Puretech Health Share Discussion Threads

[takeiteasy] 18/12/2024 12:37

pretty clear then i think from this link and the PRTC presentation...have to believe despite DT in USA this can move....

[jaws6] 18/12/2024 12:01

www.marketbeat.com/instant-alerts/puretech-health-lonprtc-given-buy-rating-at-jefferies-financial-group-2024-12-16/

[takeiteasy] 18/12/2024 10:54

jaws, try to remove https or www refs and link will stick I think

[colinblackbourn] 18/12/2024 10:51

Year end cash should be $340m as forecast plus $29m Cobenfy milestones less $14m put into Seaport.Seaport has $325m cash with PureTech holding now 37pc.

[colinblackbourn] 18/12/2024 10:43

Re Cobenfy.we will get $373m in tranches as sales go to $2bn.anything above that we get 2pc.

[jaws6] 18/12/2024 10:14

can not post link here for some reason but it is in marketbeat

[jaws6] 18/12/2024 10:13

link- [...]

[jaws6] 18/12/2024 09:47

will check.

[colinblackbourn] 18/12/2024 09:29

Does it factor in potential peak sales for Cobenfy of $10bn?

[jaws6] 18/12/2024 09:12

I have seen 455 p jeff new note , and they talk on LYT-100 as +. will try to get link if I can. talk in details too .

[colinblackbourn] 18/12/2024 09:09

https://www.msn.com/en-us/money/topstocks/jefferies-upgrades-bristol-myers-squibb-to-buy-on-drug-cobenfy/ar-AA1vXZUi

[colinblackbourn] 18/12/2024 09:07

Plenty to get excited about next year.look at the quality of the board.

[takeiteasy] 18/12/2024 09:03

Thanks, when I read all this a year ago, there is so much detail it felt like information overload but as we can follow all the individual progress points over 2024 it is a lot more accessible :)

[colinblackbourn] 18/12/2024 08:44

https://puretechhealth.com/images/PRTCCorpPresentation.pdf

[takeiteasy] 18/12/2024 08:43

So we hope their respective clients will read the material in the days and weeks ahead and where appropriate respond positively ...

[colinblackbourn] 18/12/2024 08:40

Peel Hunt 508p Jeffries 455p

[takeiteasy] 18/12/2024 08:37

Both positive yes.

The fact remains an RNS that has materially changed the fortunes of the firm has not added a penny to the share price - in fact we are down. This is Alice through the looking glass stuff where clocks move backwards :)

[colinblackbourn] 18/12/2024 08:34

Seaport float to look forward to early next year.

[colinblackbourn] 18/12/2024 08:32

Should get an update re year end closing cash etc Friday..

[takeiteasy] 18/12/2024 08:32

why the UK insitutions struggle to get behind this success story that is unfolding beggars belief at one level - you can read on the biotech websites of all the other valiant efforts to compete with LYT-100 including one firm who are waiting 6 months to defer sending out all the safety and related data for their recent trials - we can but guess of course :)

[colinblackbourn] 18/12/2024 08:07

Leerink upped from $45 to $46 ADR

[tr200g] 18/12/2024 07:58

no niggles at all...Jefferies and Peel Hunt (the house brokers) described the results very positively indeed. "perhaps the best case" outcome was the Jefferies summary

both brokers will be upping their PT materially I suspect

[rambutan2] 17/12/2024 21:50

Has anyone seen any analysis of the trial results by sector commentators, or even a broker. I'm wondering whether there are any negative issues, even niggles, which mean that the specialists are not seeing LYT-100 as a winner?