Member Info for LlamaFarmer

Tricky, I thought you had someone for a minute ;)

Very quick test to results process.

It wont be long before full cohort results are available.

So far they are,already impressed by early phase 111 results.

https://sites.exeter.ac.uk/morekare/trial-overview/

The Company have set this up in a clever way for an aim Pharma, study the history and structure and look at current vehicle of SVNS.

Many junior Pharma's have a product that they may be able to sell a few units to the NHS or FDA, they raise and raise again for many years trying to prove it up, sometimes they get a trickle of sells, other times they go bust.

This Co own the IP that David Nutt provided, he has overseen it along the way, they have raised private capital to get it to the stage of a 2/3rds to 1/3 cost with a NHS trail at Exeter and 7 other sites, two main funders, Nicholas Nelson and one other background funder have carried this risk.

At this progression point they have let a ii into the funding round as stage 111 trial meets their risk profile, and the same people have taken more themselves, this time at 13p.

They have funded the project via latest placing, to the point of NHS results and stage 3 rollout into the NHS if there are no snags.

If there are some snags and they need more cash then the white knight funders from its Awakn days own 264m shares at 1p - Lenders warrants shown in the prospectus.

Dennis Purcell has options on 45m shares at 6p.

If those were both exercised then the Company has more funds to finish the tests, equivalent to another placing, if they aren't changed up at this point as the cash isn't required then the holders can leave them until the buyout offer comes in.

Big Pharma will want to be controlling this or chunks of this at the very least at the first sniff of SVNS - 001 passing - not because of the alcohol but because of SVNS - 014 that is sitting in clinical trial - that writes its own cheque, worth Billions as a cure for drug addiction.

So Big Pharma will buy this out at £100 - £200m because this is a self financing cheap way to purchase 001 & 002 but get the prize of -014 'for free'.

Buy, Hold, Wait.

Nanocap,

It could be argued that the glaring misprice of " the Base Case (50% Peer Discount) here is a £40m market cap. That's a 412% increase from today's absurd prices. Whilst the Bull Case (Peer Parity) is a £80m+ market cap. That's a 925% increase from today's prices!"

Can be safely ignored for the purposes of the endgame total valuation.

They have SVNS 001 and 002 test ongoing that cover alcohol misuse and this can lead to a re evaluation to £100-£200m, the company are promoting £200m.

What they haven't even started to promote (yet) is SVNS - 014 - the drug dependency clinical stage trial.

In the same way that the NHS and the FDA are allowing them to use third party clinical data and accelerated testing to get into the roll out phase, this Alcohol dependency data will then be used to accelerate approval for drug a dependency treatment.

Think of it, you offer a drug addict drugs to overcome their drug dependency! There will be zero resistance getting test subjects!

The FDA will rollout any programme that combats and defeats Fentanyl addiction on the slimmest of medical evidence.

Option 1 - die through fentanyl addiction and destroy everyone in your family and social circles.

Option 2 - try a new therapy drug based treatment and get cured for 86% of the time, thereby protecting those around you from your crime and risk of spreading the addiction via "closeology".

Timing:

Notifications must be made to the issuer and the FCA as soon as possible, but no later than four trading days after the obligation to notify arises, according to The Quoted Companies Alliance.

Nicholas Nelson took 24 hours and was the fastest.

There should be another raft of TR1's tomorrow.

Yep,

And Oberon also UK listed and at 3.2% so we will should see a TR1 on any movements from them.

TR1's

So far we have seen

Nicholas Nelson (Increased by placing amount) 3.49%

Spreadex - Same at 3.655%

Oberon - Same at 3.209%

We are waiting for:

Pamlico Shoals 12.36%

W Potts 10.33%

S Myers 5.89%

S Sharpless 2.84%

P Levinson 1.27%

Interestingly the above info is from the Companies Prospectus - they omitted all of the Spreadex Holdings?

Maybe they had been told it was selling down and they expected it to be done by now?

If there is no volume and they want out of that position the S.P. may dip lower, keep some powder ready.

Lol,

They've been wiped out by the placing m8.

Someone's providing this liquidity though.

Nicholas Nelson and 1 other have funded us to this stage.

I'm pretty sure who the 1 other is and they are another decent long term investor/value creator as is Nelson.

As Spreadex (possibly) get squeezed out on margin calls its a great opportunity to keep adding at the same price as the BOD just paid to increase their holdings at circa 13p.

Further to the announcement on 15 March 2024 in respect of the loan facility provided by Nicholas Nelson (Non-Executive Chairman of the Company) and one other private individual, the Company announces that this facility has today been increased by a further £100,000 under the same terms as the original loan facility. The loan facility now stands at £200,000, £100,000 of which has been drawn and the remaining £100,000 is to be drawn imminently to provide further working capital to the Company as it works to raise additional funding.

