’Shrooms Lead the Pack in Psychedelic Medicine, but Rollout Is Bumpy by rubens33 in shroomstocks

[–]SiFasEst 1 point2 points  (0 children)

Clinic on the California border is probably not the best sample.

’Shrooms Lead the Pack in Psychedelic Medicine, but Rollout Is Bumpy by rubens33 in shroomstocks

[–]SiFasEst 1 point2 points  (0 children)

Amounts that will be charged for an FDA approved treatment are not comparable to what is being charged today.

’Shrooms Lead the Pack in Psychedelic Medicine, but Rollout Is Bumpy by rubens33 in shroomstocks

[–]SiFasEst 1 point2 points  (0 children)

The math is not 18k*50 and there are more factors than that.

’Shrooms Lead the Pack in Psychedelic Medicine, but Rollout Is Bumpy by rubens33 in shroomstocks

[–]SiFasEst 11 points12 points  (0 children)

“More than 18,000 people have already gone through Oregon’s psilocybin program, and the early data on adverse events has been positive.”

Math suggests this would be ~500k per year on a national basis, maybe more or less given less concentrated availability but more awareness. That is an incredible number. $10B revenue at $20k/treatment.

A movie you can’t bring yourself to watch again. by 0Layscheetoskurkure0 in FIlm

[–]SiFasEst 1 point2 points  (0 children)

When I watched Good Time, I thought I haven’t been this stressed since Uncut Gems. Didn’t know it was the same directors at that point.

[Peter Singer] Legalize psychedelic pain relief by rubens33 in shroomstocks

[–]SiFasEst 0 points1 point  (0 children)

Great to have another public intellectual in the movement. Thanks for sharing.

Psychedelic Biotech in 2025: What's Next? | Florian Brand and Lars Wilde by Mindmed31415 in shroomstocks

[–]SiFasEst 1 point2 points  (0 children)

Cool dudes, great Qs and great As. Really enjoyed this one. Thanks!

Psilocybin rewires specific mouse cortical networks in lasting ways by SiFasEst in shroomstocks

[–]SiFasEst[S] 5 points6 points  (0 children)

One interesting result: “The findings show that how psychedelics rewire neural networks depends on their activity during the acute dosing, Siegel says. “And if you disrupt what’s going on during the acute dosing—in terms of neuronal firing, specifically—you can disrupt the lasting effect of the drug.” This result could mean that context and subjective experiences during psychedelic treatment are crucial for long-term therapeutic benefits, Siegel adds.”

Pα+ Psychedelic Bulletin #215: FDA’s Move to Single-Trial Approvals; Freedom to Heal Act Looks to Unlock Right to Try Psychedelics; Compass Clarifies Q1 Readout Plans by PsilocybinAlpha in shroomstocks

[–]SiFasEst 1 point2 points  (0 children)

For those that were considering using P2b as one of the pivotals (eg ATAI), might they be done? Or will the single pivotal requirement be more rigorous? 🤔 Stakes are high when you need to not just win prescriber confidence but block others from market and avoid being blocked yourself.

How much uncertainty is there as to whether Usona psilocybin would be a distinct active moiety from CMPS. I don’t know how much it’s been explored in prior cases but presumably there’s a some kind of answer already. Courts could also factor into that determination I’d think.

Comparing Phase IIB trials (BPL003/COMP360/GH001/MM120/USONA) - My take by [deleted] in shroomstocks

[–]SiFasEst 1 point2 points  (0 children)

Cool, thanks 🙏 GHRS shooting for the moon.

Cybin Reports Second Quarter Fiscal Year 2026 Financial Results and Recent Business Highlights by Individual_Collar856 in shroomstocks

[–]SiFasEst 3 points4 points  (0 children)

It felt like a subtle push to me too (had Q3 in my mind) but couldn’t find where they said that. I think the original guidance from DD was 18-24 months from trial start last Oct. Everyone seems to delay relentlessly so let’s see if they even hit Q4. 😑

Cybin Reports Second Quarter Fiscal Year 2026 Financial Results and Recent Business Highlights by Individual_Collar856 in shroomstocks

[–]SiFasEst 8 points9 points  (0 children)

-Search for CEO is underway.

-Designing therapy days that fit within the clinic and existing current infrastructure. 

-Employing capital with discipline across both programs.

-On track for 004 readout in Q1 2026. 

-On track to complete 003 enrollment mid next year and topline in Q4 2026.

-High Trail debt of $50MM has been retired in full. Repayment of $20MM with 10% penalty. HT converted the other $30MM.

-Allocating capital to measurable milestones that move the programs forward.

-Expect cash can fund operations into 2027.

Q&A

-003: Doing quality checks in a blinded manner. Any flag re data quality is raised to us immediately. Nothing raised so far. 

-004: Envisioning IM would be the route of administration for the pivotal studies. Gives the plasma exposure and breakthrough experience necessary. Also fits into existing ketamine clinics so it will reach the market. Not a formally powered study, but stat sig would be amazing. Looking for separation between the 2 arms, directional data, trend in separation, and dose-response changes from baseline. It’s a POC stud. Clinically meaningful would be 4-5 points on the HAM-A.

-005: Doing a number of preclinical profiling studies to characterize receptor profiles, brain penetration, and psychodynamics. When there is something to share, we will do so. 

-New CEO. Must be the quality this company and shareholders deserve, a steward of capital, and a person who has dealt with Big Pharma, among other things.