Consumer Biotech Poised to Dominate, Telehealth Captures Value
I’ve said this before: I believe consumer biotech will become the most compelling sub-sector within biotech - without question - and one of the most attractive investment opportunities overall. At its core, this category targets products that slow or reverse aging, tap into human vanity, and measurably improve health, performance, and happiness. That is a market that, quite simply, approaches 100% of the global population. As a result, I expect consumer-driven pharma/biotech revenues to scale aggressively, expanding well beyond the current wave of GLP-1s and into a much broader portfolio of interventions. Crucially, I believe a significant share of this value will be captured at the distribution layer - specifically by telehealth platforms such as $HIMS , as well as our own “Live Enhanced” platform, a core business line of the @enhanced_games $APAD soon $ENHA 🚀
EMP‑01 Shows Strong Patient‑Reported Gains in Social Anxiety
What incredible news to wake up to! Some weeks ago, @ataibeckley reported positive topline results for EMP-01 (oral R-MDMA, a patent-protected version of #MDMA) for Social Anxiety Disorder(SAD). The data reported was the reduction in symptoms as reported by the treating...
Psychedelics Could Revolutionize Psychiatry Like Microscopes Transformed Biology
“Psychedelics, used responsibly and with proper caution, would be for psychiatry what the microscope is for biology and medicine." – Stanislav Grof
ATAI Fully Acquires Ibogaine Program, Champions Psychedelic Shift
I am a strong believer in ibogaine, which is one of the reasons why @ataibeckley acquired the residual interest in its ibogaine program in Q4 2023 and now owns it 100%. I’m very encouraged to see the administration taking a positive...
Human Enhancement Is a Fundamental Right, Not Luxury
The United States Declaration of Independence enshrines the idea that every individual has the fundamental right to pursue a fulfilling and meaningful life. The government’s role is to protect that freedom - not to define happiness itself. I believe that one...
Enhanced Ltd to Debut on NYSE May, Reshaping Sports
Enhanced Ltd is expected to start trading in early May under the ticker $ENHA on the New York Stock Exchange, subject to customary closing conditions. For those of you interested in participating early: if you buy SPAC trust shares $APAD...
Stablecoin Infrastructure Tokens Set to Lead Next Bull
In the next crypto bull cycle - which I believe is inevitable - stablecoins are the only vertical likely to outgrow crypto itself over time. As a result, stablecoin infrastructure tokens like $XPL could be among the biggest winners of...
New Model Could Revolutionize Anti-Doping and Athlete Longevity
Great podcast: Dr. Kristen Holmes in convo with my @enhanced_games co-founder & CEO, Maximilian Martin. From anti-doping rules to athlete longevity, they dive into the science of human performance & explore whether our new model could change sport forever https://t.co/rNp7EXcFIQ
Psychedelic Therapies May Outpace GLP‑1s Commercially
I believe the commercial potential of #psychedelic therapies is likely to exceed that of GLP-1s. $ATAI $CMPS $DFTX
Massive Untapped Copper Resource Highlights Decade‑Long Deficit
The #copper deficit is, in my view, one of the most underpriced macro stories of the decade. Our portfolio company @SuperCopperCo has just defined a kilometre-scale copper target: 800m of strike, ~400m wide, ~400m deep - and open in all directions. Historical...
Psychedelics Could Boost Empathy for Peaceful Negotiations
Whatever the outcome of tonight, let’s hope it is a non-violent one. It is yet another reminder that the world needs more love, compassion, and empathy. I believe psychedelics and MDMA have the potential to enhance these qualities. Perhaps in the future,...
Crypto Star Joins Plasma, Aiming for Industry Leadership
One of the brightest minds in crypto just joined @Plasma - because he believes it will become the best company in crypto. Two superstars coming together 🚀 Love working with you, @SplitCapital
Get a First Look at May 24 Enhanced Games Complex
The @enhanced_games are coming up on May 24th - and I couldn’t be more excited. Take a sneak peek at our purpose-built competition complex 👀 https://t.co/x4CulncWL3
5-MeO-DMT Shows Remarkable Clinical Results and Unmeasured Benefits
The clinical data for 5-MeO-DMT in $ATAI ‘s treatment-resistant-depression trials is outstanding. Yet beyond the measurable endpoints, there’s indeed an additional layer of impact - difficult to capture in standard metrics, but consistently reported. @bryan_johnson captured this beautifully. And I...
Psilocybin Study Shows Science Amplifies Spiritual Experience
In 1962, Harvard researchers gave psilocybin to theology students during a Good Friday service at Marsh Chapel. Many participants described it as one of the most meaningful spiritual experiences of their lives. Science didn’t diminish spirituality. It amplified it. Wishing you all a...