Member Info for LlamaFarmer

Patients Know Best.

Balance sheet as at 31/12/24 Negative (£3.8m)

Cash at Bank £2.19m

Look into how the deal will be structured... seed shares over Ordinary shares, the early doors seed investors may be waiting for you :)

THE ORDINARY SHARES CARRY ONE VOTE PER SHARE AND RANK PARI PASSU WITH THE

SERIES SEED SHARES, SERIES A1 SHARES, SERIES A2 SHARES AND SERIES A3 SHARES

AS RESPECTS DIVIDENDS BUT BEHIND THE SERIES SEED SHARES, SERIES A1 SHARES,

SERIES A2 SHARES AND SERIES A3 SHARES AS RESPECTS DISTRIBUTIONS OF CAPITAL

ON A SALE. THE ORDINARY SHARES ARE NOT REDEEMABLE.

Is this a marriage of convenience born from necessity?

First sign they are getting somewhere I'll buy in for the NHS contracts and the Indian business that may well follow, but i'd want to see clarity, the business model doesn't look settled to me?

They hold a bunch of other patents already, this is for a set of new novel molecules....

Could just as easily be playing with trade acs and ISA's, in that case you've crystallised the potential tax advantage and hidden the shares away, end of tax year games?

Tamps the price down doesn't it... gets attention and drags it back for a bigger bite at the cherry later on?

Yet again they've left it alone for the MM'S to work their magic and slide the price backwards then cleared out what was avl

0.2425 to sell 11m ...

Somethings stirring.

Dvh - if you had listened to the BOD - specifically A.T who said newsflow somewhere around Q1 and this was circa October 2025.

Then you compared that statement to the RNS newsflow of these 5 rns

10th Mar 2026 7:00 am RNS SVN-114 selected for PTSD discovery programme

28th Jan 2026 7:00 am RNS Expansion of SVN-015 into depression

7th Jan 2026 7:00 am RNS US Patent allowance for PTSD discovery programme

22nd Dec 2025 7:00 am RNS Research and Development Update - Q4 2025

22nd Dec 2025 7:00 am RNS Research and Development Update – Q4 2025

3rd Dec 2025 7:00 am RNS SVN-015 accepted into US NIDA funded programme

Most people would think that was regular newsflow?

P.s.if you haven't opened yr eyes and ears and are still waiting for 001 ...

Bones...

BOD are running on full silent mode, forward guidance - somewhere "around Q1" for newsflow.

Big buys are being worked when America is awake, MM's are letting the SP drag backwards for big sells to feed through as Q1 pushes to its end, and traders give up their positions ( probably at a loss, from recent highs ).

Only need to look at U.S. life science buyouts.

Even some of the really early stage preclinical gets taken out for silly money.

Run on paper Silver holdings, look back at previous timings.

Agree re future years look good as well.

Disagree re 0.4p ... the potential for 002 on its own is massive, thats assuming 001 runs until its data readout in 2027.

014,015a and 015b have potential updates -look at how many preclinical assets get taken out for silly money!

Cns library still adding molecules.

At the moment it's all future potential, any of these could crystalise at any point.

When has this B.O.D. been this quiet over the last 18 months? Paul Carter hasn't spoken yet, Dennis Purcell, Renata Crome, Anthony Tennyson.

Last updates said they were busy and AI programme was finding more...

This has been happening for months at different pricing levels.

Every while a big buyer hoovers up lumps of stock.

Would imagine they are offshore due to the 5% rule, or if the holding is registered in Delaware USA then zero notification required unless they want to.

He's had plenty of opportunity :)

M.E.

Covgaz bought at 0.33p, he put the dates in an old post, something like its going down as I've just bought in.

He'll be all positive at 0.40+p

Last buy just ticked it up 2%.

Deffo a buy at that time and price.

002 will be worth multiples of 001 - all this imo.

002 bucal and sublingual ketamin for AUD looks closer to Spravatos nasal ketamin for depression than 001's injectable product is.

Spravato sales are still growing and currently annualised at $2bn.

002 AUD is thought to treat 4 - 5 x the level of Spravato patients, I.e. $8-10bn p.a?

Forward guidance from the company states that bridging data will be received across Q1 - Q2 2026 - at any time.

Assuming that this is positive it will allow a 505b2 pathway to enter 002 into its phase 2b trial.

If the bridging data is very tight to Spravatos data this could instantly trigger buyout or outlicensing?

002 getting some attention may in turn refocus Pharmas eyes onto the phase 3 at svn 001?

Conclusion: Q1 and Q2 look game on for Solvonis investors!

Vas, if you read the whole thing and don't cherry pick it also states pkb is the device and units like Bleepa can plug into it...then look at how many partners pkb already has.

Either way I'm waiting for the next placing.

Trying to walk the price up on no volume, a trade of 2 shares just increased the sp by 0.5p :)

What was the last placing, 20p?

Reading Private Ryans post of today that the CFO twice ignored his request to know their cash at Bank figure.

Dibs - hope you are well and have only dipped a toe back in here.

PKB - one of their customers is the NHS - specialist Kidney units - it's another freebie to try and get into the NHS.

I might be wrong and the Co. Nomad said "No Tom that company making contract you just landed with 6m paying clients isn't material and doesn't need to be RNS to tell the investors of this new income stream."

Or I might be right and this is the fluff to get a decent sized placing underway? They need at least £4m a year to cover cash burn and a lump of that is on Executive salaries...