Member Info for LlamaFarmer

Why Pfizer will be on the prowl to add value!

https://seekingalpha.com/article/4822764-why-i-sold-pfizer-to-buy-novo-nordisk?li_source=LI&li_medium=liftigniter-widget

Pfizer's high dividend is fragile amid looming patent cliffs and revenue declines; Novo's lower yield is safer and supported by robust cash flows.

While Novo faces risks from competition, patent expiry, and execution, its fundamentals and market position make it the stronger bet for the next several years.

Big Pharma companies in general suffer from an inferior business model thanks to the patent cliffs and are unfit for true long-term investment.

Novo Nordisk is built on the success of one GLP-1

If Pfizer can grab the best AUD, PTSD, drug treatment it can repair its dividend cover instantly with one NHS contract and leap frog upstarts like Novo Nordisk.

Astra Zeneka, J&J, they will all know what the numbers can look like.

J&J will be looking in, not to take 001, they dont necessarily need 001 in the U.K.

They will be talking and looking over data to think through their bid for 002 in the USA.

Spravato is their GLP-1, 002 slots straight into their spravato clinics with their pre trained clinicians, it can make or break their medium to longer term business model with cross modelling data of single use, multiple discipline treatments.

Any negative info could in theory also damage them, I think they will quite desperatly need to control svn002.

This is why the license model works for everyone, they can all carve out what they need the most and it leaves the Solvonis BOD to develop their star players in svn014 and the CNS Library.

They'll all be talking ...

Montmuzzard,

Re massive trade (15m)

It doesn't explain why you could sell 40m today though?

Reckon thats a game of 2 halves as after the 40m disappeared a new offer was loaded asking for 20m.

So probably be a 5m trade tucked away somewhere?

MM's will take 40m... looks like GO TIME is approaching.

To be fair they said it would suit them, if you saw their earlier post they bought in at 0.28p.

I'd have had more at 0.28p as well.

That article is referring to mdma and psylocibin.

Important to understand that SVNS are Licensing / selling SVN001 Ketamin/ Esketamin into the UK and EU.

They are then taking svn002 AUD and svn014 ptsd and drug treatment along with the CNS Library into the USA.

This is why.

https://www.euronews.com/health/2025/07/16/trump-administration-is-pushing-for-psychedelic-therapy-will-it-help-or-hamper-the-field

Will take 16.5m, up from 11m over past couple of weeks.

News on T.V. and in the Science and mainstream press supporting Ketamine treatments, Sky news, Mail, Royal College of Phsychiatry etc.

The gears on the machine are whirring, lubing the market up for the Licensing announcement.

703M Watrrants at 0.73+ add on downside cover and this is going well over a penny on froth to get them converted, and then higher on the physical monetary licensing news.

Game On!

DVH,

Yes MM's look back on side as have opened to their usual order book of the last few weeks where they will take 11m shares, I assume for a background buyer that's loading away silently?

Someone bought 30m and spiked the wicks on the candles yesterday.

There had been recent sellers from somewhere ;) so the MM's have been running hard and fast on this recently.

The wicks have now solidified into Candles.

The seller has dried up.

But the MM's sold stock they didn't own and they need to own it before any news is released.

The Market response is telling them that news is incoming but they need to buy this stock back.

Every now and again they are shutting up shop to see if that shakes a negotiated trade seller out of the woodwork.

Makes me think that news is inbound?

If thats the case, don't think many understand the proposition here? Maybe its just you 2?

703m Warrants run from 2025 - 2029 and START at 0.73p and increase upwards.

To provide value/ safety cover to exercise those warrants you will be looking at 1.4p for people to send their money in to convert them.

The Licensing deals done in recent times all run with a prepayment amount and a secondary reward/profit share.

The market will value the prepayment at face value i.e £64m is 1p a share, £128m is 2p a share and then add on a proportion of the future secondary payment.

Without any knowledge of what the deal is, yet be able to say 0.6p is where I'll be derisking seems a bit - well uninformed really but each to their own?

See you on the ice.

Massive distinction between licensing of 001 and any of the other examples we have looked at.

001 is part repurposed synthesised drug that has been patented for U.K. EU, Japan, China and USA and is owned by svns.

And part copyrighted booklet written by the Exeter hospital lead Dr Celia Morgan, also owned by SVNS.

This copyright lasts for 70 years starting from the day that the author or last author dies.

We are selling a protected product!

After the patent dies off after 10 years the copyright kicks in and protects it for a further 70 years +n.

I have independantly verified this today.

You need both parts to make this treatment work.

Camsblue, if u r in here, hello, remember you from gdr last yr.

Game time for Solvonis, this isn't 0.6p.

The 703m warrants need 1.4p for downside protection.

Then theres Nasdaq market cap required....

I've researched the numbers and asked about, suggest you all do the same!

MM " its going to break 0.30p, I wont be able to fill my orders from my pot of mug punters, look at that last trade, 0.2999p on 328,804 shares.

MM " Don't worry Ill cancel that trade from last Friday to drag it back by 6.7%, it's perfectly legal ;)

0.28 500,000

0.28 -500,000 "

MM where's that seller gone? I've got buy orders to fill.

Https://pmc.ncbi.nlm.nih.gov/articles/PMC7764143/

Self-Nano-Emulsifying Drug-Delivery Systems: From the Development to the Current Applications and Challenges in Oral Drug Delivery.

Approximately one third of newly discovered drug molecules show insufficient water solubility and therefore low oral bio-availability. Self-nano-emulsifying drug-delivery systems (SNEDDSs) are one of the emerging strategies developed to tackle the issues associated with their oral delivery. SNEDDSs are composed of an oil phase, surfactant, and cosurfactant or cosolvent. SNEDDSs characteristics, their ability to dissolve a drug, and in vivo considerations are determinant factors in the choice of SNEDDSs excipients. A SNEDDS formulation can be optimized through phase diagram approach or statistical design of experiments. The characterization of SNEDDSs includes multiple orthogonal methods required to fully control SNEDDS manufacture, stability, and biological fate.

Https://www.lse.co.uk/rns/GPL/regulatory-application-llpcfuowxt1iclc.html

Worth remembering everything they have in the armoury...

May 2024 Patent Filing.

;)

Dr Michu.

Hope they hadn't opened a short to help them get the price down?

Looks like complete market abuse?

As it reversed hard earlier the MM's would take over 40m shares at 0.2500p

Either they were offside - they had sold more than 40m shares under 0.0025p and needed to balance their books? doubtful.

Someone was buying - possible.

Someone needed to close a short in a hurry - also possible.

They feed off of the margin, i.e the difference between the buy and sell price, they only buy in that amount for one of the three reasons above.

As I've put in here before this has been played with for weeks, someones been selling and buying all the way down, I think creaming off the excess pi sells as well.

11 x 500k trades the other day, machine gunned in, if it dips buy it up, youve just seen they haven't got deep pockets, they have to reload, buy them out!

...

Added twice today...

Game time approaching

First Licensing deal 2025 for UK and EU. potential for UK and EU to be split into two licensing deals...

Second Licensing deal for the USA in 2026, already in private clinics over there and in Canada.

Staycalm and Dr Micho,

Agreed, been adding substantially on this engineered drop.

Have bought alongside the placees on the three placings at 0.10p, again at 0.13p and now I can buy at UNDER 0.30p!

I read the comments from the same types of posters who at 38p were saying they wished they had bought more in the 20's.

Now they are posting they cant believe the sp is back in the 20's :)

People I chat to have been adding quietly as well ;)

Dvh - the 7.5m , £18k trade, was end of day uncrossing trade to balance off.