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LQDA
Investors & research · 32 curated contributors. How we select contributors.
Blended score +10 (n = 2 contributors, 4 calls) · how it’s computed
Latest call by contributor
One latest recorded call per contributor in the curated list, newest first. These are the calls used in the blend.
2 bullish0 bearish0 mixed / exit
- Bullish+10
“@mbamcnulty Mark ILD @ $0. Assume $LQDA continues to + $20M in PAH revs per Q (Q3 was $30M) and @ YE'27 its annualizing ~$930M revs. At $1B they said "over 50%" would be FCF so call it $465M in normalized FCF or ~$4.50/share. Even very low multiples get you alot of upside in ~14 months.”
Horizon: ~14 monthsView tweet ↗ - Bullish+10
“@JRyan_1981 The current $80 stock is 6x cash flow or 17% cash flow yield. That's a great multiple even for a declining business. A business with growth prospects deserves a multiple much higher than that even if you assume $2 billion is peak sales.”
Individual calls
Full history in the curated list, newest first. Earlier calls remain visible but do not count toward the blend.
| Date | Contributor | Instrument | Claim (verbatim) | Horizon | Score | Source |
|---|---|---|---|---|---|---|
| 2026-10-14 | Laughing Water Capital @LaughingH20Cap Investment partnership | LQDA | “@mbamcnulty Mark ILD @ $0. Assume $LQDA continues to + $20M in PAH revs per Q (Q3 was $30M) and @ YE'27 its annualizing ~$930M revs. At $1B they said "over 50%" would be FCF so call it $465M in normalized FCF or ~$4.50/share. Even very low multiples get you alot of upside in ~14 months.” | ~14 months | +10 | Tweet ↗ |
| 2026-07-29 | Laughing Water Capital @LaughingH20Cap Investment partnership | LQDA | “Friendly reminder that $MRK is well positioned and well incentivized to purchase $LQDA. Yutrepia fits very well with Merck's respiratory portfolio.” | — | +5 earlier call · not in blend | Tweet ↗ |
| 2026-07-19 | Steven Kiel @Steven_Kiel Fund manager | LQDA | “@JRyan_1981 The current $80 stock is 6x cash flow or 17% cash flow yield. That's a great multiple even for a declining business. A business with growth prospects deserves a multiple much higher than that even if you assume $2 billion is peak sales.” | — | +10 | Tweet ↗ |
| 2026-04-30 | Steven Kiel @Steven_Kiel Fund manager | LQDA | “$LQDA shares are extremely undervalued no matter the outcome. Consider math for a full '327 win, a loss and royalty, and a loss and permanent injunction for PH-ILD. A full win leads to $1.2 billion in 2027 revenue, 60% net margins, and a $UTHR multiple. That is $140 per share” | 2027 | +20 earlier call · not in blend | Tweet ↗ |