# ![@AlphaHunte79332 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1938265344029704192.png) @AlphaHunte79332 Alpha Hunter

Alpha Hunter posts on X about $lqda, $uthr, $lqdas, $uthrs the most. They currently have [---] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1938265344029704192/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1938265344029704192/c:line/m:interactions.svg)

- [--] Week [-----] +26%
- [--] Month [------] +310%
- [--] Months [-------] +893%

### Mentions: [--] [#](/creator/twitter::1938265344029704192/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1938265344029704192/c:line/m:posts_active.svg)

- [--] Week [--] no change
- [--] Month [--] +88%
- [--] Months [--] +145%

### Followers: [---] [#](/creator/twitter::1938265344029704192/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1938265344029704192/c:line/m:followers.svg)

- [--] Week [---] +2.60%
- [--] Month [---] +11%
- [--] Months [---] +198%

### CreatorRank: [---------] [#](/creator/twitter::1938265344029704192/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1938265344029704192/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  34.04% [finance](/list/finance)  7.45% [technology brands](/list/technology-brands)  1.06%

**Social topic influence**
[$lqda](/topic/$lqda) #6, [$uthr](/topic/$uthr) #7, [$lqdas](/topic/$lqdas) 12.77%, [$uthrs](/topic/$uthrs) #1, [in the](/topic/in-the) 8.51%, [to the](/topic/to-the) 5.32%, [the end](/topic/the-end) 5.32%, [bearish](/topic/bearish) 4.26%, [end of](/topic/end-of) 4.26%, [folks](/topic/folks) 4.26%

**Top accounts mentioned or mentioned by**
[@bufetmastermind](/creator/undefined) [@tweetawaydk](/creator/undefined) [@lionelhutzesq](/creator/undefined) [@bleeckerst](/creator/undefined) [@legionhoops](/creator/undefined) [@cfas4cfps](/creator/undefined) [@investspecial](/creator/undefined) [@sleepydragon01](/creator/undefined) [@amheshay](/creator/undefined) [@annaflorcia](/creator/undefined) [@zzzbbb12345](/creator/undefined) [@brwtoovey](/creator/undefined) [@sleepyjoe179835](/creator/undefined) [@marchmatthew](/creator/undefined) [@lqda_bull1](/creator/undefined)

**Top assets mentioned**
[Liquidia Corporation Common Stock (LQDA)](/topic/$lqda) [United Therapeutics, Corp. (UTHR)](/topic/$uthr) [Novartis AG (NVS)](/topic/novartis) [Insmed, Inc. (INSM)](/topic/$insm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"I misspoke Skerlow who is very bearish $LQDA had originally said a 30% chance that they win and now says a 40% chance so his odds of $LQDA prevailing have improved. This guy has done several of these sellside calls in the past with the bullish $UTHR analysts at Oppenheimer and UBS. He has not had a particularly reliable track record so I wouldn't take his legal odds even though they are improving for $LQDA as being much of anything. In [----] he claimed that the [---] patent was going to trigger another Hatch Waxman stay and gave that a 85% probability. That of course did not happen."  
[X Link](https://x.com/AlphaHunte79332/status/2008911983492382975)  2026-01-07T14:41Z [---] followers, [----] engagements


"$VRNA and $LQDA are almost replicas of each other. They are in the same treatment space their CEO's worked together at $UTHR they have similar share count of roughly 100mm similar gross margins in the high 90s and a very similar launch trajectory. For $VRNA's first three quarters - they did $5.6mm then $36.7mm and then $76.3mm. $LQDA has now put up $8.8mm $54.3mm and then $90.1mm. $VRNA was still burning cash its 3rd quarter of launch where as $LQDA is now generating $30mm. After $VRNA's Q1 [----] results were announced (3rd quarter of launch) they were trading for $75 a share. $LQDA is still"  
[X Link](https://x.com/AlphaHunte79332/status/2009633944535195890)  2026-01-09T14:30Z [---] followers, [----] engagements


"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 he thought dry powder inhalers were obvious in the [---] case. He could simply just rely on this prior ruling (judicial estoppel) if he wants to get past the key Claim [--] issue in '327. This Novartis ruling indicates he is very willing to do that. https://twitter.com/i/web/status/2015816540327752070"  
[X Link](https://x.com/AlphaHunte79332/status/2015816540327752070)  2026-01-26T15:58Z [---] followers, 12.2K engagements


"Sell side now saying that they see $1bn from just PAH Group [--] patients alone for $LQDA. At $1 billion in revenue $LQDA does $6-7 in EPS. This is with no consideration to ILD which is under threat from this '327 litigation. With ILD that $1 billion number becomes $2 billion and $LQDA is doing north of $10 a share in earnings. To be short $LQDA today you have to believe that Judge Andrews pulls this entire product from the market and effectively kills several thousand of patients over a nonsense pop up patent that was argued with surreptitious tactics. He had a very easy way to get to $UTHR's"  
[X Link](https://x.com/AlphaHunte79332/status/2017249027457180095)  2026-01-30T14:50Z [---] followers, [----] engagements


"This is an important precedent setting case with strong real world implications. The original expectation was that he would get to a ruling between September and October - and many commentators felt like he would rule in $UTHR's favor within that time frame given their sneaky common ownership aargument. It is about to be February. Think about it this way - $UTHR is effectively saying that $LQDA is stealing. And $LQDA is saying no we are not. The judge hears both sides of the argument and then has to decide whether $LQDA is stealing and then write an opinion saying that LQDA is either not"  
[X Link](https://x.com/AlphaHunte79332/status/2017273882177081427)  2026-01-30T16:29Z [---] followers, [---] engagements


