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Lord wm ... Nih feedback on 015, 014 , more non dilutative funding and then bridging data update on 002 for me.

001 and 002 although valuable, are repurposed existed technology treatments, 002 as part of new USA E.O. on addiction treatments is worth money,but both AUD's have time limited patent protection in uk, Eu and USA.

Worth understanding 014, 015a and 015b are new Novel Molecules with patent protection up until 2043, peer comparisons on preclinical, phase1,2&3 with wide ranging patents ( the ones weve been granted by the USA ) are worth looking at to understand what we have.

After 2043 the AI engine can amend the novel molecule to again provide new patent protection.

These newer treatments are worth multiples ( assuming they work ) .

The E.O from Trump didn't just cut their development time it decimated them, as soon as early stage progress is made, big pharma can react.

Bed n Isa Tricky - time stamps and amount.

I was surprised the Mar A Lago UHNW didnt pile into Solvonis like they did the same psychedelics today?

Unless you listened to the Roast Interview where he says "no, unfortunately the big man wasn't there ..... at nearly every table there were Solvonis UHNW investors"

Michael Layman of Pamlico Shoals ( one of our corner stone investors ) was there, the reason he was there is he hosted the event - I believe he might be the youngest member at Mara Lago? not including Barron Trump.

Dibs - was that your 200k shares running for the door earlier?

Was talking to someone over the weekend and they said about a group of NHS managers running something ... he asked them what will happen once they achieve this project roll out - ohh we'll rebadge and go do something else, it's how the system works ...

9 Months until decision time - no extra cash flow received from QVH and no trimming of the salary and overheads budget.

Next placing amount and price ???

Trump continued, "And the nice part is we're actually doing this early, but it has been going on. Research has been going on for quite some time. But, you know, usually with things like this, nothing ever happens, no matter how the research ends up, but we're changing that. This order will clear away unnecessary bureaucratic hurdles, improve data sharing among the FDA and the Department of Veterans Affairs, and facilitate fast rescheduling of any psychedelic drugs that become FDA-approved."

Triple Star - lets see if the Americans picked up on that when their markets open... the OTC never does much so would expect them to be buying over here.

Triple Star - great post.

002 Bridging Data and a 015 update from the NIH funding should set a rocket underneath the Company's prospects, then newer investors will look across at 001, the other side of 015 and 014 to bolster their confidence for some more early investing, leading onto to funding rounds in the U.S. once Nasdaq has been achieved!

Pare To Principle - Whoever's buying these is very good - haven't massively raised the amount they will take, but have raised it.

Not massively raising the price they will pay, just gently matching what is available to their orders.

I'm waiting for later today and/or tomorrow to see how much they cleared out from the PI's.

Chondy - you are undervaluing 002 - it is circa 5 x the size of Spravato and you've also underestimated Spravatos growth trajectory.

"Based on reported sales trends as of late 2025, Spravato (esketamine) is experiencing rapid growth, with sales in 2025 nearing $1.7 billion and projected to continue increasing towards a $3 billion–$3.5 billion annual sales target by 2027–2028"

"Growth: The 46.4% year-over-year growth highlights strong demand in treatment-resistant depression (TRD).

Run Rate: The quarterly performance implies an annualized run rate exceeding $1.9 billion."

DVH - just read that RNS ... this part.

"With SVN-001, SVN-002, SVN-015 and our broader pipeline, we believe Solvonis is building a highly differentiated portfolio with meaningful optionality in an area of increasing regulatory, commercial and policy importance. As the sector continues to mature, we believe businesses with credible programmes, clear execution pathways and strong U.S. relevance are likely to be well placed, and we believe Solvonis is one of them."

DVH - IMO need to widen targets and not focus on a penny.

This executive order Trump signed is a game changer, I watched the 40+ minute signing ceremony, they are accelerating addiction, Psychiatry, Neurology.

Literally all of Solvonis patented current pipeline of Addiction & Psychiatry plus their stated (future ) third division of Neurology has been fast tracked by the FDA by the support of JFK Jnr and Trumps Executive order.

1p is £68m that's nothing for USA Life Sciences., i'm looking at multiples of £68m.

