Member Info for LlamaFarmer

Looking like players taking positions for month end expected news?

Buying happening in afternoon.

USA

Comes Marcellino ... I'll tell you what else it's not a pi picking them up or they'd be telling us how great they were :)

Some of the buys time in with US investors being awake ...

Only £3k down, investing in small cap pharmas and you hadn't realised these are mad things?

These are PI sells, there are lots of PI's with tens of millions of shares, some of them are selling to chase other AIM stocks.

This is in the quiet zone, we know news is coming, grants applied for, data packets being worked on 002, 015 updates...

Whats more of interest is who is buying them up at 0.23p zone very confidently and quietly?

They started much higher than that though, so if that was the game it worked, easy to sell 2 x 5 and buy back 8 +2 plus whatever the difference you have extra?

Who knows, just as easily could be cambsblue leaving again?

The 5m came unstuck there.

If you look back, prev when they've done that they could have bought back at a profit a while later.

If, lets say you thought a placing was imminent you might try that game, get the price down, have your cash ready, not show the market your full intention?

Shame, never mind.

The Bottom Line

Strip away the complexity and the investment case for Coiled Therapeutics resolves to a relatively simple proposition.

A team with demonstrated credentials in drug development and biotech value creation, backed by a proprietary AI-driven drug design platform with a proven track record, has produced a first-in-class oral small molecule inhibitor of a validated oncology target.

That drug has shown an 80% Clinical Benefit Rate in a heavily pre-treated patient population in Phase I, with a clean safety profile, no serious adverse events and the maximum tolerated dose not yet reached.

It crosses the blood-brain barrier.

It activates the immune system as well as killing cancer cells directly.

It has shown preclinical efficacy across eight tumour types.

It is being advanced into expansion cohorts in two indications — ovarian and prostate cancer — where the M&A appetite from large pharmaceutical companies is demonstrably active, as evidenced by Johnson and Johnson’s >$3 billion acquisition of a comparable-stage asset in late 2025.

All of this sits inside a market capitalisation of approximately £40 million.

That gap is the opportunity.

For investors who understand the asset class, have sized the position appropriately for the binary risk profile, and can hold through the inevitable volatility of a small-cap AIM biotech, Coiled is one of the more interesting risk-reward propositions in London’s oncology investment landscape right now.

And you know what?

It feels good to back another company that offers a chance to the hopeless.

These investment returns aren’t purely financial.

... Just realise that at some inflection point the Generative Biology assets are going to launch this into a much higher orbit - patent to 2043

Generative biology is a field that leverages artificial intelligence (AI) and automation to design custom biomolecules and biological systems from scratch. By learning the foundational laws of physics and chemistry from vast datasets, it shifts biology from a trial-and-error observational science into a programmable engineering discipline.

Most Generative Biology businesses are still preclinical and private companies - You cannot invest in them - one recently (privately) raised $400m against a valuation of $2Bn!

As the well respected Analyst Charles Archer says "the next gold rush will be in Generative Biology... hasn't moved much yet".

If you do not OWN the wide ranging patents that protect the whole class of these New Novel Compounds then you have a problem with the whole of your pipeline, the reason is that AI can engineer around your method of use and manufacture patent.

NOT JUST 1, but 2!

First Patent.

an emerging biopharmaceutical company developing novel small-molecule therapeutics for high-burden central nervous system ("CNS") disorders, announces it has been granted a U.S. patent by the United States Patent and Trademark Office ("USPTO") covering a monoamine modulator compound series arising from its proprietary post-traumatic stress disorder ("PTSD") discovery programme.

Second Patent

The patent, U.S. Patent No. 12,595,269, was issued on 7 April 2026 and covers a chemically distinct monoamine modulator series designed to modulate serotonin, dopamine and noradrenaline transporter systems (SERT, DAT and NET). The patent term is expected to run until 16 February 2043...

As a composition-of-matter patent, it protects the underlying compounds themselves rather than only how they are used or manufactured. This is generally regarded as the strongest and most commercially valuable form of patent protection in drug development.

