Added to YB: 2025-07-31
Pitch date: 2025-07-29
LQDA [bullish]
Liquidia Corporation
+73.49%
current return
Author Info
Bleecker Street Research is an activist short-seller exposing overvalued stocks. Sign up for the newsletter.
Company Info
Liquidia Corporation, a biopharmaceutical company, develops, manufactures, and commercializes various products for unmet patient needs in the United States.
Market Cap
$2.4B
Pitch Price
$19.24
Price Target
N/A
Dividend
N/A
EV/EBITDA
-23.66
P/E
-19.31
EV/Sales
35.84
Sector
Pharmaceuticals
Category
growth
Bleecker Street are long Liquidia Corp (LQDA)
LQDA long/UTHR short: Yutrepia capturing Tyvaso market share quickly - 5% in first 2 months with doctors projecting 50%+ long-term, especially in PH-ILD. Superior tolerability allows higher dosing. Survey shows 11% Tyvaso revenue decline by 2026 (-22% EPS). UTHR legal options dwindling, pipeline insufficient, insiders selling $179M.
Read full article (11 min)