"$UTHR has gross margins of 90% but they pay a royalty to $MNKD. This sells for $225k a person - 95% gross margins suggests $11.5k per year in costs which is very high - it is not that expensive to manufacture Yutrepia. Gross margins could end up being north of 95% and more like 97%. SGA last quarter was $40mm. This was a full sales force that rivaled $UTHR's in size and a lot of litigation costs. There are not that many doctors that prescribe this medication - you don't need to keep growing your sales force. Once the litigation costs are reduced this burn should come down a lot. For the sake"  
[X Link](https://x.com/AlphaHunte79332/status/2018732221092302891)  2026-02-03T17:04Z [---] followers, [---] engagements


"MDC has been calling this a short since $12 a share. Whatever your position was post trial in June on whether the $UTHR gambit worked or not they have to have shifted considerably given it is February and we do not have a ruling. That suggests a much more detailed opinion that favors $LQDA. There are no updates in MDC's opinion. https://twitter.com/i/web/status/2019148660840493253 https://twitter.com/i/web/status/2019148660840493253"  
[X Link](https://x.com/AlphaHunte79332/status/2019148660840493253)  2026-02-04T20:38Z [---] followers, [---] engagements


"Here is Claude's output - Given all of Judge Andrews prior rulings and what we know of his way of thinking as well as the full case what decision is Andrews likely to make on the [---] patent The short answer: Andrews most likely rules for Liquidia $LQDA and I'd put that at 80%. Here's the reasoning built from everything we've walked through: Claim [--] (basic ILD treatment) is likely dead on prior sale grounds Andrews telegraphed this at trial. Dependent Claims [--] [--] [--] [--] are likely invalidated under the Bayer v. Mylan precedent Andrews himself requested briefing on. The fact that he proactively"  
[X Link](https://x.com/AlphaHunte79332/status/2022392048070885700)  2026-02-13T19:26Z [---] followers, [----] engagements


"Not clear you get the sequencing here - if $LQDA has the better product they will capture the entire market and if they capture the entire market they will have several billion dollars in revenue and if they have several billion dollars in revenue at 60-70% net margins they will have a lot of earnings and the stock price will be much higher. This isn't going to play out over 2-3 years this will play out in the next 2-3 quarters. The strength of this commercialization is what matters - matters more than the patent noise"  
[X Link](https://x.com/AlphaHunte79332/status/1969089049379160256)  2025-09-19T17:19Z [---] followers, [----] engagements


"@LionelHutz_Esq put out a new piece on $LQDA - always worth reading his work https://www.valoremresearch.com/ https://www.valoremresearch.com/"  
[X Link](https://x.com/anyuser/status/1975553684999446849)  2025-10-07T13:27Z [---] followers, [----] engagements


"Michael Cohen one of the legal consultants at the trial put out an email that was bearish for $LQDA which is why the stock is dropping. As some context Cohen has been basically wrong on $LQDA for the most part when it comes to litigation outcomes"  
[X Link](https://x.com/AlphaHunte79332/status/1938268063729701309)  2025-06-26T16:08Z [--] followers, [----] engagements


"He thought that $LQDA was going to likely see a TRO last month. He thought that $UTHR's chances on other legal issues were higher than what they ended up. He has generally made things seem tighter than they are"  
[X Link](https://x.com/AlphaHunte79332/status/1938268065059221787)  2025-06-26T16:08Z [--] followers, [---] engagements


"As for Cohen's claim in his email that $LQDA looked desperate because of some new arguments that it put out that is neither here nor there. You throw things against the wall and see what sticks"  
[X Link](https://x.com/AlphaHunte79332/status/1938268067600924766)  2025-06-26T16:08Z [--] followers, [---] engagements


"The reality is that $UTHR can not raise new arguments to dispute a defendants prior art claims if they had not raised them before"  
[X Link](https://x.com/AlphaHunte79332/status/1938268069442584813)  2025-06-26T16:08Z [--] followers, [---] engagements


"If the judge was going to take $UTHR's trick seriously and use that to decide the case then he would have done so in the closing arguments. Instead he pushed back hard and accepted the [---] patent as a given and seemed to favor $LQDA"  
[X Link](https://x.com/AlphaHunte79332/status/1938306912245678484)  2025-06-26T18:42Z [--] followers, [---] engagements


"Just read Michael Cohen's follow on analysis on $LQDA. The guy is completely out to lunch. This legal trick that $UTHR tried to pull is not going to fly with Andrews - that was astoundingly clear. Cohen is not a trained lawyer and he has been wrong every step along the way here"  
[X Link](https://x.com/AlphaHunte79332/status/1938324474274672729)  2025-06-26T19:52Z [--] followers, [----] engagements


"More to come on $LQDA - but this reaction is insane that hedge funds are reacting to Michael Cohen's commentary. He was there but he was asleep half the time"  
[X Link](https://x.com/AlphaHunte79332/status/1938347119490044293)  2025-06-26T21:22Z [--] followers, [----] engagements


"These patent trials for $LQDA and $UTHR are incredibly nuanced affairs where both sides have very compelling sounding arguments and there is a ton of detail. You can't be dozing off every day during portions of the trial as Michael Cohen did"  
[X Link](https://x.com/AlphaHunte79332/status/1938593634548584830)  2025-06-27T13:41Z [--] followers, [----] engagements


"Cohen's main claim is that this stunt that $UTHR pulled to bring up this new argument about using '793 as a prior is a kill shot on $LQDA's [---] and ergo $UTHR is going to prevail"  
[X Link](https://x.com/AlphaHunte79332/status/1938596673334149345)  2025-06-27T13:53Z [--] followers, [----] engagements


"The first key point is that the judge did not react positively to it and did not give $UTHR accelerated briefing and denied their PI motion. If he really did feel like this was some killer point that would decide the case for him he would have proceeded that way"  
[X Link](https://x.com/AlphaHunte79332/status/1938596674634670528)  2025-06-27T13:53Z [--] followers, [---] engagements


