Liquidia Corp (LQDA) FY2025 10-K Annual Report

Filed: Mar 5, 2026
Health Care
Pharmaceutical PreparationsSEC EDGAR

Liquidia Corp (LQDA) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Mar 5, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

Liquidia Corp FY2025 10-K Analysis

Business Overview

  • Core business model: Development and commercialization of inhaled treprostinil therapies for PAH and PH-ILD leveraging proprietary PRINT particle engineering technology
  • New product launch: FDA approved and commercialized YUTREPIA inhalation powder in May-June 2025, designed for higher dosing and improved lung delivery
  • Strategic emphasis: Positioning YUTREPIA as first-choice prostacyclin across PAH and PH-ILD, targeting dose titration beyond existing inhaled therapies like Tyvaso
  • Quantitative metric: YUTREPIA studied at doses up to 424 mcg QID, significantly higher than 64 mcg max dose for Tyvaso DPI, enabling extended inhaled therapy use
  • Noteworthy filing fact: YUTREPIA developed via 505(b)(2) pathway faces ongoing patent litigation by United Therapeutics seeking FDA approval withdrawal

Management Discussion & Analysis

  • Revenue $158.3M in 2025 vs $14.0M in 2024; product sales $148.3M from YUTREPIA launches, service revenue down 28% to $10.0M
  • Operating loss improved to $(51.4)M in 2025 vs $(121.3)M in 2024; SG&A rose 93% to $157.2M, R&D decreased 18% to $39.3M
  • Best segment: Product sales $148.3M in 2025; worst segment: Service revenue declined 28% to $10.0M
  • Cash $190.7M end 2025; net cash from financing $59.7M; CapEx $4.3M; license payment $2.0M; no buybacks or dividends disclosed
  • Outlook risks: FDA approval maintenance, YUTREPIA commercialization success, pump availability constraint on Treprostinil Injection, high R&D costs for L606 development

Risk Factors

  • Cybersecurity risk with potential material disruption of product development programs and financial losses due to IT system failures or data breaches
  • Board Audit Committee oversight of cybersecurity risks with regular management reporting on security controls and incident response effectiveness
  • Dependence on head of IT with 25+ years cybersecurity experience managing day-to-day information security and threat detection operations
  • Incident response led by CEO, CFO, General Counsel, and supported by external legal and cybersecurity advisors to contain and mitigate breaches
  • Potential reputational risk and unauthorized release of confidential information impacting business and financial condition

Liquidia Corp FY2025 Key Financial Metrics
XBRL

Revenue

$158M

+1031.2% YoY

Net Income

-$69M

+47.1% YoY

Operating Margin

-32.5%

+83418bp YoY

Net Margin

-43.5%

+88812bp YoY

ROE

-154.0%

+1471bp YoY

Total Assets

$328M

+42.4% YoY

EPS (Diluted)

$-0.80

+51.8% YoY

Operating Cash Flow

-$36M

+61.8% YoY

Source: XBRL data from Liquidia Corp FY2025 10-K filing on SEC EDGAR. All figures in USD.

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