In the Executive signing ceremony the FDA man, says to Trump ( 'Marty' ) by this summer we will have systems in place so that by year end we can speed through the system, handing out three vouchers next week, that's next quarter.

Life Science sector is a hot spot for mergers and acquisitions, anything linked to Trumps executive order just got hot due to closeology - add in existing USA Govt funding for a Brit small cap life science business, with Dennis Purcell as Chairman and Michael Layman ( Mar a Lago, Pamlico Shoals etc) as a corner stone investor and Professor David Nutt as CSO and you are away to the races!

DVH - because they haven't researched what the company have and what's happening in the wider life sciences industry for mergers and acquisitions due to the forthcoming patent cliff.

They want 10 or 20% and think that's them being smart.

The MM's have held the price from Friday - that means they are still filling orders ... after that Executive sign off this is going somewhere, no doubt in my mind.

Hammer,

From asking around there are some pi's with large holdings, minority shareholder rights level between a handful of them.

Plus the UHNW with whatever they have got?

Not surprising with 6.8bn shaers in issue and s.p. coming up from placings at 0.10 then 0.13p?

What I noted from all of them is the expectation, the ones with skin in the game aren't talking about top slicing and exit strategies ... from other small caps I've been in this is unusual, these investors have been addng as the business progresses not top slicing to lower risk and diversify the p/f.

If one investor did this you could put it down to poor risk management? When they all seem to be doing this it made me go over the research notes again.

Note that addiction is limited as there are no decent treatments available in the USA - Professor Nutt thinks he has at least one!!

Here are recent examples (primarily 2024–early 2026) of FDA Breakthrough Therapy Designation (BTD) in psychiatry (e.g., depression, anxiety, PTSD, schizophrenia-related, sleep disorders with psychiatric overlap) and addiction/substance use areas. Psychiatry has seen notable activity around psychedelic or novel-mechanism compounds addressing unmet needs where existing therapies fall short. Addiction examples are more limited in new BTD grants, often involving label updates or non-opioid alternatives rather than fresh designations.

In light of President Trump signing this Executive order ( not just sending a tweet, but doing something of permanence) and looking at 2 - 3p a share value, that means you are valuing this business at £136m - £204m? as each £68 of market capital is worth 1pence in share price.

Look at the peer valuations of Atai $1.47BN and Mind med / Definium at $2.26Bn.

Solvonis asset list.

001 - in Phase 3 to cover the UK and Europe.

002 in Phase 2b once Wuxi App tec data received and signed off.

014 - Preclinical PTSD - Lead candidate selected plus AI engine discovered another four new Novel molecules - Two patents granted to cover this, does it get split into another lead asset like 015?

015a Preclinical Stimulant use disorder

015b Depression MDD

AI engine that we have been told is firing out move Novel Molecules on a constant replacement programme to future proof our own patent cliff, and ownership of the IP from Equasy Ltd which was purchased directly from Professor David Nutt.

All large unmet needs - ALL directly plug into what President Trump has signed off on and instructed the FDA to speed up approvals on.

Wide ranging Patents.

Ai engine and CNS Library.

USA Government funding programme granted.

It doesn't get better.

Current Market Cap £19m ... there's some climbing to be done as progress continues!

Https://m.youtube.com/watch?v=8Tx3dG68k5s&pp=0gcJCU8Co7VqN5tD

15.40 Joe Rogan.

21 minutes ALCOHOLIC recovered via Vets programme.

22mins - Vets about sending ppl out of country for treatment.

26.15 Guy saying he got off OPIATES.

29mins - focused on what the Nih and fda say, massive shift from a pill a day for DEPRESSION to a treatment that heals.

29.30 guy from the V.A. - medicare, medi aid - states that care will be moving into treatment programmes where instead of this ( unsupervised ) pill a day, you will be treated and watched over by health care professionals.

"This is such a massive shift in how you deliver care.. it's a very different world... would need two people in the room as treatment is given, that would seem to be the way".

