Member Info for Rockefellow

Re LYT100.Julie Krop designed the trial and left Puretech in February.She is now an advisor to the FDA.so will be in a good position to steer LYT100 in the right direction.It may be following a discussion with the FDA,with preparation,trials can begin 1/10/25.We need guidance.Its pointless speculating..

Jefferies were sacked.Peel stuck at 508p,which gives him zero credibility

There has been zero research which is why UBS is on board.In the US there would be half a dozen analysts tracking.Tiny company ..

Roche paid $8.3bn for Pirfenidone.LYT100 head to head on the higher dose is significantly better.Thats the equivalent of £28 a share.UBS needs to educate the market as to the potential value going it alone.several billion surely.

Crazy upside.IMHO.DYOR

Going alone keeping 100pc will create the fullest value.Roche really did pay $8.3bn for Pirfenidone which didn’t have FDA approval at the time.LYT100 is better.thats the equivalent of £28 per share to Puretech.NAI

There will be NO bid.Potential is insane.Bharatt is very capable of building the business.

UBS the new Corporate Broker will make a difference.

Https://www.biotechtv.com/post/puretech-health-december-18-2024

Each new project has the potential to be worth $1bn to $10bn

Https://puretechhealth.com/images/PRTCCorpPresentation.pdf

Https://www.pharmaceutical-technology.com/news/newsroche-to-acquire-intermune-for-83bn-4353577/?cf-view

I don’t think we will be at these levels for long with UBS initiation so close.

Https://www.vedantabio.com/press-release/vedanta-biosciences-publishes-additional-phase-2-ve303-results-in-nature-medicine/

35.7pc owned .could be $1bn plus co.

With jefferies on 455p Peel 508p any guesses for UBS?

The $373m milestones due as sales move to $2bn pa are effectively in the bag.

Https://www.cnbc.com/amp/2025/01/15/bristol-myers-squibb-schizophrenia-drug-cobenfy-could-treat-alzheimers.html

The new Corporate Broker.Will be interesting to see what risked valuation they come up with.

It’s $365m cash.plus they own 37pc of Seaports $325m cash.$120m.$485m.ie 166p a share.

Update is due!

LYT 100 should be worth over $2.5bn…