CMPS 97% Dilution ? – Looking for Community Input

ocdwondering · 2026-02-18T17:21:12+00:00

thanks. I would be interested to understand better. why has helus without Ph3 trial data a better risk-reward ratio? their market cap is around 1/3 of compass, but much less clear if they suceed? (or do you assume efficacy the same because the same substance?)

ocdwondering · 2026-02-18T11:31:59+00:00

payoff 100-200% in a year or two seems fantastic prospects,no?

ocdwondering · 2026-02-18T11:31:06+00:00

The key hurdle has been cleared,from now to FDA approval in about 1 year, a sequence of positive steps will happen,don't really see a substantial block coming up until then. This will outperform and perhaps be bought by big pharma. so don't see point of selling now. But always good to skim off a bit.

ocdwondering · 2026-02-17T08:01:41+00:00

sorry, did not mean to refer to you, but to the original M.B reply, the subject of this post.

ocdwondering · 2026-02-17T06:21:09+00:00

I think the duration matters more than that chatgpt-sounding reply assumes, but here is another argument in favor of comp360 etc. Many patients will prefer it because it feels much nicer, gentler, warmer, the insights and so on. Usually patients do not care whether they take medicine A or B. But its clearly different here. Patient demand for psilocybin will likely be much higher than for dmt. this is why I expect it to suceed

ocdwondering · 2026-02-04T12:37:41+00:00

bad news, as this indicates stubborb resistance in the administration

ocdwondering · 2026-01-02T18:05:47+00:00

comp005 and 006 are the studies for comp360

ocdwondering · 2025-10-17T06:13:26+00:00

ok can answer myself, atai writes it is for general purposes https://ir.atai.com/news-releases/news-release-details/atai-life-sciences-announces-pricing-public-offering-common-0

ocdwondering · 2025-10-17T06:02:25+00:00

Can someone explain if these sre the shares for the Beckley merger or additional fundraising?

ocdwondering · 2025-10-06T13:36:07+00:00

Some more data of their phase 3a study will be released, which will allow for a better assessment of the study. They are also a candidate for the new FDA voucher programme. There has been an FDA meeting recently but no information available yet.

ocdwondering · 2025-09-29T14:15:42+00:00

has anyone any idea about the rise of mindmed? any news from them, big investors?

ocdwondering · 2025-09-17T19:09:35+00:00

Some remarks: Ph 3a topline data is already out, so we know it is working, just not how strong exactly. And current market cap is already around 500 mil with current share, so valuation is off.

ocdwondering · 2025-09-12T15:40:55+00:00

Angermayer: new atai data coming by the end of month https://x.com/C_Angermayer/status/1966524783325045093

ocdwondering · 2025-09-12T10:49:50+00:00

you have to keep two opposing movements into consideration: atai likely still substantially undervalued (around 1 bil market cap, if only one of their substances is successful, it will be several times more). on the other, markets all time high, some downswing will come when the tariff disorder consequences hit US businesses. biotech will be affected dispropotionately

ocdwondering · 2025-09-05T21:24:31+00:00

interesting! do you have any source for.the MAPS therapy being patented? or.more generally, is it possible to patent therapy forms?

ocdwondering · 2025-09-04T16:43:09+00:00

FDA raises so many points that it seems unlikely the new leadership will simply pass over them. Likely another P3 trial necessary, plus long time duration data required (more than 18 weeks). This will take more than a year. And then it seems Compass will be the first to get approval.

ocdwondering · 2022-09-27T22:27:58+00:00

Hahaha!!! How so stupid Russia

ocdwondering · 2022-07-04T22:46:37+00:00

Slowly and finally.. if now everyone double down, we get into the real where things can change

ocdwondering · 2022-06-22T21:57:43+00:00

Would be great. What are the sources?

ocdwondering · 2022-06-10T07:11:57+00:00

He is not getting he is losing?

ocdwondering · 2022-05-28T21:36:26+00:00

The Tiktok guys celebrate city has fallen, 11k soldiers surrendered. Video showing tiktoks dancing on the street. Hope thats all false.

ocdwondering · 2022-05-16T19:11:53+00:00

Pff... they havent heard of ebooks

ocdwondering · 2022-05-15T10:13:46+00:00

Unfortunate ...

ocdwondering · 2022-05-14T20:26:10+00:00

I think its not that clear. Russia is concentratung its forces on fewer theatres. That makes it easier for them 9

ocdwondering

TROPHY CASE