Monopolists Fight

No one gives them up easily.

Disclaimer / Disclosure long LQDA.

January 22, 2025

Once LQDA is on the market, the price per share will probably be at least in the upper teens. Once they get commercial validation, it will probably be at least in the mid-$20s. I own it; you might want to too, even with the caveat that UTHR will stop at nothing to thwart their plans.

August 12, 2025

The second quarter was a defining period for Liquidia with the FDA approval and rapid commercial launch of Yutrepia (treprostinil) inhalation powder. More than 350 physicians across the country have already prescribed Yutrepia to treat patients with pulmonary arterial hypertension (PAH) and pulmonary hypertension associated with interstitial lung disease (PH-ILD), including those new to prostacyclin treatment or transitioning from Tyvaso, Tyvaso DPI, and even from oral prostacyclins. In the 11 weeks since approval, we’ve recorded over 900 unique patient prescriptions leading to more than 550 patient starts. This initial demand has exceeded my own high expectations.

- LQDA CEO Dr. Roger Jeffs