Which product, besides L606, would be in-line to render $LQDA obsolete?
Is it one of the yet-to-unveiled, but totally real category killing UTHR dreams?
$LQDA investors are incredibly myopic.
Yutrepia likely has just a few years before becoming obsolete. Liquidia's backup, which doesn't even utilize its proprietary PRINT manufacturing technology (it's a licensed asset), L606, is a twice daily nebulizer that represents a step backwards for both business economics and patient convenience.
I look stupid right now (I've rated LQDA a Sell amid the stock rally), but when the dust settles in a few years from now, we'll look back at this and have a chuckle.
Fireside chat was impressive for LQDA. Note that the team is much more direct in the language they use to describe their advantage in these spaces. In particular, the "stranglehold" enjoyed in the major centers for treatment.
$LQDA down and not one troll in swaggering about their brilliance "LQDA is an easy short."
Not one poster proclaiming "someone knows something."
Interesting... I don't know if there is anything actionable from this but it is definitely surprising.
Varda CEO on Bloomberg right now. I'm sure new analysts comments around $LQDA will note that management faces an uphill battle due to lack of microgravity testing. Can't believe UTHR isn't up on this π
Amazing that soft mist inhaler was a "category killer" last call from UTHR, but on this call gets a mere mention in one line, as part of a suite of products. $LQDA