AnnaF
@AnnaFlorcia
Followers
1K
Following
3K
Media
240
Statuses
1K
Joined May 2013
My 2026 $LQDA Yutrepia revenue expectations: Q1: $130M Q2: $185M Q3: $230M Q4: $260M ~$800M for 2026. These numbers are based on roughly 50 new starts a week and 28 day voucher at 50%. Actually numbers could vary. UTC has roughly 12-15K patients on Tyvaso/DPI and I think we can
5
7
78
$LQDA '327 trial update can be found here: https://t.co/e9RDGYI52H It's only 5 min behind pacer. The court website is way behind. No update on 327 today. Nothing negative was released to justify the drop in stock. $1B+ drop in market cap in the past 2 weeks doesn't make
courtlistener.com
Docket for United Therapeutics Corporation v. Liquidia Technologies, Inc., 1:23-cv-00975 — Brought to you by Free Law Project, a non-profit dedicated to creating high quality open legal information.
7
3
56
I'm being told $LQDA stops got triggered. Only news out is 782 related which has nothing to do with 327. No negative was released. https://t.co/ZNBb9WRVuk
courtlistener.com
Docket for UNITED THERAPEUTICS CORPORATION v. LIQUIDIA TECHNOLOGIES, INC., 1:25-cv-00368 — Brought to you by Free Law Project, a non-profit dedicated to creating high quality open legal information.
4
3
54
Lots of smart doctors but some are buying what UTC salesforce are selling "Yutrepia could be pulled off the market for PH-ILD". Thanks for sharing another $LQDA Yutrepia success story. Patients need the absolute best and no fraudulent patent should get in the way. ❤️
$LQDA update: spoke to her today for the first time since June. She tried Tyvaso but had to quit after a month- the cough was too much. Early last month, her pulmonologist started her on Yutrepia and she said it's noticeably better. Still has a cough with the first morning dose,
0
0
38
💯 the case. We are approaching 8 months from bench trail date. Andrews has taken 7.5 months at the most, with average of 5 months, this is a new record for him. 90% $LQDA wins, 10% chance of royalties. 75% of scripts are for PAH. Q1 will have $150-160M in sales with Q2 over
Since AI is now the Alpha and Omega of everything, I’ve asked it about Andrews ruling on the ‘327 patent. AI says $LQDA wins so bid it to the moon.
2
5
63
$LQDA MDC full report for all those asking. Absolutely nothing new. The "On-Sale Bar" is all that is needed to invalidate '327.
9
0
38
$LQDA short-seller report from MDC final thoughts: "While we strongly believe that the '793 Patent should not be considered as Prior Art, we remain somewhat uncertain as to what that will mean for the conclusion of the upcoming Ruling. We believe that Liquida had a good "On-Sale
3
1
48
$LQDA This morning a shady MDC takedown article was released—classic short-seller nonsense. Frustrating as hell. 🙄🤬 Every time stock makes a huge run, someone comes out with one. Short-seller or UTC behind it? Or both? 🤪
5
2
45
The difference with Tyvaso DPI and $LQDA Yutrepia is both start with severe cough up to week 8 but Yutrepia can be doses much higher after that and cough stabilizes a bit lower. Tyvaso DPI can't titrate as high without causing more cough. Think of the cough at 8 weeks as baseline
3
3
61
I'm merely pointing out that @Biotech2k1 doesn't understand this disease or the data.
2
0
18
Lower baseline means sicker patients. You pick lower baseline to power for higher 6MWD. You just proved to yourself Yutrepia is better. If you want to compare apples to apples, $LQDA L606 phase 2 study was not powered for 6MWD but still acceptable results.
@AnnaFlorcia @jfais20 TPIP had 35.5 meters improvement placebo controlled and 49 meter without placebo adjustment. The also had lower base line 6mw scores at baseline as Yutrepia was average 401 meters at baseline and most of TPIP was around 250 to 300 which means bigger improvement off a lower base.
3
0
35
I'm adding @jfais20 to my hall of brilliance. 👏 ❤️ $LQDA L606 will be the golden standard in 2030+, especially for PH-ILD.
$LQDA (L @ 7% PW, +88% gain) For those claiming that $INSM's TPIP is unequivocally better (no room for the possibility of being wrong) First post is from my entry, 2nd is my JPM notes Both help me hold my remaining shares patiently (after partial profits ahead of the binary)
1
3
52
$LQDA https://t.co/tnDH8P3x73
The recent Novartis vs. MSN ruling that Andrews put out last week is important for $LQDA. Andrews found a prior claim construction ruling to have created an estoppel in this case. Why does this matter for '327? As those who are following are aware, Andrews already ruled that
0
0
44
$LQDA Everyone needs to stop worrying about 327 👇 $40 is too cheap even if it's just PAH market + L606 potentials. "Importantly, Liquidia has stated that 75% of their revenue so far is from PAH prescriptions. So, even in a worst-case scenario involving this litigation, the
I am pleased to share Arquitos Capital's 2025 investor letter. The fund returned 82.1% net on the year. In this letter I discuss $LQDA, $ENDI, and $FNCH. If you would like to receive future letters, please add your information at https://t.co/J8VHQNJAoi
https://t.co/T4dIjsEEVt
2
4
68
💯 👇 Nailed it 😉 $LQDA
Judge Andrews appears to be taking his time with $LQDA, which would in our view be indicative of him not feeling rushed to render a decision. He would be rushed if he felt like $LQDA was violating a valid patent by $UTHR. If he thought that $UTHR had the winning argument, he
0
1
57