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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>Strategic pivot to retain SVN-001 value. Solvonis has shifted from pursuing an earlier-stage out-licensing strategy for its lead development asset for alcohol use disorder (AUD) toward advancing SVN-001 through Phase 3 internally.</li><li>Tennyson cited improved investor and regulatory sentiment toward psychedelic-adjacent CNS therapies in the US and the proximity to a major Phase 3 data readout as key factors underscoring the management’s belief that significantly more value will be available to Solvonis shareholders at the end of the Phase 3 by keeping it in-house. </li><li>He also reminded us of the exceptional Phase 2 study data, which showed abstinence rising from 2% pre-treatment to 86% in the six months post-treatment on the active arm, plus a statistically significant reduction in heavy drinking days versus placebo.</li></ul>

Strategic pivot to retain SVN-001 value. Solvonis has shifted from pursuing an earlier-stage out-licensing strategy for its lead development asset for alcohol use disorder (AUD) toward advancing SVN-001 through Phase 3 internally.Tennyson cited improved investor and regulatory sentiment toward psychedelic-adjacent CNS therapies in the US and the proximity to a major Phase 3 data readout as key factors underscoring the management’s belief that significantly more value will be available to Solvonis shareholders at the end of the Phase 3 by keeping it in-house. He also reminded us of the exceptional Phase 2 study data, which showed abstinence rising from 2% pre-treatment to 86% in the six months post-treatment on the active arm, plus a statistically significant reduction in heavy drinking days versus placebo.

WTR Healthcare Happenings Podcast Recap: Rewriting the Standard of Care for Severe AUD

Solvonis Therapeutics

WTR Healthcare Happenings Podcast Recap: Rewriting the Standard of Care for Severe AUD