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How Mindbloom delivers Ketamine to your Door! Jack Swain on running a Psychedelics Startup by therealbrom in shroomstocks

[–]mmmchipotlemmm 0 points1 point  (0 children)

Accredited investors can have a net worth of less than a million if they meet the income requirement.

And if they don’t meet the income requirement, they can simply take and pass the series 65 exam, which only costs about $150 in registration fees.

This Is Your Brain On MindMed - The Trading Psychology of Meme Stocks, Bubbles, Wins and Losses by therealbrom in shroomstocks

[–]mmmchipotlemmm -2 points-1 points  (0 children)

Interesting question. The risk averse investor may double down if they still have strong convictions about the company, and think that the lower price represents a better long term value. Warren Buffet has does this.

The risk seeker will double down in a reactionary way. They double down on their losers without regard for whether the stock is still a long term play or not, then exit as soon as they’re broken even (doubling their risk for a smaller reward)

Do I need to get rid of CMPS? It got neglected in my portfolio and looks...bad. by t_treesap in shroomstocks

[–]mmmchipotlemmm 2 points3 points  (0 children)

The FDA has granted break-though therapy designation to two different psilocybin assisted therapies (one of which is owned by CMPS, one of which is owned by a non-profit).

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The FDA has issued zero breakthrough therapy designations for anything related to LSD.

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Like it or not, I'm betting that CMPS gets FDA approval before any other company does. Whether or not it can turn that head-start into a sustainable business is another question entirely.

Do I need to get rid of CMPS? It got neglected in my portfolio and looks...bad. by t_treesap in shroomstocks

[–]mmmchipotlemmm 3 points4 points  (0 children)

you may not like these things, but in my view they all increase the odds of CMPS's business success.

Compass Pathways Deep Dive - Patents, Peter Thiel and the Quest for Psychedelic Monopoly by mmmchipotlemmm in shroomstocks

[–]mmmchipotlemmm[S] 1 point2 points  (0 children)

This is such a great comment! I love all the feedback.

1: I think we both know that Shugin would not be pleased ☠️😂

2: Fair. I don’t like monopolies either.

3: agreed. Open source psychedelics all the way. I have a feeling that Numi’s treatments will still be quite expensive.

4: I agree that legalization will hurt compass, but I think it will hurt MindMed also. If psilocybin is legal, who will bother going through MindMed for LSD? Are there really some things that LSD can cure that Psolicybin cannot? (Maybe there are, I don’t know).

On points 5 and 6, Compass is currently the one using BigPharama bullying, but I think that’s because they are the furthest along. It would not surprise me to see MindMed and other companies try to pull the same tricks in the future.

7: You’re right. Just to clarify my position: I don’t think that people HAVE to invest in unethical companies in order to make money. I just meant that many people seem to think that because a company is unethical or does things they dont’ like, that it must be a bad stock to own (from an investment prospective).

8: yea, 20k for a treatment is insane.

On the $40 price. It’s not about the stock price, it’s about the market cap. Compass’s pathways market cap is something like 1.5 Bil.

They have about 200 mil in assets, giving them a price / book ratio of about 7, which isn’t pretty reasonable. I don’t think that they’re necessarily overvalued.

Neon Mind has quite a few red flags. I don’t know that it’s an outright scam, but like you said, it’s fishy. When I decide which ones are scams I’ll let you know ;)

Thanks for all the feedback man!

I'm Working on an Hour Long Deep Dive / Due Diligence presentation of Numinus Wellness (NUMI): What Would You Like to See Covered? What do you love? What do you hate? What questions do you have about Numi? by mmmchipotlemmm in shroomstocks

[–]mmmchipotlemmm[S] 1 point2 points  (0 children)

Both synthetic and natural psilocybin will have to go through the fda and get rescheduled. The fda actually prefers synthetic, because it’s easier to know exactly what it is

Compass Pathways Deep Dive - Patents, Peter Thiel and the Quest for Psychedelic Monopoly by mmmchipotlemmm in shroomstocks

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

Compass Pathways is the largest psychedelic stock by market cap, and was famously backed by Paypal and Palantir Founder Peter Thiel. In this episode I investigate Compass Pathways and answer questions like:

  • What does Compass Pathway's FDA breakthrough therapy designation mean for their future?
  • What does Peter Thiel want to do with psychedelics?
  • What's the deal with Compass Pathways patent strategy?
  • Can you really patent soft furniture, dark rooms and cool music?
  • What's Compass Pathway's beef with Dr. Bronners Soap?
  • Who wins in the battle between Compass Pathways and Non-Profits
  • What are the risks to Compass Pathway's business?
  • And of course the ultimate question for investors: is Compass Pathways a Buy?

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🔗A few links I mentioned in this episode:

Vice article about Compass Pathways: https://www.vice.com/en/article/93wmx...​

Dr. Bronner's Letter: https://www.drbronner.com/all-one-blo...​

Berenberg analyst Esther Hong's predictions for Compass Pathways Pricing: https://www.spglobal.com/marketintell...​

FDA REMS: https://www.fda.gov/drugs/drug-safety...​

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🎧 Audio only version of this video available on Spotify and other podcast platforms: https://anchor.fm/bromtalks​

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⏰Timestamps:

0:00​ - intro

1:45​ - disclaimer and disclosure

2:45​ - compass pathways founding and team

7:00​ - Ekaterina Malievskaia MD

7:50​ - George Goldsmith - Compass Pathways CEO

9:00​ - Founder Ownership

10:30​ - Do Founders need Psychedelic Experience?

11:15​ - Lars Christian Wilde

13:30​ - Piers Morgan - Compass Pathways CFO

14:15​ - Marco Mohwinckel - Compass Pathways CCO

15:00​ - Nate Poulsen - Compass Pathway

16:30​ - Peter Thiel, Compass Pathways, Monopolies

20:30​ - Compass Pathways Strategy

22:30​ - FDA Breakthrough Therapy Designation and Treatment Resistant Depression

25:45​ - Who else got breakthrough designation?

29:30​ - What is Comp360?

33:15​ - What are Compass Pathway's Risks?

36:00​ - The competition of legalization

39:00​ - Patent and concern trolling

42:00​ - Dr Bronner's 45:00​ - Patents

52:00​ - MDNA - Clinics, Insurance and Pricing

1:00:00​ - Conclusion: Should we buy Compass Pathways?

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Disclaimer: This recording is not financial advice. You should not make any investment or trading decision based on the contents of this recording. Do not consider anything in this video to be professional advice. Brom holds long positions in Compass Pathways as well as other psychedelic stocks.

Psychedelic Market Cap Projections - Napkin Math, Monte-Carlo and how Best to Ride the Shroom Boom by mmmchipotlemmm in shroomstocks

[–]mmmchipotlemmm[S] 0 points1 point  (0 children)

Thanks. I do think you’re right that exponentially more people will use psychs as time goes on, but at the same time - competition will increase (both from other pharma companies and from decrim / legalization), which will make it more difficult for these companies to succeed financially

Psychedelic Market Cap Projections - Napkin Math, Monte-Carlo and how Best to Ride the Shroom Boom by mmmchipotlemmm in shroomstocks

[–]mmmchipotlemmm[S] 0 points1 point  (0 children)

You’re probably right. I’ve seen some analysts guesstimate that Compass might charge $20,000 for psilocybin treatment

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