Member Info for LlamaFarmer

NANOCAP, aren't you Myles Mcnulty?

Not a bad thing it looked to be overheating, slow and steady, more news due tomorrow from Singer Capital Markets.

Investors will have two articles to read over the weekend.

Volume of 185M - not too shabby is it?

Up to 10m now

I'd say yes, everything has a risk but this is a repurposed drug being used with copyrighted therapy sessions, these novel medicines are mean't to be safer for the patient and have less risk against failure for the Company as opposed to a new type drug.

Unsure how much it de risks it though?

Has anyone got any, it gets a bit stale saying this is amazing its going up again.

Any serious points we have overlooked?

TBH it's no where near 1.6p yet, don't sweat on the small stuff, this has legs on pipeline, that brings the volume and take over / partnership offers.

That is where this gets interesting, not the usual pump and dump, "Game Time" is where no one gets hurt Big Pharma buys it out, imo 1.6p+ .

150M by Lunchtime!

Due out tomorrow, should confirm what we have all researched, any buys around here should be well under their price target if other posts I read on here are correct?

Newsflow is getting out there, once the more specialist Analysts start commentating on it it will spread to the wider agencies.

Wouldn't be a surprise to see the Daily Mail revist their earlier coverage?

No big sell trades popping up - looks like their fund of II stock has run out?

Charles Archer/Ask Charles/A Whisky with Charles 1.0 p

Singer Capital Markets 1.6 p

Current price 0.30p

Bonesgt - they usually sit in the middle of a trade and match a buyer to a seller, occasionally they can haver a buyer but no immediate seller so they can choose to run on an overdraft and sell stock that they will replenish with a later sale, hence sometimes a quick 5lut drop in the price a down and up to clear out some stop losses.

If they have done that and are offside / overdrawn they can send it NT and wait to collect their position in before it moves up and we all go off again.

So maybe the MM's are off side here in a bad way and trying to keep a cap on it till they are onside?

Can sell over 25m

Yes, we have no bananas

Https://thatstocksguy.substack.com/p/solvonis-therapeutics?isFreemail=true

Very well balanced, not rampy at all, almost plays to the downside and Solvonis still comes out of this shining.

Minimum short term value of £60m (1p) but suggests 001 and 002 are worth £210m (3.55p)

My personal guesstimate is 5p, or £295M.

Tricky

£100m with £250m debt vs £80m no debt? It isn't worth less because it doesn't have debt, it's worth more.

2.5 Debt to Market cap ratio for Cybin vs Zero for SVNS

Has to be a couple of hundred million £

Really good comparison to SVNS

Market cap C $207m circa £100m

Got funding in $50m tranches up to limit of C $500m

The company's drug candidates include psilocybin (CYB001),[4] CYB002 (discontinued),[5] CYB003 (deuterated psilocin),[6][7][8][9] CYB004 (deuterated dimethyltryptamine (DMT)),[10] CYB005 (deuterated phenethylamine derivative),[11][12][13] and CYB006.[14][15] Another drug that the company has developed is CYB210010 (2C-T-TFM).[16][17][18]

As of January 2025, CYB003 is in phase 3 clinical trials.[6][7] The drug is one of the only other psychedelics besides Compass Pathways's COMP360 (psilocybin) to have reached this late stage of clinical development.[19][20]

In 2020, Cybin acquired psychedelic pharmaceutical company Adelia Therapeutics

This highlights the NHS More- Kare trial that SVNS have got, their total cost is limited to £800k and this was paid by Awakn.

So if a Pharma is worth £100m with a £250m debt facility on a phase 3 trial.

What is a Pharma worth with no debt, fully funded on a phase 3 trial that is with the NHS who have stated it will be taken up as soon as it is approved? And a Phase 2 with the FDA

I make those early buys at about £30k Mark on an increasing share price, what do you reckon ;)