ATAI Life Sciences NV (ATAI)

[MomsSpaghetti]

Yes sir :P

[ListenToMe]

Awesome and very thorough report 👏

[MomsSpaghetti]

Jefferies ATAI Review... look no further. Bullish.

https://www.pdffiller.com/jsfiller-desk10/?traceparent=00-07ed7164f15c9774bd00783077549229-fc1ccb08f076ac3e-00&flat_pdf_quality=high&isShareViaLink=1&requestHash=d89f179b33436ea1ff3d0219f9f6e1898c459312c390b43a4e073517365fe2a9&lang=en&projectId=1859669499&richTextFormatting=true&jsf-page-rearrange-v2=false&jsf-fake-edit-embedded=true&isSkipEditorLoadFrequency=true&jsf-probability-70=true&jsf-socket-io=false&jsf-edit-button=true&jsf-offline-mode=false&jsf-heading-bold=true&jsf-fake-edit-stream-editing=false&acc-share-button-in-editor=false&jsf-all-tools-tab=false&jsf-all-tools-tab-branch-b=false&isUseStaticImport=true&routeId=5c523af616f05f6263c9efcb018f6c64#b32cc6f86c3a418cba289aa5c2b9f3b6

[ListenToMe]

You got that right... and it has begun... 📈

[ListenToMe]

All signals GO!... ATAI still Extremely Undervalued at $2 Bucks!

[ListenToMe]

Nice grab! ATAI is just warming up.
🔥

[rdfdr1]

I am new to ATAI. Got in at the $1.70. I am enjoying the ride and appreciate your post.

[MomsSpaghetti]

atai Life Sciences Announces Positive Topline Data from Part 2 of Beckley Psytech’s Phase 2a Study of BPL-003 in Combination with SSRIs for Treatment-Resistant Depression

https://ir.atai.com/news-releases/news-release-details/atai-life-sciences-announces-positive-topline-data-part-2/

[MomsSpaghetti]

Whole sector is about to boom. Trend is already starting across the board.

[ListenToMe]

Have you noticed Christian has become more actively posting on socials hinting at big things are imminent.

[MomsSpaghetti]

It's going to be a good ride. Many read out catalysts over the next 12 months. I agree it's wild no one is here.

[ListenToMe]

Why so empty here? ATAI is about to go PARABOLIC! and this board is empty right now?
But I have a feeling people will be flooding in real soon. :)👍️😊 Only 24 followers

[ListenToMe]

I agree 💯 we are very close now to a major move within the psychedelic sector.... FINALLY!!

[MomsSpaghetti]

Smart money is coming in ahead of some readouts in the sector. Going to be interesting over the next year. :)

[MomsSpaghetti]

I think this sector is one of the few that will weather this current storm in the markets. Hang tight.

[ListenToMe]

This one is going to heat up pretty soon 📈

[MomsSpaghetti]

This will be the year of the next "Summer of Love"... big things coming. Will never be a ride like this one.

[ListenToMe]

The excitement is about to begin here in ATAI-Land 🌞📈📢

[MomsSpaghetti]

Oprah - Can Psychedelics Heal Mental Trauma? With Harvard Professor Michael Pollan

https://www.youtube.com/watch?v=k9N35WCz_UI

[ListenToMe]

Agree 💯

[MomsSpaghetti]

huge opportunity at this price

[ListenToMe]

LFG!

[MomsSpaghetti]

Subject: atai: I have increased my stake from 19.9% to 22.3% by investing 22.75m USD

Dear Friends!

I am very happy to announce that within the recently completed capital raise of atai Life Sciences (Nasdaq: ATAI) of a total of USD 63.25 million (in gross proceeds, including full exercise of the “greenshoe”, less costs), my family office, Apeiron Investment Group (www.apeiron-investments.com), has invested USD 22.75 million, which equals approximately 36% of the total offering.

With this step, as reported in Form 13-D (https://ir.atai.life/node/8796/html), Apeiron has increased its stake in atai from 33,885,999 shares to 44,721,717 shares, increasing Apeiron’s ownership stake from 19.9% to 22.3%.



Here is the news about completion of the offering: https://ir.atai.life/news-releases/news-release-details/atai-life-sciences-announces-closing-public-offering-and-full



I personally believe that psychedelic medicines will be a game-changer for mental health issues, and that the next two years will be decisive for the industry, and especially for atai as a (if not, the) leader in the space.



