Brandon Richard
164 posts

Brandon Richard
@BreakoutBiotech
Long-term Investor | $ATAI $ABCL $PRME | New to X | My posts are not financial advice.










From KeyBanc Capital Markets Healthcare Forum: $ABCL's wholly owned clinical manufacturing facility extends patent protection by +2 years. This is a big deal. Normally, companies of this size do not manufacture their own antibodies for clinical trials. They must outsource manufacturing to another company. Before outsourcing, they need to file patents to protect their intellectual property since they are working with a third party. Earlier patent filing = less time for monopoly like profits once the drug is approved. Since $ABCL can keep everything in-house, they can file patents later. Later patent filing = more time for monopoly like profits once the drug is approved.

$ATAI "Results from Parts 1, 2 and 3 have been previously announced. The first patient has been dosed in the Part 4 cohort, evaluating a two-dose induction regimen (8 mg + 8 mg) of BPL-003 in TRD patients receiving defined antidepressants, with initial data expected in Q4 2026."

Positive new Phase 2a data for BPL‑003 in #TRD have been published in the Journal of Psychopharmacology, strengthening the evidence base for the compound ahead of Phase 3 initiation in Q2’26. Read more: ir.ataibeckley.com/news-releases/… $ATAI #BPL003 #TreatmentResistantDepression #Biotecg

I deeply believe psychedelics reveal who you truly are - and what you genuinely want out of life. They don’t change you; they strip away the noise and give you permission to be yourself. As an investor, I’m not interested in backing “performative” founders. I want to support people building from a place of deep conviction. I want founders who are aligned with their purpose at the core. Because I do believe they will be more successful and hence will produce better returns. That’s why - while I agree with @pmarca on many things - I would respectfully disagree on this specific point. I believe every founder should in fact do a "mandatory" psychedelic therapy session – once approved in the US by @ataibeckley or, until then, in a jurisdiction where it is already legal today - BEFORE starting their company, to be sure that this is what they really want to do in life.

$NVDA says the next phase of AI is all about applications








Great men of history had little to no introspection. The personality that builds empires is not the same personality that sits around quietly questioning itself. @pmarca and I discuss what we both noticed but no one talks about: David: You don't have any levels of introspection? Marc: Yes, zero. As little as possible. David: Why? Marc: Move forward. Go! I found people who dwell in the past get stuck in the past. It's a real problem and it's a problem at work and it's a problem at home. David: So I've read 400 biographies of history’s greatest entrepreneurs and someone asked me what the most surprising thing I’ve learned from this was [and I answered] they have little or zero introspection. Sam Walton didn't wake up thinking about his internal self. He just woke up and was like: I like building Walmart. I'm going to keep building Walmart. I'm going to make more Walmarts. And he just kept doing it over and over again. Marc: If you go back 400 years ago it never would've occurred to anybody to be introspective. All of the modern conceptions around introspection and therapy, and all the things that kind of result from that are, a kind of a manufacture of the 1910s, 1920s. Great men of history didn't sit around doing this stuff. The individual runs and does all these things and builds things and builds empires and builds companies and builds technology. And then this kind of this kind of guilt based whammy kind of showed up from Europe. A lot of it from Vienna in 1910, 1920s, Freud and all that entire movement. And kind of turned all that inward and basically said, okay, now we need to basically second guess the individual. We need to criticize the individual. The individual needs to self criticize. The individual needs to feel guilt, needs to look backwards, needs to dwell in the past. It never resonated with me.



Current big tech drawdowns from 52week highs 😬 $NVDA -15% $GOOGL -14% $MSFT -29% $AAPL -13% $AMZN -20% $META -23%...show more