"From a friend who has done a lot of $LQDA calls with doctors. "So far had [--] doctor calls. The number of patients currently on therapy is between [--] and [--] with an average of [--]. These are mostly new starts with some switches. Most of the doctors had planned to do 100% Yutrepia for new starts - a few were doing 50-50 splits between Yutrepia and Tyvaso. The reasons cited for choosing Yutrepia varied. Some doctors remained doubtful of the tolerability claims but liked the titratability. A doctor yesterday saw the tolerability as the key differentiator and thought early patient feedback was quite"  
[X Link](https://x.com/AlphaHunte79332/status/1947995533374566533)  2025-07-23T12:21Z [--] followers, [----] engagements


"Bloomberg just published script data for $LQDA of [---] for June alone - their first month of launch. This estimate is supposed to be a low ball estimate as it doesn't include all data. If you have a bloomberg terminal type BI PHRM DEX and search Yutrepia. This is wildly higher than what folks are anticipating. This should catch shorts off guard"  
[X Link](https://x.com/AlphaHunte79332/status/1948026347424465224)  2025-07-23T14:24Z [---] followers, [----] engagements


"There are roughly [----] new patient adds a year for inhaled therapies - this is a rough estimate and you could argue for higher or lower but let's go with this number. That means roughly [---] a month of new adds. If $LQDA is generating [---] new patient adds a month then it should be capturing almost the majority of the new adds or getting switches. If either of these things are true then the short thesis that has created a 36% short interest is over and they all have to cover. That is why these early start numbers are so important. $LQDA needs [---] patients on therapy to get to cash flow break"  
[X Link](https://x.com/AlphaHunte79332/status/1949806850586603647)  2025-07-28T12:19Z [---] followers, [----] engagements


"With $LQDA getting close to $20 one imagines that Andreas of Oppenheimer got a tap on his shoulder to put something negative out before month end. This is the same analyst who had a $3 price target on $LQDA when he was at Wedbush and now has a $6 price target at Oppenheimer. $LQDA has gone from $3 to $20 during his coverage period - he's generated an astounding -650% return for his clients but just continues to try to create new bearish views. First it was that $LQDA would never get to market because of litigation. When they got to market the thesis switched to $LQDA would flop. With early"  
[X Link](https://x.com/AlphaHunte79332/status/1950177552976261540)  2025-07-29T12:52Z [---] followers, [----] engagements


"Here is a fund that has actually done the work and done the calls on $LQDA unlike Andreas. https://www.bleeckerstreetresearch.com/research/united-therapeutics-uthr-and-liquidia-lqda-trading-places https://www.bleeckerstreetresearch.com/research/united-therapeutics-uthr-and-liquidia-lqda-trading-places"  
[X Link](https://x.com/AlphaHunte79332/status/1950186629177409848)  2025-07-29T13:28Z [---] followers, [----] engagements


"Imagine you are a $LQDA short and your boy Andreas puts out another hit piece on them and the stock goes up. What do you do"  
[X Link](https://x.com/AlphaHunte79332/status/1950200961542054269)  2025-07-29T14:25Z [---] followers, [---] engagements


"If you take @Bleecker__St numbers then that would put the overall patient count for $LQDA at [---] which would blow expectations out of the water. Bullish sell side estimates are at [---] with bearish estimates at 90"  
[X Link](https://x.com/AlphaHunte79332/status/1950324025986605373)  2025-07-29T22:34Z [---] followers, [----] engagements


"This $UTHR presentation is hilarious. They are really grasping at straws here and making stuff up. Yutrepia has way better tolerability has higher dosage data and has the better particle size. Doctors know this and $LQDA is just going to murder them in the commercial market place"  
[X Link](https://x.com/AlphaHunte79332/status/1950546665963676049)  2025-07-30T13:18Z [---] followers, [----] engagements


"$UTHR particles are not uniform. That is the point of this print technology that $LQDA has. This is incredible how off these guys are"  
[X Link](https://x.com/AlphaHunte79332/status/1950547172061069612)  2025-07-30T13:20Z [---] followers, [----] engagements


"$UTHR claims no maximum tolerability but they reached a maximum tolerability in phase [--] data. They also can't dose above a certain level as $LQDA owns that patent. These guys are so dead if this is their pitch going forward"  
[X Link](https://x.com/AlphaHunte79332/status/1950547875403837885)  2025-07-30T13:23Z [---] followers, [----] engagements


"This answer is basically $UTHR admitting that the $LQDA launch is going really well. Their new attack line is that doctors are curious - they will try $LQDA and then go back to $UTHR. But how much sense does that make in light of the better tolerability and titratability Sure. Thanks for the question Olivia. There's some background noise there. Yeah based on the visibility we have into what's going on which admittedly is not perfect we're -- things are going about as we expected in terms of the launch. I mean we finished Q2 really strong in terms of shipments and orders in June July based on"  
[X Link](https://x.com/AlphaHunte79332/status/1950592459051872280)  2025-07-30T16:20Z [---] followers, [----] engagements


"When you're going up against a better product from $LQDA you would expect to see a demoralized sales force"  
[X Link](https://x.com/AlphaHunte79332/status/1950666605794607408)  2025-07-30T21:15Z [---] followers, [----] engagements


"These $UTHR sales rep comments are pretty epic. This one even admits in lots of DPI failures"  
[X Link](https://x.com/AlphaHunte79332/status/1950671010254205373)  2025-07-30T21:33Z [---] followers, [---] engagements


"This sales rep admits that the $LQDA device is better"  
[X Link](https://x.com/AlphaHunte79332/status/1950671012871504163)  2025-07-30T21:33Z [---] followers, [---] engagements


"This post is telling because what it shows is that not only are the $UTHR sales reps worried about $LQDA's device being better but they realize that if it is then they lose the whole market"  
[X Link](https://x.com/AlphaHunte79332/status/1950673065681014960)  2025-07-30T21:41Z [---] followers, [----] engagements


