财务数据和关键指标变化 - 公司在2024年6月30日的现金、现金等价物和短期投资为4.006亿美元,相比2023年末的3.26亿美元有所增加 [51] - 公司在2024年上半年的运营费用为6670万美元,相比2023年同期的7930万美元有所下降 [52] - 公司预计2024年底的现金、现金等价物和短期投资约为3.3亿美元,不包括后续可能收到的任何额外资金流入 [27] 各条业务线数据和关键指标变化 - 公司正在推进LYT-100(deupirfenidone)用于特发性肺纤维化(IPF)的II期临床试验,预计年底前公布试验结果 [10][32] - LYT-100相比批准药物pirfenidone在安全性和耐受性方面有优势,有望成为IPF的新一代标准治疗 [35][36] - 公司正在推进LYT-200用于治疗血液恶性肿瘤和实体瘤的I期临床试验,预计2024年第四季度公布数据 [41][42] 各个市场数据和关键指标变化 - 目前IPF患者中仅有25%接受治疗,其中48%最终会停药,这为LYT-100带来了巨大的市场机会 [33][34] - 除IPF外,LYT-100还有机会用于其他进行性纤维化间质性肺疾病(PF-ILD),这可以使潜在患者群翻倍 [40] 公司战略和发展方向及行业竞争 - 公司采用"枢纽-辐条"的创新R&D模式,通过将资产注入子公司获得外部资金支持,提高资本效率 [13][14][15] - 公司将继续评估资本回报策略,包括进一步的股票回购和特殊股息等,以最大化股东价值 [25][28] - 公司未来将继续关注呼吸系统、炎症和神经精神疾病等领域的新项目,每年选择最多2个新项目启动 [72][73] 管理层对经营环境和未来前景的评论 - 公司对LYT-100在IPF治疗中的前景感到非常兴奋,预计年底公布的II期试验结果将是一个重要催化剂 [10][32] - 公司对Seaport Therapeutics的CNS管线和Glyph平台也寄予厚望,认为其有潜力成为下一个Karuna [44][47] - 公司有信心通过资本高效和自我资助的模式,为股东创造可观的长期价值 [53][54][55] 其他重要信息 - 公司已完成对Karuna的全部投资回收,总计获得约11亿美元,未来还有潜在的里程碑付款和销售提成 [22][23][24] - 公司在2024年上半年进行了1亿美元的股票回购,加上之前的5000万美元回购,共计向股东返还1.5亿美元 [26][27] 问答环节重要的提问和回答 问题1 **Lucy Codrington 提问** 询问Seaport的现金消耗和预计现金流的情况,以及Karuna交易的税收情况 [59][60] **Bharatt Chowrira 回答** 公司不会披露Seaport的具体财务信息,但预计2024年将支付约4000万美元的税收 [61] 问题2 **Thomas Smith 提问** 询问LYT-100 II期试验患者特征以及未来III期试验设计的考虑 [64][65] **Eric Elenko 回答** II期试验患者特征与既往IPF试验相似,III期试验设计将根据II期数据确定 [67][68] 问题3 **Miles Dixon 提问** 询问公司未来资本配置的考虑,包括内部项目和子公司的投入 [79][80][81][82] **Bharatt Chowrira 回答** 公司将根据数据和战略选择最佳路径,包括自主开发、合作或出售等多种选择以最大化股东价值 [86][87][88][89]

PureTech Health plc (NASDAQ:PRTC) Q4 2023 Earnings Conference Call April 25, 2024 9:00 AM ET Company Participants Allison Mead Talbot - Head, Communications Bharatt Chowrira - Chief Executive Officer Eric Elenko - Co-Founder and President Chip Sherwood - General Counsel Conference Call Participants Miles Dixon - Peel Hunt Lucy Codrington - Jefferies Operator Greetings, and welcome to the PureTech Health 2023 Year End Financial Results Conference Call. [Operator Instructions] As a reminder, this conference i ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF ...

Exhibit 99.1 25 April 2024 PureTech Health plc PureTech Announces Annual Results for Year Ended December 31, 2023 Significant operational and clinical progress in 2023 and early 2024 with maturation of Internal Programs,1 launch of two new Founded Entities,2 including a $100 million Series A financing for Seaport, and the $14 billion acquisition of Karuna by Bristol Myers Squibb Robust balance sheet with PureTech level cash, cash equivalents and short-term investments of $326.0 million3 and consolidated cas ...

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UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF ...

Exhibit 99.1 28 April 2023 PureTech Health plc PureTech Announces Annual Results for Year Ended December 31, 2022 Strong capital base with PureTech level cash, cash equivalents and short-term investments of $339.5 million1 and consolidated cash, cash equivalents and short-term investments of $350.1 million,2 as of December 31, 2022. Rapid advancement of PureTech’s Wholly Owned Pipeline, with four clinical stage therapeutic candidates, including LYT-100 (ongoing registration- enabling trial in IPF), LYT-300 ...

January 2023 Important Information The following presentation, including any printed or electronic copy of management’s current beliefs, expectations and assumptions about beyondtheCompany’scontrol,youshould notplaceunduerelianceon these slides, the talks given by the presenters, the information future events, conditions and results, and on information currently theseforward-lookingstatements. communicatedduringanydeliveryofthepresentationandanyquestion available to us. This document and the Presentation al ...