Member Info for LlamaFarmer

If you are in the USA you tr1 at 5% thats well over 300m shares.

For U.K, disclosure is at 3% so over 200m

I bet there are early investors out hoovering holdings quietly. The £210k seller yday was snapped up.

2026 will be a better year than 2025.

SVN001-2025 gets it funded.

SVN002 2026 is the first of the big pay days due to the culmative effect, emergence of Solvonis into different markets and wider pipeline both imminent and near to medium term imo.

Https://www.ltslohmann.com/en/press-releases/lts-and-awakn-life-sciences-enter-into-global-licensing-agreement/

The agreement is for a proprietary (S)-ketamine formulation, administered sub-lingually via an oral thin film (OTF) and Awakn will have global exclusivity of its use for Treatment of Addiction, Anxiety Disorders, and Eating Disorders.

LTS has successfully completed a Phase I clinical trial and filed patents in the US and key international markets of China, Canada, Europe, and Japan for this novel formulation of (S)-ketamine. Under the terms of the agreement Awakn has secured exclusive global rights to this Phase I data and the proprietary formulation for use in the above indications

Written into the contractcthey have to use LTS to manufacture the product.

Then LTS ARE expected to complete on this manufacturing purchase NOV 2025.

https://www.prnewswire.com/news-releases/lts-expands-its-cdmo-capabilities-with-the-acquisition-of-renaissance-lakewood-302581751.html

So to put this together svn001 is currently being negotiated to outlicense.

Lts sells us svn002 on the condition that they get to manufacture it and that is, written into the rns release.

American financiers Purcell and Layman take strategic positions in the svns business.

Lts buy extra manufacturing capacity specifically for these product lines to close Nov 2025.

Prof David Nutt sells his Ip and patents to Solvonis and announces the SAC Committee for the new sert, dat and net receptors.

On your marks, get set ......

8 - 12p imo no higher, BOD cr.ap at comms, usual small cap problems.

We've been told the six points they are working on for Q4.

This and other research notes in the Telegram group.

Can reread them ;)

One point you could make I guess, is that if one of the Pharmas wants SVN001 and SVN002 to tie up the complete AUD treatments for the UK, Europe, USA, Japan and China then they would swoop in and buy SVN 001 and SVN002 phase 3 and about to enter phase 2 so very mature pipeline products.

There are whispers about this but I can't get any hard evidence on it.

IF, (big if) one of the other Pharmas wants to make things sticky for Janssen / Johnson & Johnson, spending a few hundred - 500 million £ is a cheap price to pay?

Game of Hangman anyone?

P-AC--G

p.s. Read it just in case it was the CEO going, that might make it reinvestable?

Like the way the forward guidance is given on each area of the companies progress.

CNS Library - 18 - 24 Months.

AUD - Now!

Look at the London Stock Exchange trades vs this p.o.s. news service ... Different trades all over the place.

Cont ...

Fireside Chat Moderation (Sept 2020)

Moderated by Purcell for J.P. Morgan's Global Healthcare Investment Banking head; topic: "Post-COVID outlook on pharma M&A."

Implicit: Highlighted accelerated M&A in a low-rate environment, influencing a 2020–2021 deal boom (e.g., his board role at ViralClear Pharmaceuticals amid COVID antiviral plays).

ViralClear board appointment (May 2020) announced quietly; forward-looking press release noted "translating in vitro findings into clinical results" without specifics.

Awakn Life Sciences Advisory Role (June 2022)

Joined as Special Advisor to CEO, commenting on scaling addiction therapeutics in the US.

Explicit: "I look forward to helping them establish a similar presence... as they continue to grow and scale," signaling US expansion and M&A potential in psychedelics/addiction space.

No pre-announcement; role revealed post-appointment, aligning with Awakn's pipeline push (e.g., AUD trials).

Recent X/Twitter Mentions (2025)

Appointed Chairman of Solvonis Therapeutics (#SVNS), a clinical-stage addiction biotech; users note his $15B Aisling track record as a M&A catalyst.

Implicit: Ties to "M&A atmosphere" and Phase 3 valuation upside (e.g., "1p a share is only £59m market cap—peanuts for Stage 3 pharma").

