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In the Spirit of Competition
Priced-in odds for the JetBlue/Spirit merger appear to ignore key levers
Sep 12, 2023
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Lionel Hutz
31
10
1
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$GOGO Update
Smartsky's Injunction Appeal Reveals Broader Issues with its Patent Infringement Case Against Gogo
Jun 13, 2023
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Lionel Hutz
5
Another update on $LQDA
& a couple minor changes to the position
Jun 2, 2023
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Lionel Hutz
19
4
Betting on Burford
Friday's Summary Judgment ruling reveals incredible upside on $BUR
Apr 2, 2023
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Lionel Hutz
18
5
A Brief $LQDA Update
Some non-lawyerly thoughts on the week's price action and Merck's Sotatercept trial
Mar 10, 2023
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Lionel Hutz
12
$LQDA Update: A Sigh of Relief at the PTAB
Today's rehearing denial from the PTAB substantially increases Liquidia's 2024 commercialization odds
Feb 2, 2023
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Lionel Hutz
10
1
Waiting with Bated Breath for Liquidia Corp.
Finally, $LQDA looks to be on the verge of commercializing a lucrative pulmonary hypertension drug
Dec 1, 2022
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Lionel Hutz
12
15
The Twitter Post to End my Twitter Posts
Who am I kidding? This won't be the last
Oct 14, 2022
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Lionel Hutz
6
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