Puretech Health Share Discussion Threads

[doctor 69] 29/1/2025 14:54

Looking to hold these for a couple of years

[kingston78] 29/1/2025 12:28

Puretech Health is analogous to a large landlord, with royalty fees coming in for years. This will happen. It will be able to pay a decent dividend.

[ohisay] 29/1/2025 10:22

FWIW..Even for somebody of my age and investing years owning PRTC since the beginning of last year has really been an new experience.
Its now my largest position with an average buy price of 168p (couldnt resist buying recently at 141p and 138p)
I've been wondering recently why I've felt so relaxed about the opportunity cost of holding.Its not my way usually to sit on a loss for a long time.I'm a rather nervous investor unless I can see a story.
I've figured its because I'm not going to lose my shirt here and there's the possibility it might super surprise.
The last time I felt like this was in 2019 when I was accumulating SNG.
I sold them in August 2020 and some of that cash is here now.

Just saying and GLA..

[rogers49] 29/1/2025 09:19

Doctor: not just a trade?

[doctor 69] 29/1/2025 09:03

Bought 5000 this morning , difficult as looks like not. Much stock around

[kingston78] 29/1/2025 09:01

This company is significantly undervalued. Average consensus from brokers' forecast the share price is 490 p. That is an incredible upside valuation gap.

[lawson27] 29/1/2025 08:57

Looking spritely, bot's all over it this morn, GLA

[doctor 69] 27/1/2025 15:36

Lawson better now

[lawson27] 27/1/2025 08:30

Slightly muted reaction to the news, but at least its positive, GLA

[colinblackbourn] 25/1/2025 22:35

I mean ...unprecedented efficacy.

[colinblackbourn] 25/1/2025 22:15

Re LYT100 https://www.pharmaceutical-technology.com/news/newsroche-to-acquire-intermune-for-83bn-4353577/?cf-viewRoche paid $8.3bn for Pirfenidone.Equivalent to £28 a share for Puretech.LYt 100 has 'unprecedented potential'.Likely to be Standard of Care with multibillion dollar pa potential. https://puretechhealth.com/images/PRTCCorpPresentation.pdfSee slide 12.

[takeiteasy] 25/1/2025 21:32

Bristol Myers Squibb (BMY) is one such company poised for growth, as it enters a crucial data-rich period with readouts from 40 clinical trials. By 2025, five new products are expected to contribute at least 50% of its revenue, marking the beginning of rapid growth. A standout in BMY's pipeline is Cobenfy, a drug for schizophrenia that has already outperformed other branded schizophrenia treatments. Its positive reception suggests strong commercial potential. In addition to Cobenfy, BMY is hopeful about its trials for Alzheimer’s disease psychosis. While Cobenfy may not cure Alzheimer’s, it has already shown promise in alleviating symptoms such as delusions, hallucinations, and paranoia, which could position it as a key treatment in a rapidly growing market. Alzheimer's disease, with its aging patient population, represents an enormous opportunity for pharmaceutical companies, and BMY is well-positioned to capitalize on this.

Despite these promising developments, the market has yet to fully price in BMY's pipeline potential. The company's strategic investments in these next-generation therapies have largely gone unnoticed, presenting an arbitrage opportunity for savvy investors.

You and me both as PRTC would say to them - nai etc...
hxxps://www.msn.com/en-us/money/general/bristol-myers-squibb-company-bmy-a-bull-case-theory/ar-AA1xwbpp

[ohisay] 25/1/2025 19:29

Yes thats very encouraging ..

[takeiteasy] 25/1/2025 07:35

hxxps://www.sondehealth.com/news-blog/sonde-qualcomm-snapdragon-s7
hxxps://pharmaphorum.com/news/sonde-health-partners-with-qualcomm-on-vocal-biomarker-tech

Sonde Health claims that with only a six-second voice sample it may be possible to detect symptoms of asthma, chronic obstructive pulmonary disease (COPD), and other respiratory illnesses – and can also be used as an early warning system for COVID-19.

