Professional
Added to YB: 2026-01-26
Pitch date: 2026-01-22
LQDA [neutral]
Liquidia Corporation
-14.55%
current return
Author Info
No bio for this author
Company Info
Liquidia Corporation, a biopharmaceutical company, develops, manufactures, and commercializes various products for unmet patient needs in the United States.
Market Cap
$3.3B
Pitch Price
$41.02
Price Target
100.00 (+185%)
Dividend
N/A
EV/EBITDA
-32.09
P/E
-26.30
EV/Sales
48.61
Sector
Pharmaceuticals
Category
special_situation
Arquitos Capital Management Portfolio Holding: Liquidia Corporation
LQDA (holding update): Drug launch success story - Yutrepia captured 25% market share, $90M Q4 rev, $30M FCF. CEO targets $1B rev by 2027. 75% patients new to treprostinil, expanding market via superior PRINT tech. Pending '327 patent decision risk but 75% rev from unaffected PAH market. Merck M&A potential. Author sees $75-100 PT by 2027.
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