RE: lyt100 - stop *****footing and fund the damn trial yourself19 Feb 2026 15:31
For info.
Seaport Therapeutics to Participate in Upcoming Investor Conferences in February and March β Seaport Therapeutics https://share.google/OJckBLoAWXZQmWMl4
RE: PureTech Health plc (PRTC) Presents at the 44th Annual J.P. Morgan Healthcare Conference Transcript18 Feb 2026 16:28
Buying bricks would be more engaging than following this stock. Literally nothing to say on or off market. Yes yes one day "it will fly". Only problem is dying of boredom or apathy before "something happens".
....and just to add: if they have any serious intent for Celea Phase 3 to start by mid '26, PTTC had better be close to closing somethg out otherwise this is going to get delayed and. ..... shorted.
RE: UBS new head of Global Biotech joined in December26 Jan 2026 17:29
Seems stable, not a lot of volume, bid-offer stretched am, settles down, mid morning incremental rise and sustained into pm more often than not. So we wait and see.
Quite the sales pitch. Not exactly many audience questions and didn't think the chemistry innovation v merely having a knack for choosing right patient cohort was answered terribly convincingly. But made a good fist of trying to sell hub and spoke and residual IP value post spin off. We ll see.
Without any update on a search or or going perm or other internal changes or resignations being announced or occurring, it makes me envisage a big fat "for sale" sign. Heading to six months of this. And house brokers doing what. On the block or something more sinister, though I can't quite fathom that at all.
The AGM RNS looks odd, but it's ticking a corporate governance code deadline (before the 6 months deadline) due to significant anti vote by shareholders. It's housekeeping.
I m not sure what to make of this ex a short term exit scenario. Unless some news comes through in terms of broker notes as part of a more strategic play around the stock and elusive "shareholder value", but with a large static institutional hold and little free market that seems a little farfetched given history.
I can't now escape the conclusion that we have an interim CEO and Chair and the resolution of that one way or another will dictate everything.