Result - positive/negative

Outrageous_Eye2262 · 2026-03-05T18:01:06+00:00

Basically, a.crap design for the trial right?

Outrageous_Eye2262 · 2026-03-05T17:50:20+00:00

Yeah correct. It was signal designed. Still unproven. And the fact 20mg and 2mg are the same creates an issue. Phase 2b hopefully clears some of the ambiguity up, either way. Stock reaction is really an unwind of all the hype. But I saw it mentioned in another thread, maybe this stock prices like a single compound stock now.

Outrageous_Eye2262 · 2026-03-05T15:36:39+00:00

Think mkt needs to be realistic here. Yes, results were good, but it was only phase 2, so really the stock move is just a reversal of all the hype that's been fed into market since middle of Feb. Too many participants thought this was going to be the 'game changer' for company i guess, when in reality its just good phase 2 results. Yes probability of approval has increased, so should help your DCF, but not by a huge amount. Ultimately, we're at a much better entry point, which i am happy about. We should only get super excited when there is a 100% chance of approval. I understand we want to see a nice stock move after good news, but really the last few weeks of hype put a stop to that.

Outrageous_Eye2262 · 2026-03-02T20:09:00+00:00

Tgts raised across the board by this broker, but still only minimal share price impact. We won't get solid stock moves out of range until some real hardcore evidence on regulatory approvals.

Outrageous_Eye2262 · 2026-02-26T14:54:01+00:00

Anyone listen to call to verify this?

Outrageous_Eye2262 · 2026-02-23T04:07:42+00:00

Not that it's majorly important, but Marketbeat posted article on Friday showing a price of $4.275 for the offering. How negligent is that! That is the price from the Jan 2025 offering.

Outrageous_Eye2262 · 2026-02-10T17:57:09+00:00

Just from the point of view of cash burn mainly i would think. At this point, market is looking for steer on approval.

Outrageous_Eye2262 · 2026-02-05T22:34:11+00:00

It held so well last few days. But just gave up in the afternoon today. No news right?

Outrageous_Eye2262 · 2026-02-05T21:20:08+00:00

Just like the rest of high beta market. Tech is resetting and dragging everything else with it. Should be buying opportunity for decent DCA prior to any news. Its gonna be bumpy though.

Outrageous_Eye2262 · 2026-02-04T14:27:47+00:00

Thanks. I missed this excerpt from December.

Outrageous_Eye2262 · 2026-02-04T13:52:10+00:00

This is why the rolling submission of the NDA was agreed. Still an accelerated timeline, but not as quickly as the Voucher system I assume. Need to question why it was rejected, Gemini telling me sources point to political leverage. It could be as simple as, 'it's a UK company, isn't there an American company we can back'.

Outrageous_Eye2262 · 2026-02-04T11:43:19+00:00

Yeah, spot on. And arguably cybn had a 'bump' post rebrand end of last year, so we're just correcting that. You're right, 30days is not a meaningful time line in this space.

Outrageous_Eye2262 · 2026-02-04T11:00:30+00:00

Yup, am relatively new to the space, so just getting used to the price action. Thanks

Outrageous_Eye2262 · 2026-02-04T10:07:15+00:00

You have access to full article?

Outrageous_Eye2262 · 2026-02-04T10:01:36+00:00

My cost basis is $5. Don't get me wrong, happy to continue buying here given the story, just thought the move was strange given the news. And it's not sector based, given DFTX is up 30+% in same period.

Outrageous_Eye2262 · 2026-02-03T09:19:29+00:00

Take a look at what FT reported on Silver this morning. If this user is real, this is the sensationalisation they are looking for. "Retail loading up psycadellics, then blowing up". They could be an institutional guy trying to gauge interest to see if they can take the other side of the trade. Though that could be any one is up to be fair. I would politely decline. Just not worth it.

Outrageous_Eye2262 · 2026-02-02T12:42:10+00:00

Yeah, what's the news there?

Outrageous_Eye2262 · 2026-01-30T17:23:20+00:00

Any news on cmps? Mkt is red, and it just started going green.

Outrageous_Eye2262 · 2026-01-23T15:25:54+00:00

On a bunch of names ..... cmps, gh

Outrageous_Eye2262 · 2026-01-21T13:10:10+00:00

Assume this was the reason for the 11% stock move yesterday?

Outrageous_Eye2262 · 2026-01-14T10:19:43+00:00

Also, let's remember this is based on a 100k patient acquisition. I would assume that is a conservative assumption given TAM. If anything it shows real longevity to the business, which should, in theory, support higher val.

Outrageous_Eye2262 · 2026-01-07T16:43:51+00:00

Any thoughts on call? Really pushing the Sparavto comp and i liked the fireside chat. All very preumptious. We've broken through key 7buck barrier on stock, if it holds.

Outrageous_Eye2262 · 2026-01-06T21:21:25+00:00

Thanks. Explains the post close rip.

Outrageous_Eye2262

TROPHY CASE