Added to YB: 2026-10-09
Pitch date: 2026-10-05
LQDA [bullish]
Liquidia Corporation
+24.44%
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
$2.5B
Pitch Price
$27.95
Price Target
55.00 (+58%)
Dividend
N/A
EV/EBITDA
13.88
P/E
18.72
EV/Sales
5.27
Sector
Pharmaceuticals
Category
special_situation
The Monday Morning Briefing: AI Drives Everything, Yet ROI on Massive Capex Remains Uncertain - Liquidia Corporation
LQDA (overview): Liquidia’s Yutrepia ruling affects only PH-ILD, roughly half of launch revenue, leaving PAH untouched regardless of the remedy. A conservative 2027 case of $700M revenue and $350M cash flow supports $44-55 per share, while L606 adds substantial optionality. The key uncertainty is whether the court imposes a royalty, injunction or damages; a decision could take weeks to six months.
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