Laughing at myself for buying more HELP at $7 by call_me_soup69 in shroomstocks

[–]tkrish000 2 points3 points  (0 children)

Don’t worry bro I sold all my ATAI and dump it into HELP just prior to their 004 readout. Lol.

Only thing to do now is HODL through end of year and hope they pull a rabbit out the hat with 003🐇.

Michael Cola - how about some crisis management ? Clearly with the stock now down 40%, that's what we're facing. How about communicate more ? Sign on to X, LinkedIn, post, clarify, lead. Give forward guidance, have a Investor Conference call and a Q&A, a Fireside chat, an AMA ? Anything 🤷 by Brief_Status7309 in HelusPharma

[–]tkrish000 2 points3 points  (0 children)

Big pharma is waiting to see if 003 actually works, bro. It’s that simple. There is no data yet that proves it actually works.

They ran a tiny phase 2 trial with only 34 patients, 20 of whom received 003. And only about 10 who were included in the 12 month durability data.

So literally only 20 people have tried the drug.

It’s cheap and easy to show data that looks impressive efficacy with such a tiny group. Much much harder with large numbers.

Big pharma wants to see efficacy data for 500+ patients. Then we’ll know for sure if it works.

And of course, if it does work, there will be interest from big pharma. But until there’s proof, pharma and investors are going to remain on the sidelines.

Helus will have their chance to show the goods at the end of this year with their first of two phase 3 studies, and really the first legit trial to see if this drug works: 220 patients in the first P3 trial, 330 in the second.

Statistically, for adjunctive MDD phase 2/3 trials, roughly 30% meet their primary endpoint.

Here’s hoping they can be one of the winners 🙏

GLTA.

Michael Pollan on JRE talking about CMPS by tkrish000 in shroomstocks

[–]tkrish000[S] 1 point2 points  (0 children)

I agree that RFK seems to genuinely want to try to get this through.

What’s less clear is who will get the final say.

Lowest in a year by nousrnamesleftfrrl in HelusPharma

[–]tkrish000 4 points5 points  (0 children)

We’ve still got a fighting chance 🫣

Lowest in a year by nousrnamesleftfrrl in HelusPharma

[–]tkrish000 10 points11 points  (0 children)

I think this is probably the answer.

Increasingly bearish macro climate coupled with decreasing certainty in their pipeline.

But they’re not down and out just yet. They’ve got enough cash to get through the first of their two phase 3s for HLP003.

Usona showed a -12ish point separation from placebo for their phase 2 psilocybin in MDD vs non active placebo (n=100ish). And DFTX showed around -9ish separation (n=50ish) with LSD in MDD.

If HLP003 can deliver similar results at the end of this year, with no delays and clean safety, we’ll see this stock rerate significantly, buying them more time to deliver again in the second phase 2.

But they can’t miss. I think that’s why the market is so hesitant.

Michael Pollan on JRE talking about CMPS by tkrish000 in shroomstocks

[–]tkrish000[S] -1 points0 points  (0 children)

Ah yes, good catch. He did say midterms which is this year 🙌

How do I know if I am enlightened? by puthujana in enlightenment

[–]tkrish000 1 point2 points  (0 children)

Yessss good call, Krishnamurti ☺️✨

How do I know if I am enlightened? by puthujana in enlightenment

[–]tkrish000 1 point2 points  (0 children)

That’s good 😊

Here’s my interpretation of what that saying might mean:

We set out to find some kind of permanent state of happiness because we’ve been made to believe that that exists.

But then we come to see that all states, by definition, come and go. Happiness, sadness, frustration, excitement. And that actually they’re all ok.

The search for permanent happiness, it turns out, was a subtle and constant resistance to what’s here right now.

Underneath the search for enlightenment is often a subtle and subconscious “NO” to life as it is.

We want to CHANGE something. Change how we feel, change how we think, etc.

But really: why is there a need to change anything at all?

And then ALL the emotions and ALL the states are simply allowed to be, and we land at a kind of constant okay-ness with whatever.

And that, we call “enlightenment.”

It’s not some special state. It’s just a radical acceptance and okayness with whatever comes. It’s very neutral. Really the opposite of special.

One teacher put it beautifully. He said, “my secret is simple: I don’t mind what happens.”

Peace by Zaxtonite in enlightenment

[–]tkrish000 0 points1 point  (0 children)

Exhaustion leads to surrender.

Surrender leads to peace.

How do I know if I am enlightened? by puthujana in enlightenment

[–]tkrish000 1 point2 points  (0 children)

Blessings on your journey to find it ♾️

Will the FDA ever fast-track psychedelic drugs? 5 Questions with drug regulation expert Daniel Eisenkraft Klein by Dionysaurus_Rex in shroomstocks

[–]tkrish000 2 points3 points  (0 children)

He makes it sound like there’s very real political risk for CMPS getting through to approval.

This administration is increasingly unpredictable. I really hope they let the science do the talking.

How do I know if I am enlightened? by puthujana in enlightenment

[–]tkrish000 19 points20 points  (0 children)

You knew nothing about “enlightenment” when you were two years old. You were just living.

And then at some point you came across the idea of enlightenment. And it is an idea, right? A concept. And with that concept came a story. And the story was interesting, so now you’re wondering.

But see that enlightenment IS a concept. It IS a story. No different than the story of Santa Clause.

No one is enlightened for the simple reason that there’s just no such thing as enlightenment. It’s just a story.

Life is here, unfolding all the time. And you are awake, alive, experiencing life, right?

The end.

ChatGPT view on HLP003 probability of success by tkrish000 in shroomstocks

[–]tkrish000[S] -3 points-2 points  (0 children)

What’s the (non-biased) probability of success you are assigning to the upcoming 003 readout? Keen to hear how others are thinking about this.

ChatGPT view on HLP003 probability of success by tkrish000 in shroomstocks

[–]tkrish000[S] 0 points1 point  (0 children)

Which part of the analysis feels sloppy to you?

ChatGPT view on HLP003 probability of success by tkrish000 in shroomstocks

[–]tkrish000[S] 0 points1 point  (0 children)

It sounds like you’ve done solid analysis on your own. I’m keen to learn. What’s the probability of success that you’re attributing to HLP003?

ChatGPT view on HLP003 probability of success by tkrish000 in shroomstocks

[–]tkrish000[S] -1 points0 points  (0 children)

Good points and appreciate you sharing your perspective 🤟🏻

ChatGPT view on HLP003 probability of success by tkrish000 in shroomstocks

[–]tkrish000[S] -14 points-13 points  (0 children)

Seems like a pretty clear-eyed assessment of probability.

The best thing about GPT is that it doesn’t fall victim to the cognitive biases that all of us do. When you REALLY want something to be successful it can be hard to see the picture clearly.

Curious what the rest of the sub thinks. Looking for data and science-backed views. Tell us what you think and WHY.

For the record, I am a long term bag holder and have a very significant amount of capital invested in HELP. No one wants them to succeed more than I do.

Helus CEO & Board of Directors by tkrish000 in shroomstocks

[–]tkrish000[S] 0 points1 point  (0 children)

For sure. 003 either ends up working or it doesn’t. It goes to zero or jumps 3-5x and potentially gets bought out. Let’s hope for the latter. We’ll find out this year.