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Valorem Research's Lionel Hutz talks LQDA v. UTHR hearing at the Federal Circuit + argument review

Valorem Research's Lionel Hutz talks LQDA v. UTHR hearing at the Federal Circuit + argument review

FromYet Another Value Podcast


Valorem Research's Lionel Hutz talks LQDA v. UTHR hearing at the Federal Circuit + argument review

FromYet Another Value Podcast

ratings:
Length:
53 minutes
Released:
Dec 11, 2023
Format:
Podcast episode

Description

Lionel Hutz, Editor of the Valorem Research Newsletter on Substack, joins the podcast today to discuss the Liquidia vs. UTHR hearing at the Federal Circuit that took place on Monday, December 4, 2023.
Lionel's LQDA write up: https://www.valoremresearch.com/p/lqda-v-uthr-premium-update
Chapters:
[0:00] Introduction + Episode sponsor: Alphasense
[1:35] What was the $LQDA hearing recently on Monday, December 4, 2023, and Lionel's initial thoughts on the hearing
[6:16] Arguments UTHR was drilling down on
[10:14] How Lionel thinks of the quality of UTHR's arguments
[13:56] Judge performance and thoughts on their performance during the hearing
[27:00] Question from Judge for LQDA about dissemination of abstracts / would we have this problem of dissemination if that conference was in 2023 vs 2004
[37:26] Next steps post-hearing: reversal or remanding, if remanding (sending back to the PTAB court) - what is the most likely issue, if reversal - what is the most likely reason
[49:02] Odds on outcome of the $LQDA hearing
Today's episode is sponsored by: Alphasense
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Released:
Dec 11, 2023
Format:
Podcast episode

Titles in the series (100)

Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.substack.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. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer