Christian Angermayer • Following • Following Founder bei Apeiron Investment GroupFounder bei Apeiron Investment Group 1d •
1 day ago
https://www.linkedin.com/feed/update/urn:li:a...991446017/
One thing which seems to be a given under President Trump: hashtag#Biotech will profit.
Reasons are:
· a general deregulation strategy the new administration will implement,
· geopolitical tensions should calm down, and
· interest rates will fall further.
This should all lead to a renaissance of (small cap) biotech stocks.
You all know my conviction both in psychedelics as promising compounds for various mental health issues, and especially in atai Life Sciences.
With all "Big 5" on its platform – Psilocybin/Psilocin, DMT, 5-MeO-DMT, R-MDMA and Ibogaine – atai is imo the undisputed leader in the field and offers tremendous upside potential.
So far, 2024 has not been kind to psychedelics stocks. There are many reasons, most of them ‘unjustified’ imho:
· In times of uncertainty and stress, investors adopt a ‘risk-off’ mentality and don’t seek exposure to especially innovative companies that are pursuing novel approaches and pushing the envelope.
· The psychedelic treatment paradigm is indeed novel. It is not ‘pop a pill a day’ to put a band-aid over your struggles. But it aims to get to the root cause of a person’s trauma and help people truly get better.
· Because of this difference in approach, I know that many investors have particular doubts about the rapid commercial success of psychedelic treatments once they are potentially approved. They cannot yet see the transformative potential psychedelic-assisted therapy offers for patients. I believe that if you offer outstanding value and outcomes, you will be paid accordingly. My own early discussions with insurance companies confirm my general view on the topic of reimbursement.
· Lykos failed. Big time. The FDA rejected their application for MDMA as treatment for PTSD. Many investors interpreted this is a general hesitation of the FDA towards psychedelics. However, MDMA (which is not even itself a psychedelic in the core definition) was NOT rejected per se, but the specific, poor data set provided by Lykos Therapeutics was. I believe that MDMA is in fact a promising drug with tremendous therapeutic potential for patients with severe mental health issues. And atai has a novel, patent protected version going into Phase 2. Hence, if it all, then the Lykos failure has proven the atai model of professional, for-profit medical drug development, based on strong patent positions.
All those hesitations and doubts should vanish in a generally more positive market, especially since the Trump campaign has been outspokenly positive about psychedelics.
Hence, please check out my blog post from earlier this year for all reasons why I believe atai deserves a closer look:
https://lnkd.in/gws78cV9
The time for hashtag#psychedelics is NOW. I am absolutely certain of this.
1 day ago
https://www.linkedin.com/feed/update/urn:li:a...991446017/
One thing which seems to be a given under President Trump: hashtag#Biotech will profit.
Reasons are:
· a general deregulation strategy the new administration will implement,
· geopolitical tensions should calm down, and
· interest rates will fall further.
This should all lead to a renaissance of (small cap) biotech stocks.
You all know my conviction both in psychedelics as promising compounds for various mental health issues, and especially in atai Life Sciences.
With all "Big 5" on its platform – Psilocybin/Psilocin, DMT, 5-MeO-DMT, R-MDMA and Ibogaine – atai is imo the undisputed leader in the field and offers tremendous upside potential.
So far, 2024 has not been kind to psychedelics stocks. There are many reasons, most of them ‘unjustified’ imho:
· In times of uncertainty and stress, investors adopt a ‘risk-off’ mentality and don’t seek exposure to especially innovative companies that are pursuing novel approaches and pushing the envelope.
· The psychedelic treatment paradigm is indeed novel. It is not ‘pop a pill a day’ to put a band-aid over your struggles. But it aims to get to the root cause of a person’s trauma and help people truly get better.
· Because of this difference in approach, I know that many investors have particular doubts about the rapid commercial success of psychedelic treatments once they are potentially approved. They cannot yet see the transformative potential psychedelic-assisted therapy offers for patients. I believe that if you offer outstanding value and outcomes, you will be paid accordingly. My own early discussions with insurance companies confirm my general view on the topic of reimbursement.
· Lykos failed. Big time. The FDA rejected their application for MDMA as treatment for PTSD. Many investors interpreted this is a general hesitation of the FDA towards psychedelics. However, MDMA (which is not even itself a psychedelic in the core definition) was NOT rejected per se, but the specific, poor data set provided by Lykos Therapeutics was. I believe that MDMA is in fact a promising drug with tremendous therapeutic potential for patients with severe mental health issues. And atai has a novel, patent protected version going into Phase 2. Hence, if it all, then the Lykos failure has proven the atai model of professional, for-profit medical drug development, based on strong patent positions.
All those hesitations and doubts should vanish in a generally more positive market, especially since the Trump campaign has been outspokenly positive about psychedelics.
Hence, please check out my blog post from earlier this year for all reasons why I believe atai deserves a closer look:
https://lnkd.in/gws78cV9
The time for hashtag#psychedelics is NOW. I am absolutely certain of this.
