Hyvää debattia ketjussa. Arvostukset on tippuneet, ja hypeä varmasti olikin liikaa.
Mutta esimerkiksi Compassilla on hommassa idea. Ja tuoreet tulokset hoitoresistenttiin masennukseen NEJM:ssä on syytä noteerata.
Mitenhän ja koska Medicare saadaan talkoisiin mukaan? Mielestäni yksi tärkeä pointti kaupallistamisen onnistumisessa.
Ei varsinaisesti täysin liity “taikasienifirmoihin”, mutta psykedeeleistä ja Ketamiinista oli helmikuussa kaksi isoa artikkelia New Your Timesissa. Cybin kehittelee näistä molemmista lääkkeitä ja on mielestäni Compassa Pathwaysin kanssa lupaavin alan yhtiö. Cybin ollut kovassa nousussa pohjilta.
Mielestäni ketjun nimeä voisi muuttaa käsittelemään aihepiiriä laajemmin. Esim Kehittyvät mielenterveysmarkkinat ja ratkaisuja etsivät yhtiöt. Uskon mielenterveysongelmien ratkaisemisessa epäkonventionaalisen keinoin olevan 2020-luvun yksi suurimmista potentiaalisista hypeistä.
This Salkunrakentaja article reviews the company Compass Pathways.
Listed on the tech-heavy Nasdaq in 2020, COMPASS Pathways is a biomedical company focusing on developing new treatments for mental health disorders, particularly depression. The company has become known especially for its research into psilocybin, which is a hallucinogenic compound and a substance classified as a psychedelic.
Subheadings:
A quite thorough article on what went wrong with Lykos’s FDA approval and how it has been noted in the industry
The psychedelic community might be interested in the significant call options recently opened in Compass Pathways:
For example, a CMPS Call $12 was opened a moment ago, which expires on 21.1.2028, and the bet is $749K. I personally followed this with a small stake, which gives me an interest in researching the field more closely. Based on experience, someone has (better?) (insider) information about mergers, results, regulatory changes, agreements, and/or some significant catalyst. For me, this is a pure trade, for now, and I don’t know the field. However, all means are desirable in the treatment of severe depression, and I hope they succeed in getting the medicine to market.
Call options were apparently opened already last week and more today (these can be found, for example, on X by searching for the ticker CMPS):
Hi Thiebault. I’ve been writing about these companies from time to time (starting maybe from summer 2025?) in the “top medical technology products….” discussion section, as there doesn’t seem to be anyone on this forum. If you’re interested, I’m not sure how easily they can be found there. Specifically, I am interested in and own: Compass Pathways, GH Research, and Atai Beckley. Investors seem to have been pleased lately with Definium (formerly MindMed), and a potential competitor for Compass with a more patentable product is Helus (ticker HELP, formerly Cybin).
I think interesting times for buying might be at hand, as biotechs are dipping a bit—and we’ll see if they dip even more—and on the other hand, Compass’s most important results are coming at the end of this quarter. This will strongly define the near future of the entire psychedelic sector; if the field is validated, I believe it could also lead to acquisitions even for companies in earlier stages.
