Better Sex, Better Hair, Better Sleep: ‘Humanmaxxing’ Is Here - New York Times https://www.nytimes.com/2026/06/11/opinion/biotech-maxxing-christian-angermayer.html The biotech billionaire who wants to rebuild your body and blow your mind.
$PSIL ETF show the three biggest holdings as $DFTX $CMPS $ATAI Others will succeed too, but these three are the unicorns in the psychedelic biotech space and I suspect they will reach a combined market cap of 80-100B by H2 2027. Currently they sit at 10B combined. That is a 8-10X from these levels.
Bipartisan Congressional Bill Would Codify Trump’s Psychedelics Order Into Law https://www.marijuanamoment.net/bip...ld-codify-trumps-psychedelics-order-into-law/ H.R.9559 - To accelerate the development of, and access to, psychedelic drugs that could save lives and reverse the crisis of serious mental illness in the United States, and for other purposes. https://www.congress.gov/bill/119th-congress/house-bill/9559 Helps with DEA rescheduling visibility, manufacturing quotas, controlled distribution, clinical site expansion, VA-related treatment pathways, and broader institutional comfort around psychedelic medicine. This is also the kind of policy shift that big pharma pays attention to. A late-stage drug with strong data is one thing. A late-stage drug with improving federal policy, potential priority voucher support, and clearer post-approval scheduling rules is much easier to underwrite. Bullish for the whole sector.
AtaiBeckley Doses Last Patient in VLS-01 Phase 2b TRD Study; Plans Phase 3 in Major Depressive Disorder July 6, 2026 https://ir.ataibeckley.com/news-rel...-last-patient-vls-01-phase-2b-trd-study-plans 156 patients randomized in multi-center, double-blind, placebo-controlled Phase 2b Elumina trial; topline data anticipated in Q4 2026 (ClinicalTrials.gov: NCT06524830) AtaiBeckley plans to advance VLS-01 into major depressive disorder (MDD) in Phase 3, with generalized anxiety disorder (GAD) as a potential follow-on indication VLS-01 and BPL-003 (in Phase 3 development for treatment-resistant depression with Breakthrough Therapy Designation) together positioned to address patients across the spectrum of mood and anxiety disorders
FDA sets public hearing on psychedelics for September 14 https://www.investing.com/news/stoc...s-fda-willing-to-move-on-comp360-93CH-4789025
HHS & VA Announce Bold, Comprehensive Partnership to Advance Rapid-Acting Mental Health Treatments for Veterans https://www.hhs.gov/press-room/hhs-va-partner-advance-psychedelic-therapies-veterans.html
Final psychedelics guidance suggests FDA is ‘receptive’ to helping companies succeed https://www.biospace.com/fda/final-...fda-is-receptive-to-helping-companies-succeed
Bloomberg reports that Eli Lilly is in talks to acquire AtaiBeckley and that a deal could be announced as soon as this week. Reuters independently carried the Bloomberg report on July 15, 2026. https://www.reuters.com/business/he...gmaker-ataibeckley-bloomberg-news-2026-07-15/
Eli Lilly to buy psychedelics maker AtaiBeckley for $2.8 billion as experimental treatments gain traction https://www.cnbc.com/2026/07/16/eli-lilly-to-buy-psychedelics-maker-ataibeckley-2point8-billion.html
It looks like to me that what Libby did just capped profits for shareholders. Instead of continuing to climb to $10, $15, maybe $25 or $40 a share, the path to more than -$8 or $9 /share for the private investors looks unlikely, if not impossible. Since they are probably just going to fold it into Libby and not maintain it as a subsidiary with a separate ticker symbol. Those who bought enough at $2 to $5 a share will still do well. I purchased at $5/share, but not enough to make a splash. So, the lesson for big pharma is: buy out the smaller companies that are going to be successful sooner rather than later, and cut out the early shareholders.
I was ok with this. I didn't get in at IPO, but DFTX and CMPS will go at it alone and become very expensive to be bought out.
I might as well be okay with it. I was just saying that it works best for individual investors like us to buy in early - though it has more risk, the earlier we buy in. So the trick - for me - would be to balance risk/reward and buy in when risk started down and reward started up. And that it obviously makes sense for Big Pharma to buy these startups out early, as soon as the risk is mitigated enough for Big Pharma. Which limits the upside potential for individual investors. Just an observation that might be useful going forward. Or not. Not a complaint. And personally, for better or worse, I'm never going to make - or lose - much money on trading. The vast majority of my funds are invested for the long haul - trading for me is more like a hobby with my "fun money" - the small percentage that I can play with, without it being enough to worry about.
