Puretech Health Share Discussion Threads

[edwardt] 12/7/2018 09:15

i would have thought these figures are pretty impressive indeed! shares up 10% stateside. anyone care to comment either way.

he incidence of infections was assessed for one year after initiation of study drug treatment. In the RTB101 monotherapy and RTB101+everolimus combination treatment arms, statistically significant and clinically meaningful reductions in the annual rate of infections of 33% (p=0.008) and 38% (p=0.001), respectively, compared to placebo, were observed. In addition, both RTB101 monotherapy and the RTB101+everolimus combination therapy were observed to reduce the incidence of RTIs at one year by 42% (p=0.006) and 36% (p=0.01), respectively.

[countless] 30/6/2018 13:50

An interesting read about Vedanta Biosciences, which is part of the PureTech Group, and what it is doing with microbiome therapies which seem to be coming to fruition.

hxxps://www.bostonglobe.com/business/2018/06/18/microbiome/4qkHpemmUCWcNVO1ERuIyH/story.html

[rambutan2] 29/6/2018 18:17

Recent presentation from TORC:



I was wondering what everolimus is:

[saleen230] 14/6/2018 22:11

What's with today's 800k volume?

[edwardt] 06/6/2018 16:03

impressive hires at gelesis

[edwardt] 01/6/2018 11:01

lets hope some buying follows yesterday's presentations.. market makers are moving the offer around..

[edwardt] 29/5/2018 11:02

looking at shareholders;_

IP own 27% (he has also backed some of the raises for the underlying companies.
Lansdowne own 8% they a top hedge fund in my opinion.
BG who are good growth managers own 6%
jupiter 4.6% this is brother of lansdowne main man. he tends to shadow trade his big bro!
zohar owns 4.6% herself so she has good skin in the game

[edwardt] 25/5/2018 12:24

nice option award for the cfo!

[edwardt] 09/5/2018 16:56

restorbio = also finding a floor in the states. i wish i had a bit more cash...

[edwardt] 09/5/2018 09:14

help. i clearly have this wrong but want to show my logic. what is puretech's value in akili post the raise announced this morning?

we know that they owned 54.3% at end of 17 and now fully diluted position is 40.3%. They did not participate in raise.

hence my maths would imply that if all existing shareholders were diluted too, the valuation of akili's equity is circa 27% diluted. Hence the tev would be $203m. Hence we can notionally value puretech's stake at $80m which is probably still at a meaningful discount as and when it ipos.

anyone think my maths is totally wrong?

[edwardt] 30/4/2018 10:38

well if that happens my hair will stand on end...

[saleen230] 26/4/2018 19:01

You'll be able to afford all those shares once Follica makes PRTC pop to 1B+

[edwardt] 26/4/2018 14:40

maybe new fd? it certainly wasn't me (unfortunately!)

[saleen230] 25/4/2018 20:18

Any idea who bought 250,000 shares?

[lendmeafiver] 18/4/2018 23:58

Plus interesting that the recent placing mentions puretech and lighthouse capital proving Follica $11.79m of debt, they must have some confidence.

[lendmeafiver] 18/4/2018 23:42

It’s also worth reading the original IPO wording on Follica page 105 onwards, provides some interesting detail.

[saleen230] 18/4/2018 20:34

Thanks for the link Dr. Anderson is truly a genious. I have the same view on Follica and frankly enough this is the main reason I keep adding more to my position

[lendmeafiver] 18/4/2018 19:28

At £380m market cap puretech is in my view hugely undervalued when looking at the pipeline excluding Follica. If Follica works, which given the team behind it is possible, then heaven knows what that business would be worth.

Have a read of this:

www.bostonglobe.com/business/2017/04/14/meet-one-most-important-medical-entrepreneurs-you-never-heard/dfZFRbcdtjLcqyxci9vKlM/story.html

[saleen230] 18/4/2018 18:52

Why all this selling did I miss something? Also what are your guys thoughts about Follica?

[edwardt] 18/4/2018 11:26

the two are normally inversely linked in terms of resulting performance from my experience lend me.

[lendmeafiver] 17/4/2018 16:28

Very well written and presented report and so much upside potential here, amazes me there are not more here or on any of the other online discussion boards.

[edwardt] 17/4/2018 13:29

lots of content and detail in the report - would love to understand more on the science but have resigned myself to that long ago. on the valuation front, i am on management's side - why show your hand of cards to your opponent?

[rambutan2] 16/4/2018 19:26

Will plough through it when get the chance. And no doubt there is plenty to like and get excited about. However, i will say that I think it a mistake not to give some sort of guidance on valuation. It could be fairly generalised and not too portfolio company specific, if that's what they are worried about. As it is, for poor sods like me, who can't access the broker notes, it's going to be a struggle to value. In fact i (and i suspect the mkt) will be more conservative in valuations and focus more on any listed stuff ie TORC, or companies with known funding rounds. Ho humm...