Yet Another Value Podcast

Lionel Hutz on Liquidia's patent battle $LQDA

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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
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    Yet Another Value PodcastBy Andrew Walker
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