$LQDA
看多2026-05-20$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
在 X 查看 ↗