Stephen Tobin on investing in psychedelic stocks while they're still pre-revenue. Why he's a big believer in Compass Pathways (
CMPS) and Atai Life Sciences (
ATAI) and not as much in Cybin (
CYBN) or MindMed (
MNMD). Will first-movers get the advantage? What will move share prices? The importance of patents and cash in the industry.