Published: Dec. 19, 2022, 1:53 p.m.
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Lionel Hutz discusses his thesis for Liquidia (LQDA) and why the thinks they are likely to win their patent battle against United Therapeutics (UTHR).
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Lionel's LQDA write up: https://lionelhutz.substack.com/p/waiting-with-bated-breath-for-liquidia
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Chapters
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\\n - 0:00 Intro
\\n - 2:50 LQDA overview
\\n - 8:05 Diving into the patent background
\\n - 16:10 Breaking down the conflicting rulings on the '793 patent
\\n - 19:55 Why the PTAB ruling is the most important for '793
\\n - 21:55 What's so unique about the judge's ruling on '793
\\n - 28:30 Why PTAB ruled the '793 patent invalid
\\n - 37:40 LQDA's primary argument for invalidating '793
\\n - 43:30 Discussing the expert reports around the '793 patent
\\n - 53:30 Timeline to monetization and why delaying LQDA is so important for UTHR
\\n - 59:00 LQDA's upside if they win
\\n - 1:13:00 LQDA's cash runway
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