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u/Upcast_Duchess
REDDIT_SCRAPED
LQDA faces a patent infringement ruling that restricts Yutrepia's PH-ILD market labeling but allows off-label prescribing and PAH market sales; author argues the 60% stock decline overreacts to a scenario where the company retains significant revenue opportunities, projecting recovery to $35-40 within months. Key risks include failed appeal, inability to maintain off-label sales momentum, competitive pricing pressure from UTHR's monopoly position, and execution challenges in the PAH-only market transition.