Yes to all of this. Sentiment far outweighs reality in terms of valuation and near-term approvals (most analysts will say the same) with massive TAM.
The only company I invest in is my own @psilera, a neuroplastogen biotech. 💊 This is not financial advice.
📉 🍄BUY Low, Sell High Psychedelics?
The entire psychedelics sector remains deeply underwater from its pandemic-era highs, down >80% across $ATAI, $CMPS, and the $PSIL ETF.
🗣️But that might be exactly why it deserves another look.
🧠 New data from $ATAI / Beckley show that fast-acting intranasal 5-MeO-DMT (BPL-003) can deliver durable depression relief in just a 2-hour clinic session. That changes the economics: short sessions mean scalable models, like $JNJ’s Spravato blockbuster.
🇺🇸 Political momentum is real: MAHA advocates are vocal, FDA leadership is signaling support, and a path to P3 is now in motion.
🎯 Compass $CMPS is still weighed down by long psilocybin sessions and meh Ph3. But $ATAI is emerging with a cleaner story, tighter trial design, and asymmetric upside.
🔬 Gilgamesh is another sleeper to watch, with novel neuroplasticity assets designed to avoid the hallucination entirely, offering a pharma-friendly path if data hold up.
This is what early-stage contrarian biotech looks like:
📉 Sentiment wrecked
🧪 Data improving
⏱️ Timelines compressing
💰 TAM enormous
Buy when you can’t pitch it at dinner.
https://t.co/enBA3BRLdh
@AnthonyClose@BravesGators Having local government run a power company seems like a bad idea. But to use this as leverage against Duke I support (better rates, bury/insulate sensitive lines, etc).
I’d like to thank the entire Psilera team for their vision and dedication. Lastly, a big thank you to our investors for their support. We’re just getting started!
Proud to announce the formal close of Psilera’s seed round bringing our total funds raised to $9M. Couple this with our revenue generating deal (with additional upside) and #NIH funding it has been quite a year and change for us!
Even more important is this financing readies us for clinical trials with PSIL-006 next year. We are well-positioned with an industry-leading patent portfolio and a differentiated #neuroplastogen pipeline. Stay tuned for some big milestones over the next 12 months!
Will be a great time in Miami with @Oppenheimer and other CNS leaders. We’re reaching a pivotal inflection in the #psychedelics and related #neuroplastogens.
Look forward to discussing these developments and the latest progress at @psilera.
@zach_haigney@Arsenal Going the 3rd kit Eze #10 today but my alternate blue jersey from last year is real funky (the lucky one will be worn for the title decider).
Get ready, multiple #psychedelic drug approvals are coming. New options for patients, who often don’t respond to current treatments, is a great thing for depression and PTSD (~35 million in the US alone).
Following President Trump’s directive to accelerate medical treatments for serious mental illnesses, FDA announced major steps to support the development of serotonin-2A agonists & related products—a class of medications historically referred to as "psychedelic" drugs.
✅ National priority vouchers for psilocybin (for treatment-resistant depression and major depressive disorder)
✅ National priority voucher for methylone (for post-traumatic stress disorder)
✅ First-ever noribogaine study authorized for alcohol use disorder
✅ Advancing guidance for sponsors developing these products
Learn more: https://t.co/GZobFZ67Gh
@AnthonyClose We need higher paying jobs. Florida should be trying everything to relocate businesses/Fortune 500s. Unfortunately our hospitality sectors (a large portion of our economy) don’t make enough to support a living. Schools/education are a problem too.