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Aurinia Pharmaceuticals Inc.NasdaqGM:AUPH 株式レポート

時価総額 US$2.0b
株価
US$15.90
US$17
6.5% 割安 内在価値ディスカウント
1Y90.6%
7D-0.8%
ポートフォリオ価値
表示

Aurinia Pharmaceuticals Inc.

NasdaqGM:AUPH 株式レポート

時価総額:US$2.0b

Aurinia Pharmaceuticals(AUPH)株式概要

バイオ医薬品会社であるオーリニア・ファーマシューティカルズ・インクは、米国と日本において、アンメット・メディカル・ニーズの高い自己免疫疾患に苦しむ人々に治療薬を提供することに取り組んでいる。 詳細

AUPH ファンダメンタル分析
スノーフレーク・スコア
評価5/6
将来の成長1/6
過去の実績5/6
財務の健全性6/6
配当金0/6

AUPH Community Fair Values

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Aurinia Pharmaceuticals Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要Aurinia Pharmaceuticals
過去の株価
現在の株価US$15.90
52週高値US$16.88
52週安値US$7.29
ベータ1.45
1ヶ月の変化-0.38%
3ヶ月変化10.42%
1年変化90.65%
3年間の変化52.30%
5年間の変化12.53%
IPOからの変化675.61%

最新ニュース

分析記事 May 15

Aurinia Pharmaceuticals' (NASDAQ:AUPH) Performance Raises Some Questions

We didn't see Aurinia Pharmaceuticals Inc.'s ( NASDAQ:AUPH ) stock surge when it reported robust earnings recently. We...
ナラティブの更新 May 05

AUPH: Sector Deal Benchmarks And 2026 Outlook Will Support Balanced Case

Analysts maintained their $17.00 price target for Aurinia Pharmaceuticals, citing updated model inputs and recent sector deal activity as supporting factors for their view of the stock’s current valuation. Analyst Commentary Bullish Takeaways Bullish analysts point to the Kezar Life Sciences takeover valuation as a helpful reference point, suggesting that recent transaction pricing in the sector supports the maintained US$17.00 target for Aurinia Pharmaceuticals.

Recent updates

分析記事 May 15

Aurinia Pharmaceuticals' (NASDAQ:AUPH) Performance Raises Some Questions

We didn't see Aurinia Pharmaceuticals Inc.'s ( NASDAQ:AUPH ) stock surge when it reported robust earnings recently. We...
ナラティブの更新 May 05

AUPH: Sector Deal Benchmarks And 2026 Outlook Will Support Balanced Case

Analysts maintained their $17.00 price target for Aurinia Pharmaceuticals, citing updated model inputs and recent sector deal activity as supporting factors for their view of the stock’s current valuation. Analyst Commentary Bullish Takeaways Bullish analysts point to the Kezar Life Sciences takeover valuation as a helpful reference point, suggesting that recent transaction pricing in the sector supports the maintained US$17.00 target for Aurinia Pharmaceuticals.
ナラティブの更新 Apr 20

AUPH: Future Returns Will Depend On Execution And Disciplined Takeover Multiples

Analysts have kept their fair value estimate for Aurinia Pharmaceuticals steady at $15.00. They cite updated modeling that slightly adjusts the discount rate, revenue growth outlook, profit margin assumptions, and forward P/E multiple in light of recent peer takeover valuations in the biotech space.
ナラティブの更新 Apr 06

AUPH: Richer Future P/E Will Rely On Executing Post Takeover Hopes

Analysts have raised their price target on Aurinia Pharmaceuticals to $15.00 from $13.00, citing updated views on fair value, discount rate, revenue growth, profit margin, and future P/E, informed in part by recent takeover valuation discussions in the sector. Analyst Commentary Analysts highlighting the recent Kezar Life Sciences takeover discussion point out that the implied valuation framework is one reference point for Aurinia Pharmaceuticals, but not a firm roadmap.
ナラティブの更新 Mar 23

