Puretech Health Share Discussion Threads

[lendmeafiver] 03/1/2018 11:21

Further large buys today also

[lendmeafiver] 03/1/2018 11:19

I’m not sure if it means a complete exit but I expect that is the case, this is certainly further evidence that the sum of the parts value here is far greater than the market cap.

[edwardt] 03/1/2018 10:23

looks like restorbio is going to float. i am unsure if we will be selling all of the holding into it. It looks like the ipo is for our 41% stake. If you mark the series b raise, the 41% holding should be valued at circa $102m. i guess if ipo happens it will be a better outcome than that valuation. seems a shame we will not retain a small position in restorbio but i maybe wrong. any guidance appreciated....

[lendmeafiver] 28/12/2017 14:24

More good sized buying yesterday I note, 57,904 at £1.53, heading in the right direction.

[lendmeafiver] 19/12/2017 16:41

Well it’s pushed this up to the £1-50 mark today which is very encouraging, plenty in the pipeline to come also.

[edwardt] 19/12/2017 08:38

more positives - albeit this one is a small one today.

[lendmeafiver] 18/12/2017 14:06

Thanks Edward, first exit also perhaps.

[edwardt] 18/12/2017 13:54

I have read another good article on Bloomberg on the subject of other uses for video games. apparently ubisoft are working on similar applications for games as well other than entertainment. it is a new frontier for sure but is definitely worth exploring in what we can do with it.

[lendmeafiver] 18/12/2017 13:47

Didn’t see or and can’t find it, just a small mention? Any particular focus?

[edwardt] 15/12/2017 22:03

Here here to that!

[lendmeafiver] 15/12/2017 18:29

I think the same Edward, this is an absolute cracker, a potential multi-billion company in the making I think, amazing current lack of interest given the potential, the recent newsflow, brokers notes with raised price targets, significant directors real money purchasing, sub-ipo bargain price, even a potential hair re-growth treatment at Follica, backup by an advanced weight loss treatment at Gelesis, even good recent results at innovative Akili, plus others in an interesting pipeline.

[edwardt] 15/12/2017 18:12

I promise it is not all me! Amazed so little activity on this B.B.: this is probably the most exciting company I own by a country mike

[lendmeafiver] 15/12/2017 17:59

And 75,000, some serious accumulation this week

[lendmeafiver] 15/12/2017 14:44

Followed by 50,000 today

[lendmeafiver] 14/12/2017 09:50

Is that 37,000 at 1.48 paid late yesterday, this will breach 1.5 imminently in my view

[lendmeafiver] 13/12/2017 14:40

Bit of positive newsflow on wound induced hair regrowth, if Follica’s RAIN product works, perhaps in a similar way, then we have something potentially very valuable on ours hands here:

www.koreaherald.com/view.php?ud=20171121000807

[lendmeafiver] 13/12/2017 12:05

Bit of buying activity again, looking good

[lendmeafiver] 12/12/2017 16:21

Nice tick up here this afternoon

[edwardt] 06/12/2017 08:11

just shows insider buying should not be ignored. also pleased that steve davis at Jupiter has topped up to go over 5%. got to laugh that this is probably the only biotech incubator that woodford has not backed. i hope that is a good sign!

[lendmeafiver] 05/12/2017 10:10

Agree, going to get interesting next year, Bharatt Chowrira was accumulating whilst he was able to for a very good reason.

[edwardt] 05/12/2017 10:05

looks like ipos might well happen as well for two of the businesses - bring on 18 in my opinion.