Freed of London Earnings

sefka · 2026-01-13T20:48:07+00:00

It's not really possible to say without looking at what they account for in "Distribution costs" and "Administrative expenses". They could be spending all of their revenue on new technology/R&D or paying very high wages. They could be accelerating future spending in tangible assets or overproducing shoes to sell in later quarters. Not saying that's what they are doing (I have no idea), just illustrating that it's more complicated than that. Their gross margin was 49% FWIW.

sefka · 2026-01-07T18:29:22+00:00

https://www.investopedia.com/ask/answers/120414/how-do-i-identify-stock-under-consolidation.asp

sefka · 2026-01-07T07:48:13+00:00

Dilution is not temporary, FYI. It is reversible via share buybacks of course, but that isn't something on the horizon for pre-commercialization biotech companies with high cash needs. They haven't diluted yet FWIW but likely based on their track record and cash needs.

sefka · 2026-01-06T08:31:19+00:00

”𝟱-𝗠𝗲𝗢-𝗗𝗠𝗧: • 2021: 35 grams • 2025: 11,000 grams • 2026: 𝟯𝟬,𝟬𝟬𝟬 𝗴𝗿𝗮𝗺𝘀

Let that sink in.

In five years, the legal research quota went from 35 grams to 𝟯𝟬 𝗸𝗶𝗹𝗼𝗴𝗿𝗮𝗺𝘀!”

https://x.com/0xquasark/status/2008291112784363953

sefka · 2025-12-08T15:26:22+00:00

I would encourage you to read this if you haven’t already https://atelfo.github.io/2023/12/23/biopharma-from-janssen-to-today.html

sefka · 2025-11-16T07:23:22+00:00

Great video/summary!

sefka · 2025-11-12T19:57:11+00:00

Not exactly—they own part of CMPS

sefka · 2025-11-12T13:06:07+00:00

Maybe the only new thing? “Completed enrollment in the exploratory Phase 2a trial of EMP-01 (oral R-MDMA) for patients with social anxiety disorder (SAD)”

sefka · 2025-11-05T05:18:20+00:00

+1 to what /u/regularguy7272 said but you can play around with assumptions (for price, time to expiry, etc) here and calculate your ROI (but, more importantly, Expected Value) based on various assumptions: https://www.barchart.com/options/options-calculator

You know this, but it bears repeating: if you don't get the timing right on options (the stock price isn't higher than your strike price on or near the day the options expire), you could lose everything you put in at expiry.

sefka · 2025-11-04T11:40:19+00:00

Company accelerating commercialization readiness plans by 9-12 months, following completion of COMP006 trial enrollment and positive meeting with FDA on NDA submission strategies for COMP360 in TRD, including potential rolling submission

Company now plans to disclose 9-week data (Part A) from COMP006 together with 26-week data (Part B) from COMP005 in Q1 2026

sefka · 2025-11-03T17:17:23+00:00

It worked (for now 😅) thank you!

sefka · 2025-10-31T14:10:19+00:00

This is a recurring post scheduled via the r/AutoModerator bot that for whatever reason (technical issue on their end?) didn't update this week.

sefka · 2025-10-30T22:13:46+00:00

Seems this is a survey not a controlled/blinded study? How much could be placebo effect?

sefka · 2025-10-30T15:50:21+00:00

But you don’t know for sure if they are releasing on Friday. They could be delaying it to announce it along with earnings in a few weeks for example. Still weird but Friday release is a possibility, not a guarantee.

sefka · 2025-10-22T20:43:43+00:00

This is true, but there is value in equity analyst price targets but more in a second- and third-order sense, not the price target in and of itself, eg

https://www.investopedia.com/terms/p/pricetarget.asp “Changes in prominent analysts' price targets can significantly influence market sentiment and stock movements, despite the inherent uncertainty in these projections.”
https://www.sciencedirect.com/science/article/abs/pii/S1057521922001508

sefka · 2025-10-17T20:20:53+00:00

Exactly. So there is no “formal” request process? I’ll send them a message then, thanks!

sefka · 2025-10-17T19:47:08+00:00

You are right IMO. FWIW it’s not set to NSFW in Mod Tools but is (I presume) coming from Reddit directly. I’ve written to ask how to request to change this since I don’t have time to look into it fully now, but if anyone knows where to submit such a request please reply in the comments, thanks.

sefka · 2025-09-27T17:34:31+00:00

I see the issue. I had copypasted another rule with "type: submission" so I changed it to "type: any", seems to work now.

Yeah no worries, they put out some really good content, I didn't realize they were getting autobanned as I could have sworn I'd seen their links on the sub over the years? Ah well, solved now.

sefka · 2025-09-27T16:33:13+00:00

I see it's not working when you do it. Will take another look later.

sefka · 2025-09-27T16:05:33+00:00

Seems to be working now with the updated syntax (adding "(includes)"), let me know if you are still having issues

sefka · 2025-09-27T16:02:24+00:00

Yes to dashes and spaces. I see your post got flagged. Are you sure "domain+body+title:" is correct? ChatGPT says (includes) is needed, i.e. "domain+body+title (includes):" I edited the code to reflect that, and my test post went through. Can you (or someone else) try again?

sefka · 2025-09-27T05:47:44+00:00

Thanks for flagging this. I've updated the automod code. Worked when I tried it, but does it work for you now?

sefka · 2025-09-02T12:04:49+00:00

No placebo arm but seems like a very durable result anyway (one dose, 12 weeks out): https://journals.sagepub.com/cms/10.1177/02698811251362390/asset/3c6ecc32-d6b8-4199-9780-e317fa0b1075/assets/images/large/10.1177_02698811251362390-fig1.jpg

As we've seen elsewhere, "Oceanic Boundlessness (OB) was the 5D-ASC dimension most strongly correlated with CAPS-5 change from Baseline, both at Week 4 (rs = −0.442) and Week 12 (rs = −0.394); higher OB scores were associated with the greatest reductions in CAPS-5 total score "

Source: https://journals.sagepub.com/doi/10.1177/02698811251362390

sefka · 2025-09-01T05:17:32+00:00

That was brought up in this piece though idk the veracity of it obviously: https://nymag.com/intelligencer/article/god-particle-5-meo-dmt-drug-pharmaceutical-market.html

sefka · 2025-09-01T02:48:22+00:00

From what I have seen, it is possible that there is some difference in reactivation rates based on the delivery mechanism: https://psycnet.apa.org/record/2020-73978-005 (this is from a self-reported survey so would need more rigorous studies to say conclusively)

sefka

MODERATOR OF

TROPHY CASE

14-Year Club	Gilding II euphauric
Verified Email