- The recent unsolicited licensing offer is likely United Therapeutics, which has several compelling reasons to want to own Liquidia and could pay a large premium to block the RareGen merger.
- If a near term deal with United Therapeutics does not come to fruition (it would have to occur by November 13th) then Liquidia would merge with RareGen.
- This merged entity should see a successful PDUFA date later in November, and overcome the IP litigation in 2021 for a 2022 launch of their product.
For further details see:
Liquidia Technologies: A Near Term Take Out Or Long Term Significant Upside