Acquisition of Awakn (all-paper, £5M) announced post-deal; Pharma Ventures retained for licensing/M&A, but no Purcell-led previews.

Key Patterns in His Deal StylePost-Deal Landings: Purcell's transactions (e.g., Aisling's positions in Agile Therapeutics or Roka Bioscience) are revealed via 13D/13F filings or press releases after completion, emphasizing execution over hype. This minimizes leaks that could spike volatility or attract rivals—standard for a negotiator who's closed $25B+ in total volume.

Guidance as Influence, Not Insider Trading: His forecasts (e.g., on funding gaps or M&A waves) are broad, drawing from decades of pattern recognition. No evidence of specific deal teases, which could violate regs like Reg FD. Instead, he shapes narratives through orgs like BIO, NYBIO, and Harvard Kennedy School advisory roles.

Why the Balance? In a sector where "success is essentially binary" (per recent FT pharma analysis), pre-deal guidance risks overpromising on pipelines. Purcell's commentary builds his network (e.g., board seats lead to advisory gigs), while silent negotiation ensures clean closes.

In short, deals "just land" after he's made them—discreetly—but he absolutely gives market forward guidance to steer the industry. If you're tracking a specific deal or sector (e.g., addiction biotechs like SVNS), his recent chairman role there suggests watching for quiet M&A signals rather than announcements. For deeper dives, his NCBI interview is a masterclass in prescient biotech economics.

Dennis Purcell's Approach to Pharmaceutical Deals: Negotiation, Commentary, and Market GuidanceDennis Purcell is a veteran in the life sciences investment world, best known as the founder and senior advisor of Aisling Capital (formerly Perseus-Soros Bio-pharmaceutical Fund), where he's been directly involved in over 200 transactions and supervised more than $15 billion in financing and advisory work across pharma, biotech, and medtech. Earlier in his career, as Managing Director of the Life Sciences Investment Banking Group at Chase H&Q (now part of SVB Leerink), he orchestrated hundreds of deals totaling over $10 billion. His style is quintessential Wall Street: discreet, client-focused, and execution-oriented, with deals often surfacing only after terms are locked in to avoid market speculation or competitive interference.That said, Purcell does provide forward-looking guidance on the market, but it's typically high-level commentary on trends, funding landscapes, and M&A opportunities rather than pre-announcing specific deals he's negotiating. He doesn't "leak" or hype individual transactions—those land quietly post-signature—but he frequently shares insights that signal where the puck is headed, influencing investor sentiment and deal flow. This dual approach (quiet dealmaking + vocal market foresight) stems from his roles as a board member (e.g., Real Endpoints, Ichnos Sciences, Summus Global), advisor (e.g., Awakn Life Sciences), and industry commentator. He's been dubbed a "top 100 contributor to biotech" and a "frequent commentator," often in interviews, panels, and fireside chats.Evidence of Forward GuidancePurcell's public statements often preview sector dynamics, helping the market anticipate deal waves without tipping his hand on specifics. Here's a breakdown:Example

Context

Forward Guidance Provided

Deal Announcement Style

NCBI Interview (2007, republished in broader biotech funding discussions)

Discussing venture capital woes post-economic instability, Purcell forecasted a biotech funding crunch due to pharma's patent cliffs and low R&D productivity. He predicted tougher investor standards and a shift toward "superior" assets, urging consolidation (e.g., fewer "5,000 CEOs" in biotech).

Explicit: "Who is going to fund innovation?"—signaling 3–4 VC rounds before clinicals, with IPOs or pharma sales as exits. This presaged the 2008–2010 M&A surge he helped drive at Aisling.

Deals (e.g., Aisling's $2B+ investments in emerging biopharma) announced post-close, like stakes in Cynapsus Therapeutics (2015). No pre-deal teasers.

Fireside Chat Moderation (Sept 2020)

Moderated by Purcell for J.P. Morgan's Global Healthcare Investment Banking head; topic: "Post-COVID outlook on pharma M&A."

Implicit: Highlighted accelerated M&A in a low-rate environment, influencing a 2020–2021 deal boom (e.g., his board role at ViralClear Pharmaceuticals amid COVID antiviral plays).

