Added to YB: 2026-05-21
Pitch date: 2026-05-19
LQDA [neutral]
Liquidia Corporation
+2.95%
current return
Author Info
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Company Info
Liquidia Corporation, a biopharmaceutical company, develops, manufactures, and commercializes various products for rare cardiopulmonary diseases in the United States.
Market Cap
$5.1B
Pitch Price
$60.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
104.94
P/E
233.36
EV/Sales
17.46
Sector
Pharmaceuticals
Category
special_situation
Liquidia - A Deep Dive On Legal Issues
LQDA (overview): '327 patent ruling pending, likely positive. 60% chance infringement denied (stock +18%), 35% royalty risk 3-20% on PH-ILD sales (~half rev, implying 1.5-10% total royalty, stock -5% to +15%), 5% market removal risk (stock -100%). Andrews may await Hikma SCOTUS ruling (June-Aug). Stock discounted ~15% for legal overhang despite strong share gains vs UTHR.
Read full article (6 min)