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Added to YB: 2024-02-19

Pitch date: 2024-01-18

LQDA [bullish]

Liquidia Corporation

+150.41%

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

$2.4B

Pitch Price

$13.33

Price Target

N/A

Dividend

N/A

EV/EBITDA

-23.66

P/E

-19.31

EV/Sales

35.84

Sector

Pharmaceuticals

Category

special_situation

Show full summary:
Arquitos Capital Management Portfolio Holding - Liquidia

LQDA +68% in Dec on PAH patent win vs UTHR. CEO Jeffs (ex-UTHR) bought $1M pre-ruling, owns $30M+. Yutrepia launch in Apr, touting better delivery for higher/safer doses. Jeffs sees 20-90% share gain. 1% UTHR royalty valued at $150M, 50% share = 7x+ upside potential.

Read full article (2 min)