Hey everyone,
As I'm sure many of you have been keen on doing your due diligence leading up to and during this run up, I thought I'd open a thread to pool key DD points for serious investors.
It is easy to lose touch with these anchor points amidst the euphoric rise of the SP.
Here are the some of the strongest foundation points that not only justify our SP but will keep the LONGS sleeping very soundly into the coming weeks, months and years as we continue to rise into a wild new healing twenty first century world.
What we know so far—a recap:
Company highlights:
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as JR pointed out in a recent video interview, he hasn’t had a difficult time bringing mindmed to hedge funds and institutional investors. Clearly for those who are watching how it’s traded daily, the run up over the past week reflects institutional volume more than retail money. This should bring peace of mind knowing we're building this rise on a strong foundation.
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The market for psychedelic inspired medicines 100+ billion + US markets (now step back and contemplate global prospects here) is calling us! Our current market cap as of Friday is about 1.5 billion. JR's vision was to take this to a 20 billion company. That's a 10 to 13 times rise from our current SP, though I expect that figure will grow as the trials come in and exposure grows.
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Broadest & Most Diversified Pipeline of Psychedelic Drugs in Clinical Development and R&D in the industry (more than Compass, which has until recently been viewed as the lead horse in this market. We're approaching and I expect will overtake them soon with the move to the Nasdaq.
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Diversity of our clinical trials is our strength and stand out above all our peers
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FDA regulatory Framework and Pathway is a step work process that will set the foundation for US and international market development
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Prime take over target for Big Pharma in the months/years ahead, easily justifying exponential valuations from here. For those who were in early, their gains are going to be seriously life changing.
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Current markets for sustainable wholesome medicine that actually heals are massively underserved: 4.5Billion (anxiety); 9.1Billion (ADHD); 42 Billion (addiction); 4 Billion (depression). All of these issues are rapidly growing with Covid-19
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Medical not recreational focus—trials, data, bigger room for influence and getting the confidence of hedge funds behind us. Again, this contributes to a rock solid foundation for anyone getting in under $5 a share CND going forward.
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Paradigm changing disruptive company (addressing mental health crisis brought about by covid). Driven by a real global existential need to overcome addiction, and other core mental health issues (adhd, depression, suicide, addiction, etc)
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Driven by an underlying anecdotal understanding of these medicines to heal and help so many people. Plenty of anecdotal evidence exists, we're just waiting for the hard data to come in to anchor this current knowledge.
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Unlike pot, the healing potential of these medicines is actually far greater as they are looking across the best of a whole class of healing medicines.
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MMED plans for weaving data with the digital interfaces of healing, wearables, smart technology is brilliant
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See the investor deck for further points: https://mindmed.co/wp-content/uploads/2020/11/investor-deck.pdf
Cultural Paradigm Sea Change underway to Support this Burgeoning Industry
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This is the first category of exponential growth stocks that is driven by a strong healing, altruism to help heal and restore the soul of not only America but the world. So a powerful vision for doing good in the world
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Biden's 2 Trillion Climate Plan on the way. The era of sustainability is finally arriving and in full force. And psychelic-inspired medicines will be apart of this sustainable healing wave, something many are quickly discovering
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Millennial's love and priortization of social and environmental causes puts Mindmed in a top category. But not only with the millennial's, arguably with Gen X, Boomers too! I mean who doesn't want to know their money and investments aren't going to help and heal others!?
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Look at the psychedelic renaissance underway with films coming out over the past two years (Have a Good Trip; Dosed; The Sunshine Makers; Psychonautics; A new Understanding; Magic Medicine; Neurons to Nirvana and many more!). This is only in the past couple of years. Again this disruptive industry is already scambling to build the aircraft as we fly it.
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Thought leaders and Cultural Visionary’s who are leading the way with their time, money and educational insights. Tim Ferris’s work, joe Rogan podcasts on with a number of leading thinkers, Microdosing movement, etc). See https://tim.blog/category/psychedelics/. We're not into mainstream investor and public awareness yet, but imagine what will happen when we do!?
Market situation:
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Our trading volume has been incredible and the strongest among our peers in this emerging industry. Volume reflects market and investor strength.
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Mainstream case example with airbnb and doordash ipo exploded despite not turning a profit: https://www.cbc.ca/news/business/airbnb-doordash-ipo-tech-stocks-1.5833944
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We’re in the top two leading companies of this quickly growing psychedelic industry
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There's a current seachange underway of early investors from the potstock world coming over to psychadelics and I expect this will continue in the days/weeks ahead, further driving the SP north.
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5 million + retail Robinhood investors ready to run with us from the US once we uplist to Nasdaq. A known phenomena that they have a reputation for blowing up SP's. Another big infusion of FOMO, not like we need any more catalysts lol
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Sound arguments growing that we will soon overtake Compass because of the diversity of our trials and medicines, as well as above competitive points. Anybody else have any sound arguments to support this?
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Common knowledge that valuation of biotech stocks (i.e. that's us) is different. Biotech companies with little to no revenue can still be worth billions. Krazy fact, but this party is JUST getting started! https://www.toptal.com/finance/valuation/biotech-valuation
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For those who’ve been through the pot stock boom/run, this market is potentially a lot stronger (not contingent on states legalization, working exclusively with medical and firming up disruptive data via clinical trials)
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SPY and markets at an all time high into the next months with change over to sane leadership from Biden and Harris.
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Growing interest and acceptance of exponential growth investing (bitcoin, pot stocks, psychedelics, Tesla and electric vehicles). Note these other growth areas are currently on pause, so a ton of institutional money is pouring in to psychedelic market as we witnessed over the past week. In a way, the first wave of likely several serious waves before things stabalize.
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Currently in blue-sky breakout current mode. Higher valuations on the horizon! More exaggerated running and break outs to be expected. Also, expect charts and charting to have less gravitational influence in the near-term at least.
Leadership:
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From the potstock world, we're potentially the next Canopy of this industry (with Bruce Linton on board, having been convinced to invest with his first 5 minute conversation with JR that quickly grew to an hour long talk. Keep in mind how many ideas Bruce has been pitched, so this is a big endorsement in our favour here)
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Heavy weightsBruce Linton and Kevin O'Leary as early investors and backers
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Supported by a team of the best scientists in the past decade (collective leadership of company is second to none in the space). MindMed is Collaborating With Leading Psychedelic Researchers. Look at the Team page: https://mindmed.co/team/
Okay, so those are some points to drop in your investment pipes to give a nice chill smoke and reflection on this beautiful Sunday.
Amazing story we have here, and for the LONGS, this is going to be an incredible next few months and years as this develops out.
Some game and life changing experiences await us, all yachts, moon landings and Croatia trips aside!!
Cheers to good growth and the future of MindMed!!