Alva - Your AI Investing Agent

peony

Equity Investor & Researcher

23 Apr, 17:53Latest

Helus Pharma offers the most outsized upside in psychedelics: political tailwinds may push some therapies through on weak evidence, and it trades at a tenth of Compass Pathways' and ATAI's valuations. Approval costs politicians little, with Leucovorin and peptides as precedents and Joe Rogan's sway possibly feeding midterms. Helus posted the best efficacy, on a small sample. It just raised cash and rarely raises opportunistically, while ATAI and Compass need cash, so downside looks lowest. x.com x.com x.com

HELP

Special Situations & Volatility Investor, Wall Street Background

16 Jul

HELP

Big pharma's push into psychedelics, with Eli Lilly buying Atai Life Sciences after AbbVie's deal, is positive for Helus Pharma, the only other company identified with new-chemical-entity patent protection in the field. Helus looks about two years ahead of Atai, with stronger treatment-resistant depression data, at a fraction of its valuation. Its drawback is two dosing sessions of 3-4 hours each versus Atai's single 90-minute visit, so it stays a higher-risk holding. x.com

Dr J Rould

Full-Time Tech Investor, Quantum/Cybersecurity, Philosophy Background

16 Jul

CMPS

DFTX

Eli Lilly's acquisition of ATAI further validates the psychedelic therapy thesis behind DFTX and Compass Pathways. The working view is that these companies' trials are slam dunks: humans have known about psychedelics' efficacy for thousands of years, and clinical data is finally catching up. These companies could help millions of people. For DFTX, an acquisition would be unwelcome because it would cap the upside. x.com x.com

Gublo

Small/Mid-Cap Trader, Multibagger/Penny Stocks, Earnings Analysis & Signals

20 Apr

CMPS

Compass Pathways and Atai Life Sciences could do something special over the next five years as psychedelic medicine gains federal support. Psychedelic stocks rallied after Trump ordered faster PTSD research, with Compass up 25% pre-market. x.com

Dr J Rould

Full-Time Tech Investor, Quantum/Cybersecurity, Philosophy Background

26 Sep

DFTX

Definium Therapeutics has turned from a high-risk bet into a much safer biotech investment after its single-dose DT120 cleared phase 3 in three of four major trials, all headed to the FDA together. Success in the fourth looks priced in, so full FDA approval is the next catalyst, plus possible Trump administration psychedelics moves. Analyst targets of $70-90 could be reached with commercialization in a couple of years, though more multibaggers are unlikely. Support should hold near $35. x.com

Thierry from arvy

CFA, Co-Founder & CIO of arvy, Quality Investing

19 Aug

ARKG

IBB

The biotech and genomics boom is best owned broadly, because single biotech stocks are binary bets on trial results no analyst can handicap. One failed readout can halve a stock, as Novo Nordisk's lost market value on disappointing data showed. Owning blue-chip biotech and high-beta genomics as diversified baskets captures the funding rebound, the AI drug-discovery tailwind and the re-rating after years of deep bear market and a decisive breakout, without the single-molecule lottery. x.com x.com … Show more

Ask Alva about this thesis

Ask Alva about this thesis