NASDAQ$AUPH

Aurinia Pharmaceuticals Inc. · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Achieved revenue growth and progressed AUR200 development amid strategic restructuring.

Aurinia Pharmaceuticals reported strong Q3 2024 results with a 24% increase in total net revenue and a 36% increase in net product revenue compared to the same period last year. The company is undergoing a strategic restructuring to focus on LUPKYNIS growth and AUR200 development, expecting significant cost savings.

  • Total net revenue reached $67.8 million, a 24% increase year-over-year.
  • Net product revenue was $55.5 million, representing a 36% increase year-over-year.
  • Cash flow from operations was $17.0 million for the quarter.
  • The company anticipates over $40 million in annualized cash-based operating expense savings post-restructuring.

Headline financials

Total Revenue

$67.8M

Previous: $54.5M+24.3%
EPS

$0.10

Previous: -$0.09+211.1%
Capital Expenditures

-$129K

Previous: $76.8K-267.6%
Free Cash Flow

$14.4M

Previous: -$13.4M+206.7%
Net Income

$14.4M

Previous: -$13.4M+206.7%
Operating Income

$11.7M

Previous: -$16.3M+172.2%
Gross Profit

$61.7M

Previous: $47.7M+29.3%
Cash & Equivalents

$36.6M

Previous: $45.6M-19.6%
Total Assets

$549M

Previous: $555M-1.0%
R&D Expense

$3.05M

Previous: $13.6M-77.6%
Stock-Based Comp

$8.33M

Previous: $11.8M-29.5%

Revenue & EPS history

Aurinia · Revenue · Quarterly

$67.8M

Q3 2024+24.3%vs Q3 2023
Beat estimate in 15 of 15 quarters(100%)
ActualEstimate

Revenue by segment

Aurinia · $40.8M total across 1 segment · Q3 2023

  • Net Product Sales
    $40.8M+59.9%

Forward guidance

Aurinia reiterates its 2024 net product revenue guidance range of $210 to $220 million and anticipates a one-time restructuring charge in Q4 2024.

Tailwinds

  • Reiterates 2024 net product revenue guidance range of $210 to $220 million.
  • Anticipates post-restructuring annualized cash-based operating expense savings of more than $40 million.
  • Focus on continued LUPKYNIS growth and AUR200 development.
  • Streamlined organization to lean further into key areas of the commercial LUPKYNIS business.
  • Acceleration of the development of AUR200.

Headwinds

  • Anticipates a one-time restructuring charge in the fourth quarter of 2024 of $15 to $19 million.
  • Workforce reduction of approximately 45%.
  • Restructuring expenses primarily included employee severance, one-time benefit payments, and contract termination expenses.
  • Difficulties Aurinia may experience executing its restructuring program.
  • Challenges in the conduct of clinical studies.

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 2024

Historical avgQ3 2024

-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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