$1,000 follows their calls into $460
BAT@BATMongooseNext steps wrt $LQDA: 1) Settlement details - what/ if any limitations on Yutrepia sales in PH-ILD beyond non-labeling 2) Final order from Andrews - confirm outright dismissal with no further actions ordered In the following q we should get details we need to project ILD sales
BAT@BATMongooseSettlement terms make it harder for Drs to prescribe Yutrepia for PH-ILD so expect slowdown for that indication. Ultimately PAH alone still gets $LQDA to $1.5B +, with upside from IPF, COPD, and L606. Will need to see trajectory play out over a few quarters.
BAT@BATMongoose$CHRW with this silly acquisition after sweet talking the street for months trying to get the multiple up.👎
BAT@BATMongoose$SOC terrible timing on capital raise once again. Could have easily raised at $15+ post initial Fed intervention news in Q1. Destroying the potential upside via dilution. Complete morons.
BAT@BATMongooseLots of details left to discern but key near-term are Yutrepia PH- ILD sales. With suits dismissed nothing to stop off-label prescribing. I'm sure $UTHR knows this and suspect we might see a separate royalty for both Yutrepia and L606 soon. Would put us on the path back to $2B
BAT@BATMongoose$LQDA and $UTHR stipulate to dismiss all lawsuits. Looks like $LQDA won't get PH-ILD label so will still need off label prescribing. Also continues to carry forward L606 for PH-ILD as well. Not quite best case but close.
