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Lionel Hutz on Liquidia's patent battle $LQDA
Lionel Hutz on Liquidia's patent battle $LQDA
ratings:
Length:
80 minutes
Released:
Dec 19, 2022
Format:
Podcast episode
Description
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
0:00 Intro
2:50 LQDA overview
8:05 Diving into the patent background
16:10 Breaking down the conflicting rulings on the '793 patent
19:55 Why the PTAB ruling is the most important for '793
21:55 What's so unique about the judge's ruling on '793
28:30 Why PTAB ruled the '793 patent invalid
37:40 LQDA's primary argument for invalidating '793
43:30 Discussing the expert reports around the '793 patent
53:30 Timeline to monetization and why delaying LQDA is so important for UTHR
59:00 LQDA's upside if they win
1:13:00 LQDA's cash runway
Lionel's LQDA write up: https://lionelhutz.substack.com/p/waiting-with-bated-breath-for-liquidia
Chapters
0:00 Intro
2:50 LQDA overview
8:05 Diving into the patent background
16:10 Breaking down the conflicting rulings on the '793 patent
19:55 Why the PTAB ruling is the most important for '793
21:55 What's so unique about the judge's ruling on '793
28:30 Why PTAB ruled the '793 patent invalid
37:40 LQDA's primary argument for invalidating '793
43:30 Discussing the expert reports around the '793 patent
53:30 Timeline to monetization and why delaying LQDA is so important for UTHR
59:00 LQDA's upside if they win
1:13:00 LQDA's cash runway
Released:
Dec 19, 2022
Format:
Podcast episode
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