Aurinia Pharmaceuticals (AUPH) Is Up 9.1% After Upgraded 2025 Revenue Guidance and Strong Q3 Earnings – Has The Bull Case Changed?

• Earlier in November 2025, Aurinia Pharmaceuticals raised its full-year 2025 revenue guidance and reported third-quarter revenue of US$73.47 million alongside a significant jump in net income to US$31.55 million compared to the prior year.
• The combination of a higher outlook and notable earnings improvement highlights growing market traction and operational efficiency for the company.
• With upgraded guidance reflecting stronger sales momentum, we’ll now examine how this development influences Aurinia Pharmaceuticals’ investment narrative.

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Aurinia Pharmaceuticals Investment Narrative Recap

To be a shareholder in Aurinia Pharmaceuticals, you need to believe in the durability of LUPKYNIS’s market position and the company’s ability to extend its leadership in autoimmune treatment even as competition, patent risks, and regulatory pressures persist. While the raised 2025 guidance and better-than-expected earnings demonstrate strong momentum and support near-term optimism, the core catalyst, ongoing uptake of LUPKYNIS, remains unchanged, and key risks tied to patent exclusivity and future competition are still very much in play.

The October announcement that Aurinia would present new LUPKYNIS data at major medical conferences is closely linked to the company’s improved guidance. Additional clinical evidence may further support physician adoption and address some concerns about sustaining sales, directly impacting the main near-term catalyst for the stock.

However, in contrast to these gains, investors should be attentive to continued market questions about LUPKYNIS’s future exclusivity, especially as ...

Read the full narrative on Aurinia Pharmaceuticals (it's free!)

Aurinia Pharmaceuticals' outlook anticipates $386.4 million in revenue and $141.3 million in earnings by 2028. This is based on a projected annual revenue growth rate of 14.1% and represents an $80.7 million earnings increase from current earnings of $60.6 million.

Uncover how Aurinia Pharmaceuticals' forecasts yield a $13.00 fair value, a 15% downside to its current price.

Exploring Other Perspectives

Six fair value estimates from the Simply Wall St Community range widely from US$7.65 to US$34.79 per share. While opinions differ, LUPKYNIS’s revenue momentum remains crucial for those considering either end of this spectrum.

Explore 6 other fair value estimates on Aurinia Pharmaceuticals - why the stock might be worth over 2x more than the current price!

Build Your Own Aurinia Pharmaceuticals Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Aurinia Pharmaceuticals research is our analysis highlighting 3 key rewards that could impact your investment decision.
• Our free Aurinia Pharmaceuticals research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Aurinia Pharmaceuticals' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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