AUPH: Stable 2026 Outlook And Buyback Progress Will Support Bullish Case

Analysts have kept their $17.00 price target for Aurinia Pharmaceuticals essentially unchanged, citing stable assumptions around the discount rate, revenue growth, profit margin, and future P/E as the basis for maintaining their view. What's in the News Aurinia issued earnings guidance for 2026, projecting total revenue in a range of $315 million to $325 million.
ナラティブの更新 Mar 08

AUPH: Higher 2026 Outlook And Margin Assumptions Will Support Bullish Case

Analysts have nudged their fair value estimate for Aurinia Pharmaceuticals from $16.67 to $17.00, reflecting updated assumptions around a slightly lower revenue growth outlook, a modestly higher profit margin, a small adjustment to the discount rate, and a higher future P/E multiple. What's in the News Aurinia issued 2026 earnings guidance, with total revenue expected in a range of $315 million to $325 million, and net product sales projected between $305 million and $315 million, both framed relative to 2025 levels (Key Developments).
ナラティブの更新 Feb 22

AUPH: Richer Future P/E Will Heighten Risk From Lower Profitability

Analysts have raised their fair value estimate for Aurinia Pharmaceuticals from $9.00 to $13.00 per share, citing updated assumptions that combine a higher projected revenue growth rate with a richer future P/E multiple and a lower expected profit margin profile. Valuation Changes Fair Value: increased from $9.00 to $13.00 per share, representing a sizeable uplift in the intrinsic value estimate.
ナラティブの更新 Feb 08

AUPH: Refined Discount Rate And Margins Will Support More Constructive Outlook

Analysts have adjusted their price target for Aurinia Pharmaceuticals to US$16.67. The updated view reflects slightly higher discount rate and profit margin assumptions, along with a modest tweak to projected revenue growth and future P/E.
ナラティブの更新 Jan 25

AUPH: Future Rerating Will Hinge On Aritinercept Development Clarity

Analysts have modestly increased their price target on Aurinia Pharmaceuticals to $15, up from $9, citing stronger than expected Lupkynis sales, improved operating leverage, and a desire for more clarity around aritinercept's development path before taking a more aggressive stance. Analyst Commentary Recent research reflects a more balanced stance on Aurinia Pharmaceuticals, even as the official price target is now set at $15, compared with the prior $9 level.
ナラティブの更新 Jan 10

AUPH: Higher Fair Value View Will Hinge On Lupus Nephritis Franchise

Analysts have raised their price target on Aurinia Pharmaceuticals from $16.46 to $21.00, reflecting updated assumptions on growth, profitability, and future P/E. They also highlight Lupkynis performance and the recent shift to a Sector Perform rating as key context for the revised outlook.
ナラティブの更新 Dec 17

AUPH: Legal Overhang And Pipeline Clarity Will Shape Balanced Near-Term Outlook

Analysts have nudged their fair value estimate for Aurinia Pharmaceuticals slightly higher to about $16.67 from $16.50, citing stronger than anticipated Lupkynis sales, improved operating leverage, and a more balanced risk reward profile that tempers the prior upside skew. Analyst Commentary Bullish Takeaways Bullish analysts highlight that Lupkynis sales have materially outperformed initial expectations, reinforcing confidence in the durability of the core nephrology franchise and supporting higher revenue run rate assumptions.
Seeking Alpha Dec 16

Aurinia Pharmaceuticals: Silencing Doubters, But Competition Looms

Summary Aurinia Pharmaceuticals Inc. reported another record quarter of Lupkynis net product sales in Q3 '25 of $70.6M. Roche's Gazyva approval introduces a credible competitor, with early physician enthusiasm but uncertain near-term impact on AUPH's market share. AUPH has responded to an FDA request for information on Lupkynis. The response includes new analyses showing a benefit of Lupkynis via metrics other than complete renal response rate. Read the full article on Seeking Alpha
ナラティブの更新 Dec 03

AUPH: Legal Overhang And Pipeline Uncertainty Will Likely Define Near-Term Performance

