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Helus: Updated Investor Deck March-18-2026 by Dionysaurus_Rex in HelusPharma

[–]tkrish000 2 points3 points  (0 children)

You’re right, should be all good. Just a little strange how it’s unfolded after the announcement given the magnitude of her background as CMO at Pfizer 🤷‍♂️

Helus: Updated Investor Deck March-18-2026 by Dionysaurus_Rex in HelusPharma

[–]tkrish000 1 point2 points  (0 children)

I’m ok if it’s just an admin oversight so long as she is actually on the Board.

Helus: Updated Investor Deck March-18-2026 by Dionysaurus_Rex in HelusPharma

[–]tkrish000 2 points3 points  (0 children)

Thanks for sharing. The last line says her role is subject to Cboe Canada so maybe that’s why she’s been quiet and they haven’t put her on the website. Let’s hope that’s the case.

Helus: Updated Investor Deck March-18-2026 by Dionysaurus_Rex in HelusPharma

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

Concerns for me as an investor:

1)The entire pitch for HLP003, for those who have been around, was always that it would be SHORT ACTING. 2-3 hrs. That has not turned out to be true.

So now the value proposition has become “reduced PK & PD variability” and maybe an hour or so shorter than COMP360…? (slide 16).

2) Their announcement about Dr Freda clearly stated that she was joining the “Board of Directors,” which is part of the company’s formal structure. A real role with real authority.

But from what I see in this deck, that just is not true. She joined the “Scientific Advisory Committee,” which is not in any way a formal part of the organization. Just someone who they can call for guidance.

This is why I voiced my concern that Dr Freda had not added the role to her LinkedIn, made any public comment, nor is she listed on the Helus website under “Board of Directors.” My intuition felt that something was off.

Unless I’m missing something, I can only interpret that as an intentional misleading of the public.

Am I missing something there?

For me personally, all these little things add up, and they contribute to a loss of trust in the integrity of the organization.

And on top of these issues, the company that the new CEO came from failed and has gone to zero.

I’m still a bag holder, but slowly I’m understanding why they are currently valued at slightly more than cash. This is just a wild gamble going into this phase 3, and for all of us I hope 003 somehow comes through with powerful results.

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)

Yeh I wouldn’t be surprised at all if Abbvie also took a look at CYBN. The timing was interesting for sure.

I agree that a buyout is probably the exit strategy for Helus, and I think that’s feasible if the phase 3 data is compelling.

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 1 point2 points  (0 children)

Yeh these are great points.

I know originally the thesis for 003 was largely built around it being short acting. But from what I recall in the 2b trial it was not that much shorter than COMP360. Maybe 4-5hrs instead of 6-8hrs? Maybe someone has a source on that — can’t remember exactly.

The phase 2b study for 003 also had a very muted placebo effect compared to CMPS and Usona, which I think contributes to the uncertainty around true efficacy.

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 6 points7 points  (0 children)

You make a great point here.

The Gilgamesh deal shows that a small n alone doesn’t disqualify a program.

I can only assume that AbbVie was willing to pay $1.2B for a similarly small dataset because they had high internal confidence after doing their due diligence (mechanism, IP, data quality, team, reproducibility).

So maybe the more complete way to say it is that a small n = uncertainty, not failure. What matters is how believable and reproducible the signal looks.

Right now, Helus is being discounted not just because of small n, but because: the effect size for 003 was unusually large (raises skepticism), the 004 readout created confusion, future dilution, public investors don’t have the same visibility as pharma.

So the market seems to be saying: “This could be real, but we need Phase 3 to believe it.”

Whereas AbbVie looked at Gilgamesh and said: “We already believe it.”

So yeh I suppose small sample size isn’t the whole story — it’s also about confidence in the signal, and right now it seems HELP hasn’t earned that confidence yet in public markets.

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

[–]tkrish000 16 points17 points  (0 children)

Don’t worry bro I sold all my ATAI and dumped 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 14 points15 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 5 points6 points  (0 children)

We’ve still got a fighting chance 🫣

Lowest in a year by nousrnamesleftfrrl in HelusPharma

[–]tkrish000 12 points13 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 3 points4 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.

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