Mr Nelson has contributed £50,000 to the increase in the loan facility which constitutes a material related party transaction for the purpose of rule 7.3 of the Financial Conduct Authority's Disclosure Guidance and Transparency Rules. This material related party transaction has been approved by the board of Directors of the Company. Mr Nelson did not take part in the board of Directors' consideration of the transaction with him and he did not vote on the relevant board decision.

Closing... still got over 3% to sell down and as both UK listed we will be told when they dip below 3%.

https://www.lse.co.uk/rns/SVNS/holdings-in-company-ts8dshrprkpsmqk.html 6.576900 - 5.988900

Good to know who the seller was, explains the volumes and downward pressure on the price.

What we did not want to see at this stage was the 264m 1p Lending warrants ( half owned by Nicholas Nelson ) and Dennis Purcells 45m at 6p being flipped out for a 12 bagger and one bagger respectively.

That they are holding tallies in with their stated aims of building a Pharma company for greater rewards than simply milking retail for a quick profit.

The length of time they have supported and nurtured Awakn/SVNS should give investors the comfort to load up alongside them.

MM's are running it up and down to create more liquidity, churn and commissions, that's their job, its what they do.

If you are researched then you will know there aren't many that are holding stock under todays price.

Of those that are the majority would have to TR1 any sells as they will need converting from warrants / options into physical stock.

These people have just paid 13p to own more stock and they know better than most what the chances of success are!

It's a great 'little deal', shows new avenues opening, nice blend of smaller hits and bigger (Siemens) hits.

Leaves us waiting for the big partner deals to be unveiled.

Tricky,

Re: Canadians selling.

I've had a look at who is known on the register and reckon i've identified the other unnamed party who owns the other 132m lenders warrants that Nicholas Nelson owns the other half of 132m lenders warrants with.

IMO they are able to identify winners vs losers and will sit alongside Nelson and watch this get bought out by Big Pharma, any other Canadian stock holders will not be able to affect price with these volumes of churn going through.

Posted at 22/5/2025 20:39 by contrarianvaluehunter

For those unaware, Solvonis is a materially undervalued biotech play with a first-in-class pipeline targeting addiction and mental health disorders.

The company’s £7.5M market cap (0.13p/share), post-acquisition, starkly undervalues its potential, particularly when compared to peers trading at 10x multiples of Solvonis’ current valuation – implying a £50M+ fair value.

With £2M in cash (£1.3M net post-raise + £700K pre-raise), the market is effectively valuing Solvonis’ clinical and commercial prospects at just £5.5M — an absurd disconnect given its blockbuster-potential lead asset, AWKN-001, and expansive pipeline in multi-billion-dollar markets.

Time delay Canada vs UK.

All now in the UK with subsidiary companies and IP ownership all tidied up.

Lab work being done by third parties to keep a firm lid on costs, clearly laid out placing sum vs costs for next 12 months to show it is fully funded to results.

For the first time they have allowed an outside party ( Institutional Investor ), 12.46% in last placing ) to buy stock in this project ... that opens the door for Big Pharma to come sniffing and show their hand, as and when!

Toronto, Ontario--(Newsfile Corp. - May 27, 2025) - Awakn Life Sciences Corp. (CSE: AWKN) (OTC Pink: AWKNF) (FSE: 954) ("Awakn" or the "Company"), is pleased to announce, further to its press releases dated February 27, 2025, April 11, 2025 and April 23, 2025, that Solvonis Therapeutics plc (LSE: SVNS) ("Solvonis") has acquired all of the outstanding common shares in the capital of the Company (the "Common Shares"), all outstanding restricted share units (the "RSUs") in the capital of the Company, and all outstanding deferred share units (the "DSUs") in the capital of the Company (the "Transaction"), pursuant to an arrangement (the "Arrangement") under Division 5 of Part 9 of the Business Corporations Act (British Columbia) carried out pursuant to an arrangement agreement dated February 22, 2025 between the Company and Solvonis (the "Arrangement Agreement").

British Columbia (awakn) is minus 7 gmt.

Circa 5am there atm...

Think that and the viura well probs what's holding it back.

Will MR surprise us with a placing to buy another asset or develop a current one?

You don't bother appointing a second broker unless there are funds to be raised.

Imo each time it dips add some and sit on them.

Be interesting to read the placing TR1's that may be due?

I pointed out it looks like the ones,who took this placing will be holding from their warrant additions at 1p.

I did question where all of this liquidity (sells ) is coming from as can buy as many as you like at 13.1p zone?