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Liquidia Gets Supreme
UTHR S.Ct. petition has a non-zero grant chance that could delay LQDA launch further
Jul 17
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Valorem Legal Research
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Liquidia Gets Supreme
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Position Update
Alright, it’s time for another quick update from the world of legal special situation investing. A few matters which I have previously covered have had…
Jul 1
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Valorem Legal Research
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Position Update
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May 2024
Position Updates
Happy Memorial Day Weekend everyone!
May 28
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Valorem Legal Research
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Position Updates
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FTC v. $TPR: In the bag?
Yesterday we got Tapestry’s and Capri’s responses to the FTC administrative complaint, and it’s fair to say Tapestry came out swinging. Sure, you…
May 8
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Valorem Legal Research
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FTC v. $TPR: In the bag?
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April 2024
FTC v. $TPR
Lina Khan weaves another head scratcher into the Tapestry of her legacy
Apr 24
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Valorem Legal Research
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FTC v. $TPR
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5
Position Updates
Two notable rulings have come out in the last week, so it’s time for a quick update on Arbutus and Yellow. ARBUTUS — MARKMAN CLAIM CONSTRUCTION RULING…
Apr 4
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Valorem Legal Research
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Position Updates
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March 2024
Grocery Games
Kroger / Albertsons + a Few Updates
Mar 20
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Valorem Legal Research
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Grocery Games
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February 2024
Debating Diction in Delaware
Markman hearing presents key inflection point in biotech patent dispute
Feb 23
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Valorem Legal Research
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Debating Diction in Delaware
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7
Some Legal Sit Updates
With a few ideas currently playing out, I figured it made sense to do a quick update on the ideas I’ve written about as there are some near-term…
Feb 5
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Valorem Legal Research
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Some Legal Sit Updates
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7
January 2024
On International Award Enforcement
Plus a favorite idea with parallels to BUR/YPF
Jan 18
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Valorem Legal Research
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On International Award Enforcement
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28
Showing a Card to Bankruptcy Claimants
Pension plan claimant seeks double recovery at shareholder expense
Jan 8
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Valorem Legal Research
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Showing a Card to Bankruptcy Claimants
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December 2023
Deep (Sea) Dive
Upcoming arbitration decision might buoy a drowning stock
Dec 26, 2023
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Valorem Legal Research
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Deep (Sea) Dive
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