Tag: psychedelics
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Bionxt Solutions (BNXT.C) shows how pivots don’t have to mean resets
Several years back, Hugh Rogers was in my office talking about his cannabis company. Way back then, the plan was to grow in Germany and be first on the continent, using an old wartime bunker as a ‘safe growing facility’. Those plans morphed quickly as the reality of the cannabis space became clear. The cannabis…
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Lophos Pharmaceuticals (MESC.C) expands licensing to include just about all the drugs
There’s no better due diligence in the psychoactive drug space than Health Canada. Loads of pharma companies have investor decks that promise they’ll one day be in the psychedelics business, the MDMA business, even mescaline, but getting licensed to be involved in those spaces is not an easy thing. Lophos Pharmaceuticals Corp (MESC.C) recently received…
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Revive Therapeutics (RVV.C) finds multiple research options moving forward
In Canada, if you look backwards over the timeline, you’ll often find public companies have been other things back in the day. Risen, fallen, tapped out, rolled back, reemerged as a whole new thing. Sometimes this happens several times before a business model catches. Revive Therapeutics (RVV.C) is that rare Canadian smallcap that, while it…
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Lucy Loves Luchre: Psyence Group (PSYG.C) was always just a shroom chaser
The boss has told me to start running the rule over weed and psychedelics companies with a view to picking out anything that’s quietly profitable, or could be soon, among the general dross of both sectors, and to say I’m excited by that would be an overstatement. In general, cannabis companies are hamstrung by government…
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Lophos Holdings (MESC.C) is selling peyote soon, and you didn’t even know
Lophos Holdings (MESC.C) is a Canadian public company – the only public company – specifically focused on the quickly liberalizing psychedelics sub-sector of Peyote and Mescaline. You may be sitting back in your chair now thinking, “Well hello there,” and I’m with you. For most of my life, peyote was a thing we did with…
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Pubco cocaine is here: What does it mean, who’s in, and who’s real?
I recently listened to a podcast episode of Search Engine with PJ Vogt, and I REALLY got into it. The episode was titled, “Why are drug dealers putting fentanyl in everything?” I’d asked myself the same question many times – why kill your customers? I’d recommend you go listen because the answer is a lot…
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Today’s Idea: Filament Health (FH.NE) Is All Natural
Natural Talent Albert Hofmann was a fun guy, pun intended. More importantly, the Swiss chemist is known for being the first person to synthesize, consume, and learn of the psychedelic effects of lysergic acid diethylamide (LSD). Truly a mad chemist. Furthermore, Hofmann was also the first person to isolate, synthesize, and name the principal psychedelic compounds…
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Today’s Idea: Filament Health (FH.NE) Gaining Traction
Problematic Psychedelics? Psychedelics and mental health treatment go together like orange juice and toothpaste. That’s what I would have said five years ago. Prior to the publication of multiple peer-reviewed studies, I adamantly believed psychedelics would melt your brain. In retrospect, that belief is just about as bogus as going to hell for premarital hand-holding.…
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Market positivity leads to psychedelic space love, is the sector slump over? – Today’s Idea
We’re not out of the woods yet, but the major indices are turning green again and psychedelics, recently a relative investment pariah, are getting some love from investors. The appreciation isn’t absolute, but many companies in the space are experiencing a much-needed bump. I want to focus on four psychedelics companies, each pursuing a different…
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Filament Health (FH.NEO) is doing the work to stand out in the psychedelics sector
I’ll admit that I’m beginning to have my suspicions about the psychedelic sector. The question I’ve started asking when I look at a new psychedelics company is where’s the evidence that they’re actually serious about getting products on shelves? How many startup drug companies at will never see the inside of a laboratory? Why? The…