Member Info for LlamaFarmer

If you look across the T.A. the last time it was very similar it went 11p to 40p...

Cleared out the cold and lonely...

Can sell large volume, that tells you all you should need to know about who is hoovering the stock up before the news hits.

Zero at the end.

Or join the ask charles group and ask for it in there, thats easier.

Https:/ / t . m e / + ZNFKBxGdOeZhMmE0

Close the spaces

Last time they placed well before they'd run out, and they hit it overly hard as well to run the T.B trials in India but then Modi changed the game plan and said it all had to be privately funded and no state involvement until up and running.

I.e. he had been reelected.

If Tom gets out of his office and starts setting up imaginary settings Bleepa could be used in and you see Wes Streeting in the background for a photo op as an investor, you'd start looking over yr shoulder ...

Last

0.32p is a nothing burger ...

I've used it before, and it's a horrible phrase, but, cuts to the quick of it, selling here is for the dim and desperate, if you need a few quid then fine you have to sell.

"Hello,

I think I've got a 3+ X better than what you have got cure for AUD, it will save you 86% of a direct cost to the NHS of £3bn p.a. plus the much wider cost to UK Plc"

"Well we value that at £22m".

You wait don't you, let then trundle out some more results and load up the N280 test subjects, widen the programme and take the money later on.

Not me m8, big buys suddenly went in, had been ranging from 5 - 11m over last couple of weeks as they drove the price down, it stopped attracting many sells at 0.28/29p, Volume you could sell went to over 40m on the flick of a switch.

Can sell over 40m, have never seen that ... someones still out there hoovering.

They do have a clearly stated business model of progressing the pipeline to a stage where a larger pharma can take it on and accelerate each items progress.

The focus has been on 001 being partnered.

002 could be a surprise out licensing opportunity as soon as that bridging data is received, either out licensing event allows the other to be fully funded plus funding the other projects!

BUT, they have also set up the SAC committee with Prof David Nutt as interim Chair where he invites other colleagues into the space to help critique, develop and feedback the CNS library.

It leaves the future open to sell some pipeline to provide sufficient cash balances plus back end success payments to develop their own novel medicines and then run these themselves to build a Novo Nordisk type business.

Widening the pillars into other addictions and PTSD 014 could be very, very interesting.

The advice that they gave in the 31/10/25 RNS should be read.

The Company's lead programmes address Alcohol Use Disorder (AUD) and Post-Traumatic Stress Disorder (PTSD), with additional discovery work supporting expansion into broader CNS indications. Its lead asset, SVN-001, is currently in Phase 3 for severe AUD in the UK, while SVN-002 is preparing for a Phase 2b trial in the US targeting moderate-to-severe AUD. The preclinical PTSD programme (SVN-SDN-14) leverages novel serotonin-dopamine modulators designed to enhance pro-social behaviour and long-term outcomes.

In PARALLEL, Solvonis is advancing proprietary CNS discovery programmes built on a dedicated compound library to identify new small-molecule modulators of key neurotransmitter systems. This platform enables efficient early-stage innovation and supports the Company's INTEGRATED approach to developing therapies across its THREE strategic pillars.

With a capital-efficient model, DUAL development strategy, and near-term partnering opportunities, Solvonis is positioned to deliver sustained value through innovation in CNS therapeutics.

Valuations.

1.6p is circa £100m that is not a lot for a decent early stage Pharma listed in the USA, this is very decent but its UK listed at the moment.

Short term - 1 - 1.6p is what posters and one broker valuation have preprogrammed into their posts, these types of posts seem to set the general consensus for PI's, it doesn't make them right, broker valuations rarely are, I've seen S.p's shoot over and under, can't remember one that nailed it?

Dennis Purcell and Anthony Tennyson - range their valuations from quite lowly 001 prices then flip that into peer valuations of just over a $billion.

As always when you are selling something it depends how desperate the buyer(s) get to own you.

