Matt

@Bkov9 Which ticker we buying Ben? Boffem?

Hola Señorita 🍋‍🟩 #TastesGreat 😎 $AGFY $GTBIF 🇺🇸

@PsychedVantage @C_Angermayer @ApeironInvests @atai_life Well said. You guys provide some of, if not the best analysis and discussion in the space 🙏

Investing/trading in individual drug development companies is very tough! Very volatile and unpredictable stock price movements. The big 5 publicly traded companies all have very compelling programs, along with many companies that are still private (I am keeping a close eye on many, including Gilgamesh Pharmaceuticals, Reunion Neuroscience, and Transcend Therapeutics). -Jake

Very happy to announce that my family office, @ApeironInvests, has invested USD 22.75 million into @atai_life (Nasdaq: $ATAI), the #psychedelics biotech company I founded and chair, increasing Apeiron’s ownership stake from 19.9% to 22.3%. I personally believe that psychedelic medicines will be a game-changer for mental health issues, and that the next two years will be decisive for the industry, and especially for atai as a (if not, the) leader in the space. Read here more about my reasons to increase my stake: apeiron.news/ataiinvestment

@PsychedVantage @C_Angermayer @ApeironInvests @atai_life Jake, greatly appreciate you sharing your thoughts , and I think you’re likely spot on. As a shareholder in both companies, torn between looking too deeply into this vs exiting $CMPS entirely at a loss and rolling into $ATAI or $GHRS If the ph 3 readout is strong, it may rip

Hello @mwl312, it’s Jake here: First, I know Christian is still a strong believer in the potential of psilocybin (he even has the psilocybin molecular structure tattooed on his wrist). In our interview with him on our YouTube channel, he reinforced his enthusiasm for its potential. Similarly, in our interviews with Florian and Srini, they expressed excitement about psilocybin while also emphasizing that next-generation, shorter-acting compounds designed to fit within a two-hour treatment window represent an evolution in psychedelic drug development. I haven’t seen any updates on $ATAI’s holdings in $CMPS, and as far as I’m aware, they are not required to report future sales since their ownership is now below 10%. However, it does seem clear that $CMPS has been deprioritized in $ATAI’s portfolio, based on their latest investor presentation and website. That said, I believe this is more about pipeline prioritization rather than a lack of confidence in psilocybin itself. atai has consistently shown enthusiasm for its potential. With $CMPS raising significant capital, Atai’s ownership percentage naturally declined. The previous sales of $CMPS shares were a calculated trade-off IMO, allowing atai to avoid raising capital at unfavorable terms at that time. This decision also demonstrates their confidence in their internal pipeline. Additionally, atai retains the option to increase its stake in Beckley in the future, and Beckley has important data readouts coming soon. -Jake

@C_Angermayer @ApeironInvests @atai_life I’ll take the like as a yes 😉 but this was always known, what changed? FDA feedback from Lykos fiasco?

@C_Angermayer @ApeironInvests @atai_life Assume $CMPS not fitting the 2 hour window is why they are no longer a focus for $ATAI ?

@lancefinlinson @V_arrell @AnthonyConigli0 EBITDA is relevant for m&a in a cash free debt free transaction, otherwise useless for a company’s ongoing operations as a metric of evaluation

@V_arrell @AnthonyConigli0 EBIDTA is what I call a brain screw. Make your brain think someone actually made money lol

This is how your typical cannabis earnings report reads. We made 1.7 million in EBDITA in the quarter. In small print at the bottom it says We lost 26 million net attributable to blah blah.. Need to be better $MSOS

@RobertKennedyJr Lykos didn’t design the trial properly, FDA is corrupt but not at fault here in this case

Scandalous decision by the FDA not to approve MDMA for treatment of PTSD. lThe pharma industry cannot abide by the precedent of a ONE TIME treatment that can cure mental illness (reaching the root of trauma) instead of managing symptoms with a lifetime prescription. Numerous studies show that MDMA is the single most efficacious treatment for PTSD ever studied, with minimal side effects. The second leading cause of death for young adults is suicide. The FDA’s decision will have deadly consequences. nytimes.com/2024/08/09/hea…

@V_arrell As expected at this point. 🙄 @todd_harrison tweeted something years ago regarding the next Depression and prohibition

Schedule 3 Final Ruling is going to coincide with the broad market having the roof cave in. Fantastic.

@Bkov9 Interesting you’re still tagging $SAM 🧐 😮

Beboe is about self-love. Beboe is about wellness. Beboe is about New York 🍎 Beboe loves you & we want the best things for you 🫶♾️ #YouLookFuckingGreat 💗 $GTBIF $MSOS $SAM 🇺🇸 globenewswire.com/news-release/2…

@danobrien__ @V_arrell @PsychedVantage @Psy_Invest @Psyched_Alpha Sorry you are right, I used the incorrect terminology. Thank you

@mwl312 @V_arrell @PsychedVantage @Psy_Invest @Psyched_Alpha The protocol does require medical oversight. You may be confusing that with the absence of integrated therapy? They don’t just lock people in a room unattended

$MNMD now worth more than $ATAI How will commercialization even work without medical oversight? Great compound anecdotally IMO, but not seeing the end game personally Thoughts? @V_arrell @PsychedVantage @Psy_Invest @Psyched_Alpha

@V_arrell @PsychedVantage @Psy_Invest @Psyched_Alpha Thanks dude. Im always lurking on here, not too active tweet wise but gotta say @TheDalesReport is as good as it gets. Thank you for all you guys do

@mwl312 @PsychedVantage @Psy_Invest @Psyched_Alpha I am wondering the same thing you are right now. Has to obviously be something we don’t know.

$NVDA trading 155X the total market caps of all 🇺🇸 #cannabis public companies combined. lets check this a year from now.

I think about this Lou Brock quote a lot and how it relates to investing. The willingness to look wrong in the short-term to be right in the long-term. "Show me a guy who's afraid to look bad, and I'll show you a guy you can beat every time."

@WeedStreet420 Need volume though

@PsychedInsights You guys mentioned Beckley in past videos I believe? What is your initial reaction to the news?

“Under the terms of the investment Beckley Psytech will remain an independent, privately-owned company and atai will own 35.5% of Beckley Psytech. This is based on a $50m total investment, with a $40m direct investment into the company to fund ongoing research programs, and an additional $10m in secondary share purchases from existing shareholders. Upon closing, atai will receive 1:1 warrant coverage at a 30% premium on the primary issuances.”

@sammyj_19 I’m not the most sophisticated investor, but is this not insane for companies >$1B rev run rate to have these anemic trading volumes??

2/ Some context on just how illiquid these 🇨🇦junior markets are: Notional traded as of 2pm just today: $TSLA $24B $NVDA $14B 818 CSE-listed securities COMBINED = $7.7M ~$3B for ALL of 2023.

Just confirms everything I've been saying on spaces/podcasts/tweets for some time: There is simply no fundamental bid in the space for these CSE-listed canna pubcos. The majority of the remaining vol. we see is arb/algo. Custody solve is desperately needed. #nobodyshome

@KieranO @BioLayne Surprised this is missing too

@BioLayne Did you leave off cardio/Vo2Max intentionally? I know RT helps Vo2Max, but are there not complementary heath benefits from adding in some zone 2/zone 5 training too?

Has fuck all to do with supplements 1) Resistance train 2) don’t gain excess body fat 3) Limit alcohol 4) Sleep 7-8 hours per night 5) Don’t smoke 6) Don’t do hard drugs 7) Do 1-6 consistently for decades The magic you are looking for is in the WORK you are attempting to avoid