Professional
Added to YB: 2026-01-26
Pitch date: 2026-01-22
LQDA [neutral]
Liquidia Corporation
-8.22%
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
$3.0B
Pitch Price
$41.02
Price Target
100.00 (+166%)
Dividend
N/A
EV/EBITDA
-61.70
P/E
-42.93
EV/Sales
18.94
Sector
Pharmaceuticals
Category
special_situation
Arquitos Capital Management Portfolio Holding: Liquidia Corporation
LQDA (holding update): Drug launch success story - Yutrepia captured 25% market share, $90M Q4 rev, $30M FCF. CEO targets $1B rev by 2027. 75% patients new to treprostinil, expanding market via superior PRINT tech. Pending '327 patent decision risk but 75% rev from unaffected PAH market. Merck M&A potential. Author sees $75-100 PT by 2027.
Read full article (4 min)