psychedelic-mental-health theme · 2 dossiers

Consolidated-psychedelic-leader narrative already fired AtaiBeckley merger, 22.4% Compass stake, both COMP360 Phase 3 wins, BPL-003 EOP2 cleared. On 2026-06-05 the tape lost the $4.00 shelf (−12% to $3.95) in a risk-off session, opening an…

Late-April FDA catalyst (NDA rolling review + National Priority Voucher for COMP360 in TRD) has faded into dead tape; theme stepped ACCELERATING→MATURING and volume is back to ~1x ADV. No dated catalyst in 30d the real binary is the…