Puretech Health Share Discussion Threads

[lendmeafiver] 19/6/2020 18:01

Two great pieces of newsflow this week that should have pushed the share price to 350p+ in my view, if I was on the board I would raise the funds to take it private, ridiculous.

[volvo] 19/6/2020 17:26

At this level someone might just step in with a 320p offer, which values Puretech at £940m take the $850m cash pot, sell off the stakes in Gelesis and Akili at IPO stage, for say $450m, for $1.3 billion (£1.05b)total.......and stick with what's left, which is still substantial and ultimatly free.

That's the danger when the share price doesn't reflect reality.

One more step for Follica and Vedanta looking v promising, Alivio, Sond, Entegra, Vor and our own stuff look v v positive. Sitting duck atm.

We've been the daddy founding these drug entities and we are wide open to take our position on.

Some hedge funds would fancy this.

[mr dexy] 19/6/2020 15:25

... or maybe wait 'til Gelesis and Akili are floated...

... then even the yoodles will be able to do the math

Regards to all


Mr D

[volvo] 19/6/2020 11:56

A 48.5k buy today in the mid morning auction cleared out all the sellers at 275....now there is nothing on the book going up, you cant buy anything in volume. Crazy for a FTSE250 company to be so illiquid.

[volvo] 18/6/2020 16:31

LSE is slow on the uptake without doubt.

[lendmeafiver] 18/6/2020 16:28

If PRTC is on the Nasdaq by then also! Not sure about LSE.

[volvo] 18/6/2020 15:33

Karuna holding over $100 today so $474m current value.

Imagine if both Gelesis and Akili go for billion dollars IPO's??? Double share price on announcement?

[volvo] 18/6/2020 14:57

Yes the market has missed the news...needs picking up by the brokers and should see it pass 300p.

[manual dexterity] 18/6/2020 14:09

It is indeed good progress as one has been adding to ones portfolio.

Patience is key.

[volvo] 18/6/2020 14:08

Gelesis and Akili will both been keenly bid at IPO stage.

[lendmeafiver] 18/6/2020 12:55

and as Volvo keeps saying, our stake in Gelesis is effectively for free given cash and stocks broadly backup market cap.

[af004] 18/6/2020 12:42

Great news.

[lendmeafiver] 18/6/2020 12:31

More great progress

[volvo] 17/6/2020 20:06

Ahh a response.

Yes I've stuck a few percentage of my pension fund in here. Recon on 100pc return within 24 months maybe sooner, much sooner....and 200pc return within 36 months.

Today is all about solvency and this company is silly rich with plenity of goal scorer's....see how i did that.

Basically the bottom line is this cash rich biotech company is becoming de-risked....and has so much up side potential.

These are great plays.

Karuna stopped all the doubters, it showed the model is not flawed and if you back a drug and its successful you hit the jackpot

[reddevil28] 17/6/2020 14:01

Sounds good to me. ADHD is a huge market in North America. Dipping toes in now.

[volvo] 17/6/2020 10:06

Starting to set sail now to 350p.

Karuna finished at $99 having got $101...every pip is worth $5m to Puretech, currenty at $474m.

So over $850m in cash and stock, Akili (34pc owned) and Gelesis (22pc owned and royalties) both queuing up for IPO, and 22 product candidates in varying stages from pre clinical to phase 3. So much going on.

[volvo] 17/6/2020 07:14

EndeavorRX

Analysts at Peel Hunt factor in a peak treatment rate of 300,000 patients for peak annual in-market revenue of US$390mln.

Then start to factor in Rest of World sales...Akili have crept up on the markets.

Going to get a decent valuation at IPO.

It will list in the US...along with Gelesis.

[edwardt] 16/6/2020 09:57

my understanding is the alternative therapy for kids is giving them 'speed' which is not a pleasant drug!

[volvo] 16/6/2020 09:49

worldwide tv and press will run with this story....every parent of a ADHD child will want to try it asap.

Investors will want to get on board with Akili, but its not listed yet, but we are the obvious back door in.

Can see a decent sized IPO.

[volvo] 16/6/2020 09:11

Pediatric autism, depression, and ms.

Pediatric ADHD affects 6m in the states and 10's of millions around the world.

This novel approach with a digital game will be a blockbuster and currently only on prescription.

$100 a pop and you soon have billions in sales ww.

Will take time to roll out, but everything in place for a large ramp up.