Aug. 19 at 3:51 PM
🚨 TACTICAL TRADE ALERT BRIEF — TONIGHT, 7:00 PM EASTERN
The psychedelic sector just had the biggest two-week stretch in its history, and most retail traders have no idea it's happening.
In the last 12 days alone:
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$LLY agreed to pay up to
$3.8B to acquire atai/Beckley — a full strategic buyout, not a partnership
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$JNJ stepped in to lead an
$85M round into Delix Therapeutics, with rights to negotiate for the entire company
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$DFTX (formerly MindMed) delivered a clean Phase 3 win in generalized anxiety disorder and immediately drew a fresh Buy initiation from Bank of America
$BAC
→ President Trump personally announced the federal government now has direct access to the University of Miami's foundational ibogaine research, fast-tracking veteran treatment access. I met with VA Secretary Collins March of 25 and pushed hard for them to accept this data.
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$CMPS remains on schedule for its Q4 NDA submission with a National Priority Voucher already in hand
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