They are building Quantum into the pipeline, slowed down on the progression of 001 being a rush sell and advised the market and everyone listening that they are fully funded until 2027 i.e pay the money or watch as they develop it themselves into 2028-29 and reap all the rewards themselves.

Waiting for Wuxi App Tec to Bridge the data to Solvonis, maybe looking at a deeper bridge with more data?

Whilst at the same time accelerating SVN 014 PTSD into pre clinical trial with a view to enter phase one in 2026 (?) and also accelerating work on Prof David Nuts Three Pillars strategy.

If you think of a stretched out Slinky toy and attribute the pipeline into this shape, it looks to me like they are relaxing it slightly so that the lead programmes aren't over stretching it any more and it is reforming into a relaxed and much more solid state, funded not just by the London Capital markets as Anthony Tennyson suggested in his USA soft launch podcast with Water Tower Research but more continued support from their Cornerstone investors of Layman, Nelson & Potts who have ensured they can go to America in December and present at Mar a Lago and possibly NYBio? in a very relaxed and fully funded manner to promote and listen to feedback.

So is it worth 1.6p now today - NO, it's £20+ million.

Add in clarification on 001, Bridge 002 and put 014 on the map, confirm the USA interest and plan the listing, i.e consolidate the number of shares in issue which will be the sign to look for, put some meat on the bones for three pillars and they would be looking at serious money imo.

Of course is another pharma decides it needs to control 001/002/014 then make your own number up because they probably won't be the only one to throw their hat in the ring and anyone offering 1.6p (£100m) would be waved away, with 001 and 002 confirmed in phase 3 and phase 2b it would be multiples of that.

Spravato does $1.2BN+ per annum, 2027/28 $3.5bn targeted, put a USA P.E. valuation on that of 15 ( J&J's, or the industry average of 26 ) and listen to Anthony Tennyson saying that 002 will out perform Spravato by multiples due to AUD being a larger unmet need that untreated depression.

Is that then worth 10p? i.e £680m - would look cheap wouldn't it?

MG - Use that.

https://www.londonstockexchange.com/stock/SVNS/solvonis-therapeutics-plc/company-page

Thanks Bonkers ... seen you around since 2011, glad you are still having fun.

If you are on Telegram go on the @askcharles group and i'll drop you a link.

Hello Bonkers - can u explain why?

Dibs,

Such a missed opportunity here.

Really wanted this to do some good, I made money trading it a few times so it's not all bad but this could have really done something, cut waiting lists, revolutionised care across at least the UK.

Failure of FDBK management, NHS and UK Govt.

Set up three accounts, sell and buy to yourself, Sell out of one, buy into another, when it triggers a sharper drop in price i.e attracts another seller into the market place, sweep those into the third (long term) account.

Rinse and repeat until newsflow comes along and then it won't work, until then build a pile of cheap stock as PI's get bored and move on.

On a positive note, lots more American based industry and financial people liking Solvonis posts across the different Social Media platforms...

Another month.

How is Tom ever going to cover those costs, cover his bonuses and then return a profit to shareholders?

They are paying the NHS and India to run these trials, not getting picked up on worthwhile contracts but running a fully staffed up business and paying the Directors success bonuses, based on failure?

AIM at its finest ...

£115% of his £165k salary!

For the year ending 31 May 2025, an annual bonus of up to 130% of salary will be available to the Chief

Executive Officer and an annual bonus of up to 115% of salary will be available to the Chief Financial

Officer, to drive revenue generation and an opportunity to increase total take home pay on salaries that are

currently on the lower end of the benchmark. Notwithstanding this, the annual bonus is only payable in

components depending on the attainment of challenging, stretch performance targets linked to revenue

growth, gross margin protection, strategic partnerships and leadership. The revenue growth component

accounts for 75% of the bonus potential including 30% for exceeding current market expectations. A

proportion of the annual bonus potential will be paid in shares.