Thank you for speaking up, Robin. One important additional point: psychedelic therapies are currently being developed largely for treatment-resistant patients who have already failed one or more SSRIs/SNRIs. Suggesting that SSRIs may therefore be more beneficial than psychedelic therapies makes little clinical sense.
For five years biotech startups have been betting that psychedelic substances could be turned into real medicines. One of them may have hit the jackpot https://t.co/1A8HXL59ry
Photo: Getty Images
Almost 10 years ago, I made the decision to bring psychedelics back into modern medicine.
At the time, nearly every friend and business partner I spoke to responded with some version of: “You can’t do that.” (And that is the polite version.)
But my conviction in the therapeutic potential of these compounds was strong enough to push past the skepticism and move forward.
Shortly thereafter, I teamed up with George Goldsmith, Ekaterina Malievskaia, and @LarsWilde to found @COMPASSPathway.
And soon after, we launched atai - now @ataibeckley (Nasdaq: $ATAI) - as the psychedelic “mothership” designed to build a portfolio of differentiated, clinically validated psychedelic medicines.
AtaiBeckley still owns approx. 5% of Compass as per last filing.
Today, we are close to the moment we have been working toward for almost a decade.
Yesterday’s $CMPS update reconfirmed the expected timeline: a Q4 2026 NDA submission and an early 2027 commercial launch for COMP360 psilocybin. If this timeline holds, 2027 will mark the year in which psychedelic therapy becomes accessible to patients in the US within a regulated medical framework.
Looking back, I am especially proud of two things we have achieved:
1. The quality and rigor of the clinical evidence generated - with more than $1bn invested by Compass and AtaiBeckley into gold standard clinical trials across multiple psychedelic compounds and indications.
2. The fundamental shift in public perception - from “counterculture” to credible, FDA-grade drug development.
But the work is far from done.
In my view, the next phase of this sector will be driven less by broad sentiment and more by fundamentals.
Mental health is not a single disease category, and different root causes will require different therapeutic approaches. The key question is no longer whether psychedelics can show efficacy with an attractive side-effect profile - that has been clear to me from day one and at least for me was never in question - but whether individual drug candidates can fit into a scalable and reimbursable commercial model.
In other words: it will come down to duration, route of administration, patient convenience, and ultimately the practicality of delivering these therapies at scale.
Now that we have largely established that psychedelics do work, I believe investors will increasingly focus on those details - and that this is becoming a true stock-picker’s market.
I may be biased as founder and Chairman, but imo from a fundamental perspective, the choice is clear: AtaiBeckley.
Here is why:
A rigorous paper published in Nature supports the idea that the Eleusinian Mysteries may have been a psychedelic-based religion.
Plato, Aeschylus, Augustus, Marcus Aurelius, and Plutarch are just a few of the historically significant figures known to have participated in these rites.
Given how profoundly our modern world is shaped by the ideas of these thinkers - from philosophy to governance - one could argue that Western civilization itself has, in part, been influenced by #psychedelic wisdom.
Now, imagine for a moment how much more intellectually vibrant, thoughtful, and humane our world could become (again) if we responsibly reintroduced these medicines into society.
https://t.co/Q7ejYbB180
Today’s chatter about @COMPASSPathway's Comp360 drug being “snubbed” for a National Priority Voucher is making a mountain out of a molehill.
There is this persistent false assumption that approving psychedelics for medical use could be a political issue or decision. It is not - and it should never be.
Like any other novel therapeutic, psychedelic compounds must demonstrate efficacy and safety through rigorous, FDA-regulated clinical trials.
The good news: multiple late-stage programs are reaching maturity, and I believe the coming years will be a watershed moment for the field as data continue to meet the FDA’s gold-standard approval bar.
As the article notes itself, the National Priority Voucher is - at least in part - a political decision. I was - and remain - extremely skeptic to make psychedelics a “political thing”.
We have to acknowledge that these therapeutics come with a history and “baggage”. Not fair, but historical fact. This is why, since the founding of @ataibeckley, I have continuously pushed for us to go the extra mile.
Cutting corners, or even giving people the impression of doing that, would be of huge disservice to the entire field. This is why I have been vocally critical about how Lykos handled their imo justified rejection, for example.
Today’s headline is another try to make this a political story. Because the Trump administration can be a polarizing topic, it makes the narrative even more enticing for some.
But already within the article itself – which is much more balanced than the headline, but behind a paywall – one can read, correctly, that the voucher in any case wouldn’t have changed anything more or less, and that “the FDA is allowing … to submit data on a rolling basis, which should get Compass a decision potentially late this year or early next year, much earlier than previously expected.”
I fully agree with an analyst who is quoted that “Compass’ exclusion from the voucher program might even be a blessing in disguise… Approving the first psychedelic medication through a controversial FDA pathway could raise questions about whether corners were cut as part of an expedited review, setting back the field.”
I want to say it again: #psychedelics have shown real, meaningful potential as therapeutics for mental‑health disorders. The rigorous FDA process will decide where they land, but nothing about this field requires shortcuts or political favors. The data - as they continue to emerge - will speak for themselves.
