Liquidia

Liquidia said at the Wells Fargo Healthcare Conference that YUTREPIA generated $170 million in revenue in Q2 2026 and that quarterly sales have increased by about $40 million in each of the past three quarters. About 75% of prescriptions are for treatment‑naive patients, and the company reported EBITDA of roughly $100 million, net income of about $80 million and an additional $60 million of cash flow in the quarter. Liquidia is expanding its commercial and clinical programs with 8–10 planned studies in the next 12 months, plans L606 as a follow‑on program, expects long‑term revenue above $1 billion, but faces an outstanding patent ruling. » Altro su de.investing.com

The Summers Value Fund named Liquidia Corporation a top contributor after the Yutrepia launch continued to exceed investor expectations and is expected to sustain momentum. The fund expects a near-term favorable resolution of litigation that could unlock further gains. Liquidia shares are up 141.61% over the past year (down 22.08% in the past month) and the company has a market capitalization of $6.24 billion. » Altro su finance.yahoo.com

Greenhaven Road Capital reported an approximate 11% net return in Q2 2026 and said it will lower portfolio concentration, increase positions with near-term catalysts and take a more proactive approach to profit-taking. The firm emphasized continued focus on high-quality businesses and research that challenges consensus as several large holdings face near-term events. Greenhaven noted it sold a portion of its Liquidia position after a >30% pre-verdict rise, realizing a short-term gain, and will reassess the investment following the patent dispute outcome. » Altro su finance.yahoo.com