DFTX

@putINwork $HELP has lowest market cap out of its peers. With Breathrough therapy designation on a very promising drug, I am very bullish, could 3-5 x this year if phase 3 is solid. $CMPS will be first to market, I’ll buy leaps this week. But I’m also heavy on $DFTX

$CMPS $DFTX 2 big events on deck- CMPS FDA updates expected on the Wed call, and DFTX data imminent in next week or two. I imagine DFTX wont directly compete for news as both companies share same goals and therefore expect them to report next week, but should it all go down this week, it could be ‘the week’ for psychedelics. Either way psychedelics will play as election issue and only 3 mo until the election. If u believe the original timeline by the FDA commissioner on the Trump psychedelic weekend press conf awhile back, an NDA would be expected in the next 3-4 weeks from CMPS (they’ve had topline since Feb and rolling submission/approval since early Apr which was 4 months to work NDA + then probably 2 months to incorporate safety/durability which came early July. Avg duration of NDA time needed is 6-12 months and CMPS claims to have constant contact with FDA so 5 months is spot on given the scope of Trumps exec order. Everything tracks but few seem to see it. Maybe I’m wrong!

$DFTX the week after

$HELP Psilocybin shown to ease PTSD in veterans in small study Jul 30, 2026, 11:53 AM ETCOMPASS Pathways plc ($CMPS) Stock, $ATAI Stock, $HELP Stock, $DFTX StockBy: Jonathan Block, SA News Editor A pilot study involving US military veterans who were experiencing severe PTSD and were not helped by other therapies found that many of them saw relief when given psilocybin, the active ingredient in "magic mushrooms." In the trial of 12 vets who participated in eight hours of talk therapy and two psilocybin doses given two to three weeks apart, 75% experienced remission in a follow-up one month after final treatment. Researchers noted that during treatment, they did not observe an increase in suicidal ideation or behavior, while heart rate and blood pressure remained in the normal range during psilocybin treatment Findings reveal that PAT is safe, well-tolerated, and shows preliminary clinical... https://seekingalpha.com/news/4621861-psilocybin-shown-ease-ptsd-veterans-small-study

@brunoq14 because of the CNPV $CMPS was able to submit something called a rolling review. The FDA allowed them to submit all of their findings in real time as they are learning them. Because of this $CMPS is expected to have the NDA fully submitted in October. Without the rolling review you can expect $DFTX to need an extra 3-6 months on top of what $CMPS needed

$DFTX How are DFTX folks handling the "absolute masterclass in value destruction" since April 19th? ($CMPS this is the mentality we're dealing with, ignore them)

@brunoq14 that is not true in the slightest. $CMPS was given something called a CNPV which speeds up the FDA review process to 1-2 months. $DFTX was not given any sped up review meaning as of right now it will take 10-12 months for the FDA to approve their drug. This could change if they get granted one but it doesnt look like they will because they would have received it by now.

$DFTX Assuming good GAD results, they should be able to submit an NDA in Q4. That's pretty even with Compass as far as being first, isn't it?