Member Info for LlamaFarmer

That's a buy ... been watching prices

Https://investingnews.com/search/?q=solvonis

Jan 2026 article on U.S. Patent.

Jan 2026 article 015

Paul Carter appointed.

Just because you don't bother to research your investment doesn't mean that your investment isn't reaching out into new markets with its new products... the BOD are working here, what they aren't doing is posting Reach RNS to get you pumped up for a placing... they don't need to, what they are doing is progressing multiple assets to the point of news, we will be advised when the market is.

Until then look at the growth in the pipeline.

Day 42 of 90, maybe you missed these two ?

So far in 2026 ...

https://www.lse.co.uk/rns/SVNS/us-patent-allowance-for-ptsd-discovery-programme-avzhfgwc0dqc4bc.html

https://www.lse.co.uk/rns/SVNS/expansion-of-svn-015-into-depression-tyyilt2cisyp4w4.html

Plus the S.P. has swallowed a large sell off , held at resistance and now bounced off of it ....

Apart from that of course ...

NOTE: They were trying to treat Alzheimers and Parkinsons and got weight loss

New Directions in the Pharmacological Treatment of Food Addiction, Overeating, and Obesity

Tesofensine

Another medication, Tesofensine, is a combined norepinephrine-serotonin-dopamine reuptake inhibitor currently under way for Phase 3 trials. This drug was initially developed for treatment for Parkinson’s disease and Alzheimer’s dementia but was found to have limited effectiveness for these diseases; however, it had the reported side effect of weight loss. Phase 2 data demonstrated an average of 6.5%, 11.2%, and 12.6% among patients treated with 0.25 mg, 0.5 mg, and 1.0 mg of tesofensine, respectively, for 24 months. Patients treated with placebo lost an average of 2% of their body weight (Neurosearch, 2009). Common side effects include dry mouth, headache, nausea, insomnia, diarrhea, and constipation. Blood pressure and heart rate were increased by 1–3 mmHg and up to 8 bpm, respectively. This is a promising new drug that produces a weight loss twice that of currently approved anti-obesity drugs.

NOTE : The side effects on this one ...

Tesofensine

Tesofensine is an inhibitor of neuronal reuptake of dopamine, noradrenaline, and serotonin. There has been considerable interest in this investigational drug for weight reduction as an adjunct to energy restriction.

Placebo-controlled studies

In a phase II clinical trial of tesofensine in Denmark there was a significant reduction in body weight compared with placebo [118C]. The common adverse events were dry mouth, nausea, constipation, diarrhea, and insomnia. After 24 weeks, tesofensine 0.25 and 0.5 mg/day had no significant effect on systolic and diastolic blood pressures compared with placebo, but heart rate increased by 7.4/minute. However, there is a reduction in blood pressure of 3–5 mmHg systolic and 2–3 mmHg diastolic with weight losses of 4–5 kg, and increases of 1 mmHg in systolic pressure and 2–3 mmHg in diastolic pressure among participants taking tesofensine 0.5 mg compared with controls seem to suggest that tesofensine can increase blood pressure [119r]. Drug development in the field of weight reduction has regularly faced pharmacovigilance hurdles, because anorexigenic drugs affect various neurotransmitter systems and can lead to serious adverse effects. It has been suggested that the bar should be set high when new drugs are introduced for obesity, in order to avoid repetition of drug scandals related to antiobesity drugs [120r].

Based on recent research, GLP-1 receptor agonists (GLP-1s) such as semaglutide and exenatide modulate central neural pathways, particularly those involving dopamine (DAT), serotonin (SERT), and norepinephrine (NET), to control food intake, reward-seeking behavior, and metabolism. They do not act as direct reuptake inhibitors, but rather influence the activity of these systems indirectly.

Key Interactions of GLP-1s with Monoamine Systems:

Dopamine Transporter (DAT) Modulation: GLP-1 receptor agonists are known to modulate brain reward circuitry by influencing dopamine signaling in the ventral tegmental area (VTA) and nucleus accumbens. While some studies showed that GLP-1 can increase DA uptake and DAT surface expression in specific regions (like the lateral septum), other studies show that GLP-1R agonists like semaglutide suppress VTA dopamine neuron responsiveness during palatable food consumption, thus reducing the motivation to eat.

