← @steven_kiel

$LQDA

BULLISH2026-05-20
Price around the call
2026-05-20
By horizonMaturing · ~4 trading days to go
1d
-2.0%
5d
-2.0%
21d
Original post
BH · 2026-05-20

$LQDA Top 10 nuggets from yesterday’s mgmt presentation at HCW below. They remain on the offensive and highlighted • Strong commercial execution • Large untapped market • Product superiority • Pipeline funded organically • Litigation preparedness 1. “We recorded $130 million of revenue in our third full quarter of launch. We’re profitable as a company.” (Michael Kaseta) 2. “We recorded $130 million of sales in Q1. We also generated $30 million of positive cash flow and $70 million of adjusted EBITDA.” (Michael Kaseta) 3. “The PAH opportunity as over a $3 billion opportunity… this overall market opportunity if you take the $3 billion in PAH and then $3 billion, $4 billion, $5 billion in PH-ILD, this is a massive, massive opportunity.” (Michael Kaseta) 4. “We believe that we can se

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