@poormanrichards @jfais20 If $LQDA sold for $80 a share, Roger Jeffs would receive around 200Mish. That's hard to pass up...
English
Matt March
158 posts
$LQDA- buyout on the cheap a real risk here IMO (due in part to perceived ongoing litigation risk with $UTHR)
Would much rather give them 2+ years to build out PH-ILD (increasing diagnosis rates into 2030's now that there's a highly efficacious inhaled trepostinil) vs easy exit
Blue Duck Cap - Analyst@BDC_Analyst
If we ignore $MRK & $JNJ private jet trips to CLT & only count RDU. MRK has been to RDU twice, most recent trip being 3/9. JNJ has been there 11 times. Most recent trip being 4/9. Don't think there were any conferences in Raleigh. I wonder what the trips could have been about. Numbers are much higher if we factor in CLT airport. On a totally unrelated note, $LQDA office is a 10min drive from RDU. On an even more unrelated note, they reported 4Q on 3/5. cc: @BlueDuckCap
English
@jfais20 What's cheap in your opinion? I would take a buyout at a $100 + right now and be happy. Obviously they have to get a clear win for that to happen.
English
If we ignore $MRK & $JNJ private jet trips to CLT & only count RDU. MRK has been to RDU twice, most recent trip being 3/9.
JNJ has been there 11 times. Most recent trip being 4/9. Don't think there were any conferences in Raleigh. I wonder what the trips could have been about. Numbers are much higher if we factor in CLT airport.
On a totally unrelated note, $LQDA office is a 10min drive from RDU. On an even more unrelated note, they reported 4Q on 3/5.
cc: @BlueDuckCap
English
just met the best private biotech company i've ever seen...
English
There's been a lot of discussion about the meaning in the delay here for $LQDA and context is important.
On the one hand, some folks would say don't read too much into timing, a judge's first priority is getting the opinion right. The judge's job is to interpret the law and not worry about anything else.
But in this case, we know the judge did seem to care about the commercial impact of his decision. We know this because he said so in the trial - calling a decision in favor of $UTHR "messy." Knowing that such a ruling would have commercial implications that would get messier over time, he asked for an expedited briefing schedule.
These two facts mean that at least at the time of the trial, he appreciated that if he was going to get to a ruling in favor of $UTHR, he better do so quickly so that the mess doesn't get bigger. Through their disguised common ownership argument, $UTHR gave the judge the option to write a short opinion in their favor.
The alternative path the judge had was to rule for $LQDA and to do so in a comprehensive manner - a 60-80 page opinion that defeats all the various things that $UTHR threw against the wall and their subterfuge legal tactics. That opinion would take months to write and there would be no urgency to delivering it given he was not going to affect the commercial reality on the ground.
We're now almost a year away from the bench trial and there is no decision.
Would this judge turn around and deliver the 20 page opinion that he could have delivered in September or is it more likely that he is writing a much longer and denser opinion?
English
@GerberKawasaki Agreed. We just don’t want to live there and pay those taxes. Imagine if California took a Texas approach to politics. Everyone would want to live there.
English
They talk smack about California but they all end up out here on vacation...
English
@idonas11 @Liquidia_Corp You won't pay off debt and start buybacks if you already have a buyer when there is clear win. Maybe I'm crazy but I think there is probably already something in the works and once the opinion is posted and positive, we will see a buyout within three months.
English
$LQDA RJ better pay off debt and start buybacks ASAP. Everything's goddamn mooning and yet here we are a bid away from finishing red. Market hates the stock, there's no way around it. Buybacks, yesterday @Liquidia_Corp
English
9% of the population is under 80 iq, yet it’s about 90% of the commenters on X
English
English
Good post re: $LQDA. What I do not understand is, these were the Judge's exact words: "I think I told you I wanted a fairly expedited schedule for briefing this. What do you think in terms of -- do you have a way of dividing up when these briefs would be due? I think I said I would like to have them all in a month, I think."
