Sign in

    David Martin • Bloom Burton & Co.

    David Martin's questions to Aurinia Pharmaceuticals Inc (AUPH) leadership

    David Martin's questions to Aurinia Pharmaceuticals Inc (AUPH) leadership • Q1 2025

    Question

    David Martin asked if the presence of ANDA filers implies they have solved the difficult LUPKYNIS manufacturing process. He also inquired about the timeline for major events in the patent litigation and what endpoints in the AUR200 Phase I data could differentiate it from other APRIL/BAFF inhibitors.

    Answer

    President and CEO Peter Greenleaf stated the company has no insight into the ANDA filers' manufacturing capabilities but hasn't changed its position on its own proprietary process. He declined to provide a timeline for the ongoing litigation. For AUR200, Greenleaf explained that the Phase I data will reveal key PK/PD properties like half-life and impact on biomarkers (IgG, IgA, IgM), which will allow the market to assess its profile against competitors.

    Ask Fintool Equity Research AI

    David Martin's questions to Abcellera Biologics Inc (ABCL) leadership

    David Martin's questions to Abcellera Biologics Inc (ABCL) leadership • Q3 2024

    Question

    David Martin of Bloom Burton & Co. asked how ABCL575 is positioned against IL receptor antibodies like Dupixent, whether it would compete for first- or second-line therapy, and if there is evidence that patients who fail IL-4 therapies might respond to an OX40 ligand approach.

    Answer

    President and CEO Dr. Carl Hansen opined that the OX40/OX40L mechanism would likely enter as a second-line therapy behind Dupixent but could eventually compete for first-line due to potential advantages in durability. He noted that while not clinically proven, the biology suggests it would be an orthogonal therapy, and anecdotal data from other drugs supports the idea that it could be effective in patients who fail Dupixent.

    Ask Fintool Equity Research AI