equivalents, and investments as of December 31, 2021. Aurinia projects net revenue guidance of $115-$135 million for 2022.

Q4 2021 net revenue reached $23.4 million, marking a 60% increase from the third quarter.

Full year 2021 net revenue totaled $45.6 million.

Cash, cash equivalents, and investments stood at $466.1 million as of December 31, 2021.

Net loss for the quarter was $33.3 million, or $0.25 net loss per common share.

Total Revenue
$23.4M
Previous year: $50M
-53.2%
EPS
-$0.25
Previous year: -$0.05
+400.0%
Gross Profit
$22.9M
Previous year: $50M
-54.2%
Cash and Equivalents
$232M
Previous year: $272M
-14.9%
Total Assets
$543M
Previous year: $464M
+17.2%

Aurinia

Aurinia

Aurinia Revenue by Segment

Forward Guidance

Aurinia provided net revenue guidance of $115 to $135 million from sales of LUPKYNIS for fiscal year 2022, representing an increase of more than 150 to 200% compared to fiscal year 2021.

Positive Outlook

  • Net revenue guidance of $115 to $135 million from sales of LUPKYNIS for fiscal year 2022.
  • Represents an increase of more than 150 to 200% in net revenue from sales of LUPKYNIS compared to fiscal year 2021.
  • Positive results from the AURORA 2 two-year continuation study.
  • Regulatory review of the European Medicines Agency (EMA) marketing authorization application (MAA) remains on track.
  • Committee for Medicinal Products for Human Use (CHMP) opinion expected in the second half of 2022 followed by a European Commission (EC) approval decision expected in the second half of 2022.

Challenges Ahead

  • Guidance is based on assumptions regarding the impact of COVID-19 on the current business environment.
  • Commercial infrastructure spend to support the launch of LUPKYNIS.
  • Payments for inventory.
  • Upfront payment made as part of a collaborative agreement with Lonza to build a dedicated manufacturing capability (or monoplant).
  • Upfront license payment related to its recently acquired developmental programs (AUR200 and AUR300).