Member Info for LlamaFarmer

Note the use of past tense, computing had been done.

Professor David Nutt, Chief Scientific Officer of Solvonis, commented: “This patent strengthens the foundation of our discovery platform and provides long-term protection for a chemically distinct series of CNS-active compounds already integrated into our AI-supported programme. The favourable examination outcome reflects the novelty and robustness of the underlying chemistry, which has now been further validated through translational screening and computational analyses.”

Anthony Tennyson, Chief Executive Officer of Solvonis, added: “We are delighted by this outcome, which validates the early-stage innovation acquired through Awakn and enhances the strategic value of our AI-enabled platform. This grant provides additional confidence as we advance our discovery pipeline targeting major unmet needs in neuropsychiatry.”

Why did the existing investors pay such a premium?

https://solvonis.com/news/allowance-of-u-s-patent-covering-ai-supported-cns-discovery-programme-compounds

USA patents over CNS Library secured until 2043!

Think this has been overlooked?

Think this has been overlooked?

This £1m is to roll out the two new therapy lead candidates into Depression and drug addiction.

The computing has already been done.

It's a massive increase in Co profile.

They said in the 2025 prospectus that raised £2m svns had.

Svn001 phase 3

Svn 002 phase 11b

Svn 014 Ptsd preclinical.

Cns library.

Now its

001, 002, 014, cns library.

Plus depression and drug addiction which will be accelerated into preclinical.

Two more massive unmet needs.

USA: cost of drink and drugs.

The estimated cost for substance misuse to society is more than $820 billion each year

Depressive disorder and stimulant use disorder.

Another two pipelines being developed for licensing and or partnerships from only a £1m raise.

Use of proceeds

The net proceeds of the Subscription will be deployed to accelerate Solvonis' AI supported central nervous system drug discovery programme, which is initially focused on major depressive disorder and stimulant use disorder, being two therapeutic areas with significant unmet needs and limited innovation. The global antidepressant drug market was valued by Global Market Insights, the global market research and management consulting company catering to corporations, non-profits, universities, and government agencies, at approximately £15 billion in 2024. Global Market Insights projects this to grow at a compound annual growth rate of 7.5% through to 2034. Meanwhile, stimulant use disorders, such as those related to cocaine and amphetamine dependence, remain underserved by the pharmaceutical industry, with no FDA-approved medications currently available, despite the substantial public health burden they represent (source: U.S. Veterans Affairs Health Services R&D).

Solvonis is uniquely positioned to address both of these high-burden conditions through its AI enabled, central nervous system focused R&D platform. This R&D platform integrates proprietary compound libraries, predictive modelling and rapid translational tools to drive discovery in areas traditionally marked by low investment and slow innovation.

The proceeds from the Subscription will enable the Company to accelerate lead identification and early-stage candidate validation across these two core therapeutic indications.

Over 27m now

They'll take +20m ... someone's trying to hoover them up down here.

“Using a common-sense approach, the national priority review program will allow companies to submit the lion’s share of the drug application before a clinical trial is complete so that we can reduce inefficiencies. The ultimate goal is to bring more cures and meaningful treatments to the American public,” said FDA Commissioner Marty Makary M.D., M.P.H. “As a surgical oncologist, we often made multidisciplinary decisions with a team of doctors on major life-and-death questions for patients, incorporating the latest medical studies in a 1-day tumor board-style discussion. This voucher harnesses that model to deliver timely decisions for drug developers.”

Https://www.fda.gov/news-events/press-announcements/fda-issue-new-commissioners-national-priority-vouchers-companies-supporting-us-national-interests#:~:text=Vouchers%20can%20be%20directed%20by,consistent%20with%20the%20program's%20objectives.

To align with USA unmet needs!

5p.

1.6p is the underprice and over deliver to make the BOD look better than they already are.

J & J p.e. across varied portfiio.

$1.3B x p.e of 16.8 = $21.84B

For SVN 002 that's slightly more than 1.6p however your calculator works!

Valuation & Multiples. P/E Ratio, 16.81. PEG, 7.07. Price to Sales, 4.22. Price to Book Ratio, 4.88.

This is only for SVN 002

J & J'S Spravato sold $1b in 2024.

GlobalData notes that growth will be driven by the rising patient share of newly approved drugs, including J&J’s Spravato. Generating $689m in 2023 – nearly double its 2022 revenue of $374m – the drug’s sales are projected to reach $2.6bn by 2030.

15 Apr 2025 — J&J on Tuesday reported that Spravato sales grew 8% quarter-over-quarter to $320 million, with a $1.3 billion run rate tracking

Who do you think this is directed to?

Here is my take!

Dear Messrs Johnson & Johnson.

"BEING DESIGNED FOR REAL-WORLD CLINCAL DEPLOYMENT FOR THE #US MARKET."

Tricky, so am I m8.

Got it.

We know its a 3% holding selling, they've now covered their position.

Take it while its hot, going to be getting hotter next week that is for sure!

Daffy, they aren't showing?

Small holder derisked their position.

Has let new nvestors in at a lower price than last Friday.

It reads like, we are going to need some more funds.

Such a great idea, spoke to an Italian consultant last week, he said the NHS was a nightmare with so many managers with different ideas pulling in different directions.

He did 2 x shifts per week in the NHS and rest in private.

NHS is beyond broken - useless, private works very well because it doesn't have NHS managers pointlessly changing everything.

Https://www.thisismoney.co.uk/money/markets/article-14354675/SMALL-CAP-IDEA-Neuro-psych-specialist-Solvonis-emerges-takeover-wave.html

In the world of life sciences, deal flow often serves as a barometer for emerging trends.

The recent acquisitions by pharmaceutical giants Johnson & Johnson and Bristol Myers Squibb, worth a combined $28billion, highlight the growing interest in mental health treatment.

This sector, valued at $448billion globally by research firm IMARC, is rapidly evolving as new alternatives emerge to address the limitations of traditional blockbuster drugs.

Among the most promising developments within the sector are treatments targeting addiction, alcohol abuse, and post-traumatic stress disorder (PTSD).

These conditions, which have long resisted conventional therapies, are now the focus of a new generation of biotech companies seeking to create more effective solutions.

Against this backdrop, Solvonis Therapeutics has emerged as a player in the 'neuro-psych' space.

Todays update on Solvonis ends with "Watch this space"