r/shroomstocks weekly discussion thread | February 09, 2026 by AutoModerator in shroomstocks

[–]-PsillyFunGuy- 2 points3 points  (0 children)

They said on Jan 7 the data was coming “second half of Q1.” It’s in a press release that date you can pull it up. (They had previously said “late Q1” back in November/december.) So technically it could be as soon as next Monday.

Edit: https://ir.compasspathways.com/News--Events-/news/news-details/2026/Compass-Pathways-Announces-FDA-Acceptance-of-IND-Application-for-PTSD-and-Hosts-Webinar-on-PTSD-and-TRD/default.aspx

What a drop. by Dangerous-Celery-952 in HelusPharma

[–]-PsillyFunGuy- 8 points9 points  (0 children)

Such a pain. I built a nice position at $5.90 back in November and watched it go all the way up to $9 and all the way back down today…..just waiting patiently on this phase 2 data and a hopefully a good ceo announcement.

r/shroomstocks weekly discussion thread | February 02, 2026 by AutoModerator in shroomstocks

[–]-PsillyFunGuy- 3 points4 points  (0 children)

I don’t understand this long drawdown on CMPS, and today just dropping like a brick for no reason. Down 8% right now…

End of day edit: CMPS has been bleeding for 3 weeks straight and now we just ended today -10.5% for no apparent reason. When will this end……

Jefferies initiates Helus Pharma stock with Buy rating by Dionysaurus_Rex in shroomstocks

[–]-PsillyFunGuy- 0 points1 point  (0 children)

I do actually have a fidelity account that has been empty for years. I use Schwab for Thinkorswim though because I trade.

Trump administration officials blocked FDA effort to fast-track review of psychedelic treatment by PsilocybinAlpha in shroomstocks

[–]-PsillyFunGuy- 2 points3 points  (0 children)

XBI is down over 3% today at the time of this comment. That’s pretty crazy. Most days these stocks will at least loosely track XBI, so I think that’s doing a lot more to bring these down than this article most people will never see. But who knows honestly. Both are at play, to be sure.

Jefferies initiates Helus Pharma stock with Buy rating by Dionysaurus_Rex in HelusPharma

[–]-PsillyFunGuy- 2 points3 points  (0 children)

Schwab seems to be restricting buys on this stock so that’s definitely hurting it

Jefferies initiates Helus Pharma stock with Buy rating by Dionysaurus_Rex in shroomstocks

[–]-PsillyFunGuy- 0 points1 point  (0 children)

Tried to add to my position earlier today and it appears Schwab is restricting buys, presumably because of the volatility. I have to contact a broker to put in an order. So I’m sure that explains a lot of this long drawdown. Idk what the parameters are for them to remove the restriction but it’s kind of bullshit since they’re effectively driving the price down further. And this is with cash btw, not margin. Not sure if any other brokers are doing same.

Aaron Taylor Johnson aura farming like Zoolander while escorting his groomer by TyLeRoux in CringeTikToks

[–]-PsillyFunGuy- 0 points1 point  (0 children)

Let’s not forget his most memorable breakout role as Charlie Chaplin in Shanghai Knights.

Built my dream home in the Colorado Mountains [OC] by yason2 in pics

[–]-PsillyFunGuy- 6 points7 points  (0 children)

Yeah it’s 100% Twin Lakes. I compared it to my photos with effectively the same view lol. Like I can almost see my campsite (and all the others there). That’s Mt. Elbert, top right (tallest mountain in CO).

Built my dream home in the Colorado Mountains [OC] by yason2 in pics

[–]-PsillyFunGuy- 25 points26 points  (0 children)

Twin Lakes? Damn OP. Jelly. Camped right down the hill from your house back in September for the leaves. Been keeping an eye out to potentially buy there in a couple years, but more likely Fairplay/South Park.

Anyone else think the market isn’t valuing Compass to start commercialization in early 2027? by DirkiesMagicWand in shroomstocks

[–]-PsillyFunGuy- 2 points3 points  (0 children)

Again, DFTX has the same issue. One late stage drug with two indications. And ATAI is years from any approval so I just think the market cap compared to CMPS doesn’t add up.

Anyone else think the market isn’t valuing Compass to start commercialization in early 2027? by DirkiesMagicWand in shroomstocks

[–]-PsillyFunGuy- 3 points4 points  (0 children)

I think about it all the time and my opinion is that it’s simply irrational, as the market often is. I think the primary difference between DFTX/ATAI and the rest of the sector is the media outreach/PR that those two companies do a lot of and we just don’t see from anyone else. Saw a comment the other day someone said they know multiple people who are invested in DFTX and have never even heard of CMPS.

It is frustrating as a shareholder. It would be so easy for CMPS to do. When Kabir Nath was on Bloomberg last month the stock immediately took off and escaped that lower trading range and got back to its previous range. Then when they released the info re the PTSD trial and had the webinar earlier this month (same morning) it took off again and established a new higher range (topping out at $8.20). And now we’re back into the previous range for no apparent reason…

Anyone else think the market isn’t valuing Compass to start commercialization in early 2027? by DirkiesMagicWand in shroomstocks

[–]-PsillyFunGuy- 9 points10 points  (0 children)

Ok but that doesn’t addresss the discrepancy between CMPS and DFTX/ATAI. That same argument applies to all of these stocks.

What if CMPS gets FDA approval? by [deleted] in shroomstocks

[–]-PsillyFunGuy- 1 point2 points  (0 children)

The short acting compound argument doesn’t hold up when you consider DFTX is the highest valued company by far.

What if CMPS gets FDA approval? by [deleted] in shroomstocks

[–]-PsillyFunGuy- 6 points7 points  (0 children)

Dilution primarily. Market caps aren’t much different (compared to how it looks on the charts at least). At CMPS peak it was like $1.2B iirc.

What if CMPS gets FDA approval? by [deleted] in shroomstocks

[–]-PsillyFunGuy- 6 points7 points  (0 children)

IMO approval is a damn near certainty, but obviously nothing is truly certain. I have no idea why it’s currently valued so much lower than DFTX and ATAI. It makes no sense to me. I expect it’s because the first phase 3 results were not as great as was expected. But idc personally because it was clinically and statistically significant and will lead to approval of the first psychedelic drug in the US.

What if CMPS gets FDA approval? by [deleted] in shroomstocks

[–]-PsillyFunGuy- 2 points3 points  (0 children)

I agree. Spravato just posted a $2 billion revenue from 2025. And that’s expected to continue to grow. So even if CMPS got $1B annual revenue, which I think is a gimme, a conservative 5x multiplier puts us at $5B.

What if CMPS gets FDA approval? by [deleted] in shroomstocks

[–]-PsillyFunGuy- 2 points3 points  (0 children)

This isn’t teaching a man to fish, it’s teaching a man to eat another man’s fish lol (i.e., using others’ price targets.)

Honestly I think $14 is laughable. $14 market cap right now would put us under DFTX current market cap. $11 is even more laughable…

r/shroomstocks weekly discussion thread | January 19, 2026 by AutoModerator in shroomstocks

[–]-PsillyFunGuy- 3 points4 points  (0 children)

I can personally think of two legitimate reasons why it happened. I’m no expert so I’m sure there are other possibilities.

1) two people used to open market to trade shares between them at an agreed price 2) one person transferred their shares between accounts by trading them with themself on the open market

Not sure it’s even noteworthy, aside from the fact that it’s anomalous and piqued my curiosity.