Added to YB: 2024-02-02
Pitch date: 2024-02-02
LQDA [bullish]
Liquidia Corporation
+352.67%
current return
Author Info
No bio for this author
Company Info
Liquidia Corporation, a biopharmaceutical company, develops, manufactures, and commercializes various products for rare cardiopulmonary diseases in the United States.
Market Cap
$5.5B
Pitch Price
$13.69
Price Target
50.00 (-19%)
Dividend
N/A
EV/EBITDA
113.85
P/E
253.03
EV/Sales
18.94
Sector
Pharmaceuticals
Category
value
Base case for Liquidia ($LQDA) is $50
$LQDA: Arquitos sees $50 PT as LQDA aims to capture 80-90% of PAH market from $UTHR's Tyvaso (50-60% dropout rate). Potential to seize 20-50% of 60K patient PH-ILD market, even 20% suggests 50% undervaluation. Hurdles: injunction reversal, final FDA approval. Priced at $13, seen as best near-term risk/reward.
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