$LQDA DeepDive. $3B marketcap looks incredibly cheap..

u/investak · Reddit — r/wallstreetbets · January 14, 2026 at 08:00 · ⬆ 3 pts · 💬 18 comments  | View on Reddit ↗
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Original Reddit post

Author argues Liquidia's Yutrepia is taking share from JNJ's Uptravi and UTHR's Tyvaso, making the $3B market cap cheap relative to projected revenue.

LQDA — LONG Author argues Liquidia's Yutrepia is eating into JNJ's Uptravi and UTHR's Tyvaso, which together represent a ~$3.62B TAM. Yutrepia is claimed to be superior in side effects and usability, and with 2,200 patients generating $148M in H2 2025 (ARPP ~$140k), the author projects Q1 2026 revenue of at least $110M+ and ~6,750 patients (30% market share) by mid-2027, implying $900M+ annual revenue. At a $3B market cap, the author calls the stock a steal. No specific risk is stated.

$LQDA DeepDive. $3B marketcap looks incredibly cheap..

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u/investak Reddit r/wallstreetbets
LQDA cheap on Yutrepia share gains
Author argues Liquidia's Yutrepia is eating into JNJ's Uptravi and UTHR's Tyvaso, which together represent a ~$3.62B TAM. Yutrepia is claimed to be superior in side effects and usability, and with 2,200 patients generating $148M in H2 2025 (ARPP ~$140k), the author projects Q1 2026 revenue of at least $110M+ and ~6,750 patients (30% market share) by mid-2027, implying $900M+ annual revenue. At a $3B market cap, the author calls the stock a steal. No specific risk is stated.
LQDA HIGH
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This Reddit post, published January 14, 2026, features u/investak discussing LQDA. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/investak  · Tickers: LQDA