Serotonergic and Noradrenergic Pathways: GLP-1 receptors are found on serotonin-producing (5-HT) neurons, and GLP-1 has been shown to modulate serotonergic pathways that regulate appetite. GLP-1 also indirectly enhances satiety through increased sympathetic activity (norepinephrine system).

Reward and Addiction: GLP-1 agonists reduce reward-seeking behavior (for both food and substances like alcohol/cocaine) by attenuating the dopaminergic activity associated with addiction and craving.

Comparison to Triple-Reuptake Inhibitors: Unlike drugs such as tesofensine—which directly act as triple monoamine reuptake inhibitors (targeting SERT, DAT, and NET to increase synaptic levels of serotonin, dopamine, and norepinephrine)—GLP-1s work via receptor-mediated signaling to modulate neural activity rather than direct transporter inhibition.

Sorry Steffi, you aren't worth the effort of chasing.

Whose hairy chest?

Lo9k back to orev raise.

Was meant to be cash left then as well?

Tricky - the MM's were trying to pick up 12m last week on the cheap.. that's what you've seen being resold imo.

Sellers gone, what's left are PI's with Xmas and January sales credit card bills to pay selling a few, from what i've read, everyone else has been adding what they can.

Of course if they've landed something then another 20p placing could be possible.

I'm guessing no contracts.

I'm not invested at present, I wasn't before the last placing either ...

The last time they did an investor presentation they used it to do a massive placing at 20 pence in November 2024 for £6.1m

They need to land an annual contract of over £4m p.a. to right the ship here?

They must be looking around for a way to promote the future of this Co, talking to brokers and current investors - if you reread the 2024 RNS they listed who they had targeted for you to buy shares from.

Last placing was at 20 pence, unsure if Octopus and Winterborn will be dragged in again.

Main point that stands out is this ...

"The Issue Price represents a discount of approximately 55 per cent. to the closing mid-market price of 44.5 pence per Ordinary Share on 1 November 2024, being the last practicable date prior to the Launch Announcement. "

If they repeat their previous form, current Share price 11p ... minus 55% ...

Missing targets is never a good look, but to recap the reasons given.

1. 001 not licensed yet as big pharma move more slowly, conference season, have to accept our

2. 002 - Wuxi App Tec chosen due to lower cost and their FDA accreditation, to provide the bridging data.

China have strict import controls on Ketamin from Germany, where LTS Lohann mfr the oral thin film, has slowed the results.

On one side of the argument there is capital protection, on the other is speed of response, with that great gift of hindsight, would they have been better to raise again and use a more expensive 'Western' provider and be entering phase 2b and maybe list in the USA quicker rather than wait a month or two?

Was there a learning curve there?

On balance, I was ok with the explanations given, nothing has failed a trial, they haven't placed and diluted me.

In the meantime, they've added 15a depression and 15b meth & coke with non dillutive USA Govt funding to the pipeline on 15b, from that same saved cashflow from using Wuxi on 002, which I wasn't expecting from them.

So while encountering difficulties and time delays in one area of the business ( AUD ) they've smashed it in two others of depression and drug addiction whilst also progression the PTSD arm

Like an ambidextrous boxer, they met resistance and flowed seamlessly, into southpaw and haven't stopped moving forwards.

Add 15a and 15b into a Nasdaq listing with 001 out licensed, 002 and 014 and I can see a market cap to get excited over.

Is it still at the point of jam tomorrow? As of today, Yes 100%, but the jam looks stickier and the lumps of fruit in it look bigger!

At the moment you either hold cash or imo you hold decent opportunity Pharmas for the multibag opportunity.

Has to have low cash burn, has to have multiple products in a pipeline so it doesn't blow up on one delay or failure, has to have an exerienced, cohesive BOD that are fit for purpose..

1.In early 2026, U.S. markets experienced significant volatility, leading to increased margin requirements and, in some cases, margin calls, particularly within the metals sector. A sharp, late-January 2026, sell-off in commodities, where silver fell nearly 30%, followed a record-breaking, speculative rally. This correction forced liquidations on leveraged positions as exchanges tightened rules, this resulted in investors selling anything liquid to cover their blown up positions, I reckon thats where our sellers came from.

2. Holding pharmaceutical stocks during a market correction is generally considered a defensive strategy, as the sector provides essential products that remain in demand regardless of economic conditions.

