Puretech Health Share Discussion Threads

[ohisay] 16/12/2024 08:02

MMs fast asleep at the open ..

[takeiteasy] 16/12/2024 07:57

state of play in IPF market...
hxxps://www.labiotech.eu/in-depth/idiopathic-pulmonary-fibrosis-promising-drugs/

[rimau1] 16/12/2024 07:56

No idea takeiteasy i just think this sector requires patience and a long term view and maybe phase 1 and 2 trials are not exciting enough for short term traders. I have a 2 year view and believe the value on offer here remains compelling. Even people on this BB complain of daily price moves but you need to buy and forget drug developers, no quick bucks. I just call into the BB every few weeks to catch up.

[takeiteasy] 16/12/2024 07:49

Rimau1 - any thoughts on why the share price has continued to be so desparately weak when almost all the recent announcements have been bang on the nail so to speak - are we at the mercy of the DT USA healthcare sector rethink with the new US health secretary and all his press musings?

[colinblackbourn] 16/12/2024 07:46

Fantastic news.Puretech now has the option to take this all the way to the market.maybe licensing the ROW rights.

[rimau1] 16/12/2024 07:46

My understanding is that its a quick turnaround to phase 3 because its a version of an existing approved product that PRTC make tweaks to for example one such tweak is to improve tolerability. This is our USP.The last 2 announcements are pretty much as bullish as you could hope for IMO

[takeiteasy] 16/12/2024 07:45

hxxps://www.gilead.com/news/news-details/2021/galapagos-and-gilead-discontinue-isabela-phase-3-trials-in-ipf


This has been a very tough nut to crack from earlier attempts due to safety tolerance issues :)

“We are extremely disappointed by this news. Despite this setback, we remain committed to leveraging our novel target research engine and strong cash balance to discover potential therapies for IPF and fibrosis,” said Onno van de Stolpe, CEO of Galapagos. - could our sales folks here pick up the phone to this chap and offer to sell the rights - said in jest of course .....

[mirabeau] 16/12/2024 07:39

LYT-100 rights. I wonder what price the rights might attract.

[takeiteasy] 16/12/2024 07:38

Interesting link about late 2026 launch suggestion.

This implies a quite short phase 3 trial needed then if we are go live in under 2 years - perhaps indicates how keen FDA are to introduce a better alternative to existing options? any other thoughts here...

[ohisay] 16/12/2024 07:28

Reminder of Liberum note last year,

It is worthwhile reminding investors of the most potentially material catalysts ahead:
In our opinion, the most pertinent is the Phase IIb data for LYT-100 in IPF in 2024. We believe that because LYT-100 is an analogue of the established pirfenidone, there is an above-average likelihood of success and a good chance the drug may generate a superior efficacy signal and be better tolerated at the higher dose.

The results will determine the next steps,but we believe this could be a major value catalyst for PureTech and should be attractive to existing pharma players in the IPF field. We believe it is most likely that PureTech will try to sell the rights after the Phase IIb trial readout to create value for shareholders.
Regardless of ownership, we expect the launch of LYT-100 in late 2026, if the trials are successful.

[takeiteasy] 16/12/2024 07:27

"Of those who completed the trial, 170 patients (more than 90%) opted to enroll in an ongoing open-label extension (OLE) evaluating the two doses of deupirfenidone".

makes a statement does it not?

[edwardt] 16/12/2024 07:25

Will try and listen to call - probably high fives all round !

[takeiteasy] 16/12/2024 07:17

The Oak bloke again...

If you believe LYT-100 will succeed, that 2% royalties will be based on $2.5bn for 15 years (undiscounted)

....

[ohisay] 16/12/2024 07:15

Woo Hoo .
Thats a nice xmas present for all us long suffering holders !

[doctor 69] 16/12/2024 07:12

Superb data ,

[takeiteasy] 16/12/2024 07:07

PureTech's Deupirfenidone (LYT-100) Slowed Lung Function Decline in People with Idiopathic Pulmonary Fibrosis (IPF) as Measured by Forced Vital Capacity (FVC), Achieving the Primary and Key Secondary Endpoints in the ELEVATE IPF Phase 2b Trial,....
"These data are remarkable, particularly for a monotherapy, and - if supported by a Phase 3 trial - would represent a step change in the treatment of IPF," said Bharatt Chowrira, Ph.D., J.D., CEO of PureTech. "At PureTech, our approach is centered on identifying simple and elegant solutions to big problems that underlie tremendous patient need, and we are proud that our R&D engine has generated another potentially transformative treatment. We are committed to the rapid advancement of deupirfenidone, with the goal of delivering a new standard of care to patients while generating value for our shareholders.

nice one for LYT-100 :)

BTW from the Oak bloke recently on LYT-100 per recent link
As previously noted, the Company has taken measures to accelerate enrollment. Phase 2B results are now expected imminently (in 4Q24).Liberum see a successful outcome adding £320m / £1.25 per share to the target price (TP).

nai etc

[edwardt] 16/12/2024 07:06

Boom - that data looks fantastic!

[edwardt] 15/12/2024 21:33

Just read Stifel has peak sales at $10bn for Cobenfy - worth thinking that through! Seems me of the early user feedback on Reddit is amazing btw - early signs are it is hugely positively impactful

[ohisay] 13/12/2024 00:41

Oakbloke updates ..

[edwardt] 11/12/2024 21:01

My reading is this oral version is 9 x in the blood vs current method of intravenous injection - hence could open up far wider applications

[edwardt] 11/12/2024 12:46

anyone with better knowledge than me to interpret but we could have a better mechanism for depression on our hands too.

[edwardt] 11/12/2024 12:19

another encouraging rns!

[rimau1] 09/12/2024 07:22

Yes, much better than mixed results from my reading. Key point being it will be advanced to a stage 2 clinical trial which is all you can ask for at this point.