Psychedelic Sunday: Competitive Strategies

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.

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