Member Info for LlamaFarmer

Alcohol-related harm costs the UK society and economy between £27 billion and £52 billion annually. In England alone, the cost is estimated at £27.4 billion, which includes nearly £5 billion for the NHS, over £14 billion for crime, and over £5 billion in lost productivity. This impact exceeds the roughly £12.5–£14 billion generated in annual alcohol tax revenue.

Key components of the annual costs include:

Healthcare: Approximately £3.5 billion to £4.91 billion for the NHS.

Crime & Disorder: Roughly £14.6 billion, including police, legal, and fire services.

Lost Productivity: £4.6 billion to £5.06 billion due to absenteeism, premature death, or unemployment.

Social Services: An estimated £2.89 billion.

With over 1.25 million annual alcohol-related hospital admissions, the total societal burden equates to roughly £485 per person per year.

Tricky,

I like the honesty, for me it makes it investable - park some money up and wait!

A.T. I thought we would have out licensed 001 by Q4 2025, but we have to accept our size and wait our turn, imo referring to the Pharma events that ran from Nov 2025 - Jan 2026 that have delayed news ( and cashflow ).

A.T. I went to Mar A Lago at the invitation of one of our largest share holders and met all of the Ultra High Net Worth investors, there was one of these existing Solvonis investors at each table.

A.T. 002 will give us the most financial benefit, in the USA there are two parts of the world, there's the USA and there's the R.O.W. the rest of the world, that's why we will be running our 002 trial in America, its inflection point is in Phase 2b.

P.N. I did my Uni thesis on Cocaine in 1979, I think these new small molecules will do something for that.

K.H. (Interviewer) I don't mind telling you, I'm an investor here myself with a decent sized position!

Loads of great info, listened to it twice, got more out of it the second time.

ED.

10 months left in 2026, is that short or medium term?

I think the focus is getting 002 into a usa trial and funding it.

He clearly said phase 2b is its inflection point.

Also said he has been to America and spoken to all of their existing ultra high net worth investors via the Michael Layman Pamlico Shoals event at Mar A Lago.

He must have worked out a way to get 002 into phase 2b trials, funded from current cashflows and out license of 001 that could be done from the London Exchange listing while the Nasdaq listing goes through.

Another thing to note from that interview, he was tighter with certain parts of info that might affect negotiations, so maybe theres some of that as well with the Nasdaq?

Look at 015a and 015b neither of these were signalled, they just landed.

Mdma - synthesised form of, for ptsd type treatments being worked on.

001 still in talks with more than 1 party - A.T. wouldn't be drawn on the number 😂.

002 - AT said will have most value - inflection point phase 2b, will be run in USA.

015 - Prof Nutts favourite - he's been working on cocaine addiction since 1979, thinks this new molecule will do it.

Basically,what we already knew plus the new stuff.

A.T. Went to Mar a Lago - UHNW investors evening, there was an existing Solvonis investor on each table as Anthony networked around the room.

Money from 001 will kick start this, but 002 will take it to the Bank.

These novel treatments of 014, 15a and 15b will then kick it on a gear, their inflection points AT phase 1.

All that adds up to a $1bn Co. Imo

Https://youtu.be/AO2VdmBHBMY?si=5NzRDDTscSQEglpC

C.M. Looks like it doesn't it.

Recent sells look more retail.

As DVH and Triplestar have said it's undervalued for what they have here.

Worth repasting what DVH points out...

A spark will suddenly ignite the SP here imo (remember IMM SP drifted and then 10 bagged in 4 weeks!).

Https://www.bbc.co.uk/news/articles/ce8g7ymq959o

Worth reading, where's the original lead programme gone, rather, who has it gone to??

Solvonis Therapeutics PLC (LSE:SVNS, FRA:J4I) says new preclinical data show its LEAD DRUG matches fluoxetine (Prozac) in depression models. The drug targets serotonin and dopamine, aiming to help patients who don’t fully respond to current antidepressants

0.18p? Its on the chart from June last year...

Nope, mms dropped the price.

I added at 0.18p on the way up, wasnt expecting the opportunity on the way back down.

Have to ask how many does this seller have?

DVH - Google is interesting.

Says that the MM's can offer to take them out lock stock and barrel, maybe they sell down until they ruin the market for the stock and then the MM takes the rest at a lower price and everything goes back to normal?

"Immediate Liquidity Provision: If a seller cannot find another buyer, the market maker steps in to buy the security (hitting the bid), allowing the seller to exit the position instantly."

DVH - same as that.

We've been told in the last few RNS and Co interviews what newsflow to expect, if you are selling at this point its through desperation?

The MM's job is to make an orderly market where we can sell as well as buy, if dropping the price does that then what are they waiting for?

They've still shut it all off - must have lots more 5m blocks to shift into us mug punters?

They were struggling to work that last 5m sell, had to close off all other sells in order to squeeze it through, previously over the last few sessions they had reduced the sells you could do to 5m shares, that's not making an orderly market so they will either have to drop the price hard, or stop performing their function as a market maker.

Pretty pi55 poor performance from the MM after the sterling RNS of yesterday, the seller is obviously desperate, cut his prices and get him/her gone.

No point in buying more if each big sell reduces the price, easier to wait till the bottom and add more on the way back up?

6AM in New York, Toronto, Washington...

The amendments to the agreement mark three important developments for Solvonis:

· Expanded commitment - Professor Nutt's role increases to two days per week (40% FTE).

· Exclusive collaboration - his commercial CNS drug discovery and development expertise will be applied solely to Solvonis' programmes.

· Strengthened governance - as Interim Chair of the SAC, Professor Nutt will convene leading international experts to provide independent oversight and recommendations directly to the Board.

Once the large seller (s ?) is out, the S.P. can react positively, the market will then look and understand what they actually have here!

The science people already know it, the investors know it, the rest of the market will catch on!

New Science

IP owned

Patents Owned

Replace existing and repurposed medicines

Patent cliff approaching

Solvonis own it all, Professor Nutt contracted to them, this work can be spread to other industry professionals, via his Scientific Committee that is also within Solvonis.

Nope ... cant sell, can buy