Member Info for LlamaFarmer

The Patent is covered by LTS Lohan for general formulation, the specific method of use patent is pending via Awakn/Solvonis.

Solvonis also have the product tied in under a licensing agreement from LTS Lohan whereby Lohan retain the right to manufacture the thin oral film.

So there is a certain level of cover already in place.

It's a lovely idea, one of the main problems with it is the s.p isnt back over 0.33p yet.

They don't need to dilute themselves yet so they won't at 0.20p.

Stepping stones being put in place, maybe talks in the background to set the scene?, they won't pull the trigger while the barrels pointing at their head!

The ability to print doesn't really matter.

That they have an outline plan in mind that might require £5-20m ( 0.10 - 0.40p ) is the exciting part for investors surely?

We know 002 data packets are being worked on.

Dennis Purcells Chairman statement was good to read - building a pharma business.

Sit and wait, pick off any weakness on the dips.

Triplestar ... this is a great post.

Personally i'd hoped the s.p. had tanked as wanted to add, doesn't mean i'd be disingenious about it though.

"The Board legally could not tell retail investors the exact details of why they needed this headroom before today. Under UK market abuse regulations, if a company is negotiating a massive corporate partnership, an institutional funding round, or a major grant with NIDA/NIAAA, that information is strictly classified as Inside Information. They cannot hint at it in an AGM notice. They have to pass the structural resolutions first, and then release the official RNS announcement detailing the deal. Next week perhaps?

The Board legally could not tell retail investors the exact details of why they needed this headroom before today. Under UK market abuse regulations, if a company is negotiating a massive corporate partnership, an institutional funding round, or a major grant with NIDA/NIAAA, that information is strictly classified as Inside Information. They cannot hint at it in an AGM notice. They have to pass the structural resolutions first, and then release the official RNS announcement detailing the deal. Next week perhaps?"

As a parting thought.

What would they need part or all of these new shares for?

This isn't a, 'let us print 10% of the Market Capital of the business to fritter away request' that we so often see in small caps.

This is a big potential war chest being printed ... what are they going to do with that?

"the allotment (otherwise than under sub-paragraph (a) above) of equity securities or sale of

treasury shares up to an aggregate nominal value of £5,104,802.62, representing

approximately 75 per cent. of the issued share capital of the Company".

I read a post the other day where someone said that the BOD have been very quiet lately, I doubt that, it's just that we haven't been privy to what they've got planned.

Retention of 001 + Bridging data for 002 + patents 014, 015a, 015b + non dilutive funding + ability to print 75% of market cap = potential MOONSHOT.

AGM Tomorrow - Lots of new potential shares to be approved and printed.

Near term focus on funding and dilution worrying investors.

Three recent Company posts from Solvonis on 002 and bridging data to Spravatos treatment.

Point is, all of the larger U.K. and U.S.A. Pharmas enter into funding rounds - that is seen as a positive for them to print shares and raise funds to spend, typical UK investor head set atm with Solvonis.

Solvonis is known for conserving its cash, as per the RNS from them it can conserve even more if required to stretch funds into 2027.

Anyone looked up why the funds became constrained when previous (unconstrained ) advice was cash runway until 2027??

They have invested a further £1m into 001, when the news was released about the extra staff being taken on to increase recruitment into the 280n 001 programme did no one question if these people were working for free until 2028? - Check the last accounts it's in there, tucked away quietly.

If 002 has been bridged to Spravato or is looking on its way to doing so then we have a proper Pharma Company emerging here.

001 funded to phase 3, 002 entering phase 2b, plus Prof Nutts new Novel Molecules that are patent protected and already part funded by USA Grant monies, with further multiple grants applied for.

Thanks for all the fish.

Two more solid appointments.

This new BOD are amassing strength in depth with solid experience and reputation.

The ipo's are draining the markets not just svns.

Solvonis issue atm, is one of perception, imo keep catching the falling knife to blend prices in, as assuming it gets grant funding it will bounce hard.

If it doesn't then it will place hard, either way, longer term I think its still a good investment and pays off but you need to hold and be able to understand what you are holding and the time frame you are looking at imo.

The ipo's are draining the markets not just svns.

Solvonis issue atm, is one of perception, imo keep catching the falling knife to blend prices in, as assuming it gets grant funding it will bounce hard.

If it doesn't then it will place hard, either way, longer term I think its still a good investment and pays off but you need to hold and be able to understand what you are holding and the time frame you are looking at imo.

Ipos draining liquidity, pretty obvs, whats going on.

People turning up, cov gas, cindercone i've not seen around for a while, loves a whinge when hes bought in on the wrong side... should get spicy.

I do hope so covgaz.

It's the derampers that get me 🤣🤣😂

Professor Ozgur Sahin added:

"AO-252 represents one of the most exciting opportunities I have seen in precision oncology, and the recent clinical data are highly encouraging. I look forward to working with Sridhar and the Coiled Therapeutics team to help realise the full potential of this programme for patients with significant unmet need."

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.