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chris

@archer_coa

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Full time stock market investor. https://t.co/fwqANa5Goq

London, England
Joined August 2009
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@archer_coa
chris
16 days
🚨 First Substack drop! $PRTC.L #PRTC PureTech Health 💰Cash runway to 2028+ portfolio of 3 mid & late stage multi-bn dollar assets priced at ZERO. 🚀Why this biotech disconnect screams opportunity: #biotech @SeaportTx @daphnezohar @PureTechH https://t.co/nYNquPPnPZ
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@archer_coa
chris
4 days
Looks like the market is finally waking up to the undeniable value on offer at $DAWN
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@archer_coa
chris
8 days
$DAWN (Day One Biopharmaceuticals) is seriously mispriced. Check out my full deep dive on Substack for the why - it's a compelling setup 🚀 https://t.co/aAj5HS9NW8
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@archer_coa
chris
10 days
Hi 👋 I've started a free to read Substack to write about interesting asymmetric opportunities I spot in the markets (heavy on biotech for now). So far, I've covered two under-the-radar setups that look well-positioned for 2026. Click the link to find out more:
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@archer_coa
chris
10 days
Thanks to @PRVWatch for the heads up 🙏
@PRVWatch
PRV Watch
10 days
Evolution of Priority Review Voucher sales in the last year: Q1 '25: $150M Q2 '25: $155M, $160M, (+1 undisclosed sale price) Q3 '25: $175M Q4 '25: none reported Q1 '26: $200M
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@archer_coa
chris
10 days
$JAZZ sold their PRV for $200M - insane value in this market! 🤑🤪🤯(see screenshot from $JAZZ recent investor presentation) Massive read-across to $SPRB Spruce Biosciences (mkt cap $85M): On track for Q1 2026 BLA submission → good chance of receiving the PRV in Q3 2026 (if
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@archer_coa
chris
11 days
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@archer_coa
chris
12 days
🚨Spruce Biosciences $SPRB Find out why this late stage orphan play looks absurdly priced. Market is sleeping on the potential here. 5 bagger potential🚀 Don't miss this one🔥 Read my full thesis here: https://t.co/eYWAZ1QtFQ
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@archer_coa
chris
2 months
🚨"Avacta currently leading the way in dual-payload PDCs" New must-read article just dropped naming #AVCT as the frontrunner in the hottest new ADC/PDC wave: dual-warheads designed to kill resistance dead. https://t.co/Fq0iopf5BC
Tweet card summary image
labiotech.eu
Discover the emergence of dual-payload ADCs and PDCs, which could mark a significant evolution in targeted therapeutics.
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@archer_coa
chris
11 months
The market has no idea PRTC own a decent size stake in Cobenfy. "Cobenfy, possibly the biggest drug of our generation" - Jim Cramer "One new potential indication or data readout on Cobenfy every year for the rest of the decade" - CEO Brsitol Myers
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@archer_coa
chris
1 year
PureTech Health #PRTC Not only are you buying a fundamentally criminally undervalued stock, you are also buying at a historically low price. For those who like technical analysis we are currently sitting on an area of mega demand. This level has not been breached since 2017.
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@archer_coa
chris
1 year
Oh and by the way, PRTC is currently trading at near cash so you effectively get their stake in Cobenfy (launched on the market last year & forecast to be one of the biggest selling drugs in the world)plus their entire pipeline for free. Please find me a more undervalued biotech
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@archer_coa
chris
1 year
Beyond the $100Ms in milestones and royalties yet to come from PureTech's sizeable stake in Cobenfy ($BMY's $14B schizophrenia drug), PureTech's pipeline looks very promising, with plenty of value drivers in the next few years. Here's a snapshot: #PRTC $PRTC
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@archer_coa
chris
1 year
UK biotech investors, can you find me a more undervalued biotech stock than PureTech Health? My view - its wildly undervalued. Take a look over the slides below and tell me if Im right. How much do you think #PRTC is worth? #AVCT #OBX #HVO #PRTC #AZN
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@archer_coa
chris
1 year
Alpha Group knock it out the park again, despite tough trading conditions 🔺Revenue on underlying activities up 23% 🔺Total income (inc interest income) up 18% to £221m 🔺Net cash increased by £40m to £217m 🚀PE < 10 for a high quality growth business is a joke #ALPH
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@archer_coa
chris
1 year
@archer_coa
chris
1 year
PureTech’s pipeline, including late-stage assets like LYT-100 (IPF) and Vedanta (microbiome), is incredibly promising. Not to mention LYT-200, an immunotherapy showing complete responses in Phase 1.
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@archer_coa
chris
1 year
@archer_coa
chris
1 year
🚀 Seaport Therapeutics is making waves! Their innovative Glyph™ platform is designed to enhance oral bioavailability & reduce side effects of neuropsychiatric drugs. This tech could revolutionize treatments for depression, anxiety & more! https://t.co/lv28ZOrpvk
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@archer_coa
chris
1 year
The team that invented Cobenfy (1st new schizo med in 50+ yrs) is part of this powerhouse! Seaport Therapeutics, a PureTech founded entity and part-owned by PureTech, is led by former CEO & founder @daphnezohar (now Sr. Advisor at PureTech), and current CEO Steve Paul. END/
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@archer_coa
chris
1 year
🚀 PureTech Health'sgroundbreaking "hub & spoke" model is powered by a world-class board & deep bench of scientific & industry leaders. They've driven the development of 29 therapeutics & therapeutic candidates, incl. 3 FDA approvals, and multi-billion dollar transactions
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@archer_coa
chris
1 year
🤔 The market cap of #PRTC is a complete nonsense given the $400M cash, the potential for hundreds of millions in milestone payments, a large stake in Seaport, and multiple late-stage assets poised to be blockbusters if successful in phase 3. Someone please make this make sense!
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