Member Info for LlamaFarmer

Every time it dips - add some.

That'll prob be Wallbrook, who run their social media, bit sloppy of them.

Noticed a couple of occasions, was better when A.T. ran it.

The 7 million buyers about £140k deep so far?

Nice timing...

Interesting to note that the Company are promoting 001 this morning on social media.

The same 001 that is being retained in house, not being sold, will be run to phase 3 and then into market, for some reason is having its profile raised online?

Professor David Nutt is scheduled to address the 14th Joint Meeting of the National Advisory Council on Alcohol Abuse and Alcoholism, the National Cancer Advisory Board and the National Advisory Council on Drug Abuse, taking place on 6 May 2026.

Professor Nutt is the sole external speaker at the public session, appearing alongside senior figures including Dr Nora Volkow, director of the National Institute on Drug Abuse (NIDA), and Dr George Koob, director of the National Institute on Alcohol Abuse and Alcoholism (NIAAA).

That covers 001, 002, 015

Carry on selling yr stock at 0.23p, Executive order on psychedelics signed, now invited to speak in the USA, 001 and 015 funded, 002 bridging to Spravato data packets being worked on... 014 and other side of 015 next out of the bag.

Investors reading the positive newsflow have read the RNS and understood "placing" and that's triggering the sells which drags the price backwards.

Placings so far 0.10p, 0.13p, 0.30p, 0.33p - Not offered to PI's, taken by cornerstone investors and UHNW.

As this price slides the constant big buys come in ... wonder where they are being tucked away and by whom?

At some point the news flow spikes this and the Pi's are pushed out of the running.

Chicken feed Bones...

This year - low ball offers.

Next year - multiples.

These deals are structured up front payments and success payments.

What is known is in Europe they give far higher dosages of Ketamin, have done so for years with no adverse reactions, it makes 100% complete sense to run this further along the track.

To want to sell 001 is like a Marathon runner selling limbs to pay for training, then being surprised they aren't in the running, if you want to build a business you don't sell your first to market money makers for low money.

You build them up - make them interesting and shout loudly they aren't for sale as they are going to be market leaders.

That goes for 001 and 002 imo.

Next newsflow...

014 - 114 funding for lead candidate?

015a - Meth & Coke update - Nida funded.

015b - expanded into depression - funding/progress update?

002 - update on work packets and toxicology report.

Water Tower Research - USA promotion.

Neurology - the missing third pillar.

Funding required by end of 2026, plenty of time.

At 0.10p they raised and the business has grown massively and hit a 0.40p high, now nearly halved after ydays 45m sell off - the share price isn't reflecting what the business has achieved, at this stage of development you wouldn't expect it to, or, shouldn't expect it to?

Last point - reread the RNS ... it doesnt say 001 won't be out licensed pre results, it says the company retain the flexibility...

Trumps E.O. is a sit up and pay attention moment!

Also more pipeline...

Works better than do you want my shiny toy?

I'd hoped they would retain 001, but now if they were to sell it, after Trumps Psychedelic E.O., the re energised buyers will know the price needs to ⬆️⬆️⬆️

Interesting update.

Investors focusing on cashflow and the need for a raise, few variables to consider.

I think retaining 001 is good news, it's majority funded by the NHS - the portfolio is now widened and strengthened sufficiently to be able to take risks, retaining 001 seems highly sensible if you are trying to build a business, outlicensing for early stage pennies would be the opposite.

002 - different beast to 001 due to it being targeted for the USA market and closely following Spravatos succesful pathway.

That entering phase 2b will,

i) spike the s.p. ( warrant conversion = cash? )

ii) bring out aggressive out licensing offers = cash.

014, 015a and b will look for funding - this in turn will change the cashflow requirement, can bring in outlicensing offers = cash.

Raises so far, 0.10, 0.13, 0.30, 0.33 all supported by the same cornerstone investors.

What investors aren't talking about and imo should have picked up on is where is the third pillar?

"Three strategic pillars: addiction, psychiatry and neurology."

If there is a stated aim to add a third pillar of Neurology to the two existing of addiction & psychiatry, if there have been no discovery hints via the cns library and AI engine are we buying or merging?

Is there one out there with a cash pot and late stage assets?

Is it listed on the Nasdaq?

If one of the larger Pharma's wanted to own the IP, patents, CNS Library and potential of Professor Nutts new Novel molecules to treat drug addiction, depression and PTSD, plus the phase 2b and 3 repurposed 2 x AUD treatments in 001 and 002 what would they have to pay the UHNW who own the controlling shares in issue?

