| Account | Shares | Price | Value | % of acct | Cost/sh | Gain $ | Gain % | Target |
|---|---|---|---|---|---|---|---|---|
| 401K | 115 | $68.50 | $7,878 | 0.32% | $42.30 | $3,013 | +61.9% | — |
In short: Still waiting on Judge Andrews; shorts have piled on and the stock pulled back. "I am not worried it got ahead of itself, and I am still optimistic the decision will be in LQDA's favor. While we wait, sales momentum increases."
Liquidia sells YUTREPIA, an inhaled treatment for a lung-blood-pressure disease, and is waiting on a US court ruling from Judge Andrews in a patent fight with a larger rival. Until that ruling lands the stock is essentially a coin-flip with a date on it, which is why short sellers — investors who profit if the price falls — have piled in and pushed the shares down.
Polomny's response is that the underlying business kept improving while the legal question sat unanswered: "while we wait, sales momentum increases." That is the distinction he is drawing — the share price fell on positioning, not on anything the company did — and he remains "optimistic the decision will be in LQDA's favor."
In short: The stock keeps grinding higher even as he awaits the "327" decision; he continues to hold, believes the decision will be positive, and after the legal issues clear expects a takeover offer and a stock price over $100/share.
Liquidia sells an inhaled dry-powder drug (YUTREPIA) for high blood pressure in the lungs, and the stock keeps grinding higher even before its big overhang clears — a patent-court decision Polomny calls the "327" decision. He keeps holding; he thinks the ruling will go Liquidia's way, and once the legal cloud lifts he expects a buyer to take the whole company out at more than $100 a share.
In short: YUTREPIA ~$130M Q1 sales, third straight profitable quarter (net income ~$53M), ~4,500 prescriptions since launch and now leading inhaled-prostacyclin growth. A non-negative "327" ruling from Judge Andrews brings clarity, a potential re-rate — and could "allow for a takeover of the company at much higher prices."
Liquidia sells YUTREPIA, an inhaled dry-powder drug for high blood pressure in the lungs (PAH/PH-ILD). Three quarters after launch it's already profitable — ~$130M of quarterly sales, ~$53M net income — and doctors report patients tolerate it better than the incumbent inhaled therapy, so it now leads the category's growth.
The overhang is a patent-court decision (the "327" ruling from Judge Andrews). If it isn't negative, Polomny expects the uncertainty discount to lift — a "re-rate" — and thinks clean legal title could even invite a takeover at much higher prices.
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