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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Liquidia's commercial launch of Yutrepia has been highly successful, driving strong revenue growth. While the upcoming...
— Steven Kiel
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Other investors who've written on Liquidia Corp.
Liquidia was the fund's largest contributor in 2025. The fund holds...
Liquidia represents the manager's highest-conviction holding, with substantial upside driven by the successful launch of its Yutrepia product. Even under various...