ViralClear board appointment (May 2020) announced quietly

Once it goes back over 0.36/37p it will run again.

All a nothing burger, cheapest warrants at 0.73p and they will want 1.4p to convert to give adequate safety cover?

MM's creating volume for themselves ...

If you look at the technicals this is where you would expect it to retrace to before next leg up.

They must be confident of the timeline and only playing with physical stock they can chase out for their volume, as real world news blows this away.

Had comms with a buyer on price this am they are working on very thin margins, in and out the door, no holding.

They were looking for stock all day, closed up the shop and dropped prices for a while, tried some of the usual patterns we have seen before, but the buys stopped them instantly.

Previously they have let it run and spent the next few days clawing it back afterwards, for the first time they moved with it instantly.

Https://www.proactiveinvestors.co.uk/companies/news/1079437/solvonis-therapeutics-ceo-on-transformational-first-half-svn-001-trial-and-licensing-plans.html

6.14mins

What are the key milestones for the rest of 2025 Anthony?

"Great question,

1.Progress the outlicensing of our lead programme SVN001

2.Completion of the establishment of the scientific bridge with Wuxi for the 002 programme.

3.Declaring a lead candidate for the SVN SDN 014 programme for PTSD.

4.Deepen our pipeline with out addiction pillar

5. Within our phsychiatry pillar

6. But also to branch out further within our new Neurology pillar.

There is significant newsflow to come down the track"

Just shook out the traders again, it's not a bad thing if you are medium to long on this.

Bring it over from Canada to UK - shake out some investors who don't want to wait for it to be relisted in North America on the Nasdaq.

Place a couple of times, placees hold their stock but price movement shakes out some more investors.

Move the prices about - brings in holders and traders - shake some of them out.

Leverage on price spikes as Q4 approaches and news is known to be due, 5l.ut drop it and take them to the cleaners.

Move the price up and down see what falls out.

Let investors sell at least 11m shares in one transaction, day after day, week after week.

For the Medium and Longer term holders it means that the rest of the book is 'held' tighter rather than held more by short term traders, in turn when the prices start to go up there is less falling off of the book, as expectations are for higher amounts.

WuXi's involvement isn't just operational—it's a precision strike at your data moat, potentially unlocking faster FDA alignment and market entry for a lower-cost, home-administrable ketamine alternative. With Phase 2b trials now targeted for US launch in 2026, the window for preemptive action is narrowing fast.1. Key Confirmation from Solvonis RNS (July 22, 2025)Announcement Highlights: Solvonis initiated a targeted PK program to "establish a clear link to the reference product" (explicitly Spravato), fulfilling FDA feedback from Awakn's pre-IND meeting (December 2024). WuXi AppTec (HKEX: 2359; SSE: 603259) was appointed to run these studies, leveraging their global R&D footprint for efficient data generation.

Strategic Context: This bridges SVN-002's sublingual/buccal formulation to Spravato's nasal delivery, aiming to shortcut development via 505(b)(2) reliance on Janssen's data. Readouts expected Q4 2025, teeing up IND submission and Phase 2b start.

CEO Commentary: Anthony Tennyson emphasized this as a "critical milestone," with Prof. David Nutt (CSO) noting alignment with FDA's pre-IND guidance for AUD efficacy signals.

Market Implications: Positions SVN-002 for the $1.4B US AUD space, where 50%+ of patients overlap with TRD/suicidal ideation cohorts—prime Spravato territory.

Full RNS accessible via LSE/FT.com; no material changes since filing.2. Heightened Risks: From Hypothesis to High-Probability Hit With this confirmation, the Solvonis-WuXi axis moves from "rumored" to "operational," intensifying impacts on Spravato:

The Deal in a NutshellSolvonis (SVNS) & AWKN-002 (now SVN-002): Post-acquisition of Awakn Life Sciences (May 2025), Solvonis inherited the exclusive global license for the esketamine oral thin film (OTF) tech from LTS Lohmann. This covers the USA, Japan, China, Canada, and Europe, with patents filed for the OTF formulation targeting moderate-to-severe Alcohol Use Disorder (AUD). It’s a novel combo: sublingual esketamine + therapy, not a Spravato® clone, but leaning on J&J’s nasal esketamine data via the FDA’s 505(b)(2) pathway.

