WTR Healthcare Happenings

Solvonis Therapeutics (SVNS): Rewriting the Standard of Care for Severe Alcohol Use Disorder

In this special episode of Healthcare Happenings, the first in a two‑part series, Anthony Tennyson, CEO of Solvonis Therapeutics (LSE: SVNS), joins host Tim Gerdeman and WTR analyst Robert Sassoon to discuss the company’s strategy in addiction and psychiatry — a field with significant unmet need and limited effective treatment options. Anthony walks through SVN‑001, a ketamine‑based therapy for severe alcohol use disorder now in Phase 3 in the UK, and SVN‑002, a U.S.-focused program targeting the much larger moderate‑to‑severe alcohol use disorder market. He also explains why Solvonis may not yet be fully recognized compared to its U.S.-listed peers.  Stay tuned for Part 2 next week with Professor David Nutt, Chief Scientific Officer of Solvonis, who unpacks the neuroscience behind SVN‑001, the search for a better MDMA, and where psychedelic‑assisted addiction therapy is headed.

PetVivo Holdings (PETV): The Trifecta: Regenerative Science, AI-Enabled Vet Care, and Human Translation

In this episode of Healthcare Happenings, John Lai, CEO of PetVivo Holdings (PETV), joins host Tim Gerdeman and WTR analyst Robert Sassoon to discuss the company's regenerative medicine platform for companion animals. The conversation covers PetVivo's product suite led by Spryng, its cartilage-mimicking protein particle matrix; the off-the-shelf Precise PRP product; and a BioPiezo collaboration with the University of Connecticut that pairs Spryng with nanofiber technology to drive cartilage regeneration with potential translation to human medicine. Lai also previews the launch of PetVivo.ai, an agentic AI platform for veterinary practices, and outlines the company's pathway toward cash-flow breakeven.

SBC Medical (SBC): Scaling Aesthetics, Longevity, and Global Growth

In this episode of the WTR Healthcare Happenings podcast, Stephen Rodgers, Head of Global Planning and Strategy at SBC Medical Group Holdings (NASDAQ: SBC), joins WTR’s Tim Gerdeman and Robert Sassoon. Rodgers discusses how SBC’s 26‑year build‑out into a 283‑location platform serving 2.1 million customers with a 72% repeat rate has created a scale, data, and trust advantage that competitors have been unable to replicate. He outlines the rationale for expanding beyond aesthetics into orthopedics, fertility, and dentistry, and highlights longevity as a major white space being addressed through the SBC Wellness 2.0 B2B program. The conversation also covers SBC’s partnership‑driven global expansion via Orange Twist in the U.S., AHH in Singapore, and footholds in Thailand and Vietnam, and concludes with Rodgers’ perspective on AI as a key driver—including plans to leverage SBC’s proprietary library of millions of before‑and‑after treatment images.

ExoZymes (EXOZ): Unlocking Hard-to-Scale Molecules with AI-Driven, Cell-Free Biomanufacturing

ExoZymes (NASDAQ: EXOZ) CEO Michael Heltzen joins Tim Gerdeman and Robert Sassoon in this episode of the WTR Healthcare Happenings podcast to discuss the company’s AI-driven, cell-free biomanufacturing platform and how it aims to overcome longstanding scalability challenges in synthetic biology. The conversation covers the scientific differentiation of its “exozyme” enzyme engineering approach, the commercial strategy behind its lead programs in metabolic health (NCT) and non-intoxicating cannabinoids, and the broader opportunity to produce high-value molecules that have historically been inaccessible at scale. The podcast also explores regulatory dynamics, near-term commercialization milestones, and ExoZymes’ dual strategy of advancing internal assets while positioning the platform for future licensing, alongside considerations around capital efficiency and funding.

Hidden Gems - Unlocking Value in Biotech's Most Overlooked Stocks

On the latest WTR Healthcare Happenings podcast, we were joined by David Sans, PhD, a healthcare investment banker, and our host, Tim Gerdeman, WTR’s Vice-Chair, Co-Founder, and Chief Marketing Officer. Over the past two years, Sans has focused on a corner of the market most investors overlook: publicly listed companies with low or negative shareholders’ equity and stock prices trading below $1. The conversation covered the tightening Nasdaq listing environment, the mechanics of strategic asset acquisitions and structured financing, the shift in M&A toward asset-level transactions, and a compelling new instrument—clinical trial insurance—that is opening the door to a new class of biotech investors.