Puretech Health Share Discussion Threads

[doctor 69] 14/1/2025 09:49

I really can't understand how cheap PRTC are and surely this year they get rerated . But at sub 150 p it does seem a no brainer with so much cash on the bank and I expect big royalties to come in over next few years

[takeiteasy] 14/1/2025 09:12

Healthcare has been so unloved within the insitutional market for the recent past which has not helped anyone not least our PRTC.

On a podcast this week the US investor base is reported to be switching in part from tech to finance and healthcare ETFs (due to tech sanctions, high 10 year yield etc etc)- arguably for the first time in perhaps over a year. I see this morning the first tremors of a small move here.

I suspect this is not unrelated to the wider moves among the global fund managers.
Let's see what response we get from the JPM presentation.

nai etc

[colinblackbourn] 13/1/2025 17:20

Seaport will eventually acquired for billions.

[edwardt] 13/1/2025 17:15

Johnson & Johnson said on Monday that it agreed to pay $132 a share for Intra-Cellular, valuing the company’s equity at a nearly 40 per cent premium to its closing price on Friday.

Intra-Cellular develops treatments for central nervous system disorders — including major depressive disorder, generalised anxiety disorder and Parkinson’s disease — a field that has historically proven tricky for drug developers because of the complexity of the brain and the high rate of clinical trial failures.

[colinblackbourn] 13/1/2025 15:02

'Packed schedule of meetings'....

[ohisay] 13/1/2025 14:59

I've never been a fan of the term manipulation in respect of markets but you can make a case for it here .
In addition to talking to JPM etc the Directors should be talking and engaging with shareholders.It almost seems they have tin ears.

[fozzie] 13/1/2025 14:36

Well I’m not excited, my worst performing share and getting worse every day.

[edwardt] 13/1/2025 14:33

added my last ever top up. no more from me!

[colinblackbourn] 13/1/2025 09:48

CEO I'm excited for a fantastic #JPM25 this week! I'll be presenting on Wednesday morning, where I'll share PureTech Health's exciting plans for the year ahead. After an incredible year of progress across our pipeline and portfolio, we're leveraging that momentum to grow both our pipeline and our business. I'll be joined by my colleague Eric Elenko at the conference, and with a packed schedule of meetings, we're ready to kick off the year with great energy!PureTech Health 2024 Key Highlights:- Positive #ELEVATE-IPF Ph 2b results with #deupirfenidone - PureTech-invented COBENFY™ (xanomeline and trospium chloride) US HCP approval - PureTech Founded Entity Karuna Therapeutics acquisition by Bristol Myers Squibb for $14B- Seaport Therapeutics launch and $325m financing- #LYT-200 AML Ph1b #ASH presentation, Fast Track and Orphan designations- #GallopOncology

[colinblackbourn] 10/1/2025 16:50

Biotech very weak.many at 52week lows.

[yasx] 10/1/2025 15:49

Perhaps the market is aware of some underlying concern since any bounce is being sold in an unrelenting manner - it is now below the level it was prior to the news yesterday.

[colinblackbourn] 10/1/2025 10:20

Im sure PureTech will be lining up plenty of one to ones at JPM

[lawson27] 10/1/2025 10:16

Added a few more this morn, bots all over it pushing higher off 144, GLA

[colinblackbourn] 09/1/2025 16:54

You got to be in it to win it.these guys are good.if people sell it's not on the fundamentals.

[ohisay] 09/1/2025 16:43

In the end you have to trust that what you liked in PRTC the other pharma companies like too .
And that on the value you place on the assets they are more or less in agreement.
It seems to me they are the only arbiters ..not the institutions or the brokers or you for that matter.
For the most part the science decides this.
So you just have to suck up the volatility of the daily trades if you are a believer.
Which I am !

[edwardt] 09/1/2025 13:24

unless it was £5, i would rather wait. i jest but not really.

[brianblu] 09/1/2025 13:10

What would you be looking for Edwardt the market in uk isn’t doing prtc justice for along time now

[brianblu] 09/1/2025 12:42

This company is a gem for someone to take out this poor price tbh

[edwardt] 09/1/2025 12:41

probably eventually but i imagine will go through the same process that seaport has undergone. Colin?

[edwardt] 09/1/2025 12:21

now we know why they were waiting to syndicate Gallop!

[takeiteasy] 09/1/2025 12:11

There was me thinking I had plenty of time to top up at the lows....lols...what a fab RNS released over lunch time

Peel Hunt will need to revise their note upwards we hope ?

[brianblu] 09/1/2025 12:07

Ooh we will take her down to almost all time low then release this great news I don’t know who are the sharks here

[takeiteasy] 09/1/2025 12:02

well let's hope this note ie read widely now...