"Gemini views $LQDA's motion to strike $UTHR's move on 793' as highly likely to succeed. What $UTHR did in trying to introduce a new argument at the last minute through obscured disclosures and improper use of a trial exhibit was very deceitful"  
[X Link](https://x.com/AlphaHunte79332/status/1951290597798474084)  2025-08-01T14:35Z [---] followers, [----] engagements


"If you really go through this $LQDA report it represents the sort of step-change difference in circumstances that often takes buy side and sell side folks a while to really comprehend - because it is so shocking from everyone's initial assumptions going into this launch (including managements). Let's start with the basic numbers - you've got [---] patient starts and [---] prescriptions written. There is a delta between the two because of the initial start insurance issues - but that gap will close over time. Assuming it continues that means at the moment there are close to [---] patients on the"  
[X Link](https://x.com/AlphaHunte79332/status/1955979045700604229)  2025-08-14T13:05Z [---] followers, [----] engagements


"The scuttlebutt from investors who spoke to $UTHR's IR was that they were telling folks that its best case outcome (e.g. $LQDA's worst case) for [---] is that they get a 10% royalty and $LQDA continues to sell as it does - e.g. no skinny label or taken off the market. I didn't hear this directly from them so taking with a grain of salt but if true it does indicate that not even $UTHR thinks a skinny label or getting taken off the market is a real possibility. We obviously think that $LQDA wins this outright and grow more convicted in that view. But if the absolute worst case scenario (10%"  
[X Link](https://x.com/AlphaHunte79332/status/1960315095612817736)  2025-08-26T12:15Z [---] followers, [----] engagements


"To be clear doctors are just going to be proscribing Yutrepia off label for IPD. Today is a win for $UTHR but will vastly expand the market for $LQDA especially for L606"  
[X Link](https://x.com/AlphaHunte79332/status/1962884454675853728)  2025-09-02T14:24Z [---] followers, [----] engagements


"$LQDA doing a presentation right now. The key line was in the opener where Kaseta spoke to the Q3 ramp as continuing the strength that they discussed on the Q2 call - "as strong or stronger.""  
[X Link](https://x.com/AlphaHunte79332/status/1963330261380210788)  2025-09-03T19:56Z [---] followers, [----] engagements


"These sales are not open market sales in $LQDA - they are all to either cover taxes or option exercises. For instance Paul Manning's sale is coded M4 which is explained below by ChatGPT. These sales were pre-planned months ago as a means to allow these guys to pay taxes or cover option exercises. The reality is that management and board members presumably have a lot of MNPI right now as we are early into this launch and can not be buying/selling in the open market"  
[X Link](https://x.com/AlphaHunte79332/status/1963580953688760333)  2025-09-04T12:32Z [---] followers, [----] engagements


"Interesting to hear $UTHR discuss Yutrepia launch today. They no longer deny that it is going well but just revert back to their nonsense claims about how their product is superior"  
[X Link](https://x.com/AlphaHunte79332/status/1965162722913550372)  2025-09-08T21:17Z [---] followers, [----] engagements


"Since Teton was announced last week $LQDA is down 5% while $UTHR is up 35% - having added $6 billion in market cap. This IPF label expansion is going to be more of an opportunity for $LQDA in the end as doctors will use L606 yet $LQDA has a $2.3 billion market cap in total while $UTHR now has a market cap of $18.3 ($5 bn in cash). Taking a step back this makes little sense and speaks to a market that is taking a while to appreciate $LQDA's commercialization opportunity. It is very simple - Yutrepia is a better product than Tyvaso and the better product wins. That started to become clear in"  
[X Link](https://x.com/AlphaHunte79332/status/1966333941670948923)  2025-09-12T02:51Z [---] followers, [----] engagements


"After the market close Judge Andrews asked for briefing from $LQDA and $UTHR about the recently decided case Bayer versus Mylan that came out yesterday. Here is Gemini's quick take on what this decision means for this '327 case. This is a significant development that provides powerful direct support for Liquidia's invalidity argument. The Federal Circuit's decision in Bayer Pharma v. Mylan gives Liquidia new and controlling legal precedent to argue that UTC's dependent claims (5 [--] [--] and 17) lack patentable weight and are therefore invalid along with claim [--]. This ruling is a major positive"  
[X Link](https://x.com/anyuser/status/1971010169275359345)  2025-09-25T00:33Z [---] followers, 38.9K engagements


"BTIG's Legal Expert on $LQDA call thinks that case won't be decided for another few months. On the key issue Claim [--] he thinks that it is a coin toss for $LQDA to keep '793 in for prior art and a coin toss for them to win without that being kept in. If you multiply the two coin tosses that would give you a 75% chance of winning. These legal experts seem to have trouble with math as he views $LQDA's odd as 60%"  
[X Link](https://x.com/anyuser/status/1975588372203647152)  2025-10-07T15:45Z [---] followers, [----] engagements


"While the litigation around [---] is still unresolved $LQDA is about to enter a very positive catalyst calendar beginning on Monday with the CHEST conference and continuing to the the R&D day at the end of October and earnings in early November. In four weeks we will know that Yutrepia is the superior product for ILD (Chest Conference) have a better understanding that L606 will be the ultimate winner over TPIP (remember INSM got a $4 billion valuation bump from TPIP) and then confirmation that Yutrepia is indeed turning into a historic drug launch. Now the '327 ruling could happen at any"  
[X Link](https://x.com/anyuser/status/1979198023424242034)  2025-10-17T14:49Z [---] followers, [----] engagements


