#SuvenLife – Niche R&D play..very high risk and very high reward…key is right allocation…

Jazz Pharma was quoting around $0.5 in 2009, today its $150 and Mcap of $8.5 Bn on Nasdaq..almost 300x in 11 years. 80% of its total sales ($2.1 Bn) come from single drug Xyrem.

Axovant Lifescience, bought Alzheimer molecule from GSK, repackaged it and done phase-3 trials. Before starting the trials, the valuation was $2 Bn, just before announcing the data, it rose to $3 Bn. One of the leading broker put the target of $12 Bn if the trials succeeded..
but it failed in phase-3 trials. Current Mcap is $120 Mn…

This is R&D for New Chemical Entity (NCE)…very high risk and very high reward…

Brain-related illnesses, also known as CNS diseases, afflict more than 2 billion people worldwide. Diseases of the brain and mind range
from Alzheimer’s, dementia, epilepsy, migraine, multiple sclerosis, neuro infections, Parkinson’s, psychosis, schizophrenia and stroke to brain injuries and various mental disorders. The global market or CNS therapeutics is projected to reach $137.7 billion by 2025.
#SuvenLife has 1 lead molecule SUVN-G3031 in phase-2 trials which is similar to Xyrem but superior features, 3 molecules completed phase-1 trials and starting phase-2 trials and 11 molecules in pre-clinical trials. All are related to CNS which is growing and uncluttered market
1. SUVN – 502
SUVN-502 has recently failed in phase-2 trials where it couldn’t meet the primary end points related to Alzheimer’s but sub group studies has revealed some interesting statistically significant and
potentially beneficial effects of masupirdine on cognition,
function and behavior, which can be useful for further studies in Dementia and Neuro-psychiatry. Suven is planning phase-2 studies for the treatment
of behavioural and psychological symptoms of dementia (BPSD). Market size for this could be $2 Bn for USA.
2. SUVN-G3031 (phase-2 to be completed by Mar-21)
This molecule addresses a rare disease – Excessive Daytime Sleepiness (EDS) – in narcoleptic patients

3. SUVN-D4010 (phase-1 completed)
This molecule works for better cognition and as an anti-depressant
4. SUVN-911 (phase-1 completed)
It addresses the biggest limitations of current major depressive disorder (MDD) therapeutics with rapid onset of action, no sexual dysfunction, and enhancement in cognition

Some of the listed companies on NASDAQ working in CNS, (though not
strictly comparable) are Denali therapeutics ($7 Bn) and AC Immune ($340 Mn)

There are two possibilities ahead. Either it can partner with any big pharma company or list itself in USA. In the first case, it can get upfront payment with milestone payments defined.
In 2018, Lilly and AC Immune announced licensing deal for few molecules where AC immune received upfront payment of CHF80 Mn and up to approximately CHF1.7 Bn in other potential development, regulatory and commercial milestones, and low double-digit royalties with Lilly

More from jeevan patwa

More from For later read

The common understanding of propaganda is that it is intended to brainwash the masses. Supposedly, people get exposed to the same message repeatedly and over time come to believe in whatever nonsense authoritarians want them to believe /1

And yet authoritarians often broadcast silly, unpersuasive propaganda.

Political scientist Haifeng Huang writes that the purpose of propaganda is not to brainwash people, but to instill fear in them /2


When people are bombarded with propaganda everywhere they look, they are reminded of the strength of the regime.

The vast amount of resources authoritarians spend to display their message in every corner of the public square is a costly demonstration of their power /3

In fact, the overt silliness of authoritarian propaganda is part of the point. Propaganda is designed to be silly so that people can instantly recognize it when they see it


Propaganda is intended to instill fear in people, not brainwash them.

The message is: You might not believe in pro-regime values or attitudes. But we will make sure you are too frightened to do anything about it.
I’ve been frustrated by the tweets I’ve seen of this as a Canadian. Because the facts are being misrepresented.

We’re not under some sort of major persecution. That’s not what this is. A thread. 1/8


This church was fined for breaking health orders in Dec. They continued to break them. So the pastor was arrested and released on conditions of... you guessed it, not breaking health orders. And then they broke the health orders. 2/8

So then he was arrested and told he couldn’t hold church services in person if he was to be released. He refused. He’s still in custody.

Here is my frustration as a Christian in Canada:

1. They were able to gather, with some conditions. They didn’t like those. 3/8

2. He is not actually unable to preach. He is just unable to hold church services because they broke the conditions given by the public health office in Alberta. He says he can’t in good conscience do that, so they are keeping him in jail (because he will break the law). 4/8

3. This is the 1st article of The Canadian Charter of Rights and Freedoms: “guarantees the rights and freedoms set out in it subject only to such reasonable limits prescribed by law as can be demonstrably justified in a free and democratic society.” 5/8
Part of what is going on here is that large sectors of evangelicalism are poorly equipped to help people deal with basic struggles, let alone the ubiquitous pornography addictions that most of their men have been enslaved to for years.


On the one hand, there's a high standard of holiness. On the other hand, there's a model of growth that is basically "Try Harder to Mean it More." Identify the relevant scriptural truth & believe it with all of your sincerity so that you may access the Holy Spirit's help to obey.

Helping sincere believers believe and obey the Bible facts is pretty much all the Holy Spirit does these days, other than convict us of our sins in light of the Bible facts.

If you know you are sincere and hate your sin and believe the right Bible facts as hard as you can but continue to be enslaved to your pornography addiction, what else left for you to do? Just Really, Just Really, Just Really Trust God and Give it to Him?

To suggest that there are other strategies available sounds to those formed in this model of growth like one is also suggesting that the Bible is insufficient, but it also suggests something just as threatening- that there are aspects of reality that are not immediately apparent.

You May Also Like