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Liquidia logo

Liquidia

LQDA
$83.85
+80%since Benson's first pick

Market price data through August 3, 2026.

Performance

Aug 2021Aug 2026

Benson's first pick
$0$32$64$96Aug 2021Oct 2022Feb 2024May 2025Aug 2026Benson picked · $44.43
Model signal
Buy
What Benson's model currently says about this stock.
Benson rating
3.9 / 5
Benson's overall conviction in this stock right now.
Risk
High risk
How bumpy the ride tends to be with this stock.

Track record

How this pick has done since Benson first called it.

Benson Return
+80%
How much this stock is up since Benson first picked it — measured from the price at the time of that first pick, not from today.
First pick price
~$47
Roughly what one share cost when Benson first picked this stock. This is the starting line for the Benson Return.
Tracking since
February 2026
The month this stock first became a Benson pick.
Tracking duration
6 months
How long Benson has been tracking this pick.

About Liquidia

Liquidia is a biotech company built around Yutrepia, an inhaled powder that treats pulmonary arterial hypertension and a related lung condition called PH-ILD, where the arteries in the lungs grow narrow and stiff and make it hard to breathe. Its patented particle technology delivers the medicine deeper into the lungs at higher doses with less coughing. The drug only launched in June 2025, and it has already turned the company profitable.

The case for and against

Both sides of the story, in plain English.

Bull case
  • Profitable Powerhouse

    Yutrepia generated about 130 million dollars in sales in the first quarter of 2026, up 44 percent from the prior quarter, with 53 million dollars in net income and 71 million in adjusted EBITDA. That is three straight profitable quarters for a company that only launched its first product in June 2025.

  • Patient Pipeline

    More than 4,500 patient prescriptions have been written since launch, with about 3,750 patients actually started on treatment. Over 980 doctors have prescribed it, and the group writing for at least five patients jumped 25 percent in just two months to around 270. Cash grew by 32 million dollars in the quarter to over 222 million.

Bear case
  • Spending Surge

    Costs are climbing fast as Liquidia scales its sales force. Selling and administrative spending ran about 47 million dollars in the quarter and research spending rose to 12.6 million. The company depends almost entirely on one drug, so if sales growth slows, those higher costs could squeeze the new profitability quickly.

  • Litigation Looms

    Rival drugmaker United Therapeutics is still in court trying to block Yutrepia in one or both of its approved uses. Even with strong sales rolling in, a negative court ruling is a binary risk that could hit the stock hard overnight, and new competing once-daily treatments are heading toward the market in the next couple of years.

How to read this page

This automated research summary uses Financial Modeling Prep market data through 2026-08-03. Model signals, scores, and risk labels can change and may be incomplete or wrong.

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