"The RBC call happened today and Professor Skerlow was just embarrassingly out of his depth. Leaving his bearish opinion aside he was just wrong on many facts. - He claimed that because the Judge asked for the Bayer opinion with regards to [-----] that that was a negative read through for claims [--] and [--] and meant that he had decided those against $LQDA - otherwise he would have asked for its read through on those claims. He was not aware that $LQDA categorically did not argue patentable weight on claims [--] and [--] (see below). - When asked for examples of when a branded drug was pulled from the"  
[X Link](https://x.com/anyuser/status/1981103352130818482)  2025-10-22T21:00Z [---] followers, [----] engagements


"Another way to think about $LQDA here is that as of October 30th they were run-rating at $1.65 in fully diluted EPS. [----] Rx - 85% conversion to new starts - [----] patients - at $225k a year - 95% gross margin - $200mm in opex - 15% tax rate - equals $140mm in earnings on 99mm in fully diluted shares or roughly $1.40 a share. Every day they are adding roughly [--] patients (1100 new Rx a quarter run rate per the call - or [----] a day and assume a 85% conversion rate yields [----] patients). Each day they are generating $1.8mm in incremental margin (225k * [--] * 95% minus 15% tax) or roughly 1.8"  
[X Link](https://x.com/anyuser/status/1986465346812100624)  2025-11-06T16:07Z [---] followers, [----] engagements


"This sets a very positive precedent for $LQDA. The court says that "If Defendant's invalidity contentions were problematically vague then Plaintiff should have gone to the Court during fact discovery and gotten the Court to order Defendant to say more." $UTHR's whole invalidity argument was deliberately vague and disguised and they sat on it until the very end because $UTHR knew that $LQDA had an easy answer for it. This order which came out on 11/25/2025 is from the same Delaware court as Andrews. https://ipde.com/blog/2025/12/02/plaintiff-just-kind-of-ignores-that-part/"  
[X Link](https://x.com/AlphaHunte79332/status/1998042205890441224)  2025-12-08T14:49Z [---] followers, [----] engagements


"$LQDA should have by our estimates be annualizing $3 a share in EPS now. JP Morgan is coming up in a week or so where they will presumably pre-announce Rx numbers and perhaps their Q4"  
[X Link](https://x.com/AlphaHunte79332/status/2007121058160431525)  2026-01-02T16:05Z [---] followers, [----] engagements


"$LQDA fell the last two days because our old friend Jacob Skerlow the bearish lawyer who UBS trotted out a few months ago came out and gave his bearish spiel again. This is the second time UBS has done a call with him. The last time his odds were 30% of a loss for $LQDA and this time it is 40%"  
[X Link](https://x.com/AlphaHunte79332/status/2008657329773048247)  2026-01-06T21:50Z [---] followers, [----] engagements


"$LQDA will be presenting next Wednesday a week from today at JPM. Will be very exciting to hear what they have to say about current patient count. The $LQDA story is not just about their aggressive patient ramp this year but about a multi-year and multi-indication opportunity across the pulmonary space. https://twitter.com/i/web/status/2008910139571552541 https://twitter.com/i/web/status/2008910139571552541"  
[X Link](https://x.com/AlphaHunte79332/status/2008910139571552541)  2026-01-07T14:34Z [---] followers, [----] engagements


"We saw this exact same reaction to $LQDA after they released their Q3 numbers. They crushed expectations. The stock was up pre-market to $27 in premarket and then opened at $26 and then fell to $22 but would rally as the day went on. It would in [--] days with no additional news be $32 a share. In this case we will have additional news in the sense that there will be a presentation Wednesday. These results suggest a stock that should be $70-80 if comped to $VRNA. https://twitter.com/i/web/status/2009642889295339644 https://twitter.com/i/web/status/2009642889295339644"  
[X Link](https://x.com/AlphaHunte79332/status/2009642889295339644)  2026-01-09T15:06Z [---] followers, [----] engagements


"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 would have ruled in their favor by Thanksgiving with a simple opinion that declared Claim [--] valid because of the common ownership issue and then worked on getting to a resolution. If he was going to rule for $LQDA he was going to take his time and write a long well considered opinion that would put this common ownership"  
[X Link](https://x.com/AlphaHunte79332/status/2013742350208565669)  2026-01-20T22:36Z [---] followers, 17.4K engagements


"Jefferies declared $LQDA a top pick into [----]. They believe that there is low risk that the product gets taken off the market at this point. We are seeing continued feedback from doctors who unequivocally believe that Yutrepia is the better choice. We can also see evidence of this from $UTHR's presentation at JPM where they entirely stopped trying to make the claim that Tyvaso is superior and shifted their messaging to discussing the IPF opportunity. They clearly know that that is just a foolish argument to make at this juncture. https://twitter.com/i/web/status/2014723152874483854"  
[X Link](https://x.com/AlphaHunte79332/status/2014723152874483854)  2026-01-23T15:33Z [---] followers, 14.3K engagements


"@bufetmastermind 95% gross margins $225mm in overhead 15% tax rate 100mm diluted share count - run that math on $1 billion. You can vary the SGA if you want but post this litigation it should come down massively for $LQDA"  
[X Link](https://x.com/AlphaHunte79332/status/2017270917634662506)  2026-01-30T16:17Z [---] followers, [----] engagements


"@bufetmastermind It is actually quite conservative. For you to assume less than $6 a share in earnings on $1 billion in revenue you would have to assume overhead of +$300mm"  
[X Link](https://x.com/AlphaHunte79332/status/2017271146098409484)  2026-01-30T16:18Z [---] followers, [--] engagements


"It is not some great wonder at this point with the commercialization of Yutrepia what $LQDA will be worth absent a legal over hang - it will be north of $70 and likely north of $100. That is your near term upside. That is where $VRNA went with these launch numbers and where it got bought out. What is $LQDA worth if it is stripped of ILD Likely +$40. The only scenario here that justifies this current share price is if you believe that Yutrepia will get taken off the market because of this nonsense litigation. To believe that you have to believe that a judge wants to kill / massively reduce the"  
[X Link](https://x.com/AlphaHunte79332/status/2009664343462330760)  2026-01-09T16:31Z [---] followers, [----] engagements


"@LegionHoops Nico Harrison"  
[X Link](https://x.com/AlphaHunte79332/status/1938324700796510646)  2025-06-26T19:53Z [---] followers, [---] engagements


"@CFAs4CFPs @InvestSpecial Yes literally. The gross margin on these products is basically 95%. There is lots of operating leverage. $UTHR does 50% net margins despite hundreds of millions of dollars in wasteful and extravagant spending"  
[X Link](https://x.com/anyuser/status/1957797148499538391)  2025-08-19T13:29Z [---] followers, [---] engagements


"I think the issue is not the end state of $LQDA which will be fine in either legal outcome and should result in a share price or take out much higher. It is just between now and then there is this uncertainty and a lot of folks are not going to want to own it in the small possibility it goes against them"  
[X Link](https://x.com/AlphaHunte79332/status/1960118098079674856)  2025-08-25T23:12Z [---] followers, [---] engagements


"@sleepydragon01 Here is how it is listed for $LQDA - clearly states M4"  
[X Link](https://x.com/AlphaHunte79332/status/1963640898304057640)  2025-09-04T16:30Z [---] followers, [----] engagements


"@TweetAwayDK Tons of doctors we have spoken with will just prescribe it off label"  
[X Link](https://x.com/AlphaHunte79332/status/1966478544898277796)  2025-09-12T12:26Z [---] followers, [---] engagements


"@AmheShay @TweetAwayDK Doctors were prescribing Tyvaso off label for years for ILD before it was even an approved indication - why would they not prescribe Yutrepia for IPF"  
[X Link](https://x.com/AlphaHunte79332/status/1966507228782817400)  2025-09-12T14:20Z [---] followers, [---] engagements


"Today is the first day of the PH Symposium in Seattle. This is the first time PH doctors from around the country will be able to share notes and discuss their experiences with $LQDA's Yutrepia. Will have more color later"  
[X Link](https://x.com/AlphaHunte79332/status/1968699290491986287)  2025-09-18T15:31Z [---] followers, [----] engagements


""So they complained about cough and powder in their mouth and I would say probably [--] or 60% went off (Tyvaso). So when this became available (Yutrepia) I called all the patients and said really be willing to try. You know you had to get a client and I've had no one go off (Yutrepia). It's been very successful. And I'm going to buy notes that the nurses send us from specialty pharmacy and they say they're all tolerating they can get up and most importantly it's easy for them to do. And I've used dexterity as a reason for prior off and that worked because you know the kivesa you have to hold"  
[X Link](https://x.com/AlphaHunte79332/status/1969024861423943848)  2025-09-19T13:04Z [---] followers, [----] engagements


"The high-level takeaways for the Symposium - This conference was resoundingly positive for $LQDA. Many practices have switched the entirety of their new starts to Yutrepia. Some clinics seem to be all Yutrepia at this point. Everyone either thinks that Yutrepia is better (because of either tolerability or titratability) or it is too early. Not a single practitioner thought Tyvaso was better. No one is aware of the court case. Asked if a skinny label occurred no one thought it would affect the long term adoption"  
[X Link](https://x.com/AlphaHunte79332/status/1970096675818459266)  2025-09-22T12:03Z [---] followers, [----] engagements


"$LQDA - The idea that a judge would take away a life saving drug from people who need it which is what $UTHR wants is anathema to all logic and justice. It has also never happened - a life saving branded drug has never been pulled from the market due to patents. [---] is a pop patent - it is a nonsense patent to begin with. $UTHR has tried and failed at other patents that were far more real. $LQDA https://t.co/9odDj4KNhl $LQDA https://t.co/9odDj4KNhl"  
[X Link](https://x.com/anyuser/status/1970149103465009593)  2025-09-22T15:32Z [---] followers, [----] engagements


"If there was no legal overhang $LQDA's stock price is mid to high 30s today. If they get an adverse ruling the stock trades to the mid to high teens while market awaits remedy. If the remedy is royalty or skinny label the stock would trade back up to mid to high $20s. The stock is at $22 today after trading up to $30. While $LQDA's stock is down a bunch over the last month on this legal overhang the legal probabilities haven't moved until this week. This ruling and the judge's request for it is the first significant development since briefing concluded. The ruling is unambiguously positive"  
[X Link](https://x.com/AlphaHunte79332/status/1971201002888986718)  2025-09-25T13:11Z [---] followers, [----] engagements


"In the '793 ruling Judge Andrews found that a DPI was obvious. During the trial the Judge said that he thought a DPI was obvious. The key patent claim that everyone is worried about here is claim [--] which is about using whether a DPI is obvious. To believe that $UTHR is going to win this patent case you have to believe that the judge who has a written opinion and a clear view stated at trial goes against those views and favors $UTHR on this DPI being obvious matter. The reason why some of these legal analysts believe that that could happen is that $LQDA rested their invalidity argument with"  
[X Link](https://x.com/anyuser/status/1971302618938081512)  2025-09-25T19:55Z [---] followers, [---] engagements


"UBS did a call with young law professor named Jacob Sherkow to give his bearish take on $LQDA's legal position. This guy's reputation proceeds him a bit. In early [----] he was making the analyst rounds with his prediction that another [--] month HW stay would be granted on the [---] patent. $LQDA viewed his position as just wildly misinformed and they were right"  
[X Link](https://x.com/anyuser/status/1973394349019873593)  2025-10-01T14:27Z [---] followers, [----] engagements


