Puretech Health Share Discussion Threads

[edwardt] 14/3/2018 09:06

nice to see some director buying albeit they are not exactly re-mortgaging the house. i am minded to do a 25% top up to avoid the illusion of dilution due to the raise. thoughts?

[edwardt] 13/3/2018 09:18

to be fair, the cash burn has meant this is sensible imo. if they are going into bat with commercialisation deals with sponsors kind of helps if you are in a position of strength to be a co-sponsor. in short, the dilution is unwelcome but is a cost of increased optionality. as such, being a minority investor, i have to be supportive of that strategy. go get em puretech team.

[waterloo01] 12/3/2018 17:00

lol. We want even more cash on the books so we can spend it like crazy.

[edwardt] 21/2/2018 14:23

my takes were chances of two more ipos in next 6 months. they are also going to go coy on valuation methodology given sensitivity around pricing on ipo and second rounds - all makes sense to me but will prove hard for analysts to model which could result in vol in share price. i want to sit tight for a decade on this one.

[rambutan2] 21/2/2018 13:30

Yes, much to be upbeat about in the update:

[edwardt] 21/2/2018 10:12

restorbio is flying in the states - now almost $20!

[edwardt] 20/2/2018 09:52

not often i read a trading statement and get excited about what the company actually does. it is going to be a very interesting journey owning this one!

[edwardt] 05/2/2018 10:42

nice lead article in the economist talking about the digitalisation of pharma and healthcare. surely this is the best pure play on that theme? no pun on the word pure.

[lendmeafiver] 31/1/2018 14:52

Can’t find that Gelesis information, perhaps enquire with the company directly.

[justincosworth] 29/1/2018 14:41

Is there any news when Gelesis is going to be put into production. Showed decent efficacy at stage 3 trials. People seem to be sleeping on PureTech, three products about to be launched with serious potential.

[lendmeafiver] 26/1/2018 17:19

Well if follica actually works imagine the potential IPO value.

[edwardt] 26/1/2018 17:15

$17.5 as i type - pretty extraordinary!! pls can all those in the pipe do this and i might be able to stop working!!!

[lendmeafiver] 26/1/2018 15:09

So much value in the whole puretech pipeline, the market is beginning to wake up to it.

[edwardt] 26/1/2018 15:05

basically puretech has made 7.5 times money on restorbio to date.

[edwardt] 26/1/2018 14:48

lets see if restorbio pops on day one - my guess the free float will hit $100m of circa $17 per share!

[rambutan2] 26/1/2018 11:54

Yes, am happy with today's rns.

Noted:
Peel Hunt today reaffirms its buy investment rating on PureTech Health Plc (LON:PRTC) and raised its price target to 313p (from 302p).

[lendmeafiver] 26/1/2018 10:02

Great news

[edwardt] 26/1/2018 09:16

ok, that announcement is great news. we are not selling it all at ipo and the irr on our investment is monster.! i hear that restorbio will float at mid range so all good!

[edwardt] 25/1/2018 11:41

more buying , someone is in a hurray to get involved here. my guess is an insti is building a stake rns soon once they go over 3%

[lendmeafiver] 24/1/2018 13:19

Ha ha, circa £1.7m!

[edwardt] 24/1/2018 13:16

lend me - it was not me! promise.

[lendmeafiver] 24/1/2018 12:01

Some very large buys just been processed

[lendmeafiver] 11/1/2018 13:05

Agree, maybe that’s been a trigger, amazing amount of buying

[rambutan2] 11/1/2018 13:03

I suppose that selling down resTORbio for cash will reasure the mkt that the model works and that dilution isn't a fact of life, as has so often been the case with these incubator style cos.

[edwardt] 11/1/2018 09:56

i guess from what i have read nav is circa £2.50 minimum so i am relatively relaxed about holding on for now. guess the extent of the cash burn eating into nav is something we will need to monitor.