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- **Revenue Beat**: Q3 sales up 27% YoY, pushing 2025 guidance to $275-280M
- **Clinical Win**: LUPKYNIS reduces renal events by 53%, aritinercept Phase I shows strong safety
- **Pipeline Expansion**: Aritinercept moving into 2 autoimmune disease studies by year-end
- **Cash Flow Strength**: +162% YoY operating cash flow to $44.5M

**【CEO Opening Remarks】**
- Q3 2025 LUPKYNIS sales grew 27% YoY, driving updated 2025 revenue guidance to $275-280M (previously $260-270M). 
- Highlighted ACR guidelines adoption as key driver for lupus nephritis treatment persistence.
- Announced expansion of aritinercept clinical development into 2 autoimmune diseases by end-2025.

**【CFO Financial Update】**
- Total Q3 revenue: $73.5M (+8% YoY, +27% ex-milestone)
- Net product sales: $70.6M (+27% YoY)
- Net income: $31.6M (+119% YoY)
- Cash flow from operations: $44.5M (+162% YoY)
- 2025 guidance raised to $275-280M total revenue

**【CMO Scientific Updates】**
- LUPKYNIS Phase III data shows 53% reduction in renal-related events/death risk
- Aritinercept Phase I results:
  - Dose range tested: 5-300mg
  - 150mg dose selected for future studies
  - 48-55% reduction in immunoglobulins
  - No safety concerns across all doses

**【Q&A Highlights】**
- Regulatory: FDA information request resolved with favorable clinical data submission
- Clinical development:
  - Aritinercept trials targeting 2 autoimmune diseases
  - 150mg dose selected for Phase II
- Market dynamics:
  - LUPKYNIS persistence rates improving
  - Gazyva comparison: complementary B-cell vs T-cell targeting

Aurinia Pharmaceuticals Inc. (AUPH) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

AUPH

AUPH fundamentals

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