ATAI - atai Life Sciences

Discussion in 'Stock Message Boards NYSE, NASDAQ, AMEX' started by Twiggs462, Mar 24, 2023.

  1. Twiggs462

    Twiggs462 Member

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  2. Twiggs462

    Twiggs462 Member

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    $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.

    [​IMG]
     
  3. Twiggs462

    Twiggs462 Member

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    Psychedelics iPhone moment

     
  4. Twiggs462

    Twiggs462 Member

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    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.
     
  5. Twiggs462

    Twiggs462 Member

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    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
     
  6. Twiggs462

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    MA or Partner soon.

    [​IMG]
     
  7. Twiggs462

    Twiggs462 Member

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  8. Twiggs462

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    ATAI - The Race to Commercialize the World’s Most Powerful Psychedelic | WSJ

     
  11. Twiggs462

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  12. Twiggs462

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    Congrats to all the longs. DFTX and CMPS are next.
     
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  14. Rayak

    Rayak Active Member

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    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.
     

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