Member Info for tuscany1

Https://www.youtube.com/watch?v=O_n4Bl5bHpU

All very interesting especially re 507 and it seems we are are extremely likely to have a partner in Q2.

Retired 26 years ago.Been in the markets ever since .

Like you Dallo this one utterly confounds me .I hold because i like the science and at least with Lyne he has a business brain.

I will always have a position here but the days when I was overweight are long gone .

I like managements who talk to investors like me and PRTC just dont .I note many remarks here from shareholders who have asked questions of the company and had no replies at all .Thats not a good look is it .End of Q2 for me to revisit the whole proposition .

AET just put itself up for sale.

We could be catching a bid if we're not careful ..

i confess i have a lot of time for lyne from his days at aris . but that leerink presentation with its softball questions and inability to reference the mediocre returns over the last 18 months really ****ed me off .

there is an opportunity cost to holding this company not just vis a vis the bio/pharma sector but the market as a whole ..and they just dont address it .

that 20% of prtc i sold last week has already returned an easy 15% on some simple oil stocks .jeez when will they wake up and talk to us small private

investors instead of thinking all they have to do is keep the ii's onside .like dallo the next few months critical for me .

Sold 20% of my holding after that .There are better places for my cash than this right now ,It seems they have tin ears when irt comes to shareholders .

Https://event.summitcast.com/view/mT9poctHDNthc6b89WqVjf/HF6jqJr8a7Co4XUzJXPBmL

I think we are getting to that point (mid 2026 IMV ) where we will begin see whether the market truly values what PRTC has to offer .

The updated Gallop results should be in and Celea IPO should be done .And Seaport should be providing more material guidance .

My breakeven is 160p ..I'd be super suprised if I didnt get that as an absolute minimum in the next 12 months .Unlike shttps://www.lse.co.uk/ShareChat.html?ShareTicker=PRTC&share=PureTech&thread=09DA12C1-888F-4A6D-91D1-A346B92466BD&reply=true#posting-rulesome here I rate Lyne .

Whilst I agree the final phase 2b results (mid year 2025) were really very good ..and I'm being a bit lazy here - my reading of them was that the side effects were still not all together completely acceptable.Of course much better than the original treatmemt/drug but still not enough for it to be considered an easy SOC Option .I cant think of any other reason why we dont have any movement on LYT 100.

Https://www.lse.co.uk/news/PRTC/puretech-launches-respiratory-development-vehicle-celea-therapeutics-04g0o84jrhxpehv.html

As Lyne says a lot hinges on this .Its over 6 months since they announced it .Even allowing for the US shutdown which delayed a number of IPOs this is unaccountably late. I continue to hold because I think Lyne is a very effective operator and once they do something for Celea I think the rump of PRTC becomes very attractive to a buyer

"Celea will have no issues with funding"

We have been waiting the best part of 5 months for this ..slated for early 2026 but still not here in spite of the fact the Phase 2b for dipiridone was completed end 2024 .You could be forgiven for thinking the market is lukewarm on a phase 3 investigation /outcome.

Well easy mistake Deeko ...actually though i would have been rather surprised if SEA were interested in Indonesian assets atm..Though Menzies had some in his portfolio in his Salamander days, I recall him saying last year that of all the jurisdictions in SE A that was his least preferred.

Still looking forward to SEA being awarded those two exploration blocks in peninsular Malaysia this month and what I believe to be a subsequent farm in by a bigger partner.

Indeed ..its nothing to do with Seascape UK .

One of his Bargain shares of 2026 released yesterday/last night .

Cavendish yesterday ..

We have updated our NAV, moving the valuation date of the DCF to 1 January 2026, and reflecting the latest resource estimates. With our core NAV including only reserves in the 2P category, it rises 2% to 90.2p (from 88.3p), where we set our target price.

However, our total NAV, where we include oil 2C resources, rises a more substantial 39% to 159.5p (up from 114.3p). As and when the company establishes a work programme to monetise these resources, we see scope for considerable upgrades to our core NAV and target price.

We reiterate our BUY recommendation, with a slightly increased target price of 92.6p.

What you get aside from the verifiable reserves (ex CPR etc etc ) is the ex Salamander team who've been round the block with that company before it was bought out for several hundred millions .So they have the historical contacts in SE Asia generally and evidently the full enthusiastic support of Petronas in Malaysia.If you want to see a valuation of Intangibles ..its here in the Management Team .

Https://www.petronas.com/myprodata/mbr

Meanwhile, the bid submission deadline for blocks PM 507 and PM 509 is 1 December 2025 , with the target to award the acreage in February next year and sign the PSCs in the second quarter of 2026.

Its certainly due ..

Https://www.bloomberg.com/news/articles/2026-01-06/amgen-buys-cancer-drug-developer-dark-blue-in-840-million-deal?

Amgen Inc. has acquired cancer drug developer Dark Blue Therapeutics Ltd. in a deal worth as much as $840 million, expanding its portfolio of oncology treatments.

Dark Blue is testing a class of drugs known as protein degraders, which could offer a new type of treatment for acute myeloid leukemia, a fast-growing blood cancer.Generally, the drugs work by hijacking the cell’s waste management system to target and eliminate disease-causing proteins. Dark Blue’s drug targets two different proteins that are linked to specific types of acute myeloid leukemia.

Amgen said that the approach showed “promising” anti-cancer activity in preclinical studies and has the potential to be used as a standalone treatment and in combination with other drugs.

Thats 840M$ for a preclinical drug!

Jesus ..100 years ago ...we've been here before .

https://www.youtube.com/watch?v=LeW8ygOVHc4

Don't get sucked into this sophistry .

Dallo the truth is the markets are short term irrational .TBH thats the attraction isnt it ..??

I asked on Advfn whether there was any indication at all before BMS bought Cobenfy from PRTC that anybody saw it coming ? I wasnt invested at the time so would be interested to know .