Is LQDA a good stock to buy? We came across a bullish thesis on Liquidia Corporation on r/GrowthStockInvesting by symbaeu. In this article, we will summarize the bulls’ thesis on LQDA. Liquidia Corporation’s share was trading at $76.92 as of June 25th. LQDA’s trailing and forward P/E were 444.35 and 36.36 respectively according to Yahoo Finance.
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Liquidia Corporation, a biopharmaceutical company, develops, manufactures, and commercializes various products for rare cardiopulmonary diseases in the United States. LQDA is presented as a rapidly emerging specialty pharmaceutical company whose commercialization of YUTREPIA for pulmonary hypertension represents one of the fastest launches in the sector.
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The company has scaled annualized revenue from virtually zero to approximately $520 million within three full quarters of launch, with quarterly revenue climbing from $8.8 million to $132.9 million alongside exceptional year-over-year growth driven by a near-zero base.
Importantly, roughly 75% of new patient starts are treatment-naive, indicating that YUTREPIA is expanding the overall pulmonary hypertension market rather than merely taking prescriptions from competitors. This commercial momentum has translated into a dramatic financial inflection, with EBITDA improving from substantial losses to approximately $61.9 million, net income turning strongly positive, and gross margins consistently remaining above 90%.
Management highlighted that EBITDA reached a 54% margin in the third quarter following launch, demonstrating the highly scalable economics of the business, where incremental prescriptions are expected to contribute disproportionately to profitability. The investment thesis is further supported by an experienced leadership team led by a CEO who previously built the competing franchise at United Therapeutics, giving Liquidia unique competitive insight.
The company has also prevailed in every patent dispute with United Therapeutics to date, benefits from a product advantage through higher dosing capability, and has an underappreciated growth opportunity in PH-ILD alongside the core PAH market. Management expects a new manufacturing facility coming online in 2026 to triple production capacity while potentially supporting further margin expansion.
With an estimated $6 billion addressable market and management guiding toward approximately $1 billion of revenue in 2027, the company offers substantial upside if execution continues. Key risks include ongoing litigation initiated by United Therapeutics and the likelihood that YUTREPIA’s exceptional launch growth naturally moderates as market penetration increases.
Previously, we covered a bullish thesis on Bio-Techne Corporation (TECH) by scuttleblurb in May 2025, which highlighted the company’s diversified life sciences portfolio, recovery in organic growth, and expansion into high-growth cell and gene therapy markets. TECH’s stock price has appreciated by approximately 47.50% since our coverage. symbaeu shares a similar view but emphasizes on Liquidia Corporation’s rapid commercial launch, strong profitability, and significant pulmonary hypertension market opportunity.
Liquidia Corporation is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 41 hedge fund portfolios held LQDA at the end of the first quarter which was 44 in the previous quarter. While we acknowledge the risk and potential of LQDA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than LQDA and that has 10,000% upside potential, check out our report about this cheapest AI stock.
Disclosure: None.
