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&nbsp;

 
 
  
  
  
  
  
  
  
  
  
  


Breaking down the conflicting rulings on the '793 patent&nbsp;

Why the PTAB ruling is the most important for '793&nbsp;

What's so unique about the judge's ruling on '793&nbsp;

Why PTAB ruled the '793 patent invalid&nbsp;

LQDA's primary argument for invalidating '793&nbsp;

Discussing the expert reports around the '793 patent&nbsp;

Timeline to monetization and why delaying LQDA is so important for UTHR&nbsp;

Chris DeMuth's State of the Markets December 2022

Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.com. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas.

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