So here is a business that has two late stage assets of a repurposed drug in a phase 3 and a phase 2 trial, plus it has some of these preclinical New Novel Compounds from the field of Generative Biology which they have already gained U.S. Govt funding and Composition of Matter patents over.

Solvonis has spread its risk by having late stage assets that are existing repurposed drug treatments and then invested in the future with their Generative Biology products from Professor David Nutt.

We can expect some decent growth from the repurposed assets and people can talk about different share prices and for each £68m of market cap at 6.8bn shares equates to 1pence on the share price.

If you listen to Anthony Tennyson on the Water Tower research interview he explains the struggles to keep sole use of your pipeline for a number of years in the UK, EU and U.S.A

Just realise that at some inflection point the Generative Biology assets are going to launch this into a much highe

Key Details on the Concert Party The Coiled Concert Party (as defined under the UK Takeover Code) includes:A2A Pharma (from which Coiled USA was spun out).

Key individuals: Edward Painter, Sridhar Vempati, Dr Sotirios Stergiopoulos, Dr Andrew Dean, Robbin Frnka, and Chaemin Lim (all shareholders in Coiled USA, with many holding board/managerial roles post-acquisition).

investegate.co.uk

Significant individual/related holdings within or tied to this group (post-reorganisation and Admission):

investegate.co.uk

Sridhar Vempati: 91,398,611 shares (~21.46%)

Edward Painter: 79,616,982 shares (~18.70%)

Dr Sotirios Stergiopoulos: 36,417,676 shares (~8.55%)

Chaemin Lim: 15,708,838 shares (~3.69%)

A2A Pharmaceuticals, Inc.: 15,000,000 shares (~3.52%)

These major holders (plus others in the concert party like Dr Andrew Dean) make up the bulk of the 58.23% concert party stake. A Rule 9 waiver was obtained from the Takeover Panel for this group.

58.23% plus other holders ...

"How long is the wait?"

Sit down and i'll get it sorted for you ...

Split out and long stop extended to 12/26.

I'd look at it another way.

£15m market cap - 10 bagger opportunity here for whoever's smart enough to load up and wait?

18-May-26 16:36:21 8.544 250,000 Unknown* 21.36k

I was buying last week and today they ran out of broker fee stock as others piled in.

First News: NOTE how many different ways there are to say JUNE 2026 H1, Late Q2, Mid 2026.

Key milestones for 2026 are summarised below:

· H1 2026: Completion of Phase I dose escalation; preliminary proof-of-concept safety and efficacy data from dose escalation phase.

· Late Q2 2026: Food-effect sub-arm data from Cohort 4b pharmacokinetic study.

· Mid-2026: Introduction of refined next-generation formulation of AO-252.

· Q3 2026: Initiation of combination therapy protocol study; 40-patient enrolment target reached.

· H2 2026: Comprehensive expansion cohort efficacy and safety data readouts in ovarian and prostate cancer; potential Phase II registrational trial planning and commercial discussions.

 

telegram group open - close the spaces up.

htt ps :/ /****/ +bjs5-dlw u7vlztq0

Lots of newsflow planned from Q2 into Q3 and 4 ending 2026 with the potential for entering a phase 11 trial for cervical and prostrate cancer.

Funded for 2026 and into 2027

As per the RNS and Roast interview this has a good feel to it, BOD have skin in the game, two Directors £500k each, a third in at £50k.

Bought over the last two weeks at under the 10p placing.

Game On!

Triple Star.

If you widen the viewfinder...

A) Non dilutive grant funding applied for.

B) Professor Nutt's masterful USA talk on the human brain and psychedelics introducing the concepts of our pipeline

C) Water Tower Research being locked and loaded.

If you took A & B above and put them into C that's a pretty explosive mix.

I asked Ai Bruce Lee about The growth in Solvonis pipelines, patents, the patent cliff, Trumps psychedelic executive order, and U S. Led M & A and the overspill of this into Compass statement it would be investing in UK life sciences, a minnow owning phase 3 and phase 11b trials, plus a bunch of new novel molecules vs the temporary drop in the s.p.

He said ..

"It is like a finger pointing away to the moon. Don't concentrate on the finger or you will miss all the heavenly glory".