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Listened to the presentation last night, great things happening, plenty to look forward to this year. My only issue is the amount of cash that this all requires, and the lack of focus on profitability.

Taken from chat GPT

PureTech Health has not achieved profitability in recent years. In 2023, the company reported a net loss of $66.6 million and an operating loss of $146.2 million, despite generating $3.3 million in revenue.  This represents a significant decrease in revenue compared to 2022, when the company reported $16 million in revenue.  Over the past five years, PureTech Health has consistently reported net losses, with the rate of loss increasing by approximately 59.6% per year.  The company acknowledges that achieving profitability will depend on the successful development and commercialization of its therapeutic candidates. 

For me there is a lack of anything from the CEO on when the company will start to show profit

Below are two acquisitions from major Pharma companies, much more to come over the coming months, PureTech could be on the radar !

Johnson & Johnson strikes $14.6bn deal for neuroscience biotech Intra-Cellular

Eli Lilly to buy Scorpion Therapeutics' cancer therapy for up to $2.5 billion

For a company with a market cap of $431M, these regulatory developments substantially enhance PureTech's strategic position. The planned advancement of LYT-200 through Gallop Oncology suggests a potential spin-off strategy that could unlock additional shareholder value. The dual-pronged clinical development in both hematological and solid tumors expands market opportunity while diversifying risk. The partnership with BeiGene for combination studies adds credibility and reduces development costs. Early signals of clinical activity across multiple indications could attract potential licensing deals or strategic partnerships, providing additional non-dilutive funding options.

£340k is peanuts, must be a friend of Vlad who wants in and has negotiated a price over a drink that he is willing to pay.

PureTech Health announced that its CEO, Bharatt Chowrira, will present at the 43rd annual J.P. Morgan Healthcare Conference. This participation highlights PureTech’s active engagement with key industry events, potentially enhancing its visibility and positioning in the biotherapeutics sector. The presentation may provide insights into the company’s strategic direction and future developments, which are of significant interest to stakeholders and investors.

Topped up today, great price to purchase additional shares. UBS now on board makes me think that this is going to be a star for 2025

PureTech Health has appointed UBS as its UK Corporate Broker, a strategic move likely to enhance its financial operations and market positioning in the UK. This partnership could potentially strengthen PureTech’s industry standing and provide added value to stakeholders by facilitating better market engagement and financial support.

JPM conference 13-16 Jan will be an opportunity to showcase the possible LYT100 scenarios.

JAM

Equities 14,247,071

5.951 %

Major Shareholders in PureTech Health plc

Equity, amount

Invesco Asset Management Ltd. 17.13 % 41,011,890 87 M p

Lansdowne Partners (UK) LLP 9.142 % 21,886,937 46 M p

Baillie Gifford & Co. 8.690 % 20,806,101 44 M p

Jupiter Asset Management Ltd. 5.951 %

Let’s hope things improve from tomorrow, we should be around the £2.00 now with recent RNS’s

I am sure the above investors will be asking searching questions

Hoping someone like Eli will buy HEMO in Q1 2025, current market cap of 12million, which exciting pipeline why wouldn’t it.

Forbes’ estimates Eli Lily has a market value of $731.8 billion, brought in $35.9 billion in sales this year, made $6.1 billion in profit and has $63.9 billion in assets

The share price is below the floated price nearly 10 years ago, institutions will want to know how soon the company will increase value or a sell off of the company will be reality. It can’t carry on like this, share price decreased consistently this year

Really puzzled with yesterday’s update, I did expect this to move upwards quickly. It will surprise us, very soon we will see either a Pharma company offering to buy it outright or a JNC on an entity IMO

Vlad and Peter need to show some leadership now, it has been chaos, every decision has shafted shareholders, time to show what you can do instead of talking about a potential cure.

Actions speak louder then words, we are all losing lots of money due to Vlad and his management team

Great news, excited to see what comes now

This was on last night, https://www.bbc.co.uk/sounds/play/m0025vj1

Dr Claire Claire Roddie, Associate Professor in Haemato - Oncology, University College London (and at CR UK City of London?).

At 04:07 She gave a nice v. short account of the benefits of cancer immune therapy and her work, here are some of her words, and a couple of rewrites:

"CAR T-Cells are Best Medicine, “a more gentle way of treating cancer … we have immune system … killer cells … not good at cancer … as is an internal not external threat ... so give immune cells gene to give “eyes” so can see cancer ...

Synthetic pseudo protein that I engineer into regular CAR T-cells … infuse … circulate … killing .. great specificity … 40-50% alive vs dead … they stay in body and replicate … so only one dose … relapse prevented … now so much experience we are moving nearer front line treatment (not stated specifically) … is available on NHS for lymphoma and leukaemia”

She was also mentioned and spoke at 00:35, and maybe later but I didn't listen to rest of program.

Still have 2.6m, not sold any just keep building it up and the share price nosed dived. Happy to wait until late 2025 to decide what to do with them

Baron’s view means nothing, more likely wanting shares at a reduced price. Motley fool, JP Morgan all slated Rolls Royce shares a couple of years ago when Turfan came in as CEO, telling investors to avoid. Share price increased from those days of £ 1 to close to £6 now, bet there all filled they boots over the past 24 months

Nice to see this resolution passed, things can progress now.

Strange no RNS on this yet but in the news, another step foward

SAN DIEGO - PureTech Health plc (NASDAQ:PRTC, LSE:PRTC) shared promising data from a Phase 1b trial of LYT-200, a novel anti-galectin-9 monoclonal antibody, at the American Society of Hematology (ASH) Annual Meeting. The trial involved patients with relapsed or refractory acute myeloid leukemia (AML) and myelodysplastic syndromes (MDS), showing the drug's safety and efficacy both as a standalone treatment and in combination with current standard-of-care therapies

https://www.investing.com/news/company-news/puretech-reports-positive-lyt200-trial-results-in-amlmds-93CH-3760516