Analysts have modestly increased their price target on Aurinia Pharmaceuticals to approximately $16.50 per share from around $15.00, citing stronger than expected Lupkynis sales, improved operating leverage, and a more balanced risk reward profile, while noting that some caution is still warranted until there is greater clarity on aritinercept's development path. Analyst Commentary Recent commentary reflects a more balanced stance on Aurinia Pharmaceuticals, with valuation catching up to improving fundamentals and leaving less room for multiple expansion without new catalysts.
ナラティブの更新 Nov 19

AUPH: Risk And Opportunity Dynamics Will Likely Shape Performance Heading Into 2025

Narrative Update on Aurinia Pharmaceuticals Analysts have raised their price target for Aurinia Pharmaceuticals from $13 to $16.50 per share. They cite continued strong Lupkynis sales and improved operating leverage as key factors behind the increased valuation.
分析記事 Nov 08

Improved Revenues Required Before Aurinia Pharmaceuticals Inc. (NASDAQ:AUPH) Stock's 27% Jump Looks Justified

Aurinia Pharmaceuticals Inc. ( NASDAQ:AUPH ) shareholders have had their patience rewarded with a 27% share price jump...
ナラティブの更新 Nov 05

AUPH: Future Opportunities Will Depend On Pipeline Clarity And Risk Developments

Analysts have raised their fair value price target for Aurinia Pharmaceuticals from $11.71 to $13.00. They cite stronger-than-expected Lupkynis sales and improved profit margins as key factors supporting this upward revision.
分析記事 May 19

Aurinia Pharmaceuticals' (NASDAQ:AUPH) Strong Earnings Are Of Good Quality

The subdued stock price reaction suggests that Aurinia Pharmaceuticals Inc.'s ( NASDAQ:AUPH ) strong earnings didn't...
分析記事 May 15

Aurinia Pharmaceuticals Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Aurinia Pharmaceuticals Inc. ( NASDAQ:AUPH ) just released its latest quarterly results and things are looking bullish...
分析記事 May 09

Aurinia Pharmaceuticals Inc.'s (NASDAQ:AUPH) CEO Will Probably Find It Hard To See A Huge Raise This Year

Key Insights Aurinia Pharmaceuticals to hold its Annual General Meeting on 15th of May CEO Peter Greenleaf's total...
User avatar
新しいナラティブ Apr 28

Academic Medical Centers Will Expand Lupus Care Opportunities

Expansion into medical centers and new treatment guidelines may drive higher prescriber engagement and revenue for LUPKYNIS.
Seeking Alpha Apr 26

Aurinia Pharmaceuticals: Shareholder Pressure And Sales Growth

Summary AUPH has seen some management changes, but activist investors demand more despite steady Lupkynis sales growth. The first quarter was strong in terms of sales in 2023 and 2024, and upcoming Q1 '25 earnings represent an opportunity to confirm that trend. AUPH is also expected to report the first clinical data from AUR200 in Q2 '25, which might allow the opportunity for the company to one day grow beyond revenues from Lupkynis. Read the full article on Seeking Alpha
分析記事 Apr 01

Little Excitement Around Aurinia Pharmaceuticals Inc.'s (NASDAQ:AUPH) Revenues

Aurinia Pharmaceuticals Inc.'s ( NASDAQ:AUPH ) price-to-sales (or "P/S") ratio of 4.7x might make it look like a buy...
分析記事 Mar 02

Results: Aurinia Pharmaceuticals Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

Aurinia Pharmaceuticals Inc. ( NASDAQ:AUPH ) last week reported its latest annual results, which makes it a good time...
Seeking Alpha Feb 21

Aurinia Pharmaceuticals: There's Still Time For Sales Growth

Summary AUPH's Lupkynis showed modest revenue growth from Q2'24 to Q3'24, but limited sales growth going from Q2 to Q3 has been seen previously. Full-year 2024 net product revenue guidance of $210M-$220M appears achievable, with $158.6M already reported and Q4 typically outperforming Q3. Potential competitors in lupus nephritis and even in systemic lupus erythematosus include Roche and Biogen. Read the full article on Seeking Alpha
分析記事 Dec 11

