Aurinia Pharmaceuticals (AUPH)
Markets LUPKYNIS for lupus nephritis and develops additional autoimmune therapies.
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Markets LUPKYNIS, an oral treatment for active lupus nephritis, directly in the United States and supplies Otsuka for Europe and Japan. Revenue remains concentrated in this sole approved product, while aritinercept and Kezar-acquired zetomipzomib extend the clinical pipeline across autoimmune disease.
Markets LUPKYNIS (voclosporin), an oral calcineurin inhibitor for adults with active lupus nephritis, through a focused U.S. commercial organization. Most revenue comes from U.S. product sales; Otsuka commercializes the medicine in Europe and Japan under licensing and supply arrangements.
Develops aritinercept, a dual BAFF/APRIL inhibitor for autoimmune disease, and added zetomipzomib, an immunoproteasome inhibitor for autoimmune indications, through the acquisition of Kezar Life Sciences. The portfolio combines a marketed therapy with clinical-stage programs.
Depends substantially on LUPKYNIS, specialized third-party manufacturing, intellectual-property protection, and regulatory approval for pipeline candidates; generic applicants are challenging key U.S. patents.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 7, 2026 | RBC Capital | Reiterate | Rating: —Target: $15 | Target: $16 |
| Dec 3, 2025 | Leerink Partners | Downgrade | Target: — | Target: $16 |
| Nov 7, 2025 | Jefferies | Upgrade | ||
| Nov 5, 2025 | RBC Capital Mkts | Downgrade | ||
| Nov 5, 2025 | RBC Capital | Downgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $443.1M · Total debt $60.4M · Total assets $792.3M · Shareholders' equity $614.9M
- Revenue
- $83.2M
- Operating income
- $46.3M
- Net income
- $37.4M
No dividends on record.
| Institutions | 59.66% | 79.38M shares | |
|---|---|---|---|
| 294 holders · as of Jun 30, 2026 | |||
| Insiders | 3.17% | 4.22M shares | |
| 12 holders · as of Sep 11, 2026 | |||
| Strategic holders | 2.21% | 2.94M shares | |
| 1 holder · as of Feb 13, 2020 | |||
| Other | 34.96% | 46.52M shares | |
| remainder | |||
133.05M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Tang Capital Management LLCInstitution | 9.80% | 13.04M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 6.16% | 8.19M | as of Jun 30, 2026 |
Goldman Sachs Group IncInstitution | 4.22% | 5.62M | as of Jun 30, 2026 |
Nea Management Company, LLCInstitution | 2.98% | 3.97M | as of Jun 30, 2026 |
Two Sigma Investments, LPInstitution | 2.61% | 3.47M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 10, 2026 | Stephen P. Robertson | officer: Chief Legal Officer | −11,939 | $15.95 |
| Aug 21, 2026 | Stephen P. Robertson | officer: Chief Legal Officer | −20,975 | $16.97 |
| May 29, 2026 | Kevin Tang | director, 10 percent owner, officer: Chief Executive Officer | +264,981 | $15.31 |
| Jun 1, 2026 | Kevin Tang | director, 10 percent owner, officer: Chief Executive Officer | +343,620 | $15.28 |
| Jun 2, 2026 | Kevin Tang | director, 10 percent owner, officer: Chief Executive Officer | +206,005 | $15.28 |
- GSK (ADR)
Dominates lupus biologic market with Benlysta, FDA-approved for LN in 2020.
- AstraZeneca (ADR)
Saphnelo for SLE; anifrolumab IRIS Phase 3 in LN due 2027.
- Vera Therapeutics
Dual BAFF/APRIL inhibitor atacicept under FDA priority review for IgAN.
- Travere Therapeutics
Rare-kidney specialist with FILSPARI approved for IgAN and FSGS.
- Bristol-Myers Squibb
Broad immunology pipeline with SLE assets but no approved LN therapy.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Aurinia Pharmaceuticals | $16.46 | −1.29% | $2.14B | 7.3 | 21.4 | 6.9 | +18.9% |
| GSK (ADR) | $49.79 | −1.83% | $101.62B | 16.1 | 9.2 | 2.3 | +5.3% |
| AstraZeneca (ADR) | $163.83 | −2.70% | $261.12B | 25.3 | 15.4 | 4.3 | +6.4% |
| Vera Therapeutics | $33.09 | −8.74% | $2.60B | — | — | — | — |
| Travere Therapeutics | $59.96 | −0.53% | $5.61B | — | 30.6 | 9.5 | +48.2% |
| Bristol-Myers Squibb | $61.24 | −1.63% | $127.16B | 13.7 | 9.6 | 2.6 | +5.7% |
| Median | 16.1 | 12.5 | 3.4 | +6.1% |