Puretech Health Share Discussion Threads

[saleen230] 18/4/2018 18:52

Why all this selling did I miss something? Also what are your guys thoughts about Follica?

[edwardt] 18/4/2018 11:26

the two are normally inversely linked in terms of resulting performance from my experience lend me.

[lendmeafiver] 17/4/2018 16:28

Very well written and presented report and so much upside potential here, amazes me there are not more here or on any of the other online discussion boards.

[edwardt] 17/4/2018 13:29

lots of content and detail in the report - would love to understand more on the science but have resigned myself to that long ago. on the valuation front, i am on management's side - why show your hand of cards to your opponent?

[rambutan2] 16/4/2018 19:26

Will plough through it when get the chance. And no doubt there is plenty to like and get excited about. However, i will say that I think it a mistake not to give some sort of guidance on valuation. It could be fairly generalised and not too portfolio company specific, if that's what they are worried about. As it is, for poor sods like me, who can't access the broker notes, it's going to be a struggle to value. In fact i (and i suspect the mkt) will be more conservative in valuations and focus more on any listed stuff ie TORC, or companies with known funding rounds. Ho humm...

[rambutan2] 16/4/2018 19:07

All 140 pages of it:

[macarre] 16/4/2018 08:23

Results out now.

[rambutan2] 12/4/2018 18:58

Results were "planned" for today!

The Group plans to issue its 2017 Annual Report and Results for the year ended 31 December 2017, based on its audited statutory accounts, on Thursday, 12 April 2018.

[saleen230] 10/4/2018 17:08

2017 annual report should be out in a few days if we judge from last year's release date. Which subsidiary makes you guys most excited about Puretech?

[edwardt] 21/3/2018 08:28

yep - got mine at 137 yesterday. rarely you get chance to get a better price on small caps than the big boys.

[edwardt] 20/3/2018 15:13

could n't resist a few more, my guess the raise has created a stock overhang.

[edwardt] 20/3/2018 14:56

being walked down aggressively - anyone seen anything to explain...

[edwardt] 19/3/2018 18:22

he keeps doing 5k a day - lets hope he continues....

[edwardt] 14/3/2018 09:06

nice to see some director buying albeit they are not exactly re-mortgaging the house. i am minded to do a 25% top up to avoid the illusion of dilution due to the raise. thoughts?

[edwardt] 13/3/2018 09:18

to be fair, the cash burn has meant this is sensible imo. if they are going into bat with commercialisation deals with sponsors kind of helps if you are in a position of strength to be a co-sponsor. in short, the dilution is unwelcome but is a cost of increased optionality. as such, being a minority investor, i have to be supportive of that strategy. go get em puretech team.

[waterloo01] 12/3/2018 17:00

lol. We want even more cash on the books so we can spend it like crazy.

[edwardt] 21/2/2018 14:23

my takes were chances of two more ipos in next 6 months. they are also going to go coy on valuation methodology given sensitivity around pricing on ipo and second rounds - all makes sense to me but will prove hard for analysts to model which could result in vol in share price. i want to sit tight for a decade on this one.

[rambutan2] 21/2/2018 13:30

Yes, much to be upbeat about in the update:

[edwardt] 21/2/2018 10:12

restorbio is flying in the states - now almost $20!

[edwardt] 20/2/2018 09:52

not often i read a trading statement and get excited about what the company actually does. it is going to be a very interesting journey owning this one!

[edwardt] 05/2/2018 10:42

nice lead article in the economist talking about the digitalisation of pharma and healthcare. surely this is the best pure play on that theme? no pun on the word pure.

[lendmeafiver] 31/1/2018 14:52

Can’t find that Gelesis information, perhaps enquire with the company directly.

[justincosworth] 29/1/2018 14:41

Is there any news when Gelesis is going to be put into production. Showed decent efficacy at stage 3 trials. People seem to be sleeping on PureTech, three products about to be launched with serious potential.

[lendmeafiver] 26/1/2018 17:19

Well if follica actually works imagine the potential IPO value.