Overview

• At a Sept. 3 presentation, Liquidia said Yutrepia generated over 900 prescriptions and 550 patient starts within 11 weeks of launch.
• The company reported contracts with three national players and a 75% fill rate despite early operational challenges.
• Leaders cited a cash balance above $170 million at Q2 and projected profitability in the next three to four quarters.
• Arquitos’ Q2 investor letter called June prescriptions “exceptionally strong,” and Liquidia shares closed at $22.90 on Sept. 22, up 120.85% over 12 months.
• Arquitos characterizes two remaining United Therapeutics legal challenges as long shots, while Insmed’s June Phase 2 TPIP data remains a notable longer-term competitive factor.