LongLQDAApr 2026
Liquidia Corporation
Liquidia is extremely cheap under any outcome of its patent infringement case. A win implies a share price of $140, while a loss with a royalty implies $123. Even in the highly…
Arquitos Capital Management
2 published ideas
Ideas from Arquitos Capital Management
LongFNCHApr 2026
Finch Therapeutics
Finch won a significant patent infringement lawsuit, with a potential award of $25 to $80 per share. The company is now pursuing a Chapter 11 filing to eliminate a lease…
Letters covered
- Q1 2026 Investor LetterApril 30, 2026
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