Aurinia Pharmaceuticals Inc. (NASDAQ:AUPH) Held Back By Insufficient Growth Even After Shares Climb 25%

Despite an already strong run, Aurinia Pharmaceuticals Inc. ( NASDAQ:AUPH ) shares have been powering on, with a gain...
Seeking Alpha Nov 08

Aurinia Pharmaceuticals: A Potential Buyout Looms On The Horizon

Summary Today, we are following up on biopharma name Aurinia Pharmaceuticals Inc. The company just posted solid Q3 results this week and announced significant cost reduction measures. Aurinia is seeing impressive sales growth, has a pristine balance sheet and should become increasingly profitable in coming years. The actions the company is taking also look like Aurinia is preparing itself to be acquired, an event that has been rumored consistently in recent years. An updated analysis around Aurinia Pharmaceuticals follows in the paragraphs below. Read the full article on Seeking Alpha
分析記事 Sep 06

Aurinia Pharmaceuticals Inc. (NASDAQ:AUPH) Surges 30% Yet Its Low P/S Is No Reason For Excitement

Aurinia Pharmaceuticals Inc. ( NASDAQ:AUPH ) shareholders have had their patience rewarded with a 30% share price jump...
Seeking Alpha Jul 05

Aurinia Pharmaceuticals Appears Undervalued

Summary Aurinia Pharmaceuticals stock has dropped more than 80% due to disappointing Lupkynis sales since its launch in 2021. Management is focusing solely on driving Lupkynis sales and cutting costs by laying off 25% of its sales force and discontinuing other programs. With positive cash flow expected soon, a $150 million share repurchase plan, and strong financials, Aurinia is undervalued and worth considering for investment. A full investment analysis around Aurinia Pharmaceuticals follows in the paragraphs below. Read the full article on Seeking Alpha
分析記事 May 24

We're Interested To See How Aurinia Pharmaceuticals (NASDAQ:AUPH) Uses Its Cash Hoard To Grow

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
分析記事 May 05

Analysts Have Made A Financial Statement On Aurinia Pharmaceuticals Inc.'s (NASDAQ:AUPH) First-Quarter Report

As you might know, Aurinia Pharmaceuticals Inc. ( NASDAQ:AUPH ) just kicked off its latest quarterly results with some...
Seeking Alpha May 02

Aurinia Pharma: A Welcome Change To The Thesis (Rating Upgrade)

Summary AUPH reports Q1'24 net product revenues of $48.1M, representing a 13.6% increase from the previous quarter. AUPH's pipeline member AUR200 has not been shelved and could enter phase 1 studies in 2024 whether in AUPH's hands, or externally if the drug is out-licensed. AUPH bought back 3.4M shares through April 30, at an average price of $5.37 per share. Read the full article on Seeking Alpha
Seeking Alpha Apr 18

Aurinia Pharmaceuticals: Potential For Significant Upside By Year-End 2024

Summary Aurinia Pharmaceuticals has the potential for up to 80-100% upside by the end of 2024. The company's focus on cost savings and a single product commercial biotech strategy is positive. The potential increase in US sales and from international markets paired with cost savings could make Aurinia cash flow positive by the end of the year. Future patent challenge to Lupkynis is likely, but defendable. Read the full article on Seeking Alpha
Seeking Alpha Mar 05

Aurinia Pharma: Cheaper Now, But Buyout Hopes Dashed

Summary AUPH's strategic review did not result in an acquisition of the company, nor the company acquiring an asset. AUPH has decided to buy back its own stock and focus on Lupkynis. The buyback could provide support for the stock near-term, although a return to strong sales growth would provide better support for the bull thesis. Read the full article on Seeking Alpha
分析記事 Feb 19

Analysts Have Been Trimming Their Aurinia Pharmaceuticals Inc. (NASDAQ:AUPH) Price Target After Its Latest Report

There's been a major selloff in Aurinia Pharmaceuticals Inc. ( NASDAQ:AUPH ) shares in the week since it released its...
分析記事 Feb 17

Aurinia Pharmaceuticals Inc.'s (NASDAQ:AUPH) 26% Dip In Price Shows Sentiment Is Matching Revenues

