u/Spiritual-Chart-940

Was out on the golf course this weekend selling some buddies on the opportunity with CMPS and found the below arguments particularly resonated with them, FWIW.

CMPS and their psilocybin product has a $1.6 billion market cap while DFTX and their LSD product has a $5 billion market cap. That simply doesn’t square up.

The Spravato franchise alone is making more money than CMPS’ market cap. For a much more effective treatment like psilocybin, that also doesn’t square up.

Other psychedelics have serious caveats—stronger intensity, longer duration, or less provider knowledge—whereas psilocybin is the traditional risk-averse option.

Concerns around session duration, staffing, provider embracing, DEA apprehension, etc are overblown. The effectiveness and power of the instant-onset treatment outweighs this.

Not only are we amid a mental health crisis in this country, but chronic disease, the presence of grief, and a lack of fulfillment looms large. It is totally reasonable to expect psilocybin therapy to broaden from TRD to additional disease states because the drug simply works.

The Lancet found mushrooms to have the lowest drug harm score of any drug surveyed: https://ir.compasspathways.com/News--Events-/news/news-details/2026/Compass-Pathways-Working-with-U-S--Department-of-Veterans-Affairs-for-Investigational-Study-of-Psilocybin/default.aspx.

Comrades - we are nearing a watershed moment. Trust the process, trust the medicine, and let’s all watch this thing go to $30 together. We know it’s going to happen.

Maybe I’m biased, but this strikes me as a team that is serious, meticulous, and calling balls and strikes. They have a real emphasis for the treatment side which probably isn’t as important as they’re characterizing it, but it’s still good PR.

Ultimately they come off in that article as ‘responsible’ in my book and that can only help them at FDA, among providers, compared to the other psychedelic companies, etc.

Anyone have a sense of when the show will actually start?

Dip buyers rejoice!!!

Maybe this is proof that not all psychedelics are created equal.

Elon is hooked to ketamine, and while he advocates for psychedelics broadly, psilocybin might be the only thing left in the world that can help him realize his inhumanity and how extreme he’s become.

That’s why I hold $CMPS

I saw them in dc last night and as I wait for the Philly show tonight…I revisited Tiger by my side. What an awesome song that is and the way Luke delivers it live is just incredible

This is a huge story in the U.S. newspaper of record

Maybe Anthony’s most shoegaze-y single in a long time

My final question on COMP360 and would appreciate the enlightenment of the smart people of this sub.

Obviously TRD is a huge disease state—spravato is up to $3B now—but there is, of course, huge potential for psilocybin outside of this.

My current understanding is that Compass is underway in the R&D pipeline for TRD, PTSD, and anorexia.

But for semi-adjacent spaces like MDD & GAD (for what Definium is trialing) or even more niche scenarios like terminal illness, prolonged grief disorder, substance abuse disorders, etc - is there a realistic path for Compass’ treatment to reach these disease states?

Alternately, I know this has been discussed before, but Compass touts its Innovative Licensing and Access Pathway (ILAP) designation in the UK for TRD. Let’s say something tragic happens where the FDA doesn’t play ball. Is there any remote possibility that other developed nations, particularly Europe, could work with Compass on their own to reach market?

The main worry on my end is the political interference of this Administration, which could, God forbid, undermine or delay its FDA approval. After all, compass is not a U.S. company…

Thanks all!

Does anyone here have a good sense of how long CMPS will have the only legal and fda approved psilocybin treatment available to patients?

Beautiful dip buying opportunities!

I’ve been fortunate to try shrooms a few times in my life, and I always think back to something I told my buddy about it: ‘music on shrooms is 20 times better than sober.’

Then, you factor in psilocybin and areas of immense cultural and biological importance right now, like longevity, postpartum depression, PTSD, grief/terminal illness, screen / phone addiction, and so much more. And it just feels like here we have an answer to some or perhaps ALL of these things.

I know there are other psychs and lots of factors here irrespective of the experience itself, but I cannot help but think how—if approved—CMPS will be the first legal federal psilocybin treatment, and therefore, the sky is the limit. I just think psilocybin is a miracle drug…and all other stocks look silly in comparison.

Is this a big deal?

Buyers unite!

As $HELP once again rips and $CMPS middles, can someone enlighten me about how the former’s psychedelic line compared to traditional synthetic psilocybin? Is this just DMT or is HELP’s lineup comparable at all to COMP360?