More companies will go public: As interest in psychedelic medicines continues to grow, and clinical trials mature, we may see more companies in this space going public, and institutional investors might start dipping in their toes a little deeper especially if we see. .

More companies will go public: As interest in psychedelic medicines continues to grow, and clinical trials mature, we may see more companies in this space going public, and institutional investors might start dipping in their toes a little deeper especially if we see. .

1.

FDA approval for psychedelic treatments: We may see more progress in terms of getting FDA approval for psychedelic treatments. Currently, there are several clinical trials underway; if even a few of these trials are successful, it could lead to broader and quicker FDA approval for more trials, more decriminalization and more legalization—particularly for more benign drugs like MDMA and derivatives.

FDA approval for psychedelic treatments: We may see more progress in terms of getting FDA approval for psychedelic treatments. Currently, there are several clinical trials underway; if even a few of these trials are successful, it could lead to broader and quicker FDA approval for more trials.

2.

Increased public awareness and acceptance: There is a growing awareness and acceptance of the potential benefits of psychedelic medicines, both in terms of mental health and in other areas such as addiction treatment and personal growth. As this awareness continues to spread, we may see more mainstream acceptance of these medicines and increased investment in the companies developing them.

Increased public awareness and acceptance: There is a growing awareness and acceptance of the potential benefits of psychedelic medicines, both in terms of mental health and in other areas such as addiction treatment and personal growth.

3.

Please let this start to happen: Increased collaboration between psychedelic medicine companies: As the industry matures, we may see increased collaboration and partnerships between psychedelic medicine companies. This could take the form of joint ventures, licensing agreements, or other strategic partnerships aimed at pooling resources and sharing expertise.

Please let this start to happen: Increased collaboration between psychedelic medicine companies: As the industry matures, we may see increased collaboration and partnerships between psychedelic medicine companies.

4.

Continued research into the therapeutic potential of psychedelic medicines for more and more conditions, and not just for mental health: Sure, there is a growing body of research suggesting that psychedelics may be effective in treating a wide range of health conditions, such as depression, anxiety, and PTSD. But in 2023, we may see further research that strengthens the case for the therapeutic potential of these medicines for all kinds of conditions.

Continued research into the therapeutic potential of psychedelic medicines for more and more conditions, and not just for mental health: Sure, there is a growing body of research suggesting that psychedelics may be effective in treating a wide range of health conditions, such as depression, anxiety, and PTSD.

5.

Expansion into new markets: Currently, most of the focus in the psychedelic medicine industry is on the US and Europe. However, we may see more companies expanding into new markets, such as Asia, where there is growing interest in alternative forms of medicine.

Expansion into new markets: Currently, most of the focus in the psychedelic medicine industry is on the US and Europe. However, we may see more companies expanding into new markets, such as Asia, where there is growing interest in alternative forms of medicine.

6.

6.

More investment from traditional pharmaceutical companies: As interest in the psychedelic medicine space grows, we may see more investment from traditional pharmaceutical companies. This could take the form of mergers and acquisitions, strategic investments, or partnerships with existing psychedelic medicine companies.

More investment from traditional pharmaceutical companies: As interest in the psychedelic medicine space grows, we may see more investment from traditional pharmaceutical companies. This could take the form of mergers and acquisitions, strategic investments, or partnerships.

7.

Increased focus on sustainability and social responsibility: There is a growing awareness of the environmental and social impact of various industries, including the pharmaceutical industry. In 2023, we may see more focus on sustainability and social responsibility in the psychedelic medicine industry, with companies taking steps to reduce their carbon footprint, ensure ethical sourcing of materials, and promote social justice.

Increased focus on sustainability and social responsibility: There is a growing awareness of the environmental and social impact of various industries, including the pharmaceutical industry. In 2023, we may see more focus on sustainability and social responsibility.

8.

8.

Mergers, and acquisitions and failures, oh my! Big pharma starts betting on winners, and smaller companies will have to huddle together to survive. Example Otsuka investment in Mindset Pharma.

Mergers, and acquisitions and failures, oh my! Big pharma starts betting on winners, and smaller companies will have to huddle together to survive. Example Otsuka investment in Mindset Pharma.

1.

“High tech / low touch” meets “low tech / high touch.” We will see companies exploring alternate therapies like transcranial magnetic stimulation and VR team up with micro dosing and nutraceuticals companies.

