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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.

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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 헬스케어 해프닝 팟캐스트 요약: 중증 알코올 사용 장애 치료의 기준 재정립

Solvonis Therapeutics

WTR 헬스케어 해프닝 팟캐스트 요약: 중증 알코올 사용 장애 치료의 기준 재정립