Puretech Health Share Discussion Threads

[doctor 69] 20/12/2024 07:57

A company more likely to bid £1 billion now than want a commercial deal in a years time after a phase three trial .With cash in bank and royalties to come you would get your £1 billion back with in 5 years with lyt100 producing big cash .

[takeiteasy] 19/12/2024 14:55

Perhaps the firm needs to provide the annual update on 24.12 after the inevitable stock dump

"With analysts forecasting peak LYT-100 sales of $800m per annum on a successful Phase 3 and commercial launch , a potential valuation of c $1.5b to $2b for LYT-100 appears reasonable. Throw in everything else in Puretech from current cash, future royalties from BMS , Seaport and Gallop plus Vedanta et al , and you have a potentially $3/4b enterprise in perhaps 2 years or so.But Mr Market just yawns .However Puretech is now more vulnerable to a bid than ever before imho." from a poster on LSE

nai etc

[colinblackbourn] 19/12/2024 14:36

Trackers...it's coming out of the ftse 250 on 23/12.looks stunning to me.

[brianblu] 19/12/2024 14:36

Played like a fiddle for months

[takeiteasy] 19/12/2024 14:33

short term, the share has not decided whether it is coming or going - selling off like it has had some sort of profit warning rather than the opposite...can only imagine some large holders have to reduce position sizes for wider reasons ?

[doctor 69] 19/12/2024 08:01

Superb listen , this could ten bag over next few yrs in my opinion

[colinblackbourn] 19/12/2024 07:35

Couple of new projects not yet public.excellent clip.explains a lot.

[colinblackbourn] 19/12/2024 06:44

https://www.biotechtv.com/post/puretech-health-december-18-2024

[colinblackbourn] 18/12/2024 16:27

The US Jefferies analyst is forecasting peak sales of $10bn pa.The UK analyst $3.5bn...maybe they should speak to each other.

[jaws6] 18/12/2024 16:14

edit- more later if I can

[edwardt] 18/12/2024 15:53

hmm cobenfy should be way north of that - i assume they are just forecasting US alone with that number

[colinblackbourn] 18/12/2024 15:32

Jeffries note forecasts peak sales LYT 100 $800m pa with a probability of 40pc.Peak sales Cobenfy $3.5bn.

[colinblackbourn] 18/12/2024 13:17

LYT100 is in for free ....as is the massive upside for Seaport.

[jaws6] 18/12/2024 12:39

hxxps://in.investing.com/news/analyst-ratings/leerink-partners-raises-puretech-health-target-to-46-maintains-outperform-93CH-4577657

[jaws6] 18/12/2024 12:38

hxxps://firstwordpharma.com/story/5921940

[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- [...]