He wanted everything done in a month from the end of trial (June 26). The parties negotiated around that.
This makes no sense to me. Judge himself drove the pace and he is the one lagging behind wrt opinion.
Alpha Hunter@AlphaHunte79332
By our estimates, $LQDA exceeded 4,000 scripts on April 1st, which puts annualized revenue (85% compliance at 235k and ignore the 1 month free) at $800mm - that gets you to $4-$5 in annualized earnings at the start of Q1. We could very well see +$10 next year for 2027. Now of course this incredibly profitable growth trajectory (who else has seen a product launch like this in the history of their investing careers) is obscured by the litigation overhang. Judge Andrews went passed the March 31st deadline, which many felt he would not do. Given the bench trial was in June and there was expedited briefing, the original timing was expected in September/October and we are now in April - so what gives? It is hard not to look at this as at the very least a slight positive to extreme positive tell for $LQDA. He asked for expedited briefing and if he wanted to rule against $LQDA, he would have done so quickly to get to the remedy stage quickly and have the least amount of effect on patients. We are now at the stage where there are several thousand vey sick patients on this drug and if anything were to happen to them it would be a national news story. It appears less and less likely that Andrews is set to do something that would be very disruptive. It appears more likely instead that we see a clean win for $LQDA and that view was bolstered by this recent Amazon opinion that he put out which was 50 plus pages. In this decision, Andrews spoke to this idea of forfeiture and this ties directly to the $LQDA case. Amazon like $UTHR tried to make an argument after the fact - in $UTHR's case they did it in their subsequent briefing rather than at trial. They had a burden of production, that is to come up with all of their best arguments on an issue, which they clearly did not meet (they just had Dr. Byrd speak off hand in a cursory manner). They met that burden of production after the fact but not in the interregnum or in the trial, which is what we you are supposed to do. Our thinking is that given the $AMZN case was a bit older and he needed to spoke to a similar issue as the $LQDA case, he wants to get through it first before speaking on $LQDA. It has been very hard to predict timing, so we will not try, but we could still very well see a ruling here for $LQDA in the next two weeks now that he has his $AMZN opinion on it and the structure of that ruling will look similar.
English
BREAKING: Pam Bondi fired as Dow remains below $50,000
English
i assisted on this bust below. special dispensation given my expertise.
btw no one, absolutely no one, gives a fk what "bodybuilders" think about anything, especially on science
Bijan Salehizadeh@bijans
5000 packages of peptides seized by CBP and FDA “The seized materials included several GLP-one medications such as retatrutide, semaglutide, and tirzepatide. Officers also found various other peptides prohibited by the U.S. Food and Drug Administration, including MOTS-C, TB10, semax, and cagrilintide.” whio.com/news/5k-shipme…
English
The new FDA is delivering more efficient drug reviews for the American people.
English
We need Trump to start lambasting Judge Andrews with some truth's to apply just the right amount of pressure to get this ball rolling! $LQDA
English
🚨🚗🐅 JUST IN — TMZ reports that Tiger Woods pleads not guilty to DUI; has retained Douglas Duncan as his lawyer, the same attorney that was able to reduce previous charges to reckless driving in 2017.
@TWlegion
[via TMZ] | Photo (2017)
English
@BuyingFDs I think that investor fatigue = pessimism. I would be shocked if it's not by end of April
English
$LQDA interesting to see most are expecting no ruling in April!
market burner@BuyingFDs
Last day of hopium for the $LQDA ruling before it hits the list of despair When will Andrews rule?
English
Markets getting just ramrodded lower. I have some positions but mostly cash and I am ready to step in again when the time is right $AAOI $VITL $LQDA $QTI warrants $FNMA $TGEN $ALM $HHH hedged $QXO $AVAV $RKT. Only really underwater on $AAOI which I also just grabbed 30 points on.. The rest doing well or up.
English
English
People like @StockSavvyShay should be persecuted for fucking over retail investors. Where is the quantum internet stack?
$IONQ lost 2/3 of it's value since October.
English