£200m ? that is 3p per share ... very low for a pharma acquisition... probably too low, but would leave many stock holders and the BOD in a more comfortable financial position.

Compass CEO stating that even though capital is more freely available in the USA they intend to bring the focus onto UK Pharma's via their dual listing.

Puts attention onto businesses like SVNS who already have funded 001 in the UK and are now bringing 014's reengineered MDMA, PTSD treatment to seek UK and EU funding.

SVNS also have 002, 014, 015b seeking funding in the USA, 015 Drug already funded by the USA Govt.

At some point this will go hard and fast and if you aren't locked into the share register before then, you will be locked out due to the low free float imo.

Worth paying a £1 for three months subscription?

Lots of detail on U.K. psychedelics...

https://www.thetimes.com/business/companies-markets/article/trump-psychedelic-therapies-uk-s3r2mpwvg

Cont...

Depending on results will have to do some toxicology work as its not that well understood.

Excited at what we are doing with 002, look at j&j their product isn't well protected,its just a nasal spray, we have a proprietary oral thin film ( mfr by lts lohmann ).

15000 clinics in the us, 80% treating AUD, markets larger than Spravatos, no healthcare in u.s so paid for by federal healthcare or insurance, we are linking to them already for the reimbursement payment codes, designing this now so we get paid, J & J didn't do this it slowed their growth down.

Delivered as frictionless as possible.

Nasdaq listing - reverted to UK have been very good to us, funded phase 2 in full and majority funded phase 3 of 001...

Sunday Roast- starts at 47.44

001 - must be retained in house as out licensing was not mentioned at all?

002 - working thru bridging data, part 1 received, they are looking at what they have - in phase 2b by year end 2026 which ties in with prev rns, part 2 of data would be received in H2.

014 - Mdma improves ptsd but has risk of triggering heart attacks as it metabolises into mda.

Prof Nutt has chemically engineered out the change into mda ( they think) and reduced the dosage and effects of mdma, this reduces abuse risk and gives it a brand new I.P. identity ( patented).

They are looking to produce this as a tablet ' soft drug that washes through" this means being more efficient in the health care setting, (prev suggested, home use for a daily tablet?), it looks like mdma but on a very lower level, we are very pleased as best we can be at this stage", next up we are 014 - looking at funding in uk, eu and usa as we have small businesses in each of these territories.

Composition of matter patents on 014 are the " Gold Standard.

"That's where we are with that and we are pleased".

Other patents pending.

Phil -looking at bigger picture, taking a step back, how should investors think about key milestones from here?

A.T. - getting funding from one of those 3 territories I mentioned, then progress to an ind enabling studies - note he said studies plural and not study! I.e. can 014 be split like 015 has been?

Potential value basis, look at Transcend deal to Otsuka, yes further on but known drug, limited patent not a gold standard.( paid $700m plus $525m future milestones).

Kevin:Joe Rogan, Ibogain and research

A.T. lot of this research has been done already.

Ibogaine: it's got poor health side effects - known cardio risk - ( note what Nutt did with reengineering MDMA.)

Lot of data in next 12 - 24 months from peer companies in phase 2 and 3 - (hinting at M & A interest?) All of which to us is positive as we are going to be a fast follower in this market... from a capital markets basis looking much more attractive ( easier to list on nasdaq than it was 2022-25 )

Rfk jnr - Important to these changes.

Sea change in u.s, fda & federal focus on change in tempo.

Mar a Lago in DECEMBER, other ppl adjacent to Trump saying, lets get business done.

Peer co's to us, market caps €250 - 2bn, very large and future market for us, Chairman knows that mkt pretty well.

001 - targeting 8 to 10 years licensing at some point in the future - being retained and run into production.

002 U.s. I.p. needs better protection than we can get in uk for 001.

We identified 002 - lts lohmann in licensed at zero cost, got a method of use patent in the us target the us orange book you get up to 5.5 years protection (i.e. long enough to build your business and tie up the clinics from competitors.)

And thats what we are doing.

We are working to establish the bridge with wuxi across two works packages, working on second part of

Dvh .. that 10m and then the 5m ( time stamps ) looked good to me as the price paid increased.

Re:Mr 5m.

Being made to swallow the margin though isn't he?

Dim and desperate selling here with newsfliw outstanding from major parts of the pipeline.

That buyer nailed it.