Top 10 stocks. Once a month. Expert picks, straight to your inbox.See the newsletter
Liquidia logo

Liquidia

LQDA
$68.62
+47%since Benson's first pick

Market price data through August 21, 2026.

Performance

Aug 2021Aug 2026

Benson's first pick
$0$33$65$98Aug 2021Nov 2022Feb 2024May 2025Aug 2026Benson picked · $44.43
Model signal
Buy
What Benson's model currently says about this stock.
Benson rating
3.3 / 5
Benson's overall conviction in this stock right now.
Risk
Medium 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
+47%
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 get 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 launched in June 2025, and just over a year later it is generating more than 170 million dollars a quarter.

The case for and against

Both sides of the story, in plain English.

Bull case
  • Profitable Powerhouse

    Yutrepia brought in about 170.4 million dollars in the second quarter of 2026, up 31 percent from the previous quarter and up from just 6.5 million a year ago. Net income hit 74.7 million dollars with 96.3 million in adjusted EBITDA, the fourth straight quarter of rising profits.

  • Prescriber Momentum

    About 5,900 patients have been prescribed Yutrepia since launch, with more than 5,000 actually started on treatment, and over 85 percent of prescriptions convert into real patients. Prescribers passed 1,100 doctors, and more than 30 percent of them have written it for at least five patients. Cash grew 61.4 million dollars in the quarter to 284.2 million.

Bear case
  • Spending Surge

    Costs are climbing fast as Liquidia builds out its sales team and pipeline. Selling and administrative spending jumped 48 percent to 57.4 million dollars, and research spending rose 185 percent to 17.2 million. The company leans almost entirely on one drug, so any slowdown in sales would squeeze this new profitability quickly.

  • Litigation Looms

    Rival drugmaker United Therapeutics is still in court seeking to block Yutrepia in one or both of its approved uses. Even with 170 million dollars a quarter rolling in, a bad ruling is an overnight risk to the stock, and Liquidia is spending heavily on 10 clinical studies whose payoff is still years away.

How to read this page

This automated research summary uses Financial Modeling Prep market data through 2026-08-21. Model signals, scores, and risk labels can change and may be incomplete or wrong.

Want Benson to watch LQDA for you?

Get the app to follow every Benson pick live — and let Benson do the research for you.