$ATAI $CMPS $GHRS $DFTX
Billionaire @C_Angermayer is one of the world’s most prolific entrepreneurs and investors in technology and biotech.
And his psychedelic drug development company is on a mission to change the future of psychedelic medicines in America.
$ATAI
https://t.co/A2ToBUlYO7
Great to see #atai and my co-founder @C_Angermayer take a leadership position in shaping the dialogue around mental health and the urgently needed innovation to finally halt and hopefully reverse the epidemic of psychiatric disorders and skyrocketing deaths of despair (suicide, overdose).
#psychedelics #interventionalpsychiatry #mentalhealth
Mental health is the greatest healthcare challenge of our time.
More than one billion people worldwide are currently living with at least one mental health condition - depression, anxiety, addiction, PTSD, and many others.
But behind this staggering statistic lie more than one billion human stories.
Families are being torn apart as loved ones struggle with addiction. The opioid crisis continues to hold the United States in its grip, leaving devastation in its wake.
The veterans - those who built, served, and defended this country - are among the most deeply affected. We owe them far better than what our current system provides.
And today’s young people are facing unprecedented pressures - from social media addiction to unrealistic body standards and the psychological strains of a digital world that never switches off. They are reporting record levels of stress, anxiety, and despair.
I could go on. The list is long, and the urgency is real.
We must do better. We must expand access to effective treatments, embrace innovation, and challenge the status quo in mental healthcare. Too many lives depend on it.
This is why I am genuinely inspired by the MAHA movement under the leadership of @SecKennedy, who is confronting these issues with the seriousness and courage they demand.
I was proud to present the mission and work of @ataibeckley at yesterday’s inaugural MAHA Summit.
The energy, commitment, and determination in that room gave me real hope.
Let’s make the world a happier, healthier place. It is what every single one of us deserves.
Two intranasal doses of BPL-003 (5-MeO-DMT) achieved 81% response and 67% remission in treatment-resistant depression — with effects lasting 4 months and avg. discharge < 2 h.
Built for efficacy and scale.
Read more ↓
https://t.co/R9vuJ3y5yy
“Psychedelics will also get a dedicated session: a fireside chat with German billionaire investor @C_Angermayer , the founder and chair of psychedelics company @ataibeckley.”
$ATAI
https://t.co/bfRbNH5dq0
1/ 🚀 BPL-003 News: Highly encouraging new data from the open-label extension of @ataibeckley's Phase 2b study of 5-MeO-DMT (BPL-003).
👉 81 % response
👉 67 % remission
in treatment-resistant depression 4 months post first dose
$ATAI $CMPS $MNMD $GHRS
Most people think of #psychedelics as treatments for mental-health conditions - and rightly so. These powerful therapeutics hold extraordinary potential to help people heal from depression, anxiety, addiction, and PTSD.
But I believe their potential extends far beyond mental-health care. Psychedelics may, in fact, be exactly what humanity needs to evolve from our current state of society into a post-A(G)I world.
In the years ahead, I see a real risk that humanity could drift toward a kind of collective instability - even madness. The warning signs are already all around us: mental-health disorders are soaring, antidepressant use is at record levels, suicide rates continue to climb, and we face a global epidemic of loneliness and anxiety.
Human cognition evolved under conditions of slow, almost static change. Our nervous systems and social structures were built for a world that remained stable for millennia.
Now, artificial intelligence is reshaping our environment at a speed and scale humanity has never encountered. Historically, every major technological or societal disruption - each far smaller and slower than what AI is bringing - has unleashed profound psychological stress, often leading to conflict or collapse.
The difference today is that, for the first time, we have a tool that could help us navigate such transformation: psychedelics.
When properly understood and applied in medical settings, they offer a pathway to realign mind and environment - to foster resilience and coherence in an age of exponential change.
Read more in my latest post about $ATAI
I have no plans to die anytime soon - quite the opposite! My mission is to reach longevity escape velocity.
So relax, my fellow psychedelic enthusiasts - the adventure has only just begun 🚀🍄
What a wild day for $ATAI yesterday - big intraday swings driven by a misunderstanding from a few media outlets.
To be crystal clear again: neither atai nor I sold a single share yesterday. Zero.
And how could I?!
@atai_life is the company I’m most proud of. We’re on track to deliver paradigm-changing treatments in mental health.
In my personal opinion:
The market grossly underestimates psychedelics. Most analysts look at them as last-resort-treatment, whereas I believe - over time – that psychedelics can become first-line, potentially even preventive treatments.
atai has filed or acquired IP on every psychedelic I regard as commercially viable. I believe atai is the sector.
Big Pharma is late. Very late. If they want exposure, they’ll likely need to partner.... with us.
With long-term shareholders (e.g., Ferring, yours truly) in the fold, who are supporting the broader strategy, atai is well-positioned moving forward. No need to sell out.
We hold all the cards - and we’ll play them wisely.
I do not presently intend to sell any atai shares – not now, not in the future.
And now, back to building. Don’t led FUD scare you.
I value our (retail) shareholders A LOT. Biotech went through a hard time, and you went through it with us. If you have questions, ask here - always happy to clarify to the extent that I’m able.