I sense the $LQDA shorts are finally covering. I originally had mid-2025 fair value pegged between 25-35 and we're there, but the call was nuts. They're even going after Uptravi. You can't model execution at the far right tail. That said, I expect the stock to stabilize soon
If you really go through this $LQDA report, it represents the sort of step-change difference in circumstances that often takes buy side and sell side folks a while to really comprehend - because it is so shocking from everyone's initial assumptions going into this launch…
I am rarely confident enough to make predictions about The Future but I am 100% certain that the singularity will not be brought about by a dude whose bio is "AI is cool i guess" and frankly if you don't understand this you need to redo junior high
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