The most comprehensive overview is still my blog post from last year: https://christianangermayer.substack.com/p/atai-life-sciences



Here are some reasons why I chose to increase my stake now – as always, publicly available information only, and this represents my personal view as founder and largest shareholder of atai:



1. As reported by atai, the capital increase extends runway into 2027



2. J&J’s Spravato (Esketamine) – which takes approximately two hours to apply – has become a blockbuster drug according to figures released by J&J.

1. Esketamine IMHO is like a “semi-psychedelic” in that it is weaker but gives us a preview of the potential power of “real” psychedelics.

2. While it had a slow start, Spravato sales are really picking up now, which is all the more impressive when you consider that only ~ 55k patients are treated with Spravato per year so far. I personally believe that in a few years this will be hundreds of thousands, potentially millions of patients.

3. As outlined in my previous blog posts, I deeply believe that once approved, psychedelic therapies will soon outperform the conservative analysts’ expectations. IMHO, they are not “last resort treatments”, but treatments with a very broad use case, potentially following the “Ozempic playbook”.

4. See my views on the broader topic of “Human Enhancement” here: https://christianangermayer.substack.com/p/the-future-is-enhanced



3. The two-hour treatment window established by Spravato is the most interesting one to me commercially because:

1. The shorter, the better in terms of clinician and patient burden and ultimate commercial viability, and

2. There is an existing delivery infrastructure now, thanks to Spravato.

3. Two of atai’s compounds – DMT and 5-Meo-DMT – are designed to fall into this window.



4. atai has four Phase 2 catalysts/top line read-outs before the end of Q1/2026, two of which are designed to fit into the “Spravato two-hour window”, namely:

1. Phase 2b for 5-MeO-DMT (indication: treatment resistant depression/TRD), anticipated mid this year (via atai’s 35% stake in Beckley Psytech)

2. Phase 2b for RL-007 (cognitive impairment associated with schizophrenia/CIAS), anticipated mid this year (via atai’s 51.9% stake in Recognify Life Sciences)

3. Phase 2 for DMT (TRD), anticipated in Q1 2026 (fully owned program)

4. Phase 2a for R-MDMA (social anxiety disorder/SAD), anticipated in Q1 2026 (fully owned program)



5. The failure of Lykos/MAPS has proven to me that the for-profit, medical model is the right one. As racemic MDMA is IMHO most likely off the table for good, atai’s R-MDMA is emerging as the public front runner.



6. I personally expect that there will be consolidation - and I believe atai will be the driver (e.g., atai’s publicly-disclosed ability to exercise warrants it holds in Beckley at a fixed valuation to just below 50%).



7. Patents and medical viability matter. The universe of “real” psychedelics companies is much smaller than many investors realize, as I still see companies out there doing “studies” and pretending they’re heading towards approval without having a solid patent position and/or a reasonably short = medical viable treatment window.



8. The new US administration is outspokenly psychedelic-friendly.



I also believe atai has been too quiet about its successes and strategic positioning, something that I believe needs to change. Stay tuned.



All the best,

Christian

[MomsSpaghetti]

Psilera Inc. & atai Life Sciences Announce Licensing Agreement for DMT Patent Portfolio

https://www.prnewswire.com/news-releases/psilera-inc--atai-life-sciences-announce-licensing-agreement-for-dmt-patent-portfolio-302380822.html

atai acquires all rights to Psilera's DMT patents and patent applications expanding its intellectual property portfolio

Both companies are working to advance next-generation neuroplastogen medicines to treat CNS disorders

TAMPA, Fla. and NEW YORK and BERLIN, Feb. 20, 2025 /PRNewswire/ -- Psilera, Inc. ("Psilera"), a biotechnology company developing groundbreaking therapies for hard-to-treat neurological disorders and atai Life Sciences ("atai"), a clinical-stage biopharmaceutical company aiming to transform the treatment of mental health disorders, today announced a licensing agreement (the "Agreement") under which atai has acquired Psilera's DMT (N,N-dimethyltryptamine) patent portfolio, including all granted and pending patents related to DMT and other related psychedelics.

"We're pleased to collaborate with atai on the DMT patent portfolio given their leadership in psychedelic drug development," said Dr. Chris Witowski, Co-Founder and CEO of Psilera. "This outcome helps us to advance the clinical development of our lead asset PSIL-006 in frontotemporal dementia and our leading next-generation neuroplastogen pipeline."

Dr. Srinivas Rao, Co-Founder and CEO of atai, added, "This agreement strengthens our DMT patent portfolio and enables us to further explore the therapeutic potential of DMT for a range of disorders. It also allows us to potentially expand into several other formulations."

