DFTX - Definium Therapeutics

Discussion in 'Stock Message Boards NYSE, NASDAQ, AMEX' started by Twiggs462, Jan 13, 2026.

  1. Twiggs462

    Twiggs462 Member

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  2. Twiggs462

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    Rumor of 8M dark pool trade here yesterday after hours...
     
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    NJ Psilocybin Legislation Exposes Conflicts Between Advocates for Different Therapeutic Models

    https://www.lucid.news/nj-psilocybin-legislation-exposes-conflicts-between-advocates-for-different-therapeutic-models/

    There’s a lot of tension in the article around “pharma gatekeeping” vs grassroots access to natural mushrooms. But if you strip away the politics and look at what actually came out of this, it reinforces something we’ve seen over and over. When states get serious, they default to hospital-based, physician-led, FDA-aligned models.

    Bullish for the synthetic companies
     
  10. Twiggs462

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    Psychological Therapy Quantity and Depressive Symptom Reduction in Psychedelic-Assisted TherapyA Systematic Review and Meta-Analysis
    1. Gianluca Andri Florineth, MSc1,2; Isabell Klima, MD1; Anna Laura Boeker, MSc3

    JAMA Netw Open
    Published Online: January 21, 2026
    2026;9;(1):e2554843. doi:10.1001/jamanetworkopen.2025.54843


    Key Points
    Question Is the quantity of psychological therapy associated with symptom reduction in psychedelic-assisted therapy (PAT) for depressive symptoms?

    Findings In this systematic review and meta-analysis of 12 controlled clinical trials with 733 participants, a greater amount of preparatory psychological therapy was associated with a larger reduction of depressive symptoms following psychedelic administration. Total duration of psychological therapy as well as quantity of postpsychedelic integration sessions were not significantly associated with symptom reduction.

    Meaning These findings suggest that preparation sessions before psychedelic administration may play an important role in optimizing treatment outcomes in PAT.


    https://jamanetwork.com/journals/jamanetworkopen/fullarticle/2844126
     
  11. Twiggs462

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    Freakonomics Radio (Episode 659) - Can Marty Makary Fix the F.D.A.?

    https://freakonomics.com/podcast/can-marty-makary-fix-the-f-d-a/

    At 23:59...

    "I do believe very firmly that we need to get a decision out quickly on these potentially promising treatments for P.T.S.D. We lose 8,000 veterans a year to suicide. That’s more than the entire Iraq and Afghan wars combined. The wars are over, but our men and women are still dying. We owe it to them to get a decision out quickly on some of these potentially promising treatments for P.T.S.D."

    at 30:35 they discuss autism... which means they know its an issue at large. Therefore there is some positive for DT402 in the long run.
     
  12. Twiggs462

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    Radical changes could be coming to ‘psychiatry’s bible’

    https://www.cnn.com/2026/01/28/health/dsm-psychiatry-changes

    This DSM overhaul is quietly bullish for companies in this space because it signals a shift in psychiatry toward biology, biomarkers, and layered diagnoses rather than rigid, symptom-only labels.

    That direction favors FDA-validated, mechanism-driven drugs with reproducible clinical data. While also aligning with how insurance actually works.

    The DSM still underpins reimbursement and billing, and the APA is already engaging insurers on these changes, which means standardized, FDA-approved treatments will remain the easiest path for coverage as the framework evolves.

    As psychiatry becomes more dynamic, biologically grounded, and insurer-compatible, companies running late-stage, regulator-aligned programs stand to benefit disproportionately.
    Bullish for CNS Space
     
  14. Twiggs462

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    Definium continues to quietly do the right kind of work... Lot of events reported today.

    The addition of Roger Adsett to the board matters more than it might look at first glance. His background is exactly what you want when a company is moving from science into execution, commercialization, operations, and scaling real medicines, not just publishing papers.

    https://ir.definiumtx.com/news-even...s-appoints-roger-adsett-to-board-of-directors


    At the same time, Definium’s newly granted LSD patent is a good reminder that “you can’t patent LSD” is a lazy take.

    You can’t patent the idea of LSD, but you absolutely can patent:

    • specific salt forms

    • crystalline structures

    • and the manufacturable, stable versions regulators actually approve
    https://ppubs.uspto.gov/api/patents...kLTQ0NzctYmQyNC02ZDliNTVjNTE0OTAiLCJleHAiOjB9


    That’s what this patent does. It’s not about novelty for novelty’s sake, it’s about turning LSD into a repeatable, pharmaceutical-grade product.

    A good parallel is Suboxone. Buprenorphine was discovered decades earlier and was fully known. What created billions in value wasn’t the molecule. It was how it was formulated, stabilized, and delivered. The IP lived in the "form".

    One part that will maybe make folks become really bullish on this is XRPD fingerprinting, and it’s actually a big deal.

    XRPD (X-ray powder diffraction) is essentially a fingerprint for a crystal structure. Each salt or polymorph produces a unique diffraction pattern. If someone tries to copy the drug and ends up with the same crystal form (or a form that is patented in Definiums IP library), the XRPD pattern will match.

    In practical terms:

    • The FDA approves specific XRPD-defined forms

    • Generics must match it exactly to claim equivalence (after the IP protection)

    • If they can’t, they’re blocked or forced to redesign from scratch (giving definium long life)
    It’s enforceable, regulator exclusivity.

    Put it together:

    • seasoned commercial leadership

    • real pharmaceutical IP around LSD

    • and lessons already proven across biotech history


    Definium Therapeutics price target raised to $37 from $16 at Baird
     
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    AbbVie CSO Touts ‘Breakthrough Type Therapy’ Psychedelic as J&J’s Spravato Keeps Growing

    https://www.biospace.com/drug-devel...py-psychedelic-as-j-js-spravato-keeps-growing


    Meanwhile, smaller biotechs like Compass Pathways and Definium are waiting in the wings with their own psychedelics. Compass has multiple Phase 3 readouts planned this year for its psilocybin-based therapy for treat-resistant depression, COMP360, while Definium—formerly MindMed—will drop three Phase 3 datasets for its LSD-based drug DT120 for generalized anxiety disorder and MDD. Both companies are likely to apply for FDA approval before the end of this year, Wainwright analyst Patrick Trucchio told BioSpace last month.

    “So by 2027, that’s a reality that DT120 and COMP360 are probably going to be approved,” he predicted.​
     

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