#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

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1. The death of Silicon Valley, a thread

How did Silicon Valley die? It was killed by the internet. I will explain.

Yesterday, my friend IRL asked me "Where are good old days when techies were


2. In the "good old days" Silicon Valley was about understanding technology. Silicon, to be precise. These were people who had to understand quantum mechanics, who had to build the near-miraculous devices that we now take for granted, and they had to work

3. Now, I love libertarians, and I share much of their political philosophy. But you have to be socially naive to believe that it has a chance in a real society. In those days, Silicon Valley was not a real society. It was populated by people who understood quantum mechanics

4. Then came the microcomputer revolution. It was created by people who understood how to build computers. One borderline case was Steve Jobs. People claimed that Jobs was surrounded by a "reality distortion field" - that's how good he was at understanding people, not things

5. Still, the heroes of Silicon Valley were the engineers. The people who knew how to build things. Steve Jobs, for all his understanding of people, also had quite a good understanding of technology. He had a libertarian vibe, and so did Silicon Valley

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I might have a panic attack due to excitement!!

Read this thread to the end...I just had an epiphany and my mind is blown. Actually, more than blown. More like OBLITERATED! This is the thing! This is the thing that will blow the entire thing out of the water!


Has this man been concealing his true identity?

Is this man a supposed 'dead' Seal Team Six soldier?

Witness protection to be kept safe until the right moment when all will be revealed?!

Who ELSE is alive that may have faked their death/gone into witness protection?


Were "golden tickets" inside the envelopes??


Are these "golden tickets" going to lead to their ultimate undoing?

Review crumbs on the board re: 'gold'.


#SEALTeam6 Trump re-tweeted this.