Since its founding in 2019, Psilera has developed and patented several DMT-specific formulations with optimized bioavailability for clinical and outpatient use across a broad range of neurological indications. Under the terms of the Agreement, Psilera will receive an upfront payment, and, assuming certain conditions are met, will be eligible for payments related to future development milestones, as well as royalties on commercial product sales.

Psilera will continue to expand its pipeline of novel neuroplastogens compounds while advancing PSIL-006 to the clinic for first-in-human trials expected in 2026.

About Psilera Inc.
Psilera is a biopharmaceutical company developing groundbreaking therapeutics for hard-to-treat neurodegenerative diseases. By utilizing their proprietary neuroplastogen drug design platform, Psilera has amassed a leading pipeline of next-generation assets including PSIL-006, a first-in-class therapeutic for the treatment of frontotemporal dementia (FTD). With a deep commitment to scientific excellence and patient centricity, Psilera is transforming the lives of individuals affected by devastating neurodegenerative diseases. Welcome to the new era of mindful medicine. For more information visit www.psilera.com.

About atai Life Sciences
atai is a clinical-stage biopharmaceutical company aiming to transform the treatment of mental health disorders. The Company was founded in response to the significant unmet need and lack of innovation in the mental health treatment landscape. atai is dedicated to developing novel, evidence-based therapeutics to treat depression, anxiety and other mental health disorders. atai's vision is to heal mental health disorders so that everyone, everywhere can live a more fulfilled life. For more information, please visit www.atai.life.

[MomsSpaghetti]

Price target between 8-10 here.

[MomsSpaghetti]

Holy Crap! Apeiron Investment Group purchases $22.8m in ATAI Life Sciences shares

https://ca.investing.com/news/insider-trading-news/apeiron-investment-group-purchases-228m-in-atai-life-sciences-shares-93CH-3854315

[MomsSpaghetti]

$ATAI After the rejection of Lykos Therapeutics’ MDMA-based PTSD treatment tempered excitement for psychedelic therapeutics, a recent approval and positive data are generating new momentum, which experts expect to continue throughout 2025 and 2026.

https://www.biospace.com/drug-development/psychedelics-space-regroups-as-rfk-jr-signals-support

[MomsSpaghetti]

I believe Atai owns a stake in Delix

[MomsSpaghetti]

This is huge and big for Delix.

https://scitechdaily.com/psychedelic-breakthrough-scientists-successfully-achieve-total-synthesis-of-ibogaine/

[MomsSpaghetti]

Sector is moving

[MomsSpaghetti]

Don't sleep on this. Big things coming:

[MomsSpaghetti]

RFK in... they will get this raise done and this is going to 4.00+ in the next few months.

[MomsSpaghetti]

They just had to raise - lol. That's ok RFK about to get... voting now.

[MomsSpaghetti]

250K shares in one blow.

[MomsSpaghetti]

250K shares in one blow.

[billionareboysclub]

How many did they snag?

[MomsSpaghetti]

Nice block!

[billionareboysclub]

He also said that RFK "Deserves to be CONFIRMED!"

[billionareboysclub]

Actually it was Chairman Crapo

[billionareboysclub]

I'm the debate I hear one key part. Mr. Marcos told RFK, " I look forward to working with you!"

[billionareboysclub]

Up Up Up! 

[ListenToMe]

ATAI = WINNING 🥳

[MomsSpaghetti]

You're going to do nice with those! Nice call.

Don't sleep on MNMD either this sector is going to be on fire when RFK is officially announced next week.

Big moves coming.

[rcaselli]

Agreed sir. I was actively buying the $5.00 March 21 Calls today.  .15 for da' Win! 🏆 

🍄 🍄‍🟫 + RFK = 💰 💰 💰 

#oops 

$ATAI

[MomsSpaghetti]

3.50+ next week

[glenn1919]

ATAI.........................https://stockcharts.com/h-sc/ui?s=ATAI&p=W&b=5&g=0&id=p86431144783

[MomsSpaghetti]

Next week is final vote for RFK. If that happens this is going to 4.00+ and staying there.

[MomsSpaghetti]

Senate panel advances RFK Jr.'s nomination to be health secretary

Big for Psychedelic stocks

https://www.nbcnews.com/politics/congress/senate-panel-advances-rfk-jrs-nomination-health-secretary-rcna190438

[MomsSpaghetti]

HOY incoming!

[MomsSpaghetti]

Moving now!