Liquidia Retail Buzz Surges After BofA Raises Price Target to $25 On Yutrepia FDA Nod

Liquidia Corp. saw heightened retail chatter Monday after Bank of America increased its stock price target to $25 from $22 while keeping a 'Buy' rating.

The company identified the FDA approval of Yutrepia (treprostinil) inhalation powder as a significant advancement.

Bank of America informed investors through a research note that Yurepia received approval as a substitute for United Therapeutics' (UTHR) Tyvaso.

Liquidia closed down 1.35% at $15.35 on Friday but gained 2.87% after hours to $15.79. 

The regulatory framework dictates that Yutrepia's label closely matches Tyvaso, and Liquidia shares appear undervalued, considering their peak sales potential.

The FDA approved Yutrepia on May 23 for adult patients with pulmonary arterial hypertension and pulmonary hypertension related to interstitial lung disease to enhance their exercise capacity.

The company said that Yutrepia represents Liquidia's proprietary Print technology in its first dry-powder treprostinil formulation for deep-lung delivery through an inhalation device that requires minimal effort.

The approval followed outcomes from the Phase 3 Inspire trial, which evaluated both treprostinil-naïve patients and individuals moving from nebulized treprostinil treatment.

The research findings confirmed that Yutrepia demonstrated safety and tolerability for patients with no prior exposure to treprostinil and those who previously used it.

According to Nicholas Hill, the principal investigator of the Inspire study, the device's low-effort inhalation feature could support treatment initiation and maintenance for patients with restricted lung function.

On May 9, United Therapeutics initiated legal action in the U.S. District Court, claiming Liquidia's Yutrepia product launch would violate its U.S. Patent rights.

United Therapeutics has filed a temporary restraining order and a preliminary injunction to prevent the product launch. 

Judges heard oral arguments on May 20, but the motion is still pending.

Liquidia has expressed confidence in defending against the allegations, referencing the PTAB's prior invalidation of similar patents and subsequent affirmations by the courts. 

CEO Roger Jeffs said, "We are not surprised by UTHR’s repeated, last-minute attempts to deny PAH and PH-ILD patients access to an alternative therapy."

On Stocktwits, retail sentiment was ‘extremely bullish’ amid an 80% surge in 24-hour message volume.

One user argued that Yutrepia is likely to outperform Tyvaso DPI in treating PH-ILD, claiming that patients struggle with Tyvaso’s delivery method and often discontinue use due to side effects like coughing and dosing difficulties. 

They suggested that Yutrepia’s Print-powered formulation offers a smoother, more consistent experience and allows for easier dose escalation, adding that prescribers are aware of the differences and may shift away from Tyvaso DPI. 

Another user said that while both drugs offer similar efficacy, the approval of Yutrepia gives patients and prescribers additional options. 

The stock has risen 26.9% so far in 2025.

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