Member Info for TrickyEFC

Ask yaself is £100mil possible?

Hell yeah.

MASSIVE development

🚀🚀😁

These results not only strengthen the scientific foundation of CiRT, but also support our strategy to secure inclusion in NCCN (National Comprehensive Cancer Network) clinical guidelines. The Company expects to apply for inclusion later this year, which is a critical step towards driving widespread adoption and achieving our commercial objectives."

It's looking like a belter 💪

To the 2s 😣

I thought 🚀🚀🚀🚀 where those space X rockets the ones that Drop back to earth.

when is the next cash in of clns and what price

Will it go sub 0.25?

Remember people here where pumping this on Lorna's smile Months back.

🙈🙈

😂😂

Removed posts.

Did not proof read the title. Predictive text 😂

🤞 it's coming lama

Have they removed posts yet again?

Finger seriously you still posting on this dead share. Give it up and move on

3 is better than 5.

Holding on for sub 0.25

Lama regards you pointing out J&J

This is from Google AI

Ongoing programs and strategy

AI drug discovery: Solvonis has launched an AI-supported drug discovery platform to expand its research pipeline into earlier-stage innovation, initially focusing on depression and stimulant use disorders.

Alcohol Use Disorder (AUD) programs: The company continues to advance its AUD treatments, including SVN-001 in Phase III trials in the UK/EU and SVN-002, a sublingual esketamine-based therapy, in preparation for a Phase IIb trial in the US.

Licensing focus: Solvonis aims to generate revenue by licensing its drug assets to larger pharmaceutical companies, rather than bringing them to market itself. In September 2025, industry discussions suggested that Johnson & Johnson was a potential licensing partner for the AUD assets.

Lama some top posts.

This one Was really really good.

Solvonis Therapeutics’ AssetsSVN-001: An NMDA receptor antagonist (ketamine-based, combined with cognitive behavioral therapy) in Phase III trials for severe AUD in the UK and EU, co-funded by the UK’s National Institute for Health and Care Research. Phase II results showed 86% abstinence rates over six months, with potential for 10 years of market exclusivity if approved.

SVN-002: A sublingual esketamine-based therapy for moderate to severe AUD, preparing for a Phase IIb trial in the US via the FDA’s 505(b)(2) pathway, leveraging data from Johnson & Johnson’s Spravato (esketamine for depression, generating $1–5 billion annually). Targets a US market of 22 million AUD patients.

SVN-SDN-14 (AWKN-SDN-14): A pre-clinical program of novel serotonin, dopamine, and noradrenaline modulators for PTSD, affecting ~20 million people across the US, UK, and EU. Three high-performing candidates are advancing to in vivo studies, with European patent claims confirmed as allowable.

Solvonis’ strategy is to license these assets for royalties and milestone payments rather than commercialize them directly, with a commercial opportunity estimated at over £200 million for AWKN-001 and AWKN-002 alone.

Likelihood of Licensing by Gilead, AstraZeneca, and Johnson & JohnsonJohnson & Johnson (J&J):Strategic Fit: J&J is the most likely of the three to license Solvonis’ assets, particularly SVN-002 and SVN-001, due to its established presence in neuroscience and direct relevance to its existing product, Spravato (esketamine for treatment-resistant depression). SVN-002’s development leverages Spravato’s data via the 505(b)(2) pathway, and the FDA has supported skipping Phase IIa for a Phase IIb trial, indicating regulatory alignment. J&J’s $14.6 billion acquisition of Intra-Cellular Therapies in 2025, focusing on schizophrenia and depression, underscores its commitment to mental health therapeutics, which aligns with Solvonis’ AUD and PTSD programs.

Rationale for Licensing: Licensing SVN-002 could expand J&J’s esketamine franchise into the larger AUD market (22 million US patients vs. 2 million for depression). SVN-001’s Phase III status and strong Phase II results (86% abstinence) make it a de-risked asset for J&J to bolster its neuroscience portfolio. SVN-SDN-14’s novel approach to PTSD could also complement J&J’s interest in innovative mental health treatments, though its pre-clinical stage may be less immediately attractive.

Likelihood: High. J&J’s prior development of Spravato, recent neuroscience acquisitions, and Solvonis’ regulatory synergy with Spravato make J&J a prime candidate for licensing SVN-002 and potentially SVN-001.

Gilead Sciences:Strategic Fit: Gilead’s 2025 activities focus on oncology, inflammatory diseases, and infectious diseases, with licensing deals like a $750 million agreement with Kymera Therapeutics for a CDK2 degrader (breast cance

BMS forked out £14billion for Cobenfy.

Numbers are large

CNS is a potential wildcard, as unmet need is high but acquirers can find recent deal examples for and against the case for a presence in this unpredictable TA; for example, BMS’s success with Cobenfy, the centrepiece of its $14Bn acquisition of Karuna, vs. AbbVie’s recent $3.5Bn write-down on the key schizophrenia asset from its $8.9Bn acquisition of Cerevel Therapeutics following two phase 2 trial failures

How is this down today.

Bent a fook

Was nothing bad in removed post?

2025 Outlook for M&A in bio pharmaToday 00:31

Against the backdrop of strong fundamentals facing potential headwinds, as we elaborated earlier, on balance our outlook for M&A in 2025 is cautiously optimistic for the near-term. If most of the remaining uncertainties were to be resolved favourably, 2025 could be the year when M&A momentum returns.

Therefore, at this point in time, we forecast aggregate M&A deal value to reach $50-70Bn in 2025, with a potential upside of $70-90Bn in a best case scenario.

As for acquirers’ therapy area focus in 2025, interest in oncology and immunology targets will likely remain strong, while the approach to obesity will be more cautious and prioritise differentiation as the field is becoming increasingly crowded.

CNS is a potential wildcard, as unmet need is high but acquirers can find recent deal examples for and against the case for a presence in this unpredictable TA; for example, BMS’s success with Cobenfy, the centrepiece of its $14Bn acquisition of Karuna, vs. AbbVie’s recent $3.5Bn write-down on the key schizophrenia asset from its $8.9Bn acquisition of Cerevel Therapeutics following two phase 2 trial failures.

Even though larger M&A deals will likely face fewer challenges from the Federal Trade Commission now, we expect a preference for bolt-on acquisitions to prevail, with typical deal sizes at the mid-to-lower end of the $5-15Bn bracket.

This sentiment was echoed by J&J CEO Joaquin Duato, who noted at the JP Morgan conference that “…as a matter of fact, larger deals are the outliers; …[value] is typically created by smaller deals that don’t make the headlines.”

dr these twattor folk posting ****e to get people to jump on so they can get 5%.

may well end up flat today.

bit it's not today we interested in

10:29:38 0.279 10,000,000 Unknown* 27.90k

I dv very nice