NASDAQ$AUPH

Aurinia Pharmaceuticals Inc. · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Reported a successful quarter with significant revenue growth and progress across commercial, R&D, and intellectual property.

Aurinia Pharmaceuticals reported a strong first quarter in 2023, with net revenue reaching $34.4 million, a 59% increase compared to the same period last year. The company is increasing its full-year revenue guidance to $135 - $155 million.

  • Net revenue for Q1 2023 was $34.4 million, a 59% increase year-over-year.
  • Net product revenue for Q1 2023 was $34.3 million, compared to $21.5 million in the prior year quarter.
  • Approximately 1,731 patients were on LUPKYNIS therapy as of March 31, 2023, compared to 1,071 at March 31, 2022.
  • The company is increasing its net product revenue guidance to a range of $135 - $155 million for 2023.

Headline financials

Total Revenue

$34.4M

Previous: $21.6M+59.1%
EPS (adj)

-$0.18

Previous: -$0.27+33.3%
Capital Expenditures

-$21M

Previous: -$21M+0.0%
Free Cash Flow

-$47.2M

Previous: -$58.6M+19.5%
Net Income

-$26.2M

Previous: -$37.6M+30.4%
Operating Income

-$29.6M

Previous: -$37.9M+21.9%
Gross Profit

$34M

Previous: $21.4M+59.1%
Cash & Equivalents

$89M

Previous: $133M-32.9%
Total Assets

$452M

Previous: $507M-10.9%
Stock-Based Comp

$9.47M

Previous: $7.02M+34.8%

Revenue & EPS history

Aurinia · Revenue · Quarterly

$34.4M

Q1 2023+59.1%vs Q1 2022
Beat estimate in 15 of 15 quarters(100%)
ActualEstimate

Revenue by segment

Aurinia · $34.3M total across 1 segment · Q1 2023

  • Net Product Sales
    $34.3M

Forward guidance

The Company is increasing its net product revenue guidance to a range of $135 - $155 million from $120 - $140 million for net product sales of LUPKYNIS.

Tailwinds

  • Increased revenue guidance for 2023 to $135 - $155 million.
  • Based on assumptions regarding historical patient start form (PSF) run rates
  • Based on consistent conversion rates
  • Based on time to convert
  • Based on persistency, and pricing.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

-1.4%

Avg return

Earnings day

-0.3%

Avg return

5 days after

+4.6%

Avg return

30 days after

41%

18 / 44 earnings

Positive

+25.7%

Q2 2021

Best reaction

-32.3%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-7.0%-1.6%-2.6%
Q4 2025-3.1%-1.9%-1.1%
Q3 2025-3.4%+8.5%+8.1%
Q1 2025+1.8%+2.4%+1.1%
Q4 2024-5.0%+1.6%+4.3%
Q3 2024+10.6%+11.4%+18.8%
Q2 2024-6.5%-4.4%+15.8%
Q1 2024-1.9%-1.5%+4.2%
Q4 2023-26.6%-29.9%-35.1%
Q3 2023+15.4%+16.3%+27.1%
Q2 2023-3.1%-4.1%-6.6%
Q1 2023-1.1%-4.2%-18.4%
Q4 2022+7.9%+7.9%+31.8%
Q3 2022-32.3%-29.3%-33.0%
Q2 2022-1.5%-4.4%-15.1%
Q1 2022+7.1%+24.9%+35.2%
Q4 2021-26.0%-34.9%-23.7%
Q3 2021-0.3%-2.1%-41.7%
Q2 2021+25.7%+32.9%+52.9%
Q1 2021-17.3%-8.5%+1.7%
Q4 2020+1.4%+0.7%-12.9%
Q3 2020-4.0%-3.1%+7.3%
Q2 2020-1.3%-2.4%-0.8%
Q1 2020-2.3%-3.7%-11.7%
Q4 2019-9.0%-16.9%-22.1%
Q3 2019-2.4%+13.6%+245.4%
Q2 2019-7.5%-7.5%-6.4%
Q1 2019+4.3%+8.9%+3.6%
Q4 2018+8.9%+3.2%+0.6%
Q3 2018+1.3%-6.5%+9.7%
Q2 2018+0.4%-0.9%+0.4%
Q1 2018+7.3%+20.3%+5.7%
Q4 2017+6.5%+0.8%+1.5%
Q3 2017-11.0%-8.5%-15.3%
Q2 2017+1.7%+4.4%+13.3%
Q1 2017-4.6%-6.6%-22.3%
Q4 2016+18.7%-1.5%-11.0%
Q3 2016+1.2%-0.8%+13.3%
Q2 2016+4.9%+17.7%-41.4%
Q1 2016
Q4 2015+0.0%
Q3 2015-4.8%
Q2 2015-4.0%
Q4 2014+4.9%
Q3 2014-7.2%
Q2 2014
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013
Q4 2012
Q3 2012
Q2 2012
Q1 2012
Q4 2011
Q3 2011
Q2 2011
Q1 2011
Q4 2010
Q3 2010
Q2 2010
Q1 2010

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