The past few years have been rough for psychedelic and shroom stocks, but recent news from ATAI (and Recognify), Compass Pathways and GH Research + positive regulatory tailwinds from RFK and MAHA make me think that Psychedelics are back on the menu in 2025.
In this video I discuss:
(0:00) - why psychedelics are hot again in 2025
(5:45) - latest thoughts on Compass a month after their Phase 3 topline data
(9:45) - thoughts on ATAI / Recognify, and how this feeds back into our psychedelic macro theme
Join our investing in psychedelics webinar www.psybio.org
Human 3 with Brom and Sam