China’s Role (Your “CH-INA” Flag): That July 22, 2025, RNS you linked LSE RNS confirms Solvonis hired WuXi AppTec (China-based CRO, listed in HK/Shanghai) for translational bridging studies. These generate pharmacokinetic (PK) data to link SVN-002’s OTF to Spravato, smoothing the US IND filing (due H2 2025) for a Phase 2b trial (H1 2026). WuXi’s involvement screams efficiency—China’s R&D muscle speeding up a US-focused play, but those global patents hint at future China/Japan moves.

Why J&J Should Sweat (a Bit)Your “protect Spravato” warning is sharp—here’s the breakdown:Spravato’s Turf: J&J’s esketamine nasal spray dominates for treatment-resistant depression (TRD), pulling ~$400M/year, but AUD isn’t its playground. SVN-002 targets this gap (29M+ US AUD cases, $10B+ market). By piggybacking on Spravato’s data via 505(b)(2), Solvonis avoids massive safety trials, which could fast-track approval. If SVN-002 shines in Phase 2b, it’s a new beast J&J didn’t plan for.

Global License Threat: Those LTS patents in the US, Japan, China, etc., give Solvonis freedom to shop SVN-002 to big players (think Pfizer or Takeda sniffing around). China’s WuXi doing the bridging studies? That’s a signal Solvonis could pivot to China’s market later (NMPA loves local data). Japan’s quieter, but the patent’s filed—no timeline yet.

IP/Patent Chess: Spravato’s patents hold until the 2030s for TRD, but SVN-002’s OTF delivery and AUD focus might sidestep them. J&J could counter with patent oppositions or push for an AUD indication themselves, but they’re not there yet. No legal rumbles surfaced as of now.

Market Risk: Medium-term, J&J’s fine—Spravato’s TRD lock is safe. But if Solvonis licenses SVN-002 globally (they’re already pitching SVN-001 for £200M+ deals), esketamine’s monopoly gets diluted. China/Japan approvals could spark off-label AUD use, nibbling at J&J’s edges.

Grok’s Hot TakeJ&J, if you’re eavesdropping: Time to get proactive. File for AUD indications, lock in those patents tighter, or maybe buy out Solvonis before they ink a blockbuster deal. Solvonis is small (~£20M cap) but scrappy, and WuXi’s China muscle could make SVN-002 a global contender faster than you think. For SVNS investors, this is a juicy bet—low entry, high upside if they nail the IND or snag a pharma partner.

Yes, the licensing agreement for Awakn's AWKN-002 program (the proprietary esketamine oral thin film technology in-licensed from LTS Lohmann Therapy Systems) covers the USA, Japan, and China as part of its exclusive global rights. This includes access to Phase 1 clinical data and the formulation for treating alcohol use disorder and related indications. Patents supporting the technology have been filed in these specific markets (along with Canada and Europe), enabling potential development and commercialization there. However, Awakn's current development focus is on the US market, with an IND submission planned for H2 2025 and a Phase 2b trial in H1 2026 under the FDA's 505(b)(2) pathway. No specific timelines or activities have been announced for Japan or China to date.

CH-INA

https://www.lse.co.uk/rns/SVNS/translational-bridging-studies-64t330lz1r3inal.html

Solvonis has now appointed WuXi AppTec (Hong Kong: 2359.HK; Shanghai: 603259.SH)

CH-INA is doing the bridging studies...

Licenses everywhere...

If Johnson & Johnson don't quickly protect Spavato ...

Professor David Nutt's complete lifes work on the CNS Library, plus patents and I.P. ownership.

Plus svn014 ptsd.

Plus in licenced works from Dr Celia Morgan and Exeter University.

Plus inlicensed Sublingual and Buccal ketamine licenses covering the UK, Eu, USA, Japan and China.

Bridging data to Spravato also accompanies.

Enquiries to Mr D.Purcell & Mr A.Tennyson.