Research from Water Tower Research, Water Tower Research

Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Research from Water Tower Research

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<ul><li>A differentiated “acute intervention” thesis. Solvonis is developing acute, durable interventions for high-burden central nervous system (CNS) disorders rather than chronic maintenance therapies.</li><li>Its clinical-stage programs are anchored by ketamine’s glutamatergic, an N-methyl-D-aspartate (NMDA) receptor antagonist mechanism, which is thought to induce a transient period of enhanced neuroplasticity during which structured psychotherapy could help remodel the neural circuits underlying craving and addictive behavior.</li><li>The company’s lead indication is alcohol use disorder (AUD), one of the most prevalent substance use disorders in the US and Europe, associated with an annual economic burden estimated in the hundreds of billions of dollars and served by pharmacological treatment options that have seen little innovation in decades. </li></ul>

A differentiated “acute intervention” thesis. Solvonis is developing acute, durable interventions for high-burden central nervous system (CNS) disorders rather than chronic maintenance therapies.Its clinical-stage programs are anchored by ketamine’s glutamatergic, an N-methyl-D-aspartate (NMDA) receptor antagonist mechanism, which is thought to induce a transient period of enhanced neuroplasticity during which structured psychotherapy could help remodel the neural circuits underlying craving and addictive behavior.The company’s lead indication is alcohol use disorder (AUD), one of the most prevalent substance use disorders in the US and Europe, associated with an annual economic burden estimated in the hundreds of billions of dollars and served by pharmacological treatment options that have seen little innovation in decades. 

SVNS: Pursuing Acute Intervention Rather Than Chronic Treatment of High-Burden CNS Conditions

Solvonis Therapeutics

SVNS: Pursuing Acute Intervention Rather Than Chronic Treatment of High-Burden CNS Conditions