Jan 25 update from one of our subsidiaries...nai etc

[takeiteasy] 25/1/2025 07:15

Bristol Myers Squibb believes Alzheimer's treatment is the largest potential market for its newly approved schizophrenia drug, Cobenfy, which it expects to eventually generate billions of dollars in sales across different uses. ....

hxxps://bristolmyers2016ir.q4web.com/iframes/events-and-presentations/event-details/2025/43rd-Annual-JP-Morgan-Healthcare-Conference/default.aspx

slides 8 and 9 are simply eye opening?

[takeiteasy] 25/1/2025 06:29

Very helpfully as a coincidence of timing a rival has just pulled from the market - shame no research ever gets published on a market level - where are our brokers..

Question for our loyal followers here - does everyone get a sense of a common pattern with our recent drug milestone wins, competitive rival with issues being withdrawn and our product hopefully a triumph of much reduced side effects as a core competitive edge. I posted something similar over the last PRTC drug update :)

hxxps://www.merck.com/news/fda-approves-mercks-zinplava-bezlotoxumab-to-reduce-recurrence-of-clostridium-difficile-infection-cdi-in-adult-patients-receiving-antibacterial-drug-treatment-for-cdi-who-are-at/

started in 2016

hxxps://www.infectiousdiseaseadvisor.com/news/c-difficile-prevention-therapy-zinplava-discontinued/

Zinplava™ (bezlotoxumab) injection will be discontinued as of January 31, 2025, according to the Food and Drug Administration’;s (FDA) drug shortages tracker.

Zinplava, a human monoclonal antibody, received FDA approval in 2016 to reduce the recurrence of Clostridioides difficile infection (CDI) in adults and pediatric patients 1 year of age and older who are receiving antibacterial drug treatment for CDI and are at a high risk for CDI recurrence. It works by binding to C difficile toxin B and neutralizing its effects.

Selected safety information about ZINPLAVA

Heart failure was reported more commonly in the two Phase 3 clinical trials in ZINPLAVA-treated patients compared to placebo-treated patients. These adverse reactions occurred primarily in patients with underlying congestive heart failure (CHF). In patients with a history of CHF, 12.7% (15/118) of ZINPLAVA-treated patients and 4.8% (5/104) of placebo-treated patients had the serious adverse reaction of heart failure during the 12-week study period. Additionally, in patients with a history of CHF, there were more deaths in ZINPLAVA-treated patients [19.5% (23/118)] than in placebo-treated patients [12.5% (13/104)] during the 12-week study period. The causes of death varied, and included cardiac failure, infections, and respiratory failure. In patients with a history of CHF, ZINPLAVA (bezlotoxumab) should be reserved for use when the benefit outweighs the risk

The product is manufactured by Merck. The Company did not provide a reason for the discontinuation.

[takeiteasy] 24/1/2025 22:14

nothing like enough selling volume to keep to these extreme oversold levels for so long imvho

[edwardt] 24/1/2025 21:53

US waking up at last.

[doctor 69] 24/1/2025 20:46

The company are doing everything correct , just the market slow to react , but I. Time it will react . This will multibag

[edwardt] 24/1/2025 16:23

Yes is answer - it is jam tomorrow business model and my fear is the yanks will get it cheap when the jam is about to set

[edwardt] 24/1/2025 16:12

Odd they did not rns that Vedanta news

[grootgrunty] 24/1/2025 15:59

Given that I'd like to exit at some point with a profit (going on 8 years), at what stage in PRTC's development does anyone think that time will be? I'm getting the strong impression of perennial "jam tomorrow". Is that a natural consequence of this business model? If so then a buy-out is the goal, no? The fact that it hasn't happened already at this market cap is slightly concerning.

[colinblackbourn] 24/1/2025 15:38

Nature doesn't publish data for fun.