Puretech Health Share Discussion Threads

[edwardt] 24/1/2025 15:36

Anybody more scientific than me on the c dif data - 80% reduction is pretty awesome is it not?

[ohisay] 24/1/2025 14:58

FWIW I've recently made a nice amount of money on the likes LBE/SEA which have had quite a low percentage of instituitional share interest..so its the PIs who have been driving the stock and very correctly so.
Of course thats a small cap but when you have a mid cap like this thats been dealing with Algos from one or other of the 60% plus institutional investors you have to wonder what the advantages are to a high II holding .
You would think it would derive stability but its been quite the reverse.PIs would rarely do this to a company of this size were it possible .

All IMHO..

[colinblackbourn] 24/1/2025 14:27

PureTech owns 35.9pc be a $1bn plus company.

[edwardt] 24/1/2025 14:06

Reads very well!

[mighunter] 24/1/2025 13:42

News from Vedanta hTTps://www.businesswire.com/news/home/20250123611854/en/Vedanta-Biosciences-Publishes-Additional-Phase-2-VE303-Results-in-Nature-Medicine

[colinblackbourn] 24/1/2025 12:35

UBS appointed 6th January can't be long before initiating.

[lawson27] 24/1/2025 12:05

Taken my last few £k nibble down here @138, now lets see some news and a recovery in the share price please, GLA

[colinblackbourn] 24/1/2025 11:28

Good to get rid of Jefferies.Their advice on the tender offer was a disaster.Generated big fees for them and got Puretech kicked out of the FTSE 250.We can now move on with a fresh start.

[rogers49] 24/1/2025 11:10

Colin: I agree new investors is what's needed.

[colinblackbourn] 24/1/2025 10:51

I would expect UBS to take Puretech on a European roadshow in due course.They need new investors who will love the story

[ohisay] 24/1/2025 10:14

I've eaten a couple of hats already ..

[colinblackbourn] 24/1/2025 09:21

I'm sure UBS note will cover this

[edwardt] 24/1/2025 09:05

Basically said they are ahead on Alzheimer's readout for later this year. If successful- we must see a reaction here or I will eat my hat

[edwardt] 24/1/2025 08:38

Cnbc article about a week ago outlined why bms are so excited about Cobenfy - well worth a read .

[bad gateway] 24/1/2025 08:10

The 132p they opened the stock at was bang on the longterm trendline I'd been watching for so looking for a bounce not a further decline esp as I ran out of patience waiting for it and bought at 137p.


free stock charts from uk.advfn.com

[colinblackbourn] 24/1/2025 08:06

Peel has a 508p target

[ohisay] 24/1/2025 07:44

The JP Morgan Healthcare Conference in San Francisco – the industry’s major annual showcase – highlighted that there might be a possible trough in valuations as companies stock up on non-obesity products while the costs are reasonable. The conference also showcased where companies see the final frontiers for treatments in different therapeutic areas.

The pace of deal-making has already picked up since the start of the year. Large pharmaceutical companies announced $20bn (£16.5bn) of deals in recent weeks, with the largest being Johnson & Johnson's (US:JNJ) $14bn acquisition of Intra Cellular Therapies, which has a suite of medicines for neuropsychiatry disorders including schizophrenia.

Peel Hunt analysts Miles Dixon and Leolie Telford-Cooke said the pharma giants had been building towards this for some time: “We cannot help but be reminded of Karuna’s $14bn acquisition by Bristol-Myers Squibb (US:BMY) in December 2023, as yet another big pharma company moves into neuropsychiatry. Almost as if to nail the point home, as part of this year’s spree, Biogen (US:BIIB) has also shown interest in fully acquiring Sage Therapeutics which has a marketed product, Zurzuvae, for major depressive disorders."

[doctor 69] 24/1/2025 07:43

So really PRTC can retain 100% and get through phase three themselfs . So at some stage over next year the revenue from LYT100 will have to be factored in to the share price which will mean this will multibag .

[colinblackbourn] 23/1/2025 18:36

Who is selling?

[edwardt] 23/1/2025 16:38

as an already approved drug - should be far less than that - my guess £30m

[doctor 69] 23/1/2025 14:03

Surely they are going to keep more than 50% if not near 100% and fund most if phase three the self .How much would a phase three cost .? £50 m

[takeiteasy] 23/1/2025 13:08

tiny volume pressing hard on the throttle to gather some stop losses I guess -hope we get spared from 1.30 ish

[colinblackbourn] 23/1/2025 10:59

UBS definitely the key to raising the profile.Jefferies have been removed from Puretechs website as covering.UBS not up there yet.Pure will want to educate the market about the potential size of the LYT100 opportunity first.Going it alone could create over $2.5bn of NPV i think.