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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Puretech Health Plc | PRTC | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| 3.80 | 2.29% | 169.40 | 16:35:21 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 165.60 | 165.40 | 170.60 | 169.40 | 165.60 |
| Industry Sector |
|---|
| PHARMACEUTICALS & BIOTECHNOLOGY |
| Top Posts |
|---|
Posted at 23/11/2024 10:43 by takeiteasy "PureTech Health certainly appears significantly undervalued. However, for a traditional investor looking at earnings multiples or dividend yield, valuing PureTech is tricky. As with many biotech companies, there is little revenue and substantial annual losses, and it's unclear how an investor will realise this value. In addition, the recent share tender offer left a perceived overhang, and the shares have been heavily sold off."I would like to think the firm is addressing this in two specific areas that I can see. Ensure they get a share of recurring sales income from drug developments they sell to big pharma alongside having entities within the group launced via IPOs that have a public rather than private status so analysts can impute direct market values for PRTC's retained % holding rather than rely on estimates. Given the scale of undervaluation has been shown by a number of analysts to be so great any hint now of a plan or path to addressing this MAY be enough for a rethink of the opportunity (choose words carefully here) I would like us to become more like the BG USA trust model of a public and private equity split within the portfolio :) nai etc |
Posted at 30/10/2024 14:07 by takeiteasy Seaport announcements a master stroke in my book i.e. ensure a well over subscribed funding round and then follow up to the IIs with the message if you want more of the Seaport exposure without having to wait for the next funding round then buy some/more PRTC ... and heh presto PRTC price shoots up ..lols...:)nai etc |
Posted at 25/10/2024 08:33 by peterm35 Hi take it easy, I’ve actually read both of Oak Blokes write ups, they actually inspired me to do it. I’ve enjoyed them both, he’s been very thorough and it’s good that people are starting to notice PRTC. He valued Seaport at the total raised in the 2 fundraises ($325m). I think that’s a bit conservative if you consider that no Venture Capitalist or Investment house is going to invest in a company if it’s valued for no growth, there needs to be significant upside potential for the risk they take on. I think my own limited valuation is probably short of the mark too, but better to be pessimistic than optimistic.I believe, and Oak Bloke touches on it too, that there’s a great deal riding on LYT100. A decent Phase 2b there and we should, fingers crossed, be off to the races. |
Posted at 24/10/2024 10:35 by edwardt BMS paid $14bn for consensus sales that total $17bn out ten years. only a 20% market share equates to $4bn sales at 20k a pop. either BMS are stupid or consensus sales are way undercooked. i still get to £300m of value to prtc using a 10% discount rate on consensus sales. bonkers imho. |
Posted at 23/10/2024 13:18 by edwardt colin - prtc funded seaport at both raises so think your valuation is a bit off. anyway - agree it could be multi billion company - so it doesn't really matter! |
Posted at 21/10/2024 10:03 by takeiteasy 412 in USD = 317m which is c.90% of current PRTC valuation which as I say means all our actual cash and other assets are worth nothing....have never seen an investment situation quite this odd in my decades in the markets :) nai etc |
Posted at 06/10/2024 05:50 by takeiteasy PureTech is currently evaluating two doses of LYT-100, one with comparable exposure to the approved dose of pirfenidone and one with a higher level of exposure, in a global, randomized double blind, placebo-controlled trial in patients with IPF, which is expected to serve as the first of two registration enabling trials. As previously noted, the Company has taken measures to accelerate enrollment. Phase 2B results are now expected in 4Q24.Liberum see a successful outcome adding £320m / £1.25 per share to the target price (TP). Oakbloke review of PRTC - August 2024 |
Posted at 06/10/2024 03:54 by ohisay Liberum in their figurings late last year had LYT100 unrisked at 380m$.If my maths is correct that works out at £1.20p per share to PRTC . Given that theres nothing much in the current share price for that atm, one might reasonably expect an extra £1 per share in a success case. They say .. Depending on the outcome of the ELEVATE IPF Phase IIb trial, we believe that LYT-100 has >$1bn sales potential and LYT-100 would be attractive to a potential licensing partner, whether that be a company looking to enter the field or an existing player like Roche, who might see LYT-100 as an attractive means to extend its market position with a new potential backbone therapy |
Posted at 05/10/2024 06:33 by takeiteasy What does PRTC see as their TAM for LYT100 - from slide in presentation pack:Based on Phase 1 profile, pulmonologists would prescribe LYT-100 to ~44% of newly diagnosed patients with IPF Pulmonologists would switch some patients currently treated with standard-of-care treatments, particularly ESBRIET (pirfenidone), to LYT-100 Pulmonologists would switch some patients currently treated with standard-of-care treatments, particularly ESBRIET (pirfenidone), to LYT-100 Potentially address currently untreated patients who: (1) have never started treatment, AND (2) who started treatment but discontinued nai etc |
Posted at 27/9/2024 21:50 by peterm35 Analysts in the States estimating $2bn of sales in the US alone by 2030, but if Cobenfy is approved for other illnesses such as Alzheimers sales could be between $3-5bn just in the US per annum. $5bn sales would be $60m per annum to PRTC. Worldwide annual sales of $6-8bn might not be too crazy if Cobenfy is used for multiple diseases. Could do similar numbers to Ozempic |
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