Yet Another Value Podcast

Valorem Research's Lionel Hutz talks LQDA v. UTHR hearing at the Federal Circuit + argument review


Listen Later

Lionel Hutz, Editor of the Valorem Research Newsletter on Substack, joins the podcast today to discuss the Liquidia vs. UTHR hearing at the Federal Circuit that took place on Monday, December 4, 2023.

Lionel's LQDA write up: https://www.valoremresearch.com/p/lqda-v-uthr-premium-update

Chapters:

[0:00] Introduction + Episode sponsor: Alphasense

[1:35] What was the $LQDA hearing recently on Monday, December 4, 2023, and Lionel's initial thoughts on the hearing

[6:16] Arguments UTHR was drilling down on

[10:14] How Lionel thinks of the quality of UTHR's arguments

[13:56] Judge performance and thoughts on their performance during the hearing

[27:00] Question from Judge for LQDA about dissemination of abstracts / would we have this problem of dissemination if that conference was in 2023 vs 2004

[37:26] Next steps post-hearing: reversal or remanding, if remanding (sending back to the PTAB court) - what is the most likely issue, if reversal - what is the most likely reason

[49:02] Odds on outcome of the $LQDA hearing

Today's episode is sponsored by: Alphasense

This episode is brought to you by AlphaSense, the AI platform behind the world's biggest investment decisions. The right financial intelligence platform can make or break your quarter. AlphaSense is the #1 rated financial research solution by G2. With AI search technology and a library of premium content, you can stay ahead of key macroeconomic trends and accelerate your investment research efforts. AI capabilities, like Smart Synonyms and Sentiment Analysis, provide even deeper industry and company analysis. AlphaSense gives you the tools you need to provide better analysis for you and your clients. As a Yet Another Value Podcast listener, visit alpha-sense.com/fs today to beat FOMO and move faster than the market.

...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

95 ratings


More shows like Yet Another Value Podcast

View all
We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,373 Listeners

Odd Lots by Bloomberg

Odd Lots

1,733 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

921 Listeners

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

Invest Like the Best with Patrick O'Shaughnessy

2,291 Listeners

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

Capital Allocators – Inside the Institutional Investment Industry

808 Listeners

Chit Chat Stocks by Chit Chat Stocks

Chit Chat Stocks

172 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

364 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

301 Listeners

Excess Returns by Excess Returns

Excess Returns

70 Listeners

Value Hive Podcast by Brandon Beylo

Value Hive Podcast

88 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

396 Listeners

The Business Brew by Bill Brewster

The Business Brew

243 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

342 Listeners

Behind the Balance Sheet by Stephen Clapham, Behind the Balance Sheet

Behind the Balance Sheet

44 Listeners

Forward Guidance by Blockworks

Forward Guidance

280 Listeners