3.Patent Cliff Approaching.

4.Pipeline of large unmet needs.Repurposed and novel molecule pipeline.

Wood from trees.

If warrants, would have been rns as cash inflow to business no rns no warrants flipped.

If you've looked up who owns those 0.10p lending warrants you will understand why/ how they are holding, quite a?few of the pi's are still holding from 0.10p as well ;)

Legacy graft polymer - they went long ago - link to lending warrants.

Good question to ask any small cap, when are you placing next? The CEO replied to that direct question "we are not looking to raise funds at the moment, we have a cash runway until q1 2027, we are in talks with more than 1 party to out license our svn001 asset".

If you read the news, ur obvs on Twitter to know of Harald, the wider u.s. market has had a lot of leverage calls recently. I doubt if you need to look further than that for your seller.

Add to that ceo saying at Mar A Lago there was an ultra high net worth investor on nearly every table, i.e. we have a lot of u.s. investors, wouldnt be a surprise if one or two had got caught and trimmed their portfolios?

The positive is that the s.p. hasn't cratered, has widened its pipeline of assets, reconfirmed 001 still in negotiations etc etc.

Hope you time yr buy ins correctly ;)

Https://www.dailymail.co.uk/tvshowbiz/article-15529379/jamie-lee-curtis-27-sobriety-journey-richard-lewis.html

The last couple of sessions looks like PI's selling after the event.

The larger, more structured seller i.e 5m blocks isn't here - to me that says GO time...

Professor Nutt has said a couple of things recently in interviews that were very interesting, we all know that we are waiting for 001, aside from that, Nutt said.

1.On 015b Depression - well depending on how much we raise we could look at all of the depressives.

A.T. then says we have no plans to raise at the moment, we have a cash runway until Q1 2027.

Conclusion: Nutt must have been looking ahead to the U.S. listing. for his small molecules that the AI engine is pumping out.

2.On lead molecule - we will have that done in a month or so.

Personally I've been adding on this dip - each to their own.

Prof David Nutt on the Mums podcast on Monday said a month or so for lead drug ... worth listening to podcast.link below a few posts ago.

001 news due.

002 news due

Seems 2026 will be busy.

E.D.

Look at the value of USA early stage Pharmas dealing in same fields as this.

There are a lot at the same level of progress as Solvonis, only Atai is ahead of the curve, and worth substantially more.

A.T. laid it out in the Mums interview ( see link below ) that SVNS is worth money when the following inflection points happen.

001 - Phase 3 - Current stage

002 Phase 2b - About to enter

014 Phase 1 - Lead candidate then about to enter.

015a Phase 1 - Short to medium term

015b Phase 1 - short to medium term.

Atai for a comparison is worth circa $1.2BN, SVNS don't need funding for 12 months, if 001 is outlicensed, will not need funding at all so stops at 6.8bn

shares. that would be 17 cents a share or 12.43p per share.

No wonder these American Ultra High Net Worth individuals are already invested and via Pamlico Shoals happy to keep funding.

BIGGER Cost to the U.K. than Alcohol...

Smoking and nicotine use impose a total annual cost of over £50 billion on the UK society and economy, according to ASH Scotland estimates. This massive burden, largely from tobacco, includes around £27.6 billion in lost productivity, £1.82 billion for NHS healthcare, and £13.9 billion in social care, far exceeding tax revenue.

Key Annual Costs of Nicotine/Smoking in the UK:

Total Societal Cost: Estimated at over £50 billion, or £49.2 billion in England alone.

Lost Productivity: The largest factor, totaling £27.6 billion to £32 billion annually through smoking-related sickness, unemployment, and premature death.

Health and Social Care: Roughly £1.82 billion for the NHS and £13.9 billion to £15 billion in social care costs.

Smoking-Related Fires: Approximately £328 million–£332 million per year.

Personal Costs: A 20-a-day smoking habit can cost an individual over £4,200 to £5,500 annually.

Stop Smoking Aids: The net cost to the NHS for prescription quitting aids was £13.8 million in 2024/25.

Rising Trends:

Costs have increased by 25% in recent years, with smoking in England costing at least £21.8 billion in direct, measurable impacts.

While cigarette sales are declining, the nicotine pouch market in the UK is growing rapidly, valued at over £170 million.