30.50 - "there's nothing more expensive than the mental health crisis right now in America, 21% of Americans have a diagnosable mental health condition.... the second leading cause of death right now for young Americans is suicide... anti depressants most prescribed drug in the usa, over 20% of women are on an anti depressant... on the drugs that are prescribed for life"

Trump - do they work? Woman in white house audience, no they don't i'm on a couple of them.

32.05m background talking about depression, Trump cuts in "and by the way AUTISM which we are working really hard on, right Bob ( to RFK Jnr ) and we're coming up with some pretty amazing findings, (RFK thumbs up).

34.40 fda on mental health anti depressant treatments, "we haven't had applications under Biden, we had 1 and that was kicked out, we now have three that are coming in next week and we will be printing vouchers for

... reduced from 1 yr to 42 days, need same level as under the hiv programme for ptsd, anxiety, depression.. you will see decisions from the fda later this summer as soon as we get the applications.

38 mins white coated Dr .. i didnt believe in psychedelics but saw the data and now there is the data that supports these new neural pathways can be grown and have a therapeutic effect.

Breakdown from the Half-Year Report:Brought forward at 1 January 2025: 307,589,147 warrants (weighted average exercise price ~0.2p).

Granted in the period: 703,465,432 warrants (primarily from the Awakn Life Sciences acquisition exchange; weighted average ~1p). This matches the ~703 million Awakn warrants converted/adjusted into Solvonis warrants upon completion of the acquisition in May 2025.

markets.ft.com

Exercised in the period: 20,000,000 warrants at 0.1p (£0.001), raising £20,000 (July 2025 exercise announcement).

Expired: 1,225,814 warrants at 22p.

Outstanding and exercisable at 30 June 2025: 989,798,765 warrants (weighted average exercise price ~ 1p

Pare to priciple:

The key to pricing imo, is is the warrants.

Two interested parties hold funding warrants at 0.10p

Dennis Purcell has a few at 0.10p

Anthony Tennyson has 180m at 0.10p

The rest of the warrants START at 0.73p.

To flip any of these warrants out the holders will want in excess of a penny to cover the ups and downs risk of putting tax paid cash into a warrant, theirs or brokers, same risk.

That's why 0.5p isn't exciting, you know it will get driven up to exercise them ... unless you are trading it for buttons not of interest.

Warrants aside, then look at the value of the business - £19m is that realistic with the patent cliff and M & A activity?

Does £190m cover the potential of what they now have?

Aren't attracted by the U.K and E.U. having 001, it's nice to have but not of primary importance

They are here for 002, 014, 015a and 015b and the patent coverage they all enjoy, and the Ai engines ability to find new novel molecules to provide product longevity.

Large unmet needs that affect America, that's where the juice is.

A. T said he visited Mar a Lago and spent time with Solvonis Ultra High Net Worth investors!

It's interesting reading the comments from other Pi's - share price goes up euphoria, share price goes down- sadness.

The last placings ( read UHNW investors ) was at 0.30 - 0.33p, we have been able to buy in at under this price!

What I've commented on b4 and am still seeing is that while the s.p. is run up and down from 0.21 - 0.33 and pi's run around, imo other investors are quietly buying up chunks of stock.

While the price has moved up and down, it is untrue to say that nothing has changed in the background.

Professor Nutts work has added multiple strings to the Solvonis bow, the BOD have all added their individual strengths so that where it started as an Awakn risky punt at 0.10p for a phase 2, then 3 aud trial, it's now still priced as a risky punt but has the strength in depth to make it virtually unassailable due to its strong pipeline, innovative funding solutions and strict cashflow governance.

Then add in where we are in the life sciences cycle, patent cliff, RFK junior being in position in the U.S.A., Dennis Purcell and Michael Laymans positions of influence and thought leadership in the U.S.A.

I've been looking for a better life science prospect than this for a while now and it's an interesting problem as I've ended up overweight in this position, the more I've researched it the better it looks and then they keep adding to the pipeline and backing it up with wide ranging patents!

The focus on this business should now widen into whether 014 will be split into a larger pipeline like 015a and 015b.

See if 015a and 015b receive patents like 014 has?

Look for where the Neurology division is coming from to add to the existing in house addiction and psychiatry, seeing more innovative funding solutions and watching them figure out a way to jump-start this onto the Nasdaq.