Unfortunately for some shareholders, the Aurinia Pharmaceuticals Inc. ( NASDAQ:AUPH ) share price has dived 26% in the...
Seeking Alpha Feb 15

Aurinia Pharmaceuticals 2023 Earnings Review: Calling 'Time' In Last Chance Saloon

Summary Aurinia Pharmaceuticals Inc. stock price dropped 25% after underwhelming Q4 and full-year 2023 results. Sales of Lupkynis, indicated for lupus nephritis and the company's only commercial product, have failed to meet expectations. Aurinia has initiated a strategic review, exploring alternatives including a potential sale, but has been unable to find a buyer. Lupkynis appears to be an effective drug, however, its patents may expire in 2025, allowing generic drugs to enter the market, undercut on price. In short, the outlook for Aurinia in 2025 does not look good. The company is guiding for $200m — $220m of Lupkynis revenues, but profits are elusive, and the company directionless, it seems. Read the full article on Seeking Alpha
Seeking Alpha Jan 28

Aurinia Pharmaceuticals: Sales Growth Would Help Buyout Potential

Summary Speculation about an AUPH buyout continues as the company continues to review strategic options. AUPH has had a few quarters of fairly flat net product revenues. AUPH is nonetheless guiding for net product revenues of $200M-$220M in 2024, compared to the preliminary 2023 net product revenue of $159M. Read the full article on Seeking Alpha
分析記事 Jan 05

We're Interested To See How Aurinia Pharmaceuticals (NASDAQ:AUPH) Uses Its Cash Hoard To Grow

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
分析記事 Dec 18

Insufficient Growth At Aurinia Pharmaceuticals Inc. (NASDAQ:AUPH) Hampers Share Price

Aurinia Pharmaceuticals Inc.'s ( NASDAQ:AUPH ) price-to-sales (or "P/S") ratio of 8.5x might make it look like a buy...

株主還元

AUPHUS BiotechsUS 市場
7D-0.8%-3.0%-0.3%
1Y90.6%32.9%26.7%

業界別リターン: AUPH過去 1 年間で28.1 % の収益を上げたUS Biotechs業界を上回りました。

リターン対市場: AUPH過去 1 年間で23.3 % の収益を上げたUS市場を上回りました。

価格変動

Is AUPH's price volatile compared to industry and market?
AUPH volatility
AUPH Average Weekly Movement5.5%
Biotechs Industry Average Movement10.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

安定した株価: AUPH 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: AUPHの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
1993128Kevin Tangwww.auriniapharma.com

バイオ医薬品企業であるオーリニア・ファーマシューティカルズ・インクは、米国および日本において、アンメット・メディカル・ニーズの高い自己免疫疾患患者への治療薬の提供に取り組んでいる。同社は活動性ループス腎炎の成人患者を対象とした経口治療薬LUPKYNIS(一般名:ボクロスポリン)を提供している。また、自己免疫疾患の治療薬として、B細胞活性化因子と増殖誘導リガンドの二重阻害剤であるアリチネルセプトの開発も行っている。同社は1993年に設立され、カナダのエドモントンに本社を置いている。

Aurinia Pharmaceuticals Inc. 基礎のまとめ

Aurinia Pharmaceuticals の収益と売上を時価総額と比較するとどうか。
AUPH 基礎統計学
時価総額US$2.00b
収益(TTM)US$298.21m
売上高(TTM)US$298.30m
6.9x
PER(株価収益率
6.9x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
AUPH 損益計算書(TTM)
収益US$298.30m
売上原価US$64.83m
売上総利益US$233.47m
その他の費用-US$64.75m
収益US$298.21m

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)2.32
グロス・マージン78.27%
純利益率99.97%
有利子負債/自己資本比率0%

AUPH の長期的なパフォーマンスは?

過去の実績と比較を見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/20 02:10
終値2026/05/20 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Aurinia Pharmaceuticals Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。18

アナリスト機関
David MartinBloom Burton & Co.
Dae Gon HaBTIG
Neil MaruokaCanaccord Genuity