Member Info for thetriplestar

With the "014 and 015" cards still to be played, do you think the market is even aware that Solvonis is now a "multi-asset" platform rather than just a one-trick pony?

Yeah - I reckon those selling at 0.23p are providing the liquidity for the "Big Buys" to be tucked away. When the Water Tower Research report drops in the U.S., the PIs who sold will find themselves chasing a gap that they can no longer reach.

The April 18, 2026, White House Executive Order specifically targets "accelerating regulatory review and patient access" for exactly what Solvonis is building.

The Disconnect: Selling at 0.23p while the U.S. President is signing orders to clear your path and the NIH is inviting your CSO to speak is the definition of "market blindness."

Professor Nutt being the sole external speaker today (May 6, 2026) alongside Dr. Nora Volkow and Dr. George Koob is a massive "regulatory de-risking" event.

SVN-001 & SVN-015: These are largely funded through UK grants and the NIDA Addiction Treatment Discovery Program, respectively.

SVN-002: The "bridging" to esketamine (Spravato) data packets is the technical shortcut that makes the U.S. market accessible via the 505(b)(2) pathway.

Next Out of the Bag: we've correctly identified that SVN-014 (PTSD) and the broader SVN-015 discovery programs are the "hidden" value that the market hasn't even begun to price in.

While retail sentiment reacts to the "placing" ghost, the Company is aggressively globalising its profile.

By raising the profile of SVN-001 online—the very asset they’ve pledged to keep in-house—they are effectively anchoring its value.

The Strategy: You don't market a house you plan to live in unless you want to make sure the neighbors (and potential buyers) know exactly how much the neighborhood has improved.

The Outcome: This forces any "Slam Dunk" offer higher. By showing the world SVN-001 is "Standard of Care" ready, they ensure that if a predator does want it, they have to pay for the "Phase 3 finished" version of the company, not the "16m market cap" version.

Whats really important here is that the leadership team are 100% aligned to us the shareholders. Excellent buying opportunity for those who want to make some serious money this year.

Strategic autonomy isn’t a slogan—it’s policy.

When Ursula von der Leyen calls imported energy a “choke hold,” the direction is obvious: Europe must back what it already has.

So here’s the disconnect.

Right in Spain sits the Salamanca Project (BKY.LSE)—a ready-made, domestic uranium supply aligned with nuclear stability, electrification, and genuine energy sovereignty.

And yet… still stalled.

At the same time, Brussels is pushing resilience, diversification, and avoiding premature nuclear shutdowns.

You can’t have strategic autonomy while blocking your own supply.

Frankly, someone needs to make sure Ursula fully understands what Salamanca represents.

Because this isn’t just another project—it’s exactly the kind of asset Europe says it needs.

Chipping away with 20k, 10k, 5k buys adds up to millions quickly over a week - can build a massive position without anyone thinking there is a major buyer stocking up here

Yeah agreed Professor! Tell Crusty Pete!

The current price slide is a technical "gift" for the UHNWs and cornerstone investors to finish their accumulation before the US IND submission and Phase 3 recruitment updates make a 0.28p entry a thing of the past....WuXi data incoming also ...

At a £16M market cap, a predator can accumulate a significant "toe-hold" position through these dips without ever triggering a formal "slam dunk" bid.

Indeed been looking for a CPR for years while funding these high grade board members incl CFO - we havent even got that --> instead we have lack of confidence in management and a major history of severe dilution and constant fundraising, both are a toxic combination which I am happy to see the Govt finally try to put a stop to that - so I am a buyer at today's price but total loss as a LTH (on paper thankfully) because of this particular leadership team. Holding now for the 18 month plan!

Bobby, you’ve identified the 'Smell Test' failure. If the asset was a 'No-Brainer,' the Board would be fielding offers, not hiring salesmen.

The fact that they are hiring PVE tells me that the 'Smart Money' is still skeptical. They are worried about the water, the flow, and the 18-month timeline. PVE has been hired to 'dress up the bride' because, currently, the market thinks she’s a bit of a 'lemon.' If PVE can’t find a suitor in the next 6 months, we have a problem...

Hiring PVE is a 'White Flag.' It’s the board saying, 'We can't find a partner, so we're paying someone else to find one with your money.'

By grabbing the cash at the bottom, they showed they don't believe in their own ability to move the share price. They took the "bird in the hand" because they weren't sure they could catch the one in the bush.

Appointing an advisor months after the discovery is an admission that the internal team failed to close a deal on their own. They took the extra £500k from shareholders, and now they're using shareholder money to hire people to do the job they were supposed to do.

Given the March raise, there’s a fear they are using that "survival cash" to pay for advisors because they’ve realised they can’t close a deal themselves. Useless bunch - remember they grabbed an extra £500k while they could due to oversub. Keep (re-post) the Geologist, Ditch the rest, ask for Better.

Solvonis - published its FY25 results and provided several strategic updates reflecting a busy period of development.

2025 was defined by the completion of the Awakn Life Sciences acquisition in May 2025 and the company’s rebranding to Solvonis, establishing a focused pipeline led by SVN-001, a Phase 3 programme in severe alcohol use disorder (AUD) in the UK and EU, and SVN-002, a US-focused Phase 2-planning programme in moderate-to-severe AUD via a 505(b)(2) pathway.

The company ended the year with £1.72 million in cash, expected to fund operations through to end of 2026.

Strategically, the board has concluded that greater shareholder value is likely to be achieved by advancing SVN-001 through completion of Phase 3 rather than pursuing an earlier licensing or partnering transaction, referencing an improved backdrop including the Otsuka-Transcend deal worth up to $1.225 billion and a White House executive order signed on 18 April 2026 aimed at accelerating regulatory review and patient access for psychedelic and rapid-acting CNS therapies in serious mental illness.

The board believes these developments are particularly relevant to companies with clinically advanced assets in neuropsychiatric settings.

On the intellectual property front, Solvonis was granted two US patents within a week in early April covering chemically distinct monoamine modulator compound series from its proprietary PTSD discovery programme, with protection running to 2043.

These composition-of-matter patents — regarded as the most commercially robust form of pharmaceutical IP — broaden the company’s protected chemistry estate around lead PTSD candidate SVN-114.

Separately, SVN-015, a novel serotonin and dopamine reuptake inhibitor, has been accepted into the US National Institute on Drug Abuse’s Addiction Treatment Discovery Program, under which NIDA will fund and conduct early preclinical evaluation at no cost to Solvonis.

To strengthen its US market positioning, the company has also appointed Water Tower Research to provide research coverage, refine its corporate profile and broaden institutional investor reach in what it regards as the most important capital markets arena for innovative CNS companies.

I very rarely cover biotechs as I believe the risk-reward profile is rarely favourable.

But here, it is.

The Phase 2 clinical trial results for the flagship were exceptional and what Solvonis has will eventually become standard of care in areas almost all of us have been affected by in some way or another - areas for which there are currently no good treatments.

Hence why only at this stage we have a "We’ve Hired a Broker" RNS. To a long-suffering holder, that feels like being told the wedding is still on, but we’re only just now looking for a caterer.

I reckon the Government looked at the Board and realised they were 'Lightweights' trying to manage a 'Heavyweight' asset. By forcing the PVE appointment and 18 month timeline to production they have told Lorna, no more lifestyle company, we mean business now... In Tanzania, Mining Licenses are no longer "set it and forget it" assets. Under the current administration, if you aren't moving toward production, you are "squatting" on national wealth. Lorna is a brilliant technical geologist who found the gas, but finding gas and negotiating a multi-hundred-million-dollar infrastructure deal are two entirely different skill sets.