EPISODE · Dec 19, 2022 · 1H 20M
Lionel Hutz on Liquidia's patent battle $LQDA
from Yet Another Value Podcast · host Andrew Walker
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
What this episode covers
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
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Lionel Hutz on Liquidia's patent battle $LQDA
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