"Judge Andrews would seem to have an incentive to get his opinion out by the end of this week as the Court would be shut down on the 17th - he would lose access to his clerk on Friday. The fact that this is taking longer would seem to argue in $LQDA's favor. The quickest opinion to write would be one that finds for United on Claim [--]. We think that could have been written weeks ago and the fact that that has not occurred is telling. The more a judge investigates this patent and looks at this on the merits and not on the gamesmanship that $UTHR employed the more he would come to $LQDA's"  
[X Link](https://x.com/anyuser/status/1977803660034765288)  2025-10-13T18:28Z [---] followers, [----] engagements


"At the end of the day this is about PH patients and $LQDA is providing a better choice. Columnist Jen Cueva is grateful for the small wins she's experienced since starting the PH treatment Yutrepia and taking Pilates classes. https://t.co/KVj313QMB8 https://t.co/8lSTDltmKY Columnist Jen Cueva is grateful for the small wins she's experienced since starting the PH treatment Yutrepia and taking Pilates classes. https://t.co/KVj313QMB8 https://t.co/8lSTDltmKY"  
[X Link](https://x.com/anyuser/status/1978906230014795783)  2025-10-16T19:29Z [---] followers, [----] engagements


"Now imagine the uproar from patients like Jen if $UTHR was at all successful in limiting the treatment options for patients like her and others. $LQDA's fight is not just a financial one but a moral one. $UTHR could not be a more morally bankrupt and evil organization in using pop patents to try to kill sick patients"  
[X Link](https://x.com/anyuser/status/1978915736124035263)  2025-10-16T20:07Z [---] followers, [----] engagements


"He would address all claims. I think the prevailing view is that it is relatively easy to address the dependent claims. Claims [--] and Claim [--] are the two claims that are harder to address. To address claim [--] in $LQDA's favor requires more rigorous work where as to address it in $UTHR's favor requires less rigorous work"  
[X Link](https://x.com/anyuser/status/1979274107762954512)  2025-10-17T19:51Z [---] followers, [----] engagements


"Needham note on $LQDA - Yutrepia Already Seen as De-Facto Inhaled Treprostinil Therapy for PAH/PH-ILD. Dr. Freeman believes Yutrepia offers an improved tolerability profile mostly less coughing than Tyvaso DPI and is thus the preferred inhaled treprostinil therapy in his treatment armamentarium. He's now starting his PH-ILD patients on Yutrepia and switching patients who remain on Tyvaso (nebulizer or DPI) to Yutrepia if they have any tolerability issues. In PAH the use of Tyvaso (nebulizer) was replaced by oral treatments dosed BID or TID due to convenience. We note that as part of a due"  
[X Link](https://x.com/anyuser/status/1980663600134975611)  2025-10-21T15:52Z [---] followers, [----] engagements


"The RBC analyst with the highest price target on $UTHR (after Oppenheimer) is trotting out this young guy Jacob Skerlow who is a law professor at Illinois to give his take on the $LQDA legal situation. The call is tomorrow. This guy has given some very misinformed views in the past - in early [----] he claimed on a Jefferies call that $LQDA's amendment was going to trigger another [--] month stay. He thought this was highly certain. That of course did not happen. He has been making the rounds of late on paid for sell side calls asserting that $LQDA will both lose the case and the drug will be"  
[X Link](https://x.com/anyuser/status/1980701950904553546)  2025-10-21T18:25Z [---] followers, 13.3K engagements


"An hour ago Dr. Kolaitis just showed that $LQDA's Yutrepia has no discontinuation due to cough at [--] weeks for ILD patients. Patients are also titrating to huge dosage levels. Tyvaso's DPI has a +50% discontinuation in patients with ILD and nowhere near these titration levels. With the full data out it is clear that Yutrepia is definitively the better product. That should be reflected in commercialization numbers in due course"  
[X Link](https://x.com/anyuser/status/1980719608874316043)  2025-10-21T19:35Z [---] followers, [----] engagements


"I would add that every day there is not a resolution - the status quo gets stronger for $LQDA. You get incremental patients on therapy - you get broader recognition of the superiority of the therapy. That matters in the event that for whatever improbable reason Andrews decides to go the other way. Let's say he rules in November against $LQDA there will likely already be [----] patients on therapy. That is almost $700mm in revenue"  
[X Link](https://x.com/anyuser/status/1980731934293569714)  2025-10-21T20:24Z [---] followers, [----] engagements


"While folks are consumed by the legal probabilities here and getting scared by the flimsy analysis of these prognosticators they are missing not just the Yutrepia launch but perhaps the bigger long term story which is L606. Early next week will be the first time the company will be talking about it and sharing data. $LQDA clearly thinks they have something that will compete with or beat $INSM and hence they are holding an R&D day and today $LQDA is trading with zero consideration for it"  
[X Link](https://x.com/AlphaHunte79332/status/1981376165848678548)  2025-10-23T15:04Z [---] followers, [----] engagements


"$LQDA moved up their earnings date to November 3rd. They typically report in the middle of the one month. Just one more week till we see how well their launch is going"  
[X Link](https://x.com/anyuser/status/1982800568721547414)  2025-10-27T13:24Z [---] followers, [----] engagements


"This is the first quarter since $UTHR launched in ILD that they have had negative sales growth in Nebulizer sales. They can talk about how the TAM is growing but the reality is that $LQDA is taking all of their new patient starts in ILD. We have three more trading days till $LQDA can show the world its commercialization"  
[X Link](https://x.com/anyuser/status/1983534331780796761)  2025-10-29T14:00Z [---] followers, [----] engagements


"The data for $LQDA yesterday in L606 was very positive. It will take some time for folks to appreciate the signal we but can break it down simply. Aside from being very tolerable the data showed large walk improvements across all cohorts. There was no control group to compare it to and the sample size was small. Still this is arguably a better showing than $INSM's TPIP as TPIP showed no efficacy in the ILD group - where as L606 did. Prostacyclins work if present in the body. When you see them not working that means that the pharmacokinetics is not right. The fact that TPIP didn't work for a"  
[X Link](https://x.com/AlphaHunte79332/status/1983546399783363007)  2025-10-29T14:48Z [---] followers, [----] engagements


