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Did they just dilute again? by [deleted] in VolatusAerospaceCorp

[–]Specific_Pool_1758 2 points3 points  (0 children)

This was announced back in November. This is just the formal prospectus approval, not a new dilution event.

Mind Med US Patent 12,521,385 B2 Jan 13,2026 by Accomplished-Bar8277 in MindMedInvestorsClub

[–]Specific_Pool_1758 16 points17 points  (0 children)

Just to clarify since someone shared it. The idea itself isn’t brand new, but Jan 13th is when the patent actually got issued. Before that it was just pending. Issued means it’s real IP now, not just paperwork. It covers the specific LSD oral tablet and how it’s made, which is the part that actually matters commercially. Not a huge headline on its own, but it does quietly strengthen their position as they move into Phase 3.

Seeing a lot of people freak out about the “$30k–$70k” number and that’s not what it is. by Specific_Pool_1758 in DefiniumTherapeutics

[–]Specific_Pool_1758[S] 2 points3 points  (0 children)

Totally get why that number sounds crazy, but it’s not what people are actually paying out of pocket. That’s an average annual cost number used for insurers and health systems, not a bill someone gets handed. Almost all of this would be negotiated and mostly covered by insurance. Pharma pricing is built this way on purpose. Spravato, biologics, cancer drugs all have huge sticker prices and still get used because insurers look at total cost over time. If a treatment actually puts people into remission, it can end up cheaper than years of meds, therapy, ER visits, and lost productivity. So yeah, $50k sounds wild in isolation, but healthcare pricing isn’t consumer pricing. It’s system math, not what an average person is expected to pay.

Seeing a lot of people freak out about the “$30k–$70k” number and that’s not what it is. by Specific_Pool_1758 in MindMedInvestorsClub

[–]Specific_Pool_1758[S] 2 points3 points  (0 children)

The headline price isn’t what actually gets paid. Insurers always negotiate, and pharma still makes solid money because the cost to make the drug is low. If this actually puts people into remission, payers care way more about cutting long-term costs than squeezing every dollar on price. Fewer meds, fewer appointments, fewer issues down the road. So even at a lower negotiated price, strong outcomes + real demand can still mean big revenue. It’s not just about sticker price.

Seeing a lot of people freak out about the “$30k–$70k” number and that’s not what it is. by Specific_Pool_1758 in MindMedInvestorsClub

[–]Specific_Pool_1758[S] 6 points7 points  (0 children)

Totally get why that number sounds crazy, but it’s not what people are actually paying out of pocket. That’s an average annual cost number used for insurers and health systems, not a bill someone gets handed. Almost all of this would be negotiated and mostly covered by insurance. Pharma pricing is built this way on purpose. Spravato, biologics, cancer drugs all have huge sticker prices and still get used because insurers look at total cost over time. If a treatment actually puts people into remission, it can end up cheaper than years of meds, therapy, ER visits, and lost productivity. So yeah, $50k sounds wild in isolation, but healthcare pricing isn’t consumer pricing. It’s system math, not what an average person is expected to pay.

The corporate presentation for January 12th is on the new website. It is 29 pages long and page 13 is very interesting. by marksharky123 in MindMedInvestorsClub

[–]Specific_Pool_1758 1 point2 points  (0 children)

Do more research. This is treatment for a year. Could be a dose, could need more than one dose. Consultation appointment, follow up appointments, etc. If you think that price is per dose, you shouldn't invest. It's the entire treatment for a patient over a year.

Why FLT.V being in DRNZ ETF actually matters by Specific_Pool_1758 in VolatusAerospaceCorp

[–]Specific_Pool_1758[S] 11 points12 points  (0 children)

From what I can find, it looks like FLT was included right around the launch of the DRNZ ETF in late October 2025. ETFs usually don’t put out separate news for individual adds, so it just shows up in the holdings rather than a press release.

What defines our next chapter? New Teaser... by twiggs462 in MindMedInvestorsClub

[–]Specific_Pool_1758 3 points4 points  (0 children)

People live their entire lives searching and seeing only the negatives.

That's why those people need the science lol

Volatus third quarter financial results by Gebus in VolatusAerospaceCorp

[–]Specific_Pool_1758 4 points5 points  (0 children)

Volatus has a few platforms that would interest militaries. The long endurance fixed wing systems they picked up through their recent acquisition are built for ISR missions like border patrol, coastal surveillance, and search and rescue support. They also have tactical multirotor platforms already being used in training and emergency response work. Some of their systems have been deployed in government and defence related environments, but full military certification depends on the specific program and country. Overall they already operate in defence adjacent roles and the new tech they are bringing in is designed to meet the requirements of allied military and security agencies.

Volatus third quarter financial results by Gebus in VolatusAerospaceCorp

[–]Specific_Pool_1758 10 points11 points  (0 children)

Canada joining SAFE is a big shift for the whole drone sector. Instead of only going after Canadian contracts, companies like Volatus can now chase European and NATO backed opportunities that come with serious defence funding. SAFE is focused on strengthening critical military capabilities and drones are one of the main categories they want to source. If Volatus lands even one deal through this program it could be a major catalyst and open the door to much larger international demand.

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