Buy LQDA by May 13, 2028.

Here’s why I’m long and why the current $3B market cap looks incredibly cheap. Summary: \- [$LQDA](https://x.com/search?q=%24LQDA&src=cashtag_click) (Yutrepia) is eating into $JNJ’s Uptravi ($1.81B) and [$UTHR](https://x.com/search?q=%24UTHR&src=cashtag_click) ’s Tyvaso ($1.81B). Combined TAM(Competitor's) is \~$3.62B. \- Yutrepia is simply superior in terms of side effects and usability. \- Based on IR and earnings calls, the total patient pool is \~22,000 (10k on Uptravi, 12k on Tyvaso). \- Q4 data: 2,200 patients generated $148M in H2 2025. That’s an ARPP (Annual Revenue Per …