Yet Another Value Podcast

Lionel Hutz on Liquidia's patent battle $LQDA

Listen Later

Lionel Hutz discusses his thesis for Liquidia (LQDA) and why the thinks they are likely to win their patent battle against United Therapeutics (UTHR).

Lionel's LQDA write up: https://lionelhutz.substack.com/p/waiting-with-bated-breath-for-liquidia

Chapters 

  • 0:00 Intro 
  • 2:50 LQDA overview 
  • 8:05 Diving into the patent background 
  • 16:10 Breaking down the conflicting rulings on the '793 patent 
  • 19:55 Why the PTAB ruling is the most important for '793 
  • 21:55 What's so unique about the judge's ruling on '793 
  • 28:30 Why PTAB ruled the '793 patent invalid 
  • 37:40 LQDA's primary argument for invalidating '793 
  • 43:30 Discussing the expert reports around the '793 patent 
  • 53:30 Timeline to monetization and why delaying LQDA is so important for UTHR 
  • 59:00 LQDA's upside if they win 
  • 1:13:00 LQDA's cash runway
    • ...more
    View all episodesView all episodes
    Download on the App Store
    Yet Another Value PodcastBy Andrew Walker
    • 4.6
    • 4.6
    • 4.6
    • 4.6
    • 4.6

    4.6

    100 ratings

    More shows like Yet Another Value Podcast

    View all
    The Meb Faber Show - Better Investing by The Idea Farm

    The Meb Faber Show - Better Investing

    927 Listeners

    Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

    Invest Like the Best with Patrick O'Shaughnessy

    2,281 Listeners

    Grant’s Current Yield Podcast by Grant's Interest Rate Observer

    Grant’s Current Yield Podcast

    656 Listeners

    Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

    Capital Allocators – Inside the Institutional Investment Industry

    792 Listeners

    Chit Chat Stocks by Chit Chat Stocks

    Chit Chat Stocks

    191 Listeners

    The Acquirers Podcast by Tobias Carlisle

    The Acquirers Podcast

    304 Listeners

    Excess Returns by Excess Returns

    Excess Returns

    71 Listeners

    Value Hive Podcast by Brandon Beylo

    Value Hive Podcast

    90 Listeners

    Chai with Pabrai by Mohnish Pabrai

    Chai with Pabrai

    75 Listeners

    The Memo by Howard Marks by Oaktree Capital Management

    The Memo by Howard Marks

    404 Listeners

    The Business Brew by Bill Brewster

    The Business Brew

    247 Listeners

    Business Breakdowns by Colossus | Investing & Business Podcasts

    Business Breakdowns

    345 Listeners

    Behind the Balance Sheet by Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities

    Behind the Balance Sheet

    45 Listeners

    Joys of Compounding by Colossus | Investing & Business Podcasts

    Joys of Compounding

    94 Listeners

    Monetary Matters with Jack Farley by Jack Farley

    Monetary Matters with Jack Farley

    89 Listeners