RT @semodough: $LQDA Jefferies raised PT to $60 from $57 $LQDA a strong Q1 w/ beats at both top line (~14%; driven by Yutrepia revs of $130M vs $114M cons) &bottom line (EPS $0.52 vs cons $0.35). also got updated Yutrepia launch metrics (>4.5k unique scripts and >3.75k pt starts through end of April) which implies consistent/ slight acceleration in pt adds in March/April. LQDA reiterated >$1B rev target in '27 think this is achievable & expect launch to continue to beat cons under reasonable pt add assumptions (we model Yutrepia revs of ~$729M in FY'26 & ~$1.07B in FY'27 vs cons of~$601M &~$1.02B, respectively). like LQDA at current levels given: a) solid Yutrepia launch execution to date, b) we see low risk of Yutrepia getting pulled off the market due to litigation (note: LQDA's planned
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