"The most important thing on the $UTHR call was how they spoke to the market and competitive dynamics. What they say on that right now has obvious legal implications. The COO said this - "I think we're confident in that there's really no material impact from the launch of YUTREPIA. And in fact what we see -- and we've seen this in the past with other competitors launches is actually it really kind of grows the pie of the addressable patient population because you now have like another sales force out there talking about these diseases. So you've got doctors thinking about pulmonary arterial"  
[X Link](https://x.com/anyuser/status/1983569480467816523)  2025-10-29T16:19Z [---] followers, [----] engagements


"Judge Andrew's last two bench trial decisions were [---] and [---] days post the trial date. That would put a decision time frame here in November through early December. We thought it would be earlier than that given the accelerated briefing for $LQDA. Monday morning will be huge for showing the strength of the commercialization here"  
[X Link](https://x.com/AlphaHunte79332/status/1983936352107319506)  2025-10-30T16:37Z [---] followers, [----] engagements


"On Monday $LQDA reports and while a lot of folks will still be focused on the legal over hang - this report will matter a lot as it will give folks a sense of what the upside/downside is here. We will know how many patients are on the therapy and there will be some delineation on the PAH versus PH-ILD side. The more patients get on therapy and the bigger the installed base of doctors there are the more comfortable one could get with the extreme bear case of a skinny label outcome (which we don't believe will occur). Below is the rough math of what the annualized financials will look like"  
[X Link](https://x.com/anyuser/status/1984259151317389398)  2025-10-31T14:00Z [---] followers, [----] engagements


"$LQDA note out from Jefferies. They see a market loss scenario with an ILD royalty as still a $43 target. Amy also spoke to the L606 data noting that it was directionally better than TPIP for ILD. The bottom line is that $LQDA showed efficacy in both ILD and PAH which was significant and they did it with US patients who were on other therapies. TPIP only showed efficacy for ILD patients and they did it with patients who were from Latin America and not on other other therapies and had lower baselines. "TPIP (INSMs once-daily inhaled treprostinil) previously reported numerically strong PAH data"  
[X Link](https://x.com/anyuser/status/1984292979230519705)  2025-10-31T16:14Z [---] followers, [----] engagements


"Huge call for $LQDA. More than [----] Rx and 85% conversion rate - so over [----] patients on it. October has seen an uptick. More than half the patients are PAH which helps negate skinny label risk. The revenue recognition is much higher than expected - they tripled revenue estimates - they have clearly solved a lot of the payer issues"  
[X Link](https://x.com/AlphaHunte79332/status/1985342673167716755)  2025-11-03T13:45Z [---] followers, [----] engagements


"The key things we learned from the $LQDA call were the following: - [----] patient additions is their current quarterly pace. - October is inflecting higher meaning that pace is increasing. - they are majority PAH at the moment. By the end of this year we should have at least [----] prescriptions at 85% conversion rate so roughly [----] patients on therapy. Given the 97% gross margins the $225k sales price and the current burn rate that gets you to +$4 a share in annualized earnings. No one is going to leave the drug because of a skinny label but let us assume they do - then you are at likely 1800"  
[X Link](https://x.com/anyuser/status/1985365472141787605)  2025-11-03T15:16Z [---] followers, [----] engagements


"Breaking down the numbers here a bit more. $LQDA said they were at over [----] Rx by October 30th. Given they were at [---] on August 12th call that is [----] new Rx in [--] days or roughly [--] a day. They also said October was higher than September suggesting acceleration in growth. If they keep this pace up by year end they will be at [----] prescriptions and roughly [----] patient starts which would equate to $4.26 in earnings annualized. If they continue that growth rate through next year they would be at [----] prescriptions and [----] patients at which point they would be annualizing $30 in earnings."  
[X Link](https://x.com/anyuser/status/1985412378620760393)  2025-11-03T18:22Z [---] followers, [----] engagements


"Over the course of its Q3 quarter $LQDA had effectively [---] patients - $52mm/($225k/4) - and they were profitable. Every incremental patient past this [---] number is pure margin (95% gross margins). On the call they said that $LQDA had over [----] scripts by October 30th with a 85% new start transition so that is [----] new patient starts or [---] patients incremental to the last quarter - $171mm in incremental margin. At this runway of 1000-1100 in Rx additions they are doing effectively [--] new patient starts a day or roughly $2.1mm annualized in incremental margin. In two more months at this rate"  
[X Link](https://x.com/AlphaHunte79332/status/1986147527687856235)  2025-11-05T19:04Z [---] followers, [----] engagements


"It would appear as if the market is starting to realize that the longer it takes for this court decision to be rendered the more that favors $LQDA - not just with patients on product but with the probabilities of the judge siding with $LQDA. After the bench trial was over Judge Andrews would have had three different frames of mind. Frame 1) $UTHR's common ownership gambit works and there is no way around it. I have no choice but to side with them and do so quickly before the situation becomes more of a mess. Frame 2) I don't know who wins and need to spend more time on this. Frame 3) $LQDA"  
[X Link](https://x.com/AlphaHunte79332/status/1988678549482664348)  2025-11-12T18:41Z [---] followers, [----] engagements


"Farallon Capital just upped their stake from 8% to 9.9% in $LQDA and they are now the biggest shareholder. They have billions of dollars and infinite resources to diligence the legal question here and they now own $230mm worth of Liquidia stock. See filing - SEC Filing Liquidia Corporation This is a much better tell of what really smart well resourced people think of the situation than anything coming out of sell side or these random legal pontificators"  
[X Link](https://x.com/anyuser/status/1988681148860346771)  2025-11-12T18:51Z [---] followers, [----] engagements

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