“High tech / low touch” meets “low tech / high touch.” We will see companies exploring alternate therapies like transcranial magnetic stimulation and VR team up with micro dosing and nutraceuticals companies.

2.

Data driven companies will rule. We love PurMinds.

Data driven companies will rule. We love PurMinds.

3.

Best-in-class companies will crowd out others. Best clinics, best VR, best psilocybin, best dosing technology, and on and on. Cream will rise. Others will close up shop for lack of funds.

Best-in-class companies will crowd out others. Best clinics, best VR, best psilocybin, best dosing technology, and on and on. Cream will rise. Others will close up shop for lack of funds.

4.

Ketamine backlash. As other more promising drugs get decriminalized and potentially legalized, ketamine will take a back seat. It’s been keeping the seat warm for better medicines like MDMA and psilocybin. But we could be wrong on this if our #6 prediction holds:

Ketamine backlash. As other more promising drugs get decriminalized and potentially legalized, ketamine will take a back seat. It’s been keeping the seat warm for better medicines like MDMA and psilocybin. But we could be wrong on this if our #6 prediction holds:

5.

Psychoplastegenics will take center stage. The neurogenetic and anti-inflammatory properties of some psychedelics will start driving conversations and investment, because it’s more tangible and less threatening than psychological and spiritual transformation. Ketamine does have some potential here.

Psychoplastegenics will take center stage. The neurogenetic and anti-inflammatory properties of some psychedelics will start driving conversations and investment, because it’s more tangible and less threatening than psychological and spiritual transformation. Ketamine does have some potential here.

6.

6.

Take a trip without leaving the farm–meaning drug development will be aggressive where there is the possibility of positive effects without hallucinations.

Take a trip without leaving the farm–meaning drug development will be aggressive where there is the possibility of positive effects without hallucinations.

7.

Long term prediction: psychiatry will adopt a dental model. You’ll go in twice a year for medicine and treatment instead of ingesting a daily drug. Just like some dental work, there will be preparatory appointments and follow-ups after the main event as well.

Long term prediction: psychiatry will adopt a dental model. You’ll go in twice a year for medicine and treatment instead of ingesting a daily drug. Just like some dental work, there will be preparatory appointments and follow-ups after the main event as well.

8.

8.

The schisms will deepen. Traditionalists like Carey Turnball’s Freedom to Operate will continue to fight the opportunists. Winners will be public / private partnerships.

The schisms will deepen. Traditionalists like Carey Turnball’s Freedom to Operate will continue to fight the opportunists. Winners will be public / private partnerships.

9.

Retail investors hoping to make a quick buck will need to adopt traditional buy-and-hold strategies. Compass Pathways may not be a unicorn but holding on to it will reap rewards.

Retail investors hoping to make a quick buck will need to adopt traditional buy-and-hold strategies. Compass Pathways may not be a unicorn but holding on to it will reap rewards.

10.

The one word guidance is research.

The legal and regulatory atmosphere is changing at a dizzying pace.

The smart investor will look at the following sources for companies to track and buy:

The one word guidance is research.

The legal and regulatory atmosphere is changing at a dizzying pace.

The smart investor will look at the following sources for companies to track and buy:

It's a crowded field.

It's a crowded field.

Exchange Traded Fund (ETF) holdings:
Which companies are the ETFs holding and how much?

Exchange Traded Fund (ETF) holdings:
Which companies are the ETFs holding and how much?

1.

Conferences:
Which companies are speaking or exhibiting at Wonderland, Meetdelic, and Horizons?

Conferences:
Which companies are speaking or exhibiting at Wonderland, Meetdelic, and Horizons?

2.

Venture Fund:
Which companies are held by Noetic, Psymed, and Palo Santo?

Venture Fund:
Which companies are held by Noetic, Psymed, and Palo Santo?

3.

Publications:
Which companies are tracked and covered by Psychedelic Finance and Psilocybin Alpha?

Publications:
Which companies are tracked and covered by Psychedelic Finance and Psilocybin Alpha?

4.

And there are qualitative elements as well, including:

And there are qualitative
elements as well, including:

We recognize that there will be “picks and shovels” winners as well as biotechs.

We recognize that there will be “picks and shovels” winners as well as biotechs.

Further:

Some companies are providing tangential value in areas like:

Some companies are providing tangential value in areas like: