NASDAQ$AUPH

Aurinia Pharmaceuticals Inc. · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Aurinia reported Q3 2022 financial results, demonstrating progress across key commercial metrics for LUPKYNIS and adjusting net product revenue guidance for 2022.

Aurinia Pharmaceuticals Inc. reported a total net revenue of $55.8 million for Q3 2022, which includes a $30.0 million milestone from Otsuka. The company is adjusting its net product revenue guidance to $100-105 million from sales of LUPKYNIS for 2022 and issuing preliminary net product revenue guidance for 2023 in the range of $120-140 million.

  • Net revenue for Q3 2022 was $55.8 million, including a $30.0 million milestone from Otsuka related to European Approval of LUPKYNIS.
  • Net product revenue guidance adjusted to $100-105 million from sales of LUPKYNIS for 2022.
  • Preliminary net product revenue guidance for 2023 is in the range of $120-140 million from sales of LUPKYNIS.
  • Approximately $400 million of cash, cash equivalents, restricted cash and investments as of October 31, 2022.

Headline financials

Total Revenue

$55.8M

Previous: $14.7M+280.3%
EPS (adj)

-$0.06

Previous: -$0.39+84.6%
Capital Expenditures

-$21M

No prior period
Free Cash Flow

-$30M

Previous: -$50.3M+40.3%
Net Income

-$8.99M

Previous: -$50.3M+82.1%
Operating Income

-$9.5M

Previous: -$50.4M+81.1%
Gross Profit

$53.3M

Previous: $14.4M+270.0%
Cash & Equivalents

$86.1M

Previous: $57.6M+49.4%
Total Assets

$488M

Previous: $360M+35.6%
Stock-Based Comp

$8.32M

Previous: $7.09M+17.3%

Revenue & EPS history

Aurinia · Revenue · Quarterly

$55.8M

Q3 2022+280.3%vs Q3 2021
Beat estimate in 15 of 15 quarters(100%)
ActualEstimate

Revenue by segment

Aurinia · $25.5M total across 1 segment · Q3 2022

  • Net Product Sales
    $25.5M+74.2%

Forward guidance

Aurinia adjusts net product revenue guidance to $100-105 million from sales of LUPKYNIS for 2022 and issues preliminary net product revenue guidance for 2023 in the range of $120-140 million.

Tailwinds

  • Aurinia expects to achieve continued important regulatory milestones in additional geographies in 2022 and 2023.
  • LUPKYNIS is the first FDA-approved oral therapy for the treatment of adult patients with active lupus nephritis (LN).
  • Company believes that it has sufficient financial resources to fund its operations for at least the next few years.
  • Aurinia is diligently working on its defense to the IPR.
  • Additional clinical data, including updates from AURORA 1 and AURORA 2, are expected to be presented at upcoming conferences

Headwinds

  • Experienced a slight decline in new patient start forms over the second quarter ended June 30, 2022, which is potentially the result of reduced lupus nephritis diagnoses and patient visits in the quarter.
  • Aurinia is adjusting its net revenue guidance to $100-105 million from sales of LUPKYNIS for 2022.
  • The IPR is related to a patent claiming LUPKYNIS dosing protocol that extends patent protection on LUPKYNIS in the United States to 2037.
  • A determination on patentability, relative to the IPR, is expected on or prior to July 26, 2023.
  • Aurinia’s actual future financial and operational results may differ from its expectations

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 Q3 2022

Historical avgQ3 2022

-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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro