Human 3 with Brom and Sam

Human 3 with Brom and Sam

By Brom Rector and Sam TaboneTechnology
Download on the App Store

Human 3 with Brom and Sam episodes

  • Cybin CEO Doug Drysdale: Sublingual Psilocybin, Next-Gen Psychedelics & Brain Imaging Technology

    Doug Drysdale is the CEO of Cybin, a psychedelic research company developing novel delivery systems for psilocybin, next-gen psychedelic  tryptamine molecules and performing studies on human brains under the influence of psychedelics using powerful brain imaging technology.  In this episode of the Integration Conversation, Brom and Doug cover all aspects of Cybin's business, and answer questions like:   

    • Why is Cybin's sublingual psilocybin potentially superior to offerings from Compass Pathways and Usona?  
    • How might deuterated tryptamines provide a superior psychedelic experience compared to classic psychedelics like psilocybin and LSD? 
    • Why is Cybin's partnership with brain imaging company Kernel so powerful?  
    • and the ultimate question for investors:  is Cybin undervalued?   

    • 👇👇👇 Links 👇👇👇  

      📺 Watch on YouTube:  https://youtu.be/cAsFHlVLpeA

      💻 The Integration Co Website:  https:/theintegration.co  

      📝 My notes on psychedelic investing:  https://brompersonal.s3-us-west-2.amazonaws.com/assets/broms-notes-psychedelic-investing.pdf   

      🎧 Listen on Spotify and other podcast platforms:  https://anchor.fm/theintegrationco  

      🐦 brom on twitter:  https://twitter.com/therealbrom  

      🎇 Clips and other stuff on Instagram:  https://instagram.com/theintegrationco  

      💌 Email:   [email protected]  


      ⏰ Timestamps: 

      • 0:00 - intro / disclaimer / disclosures  
      • 4:20 - Cybin overview / Doug background  
      • 8:50 - What are the differences between traditional pharma & psychedelic pharma?  
      • 11:30 - How will Cybin deliver its drugs?  Clinics?   
      • 13:00 - Cybin's sublingual psilocybin  
      • 15:45 - Is sublingual psilocybin as effective as normal psilocybin?  
      • 17:00 - More on Cybin and clinics  
      • 18:30 - is psychedelic decriminalization a threat to psychedelic pharma?  
      • 20:30 - Doug Drysdale on Compass Pathway's patents 
      • 22:00 - Cybin's Deuterated Tryptamines  
      • 24:30 - How does Cybin choose which drug will work for a given indication?  
      • 27:30 - What makes deuterated tryptamines different? 
      • 29:30 - Is reducing the hallucinogenic effect of psychedelics desirable?  
      • 32:00 - Cybin's inhalation and ODT delivery methods?  
      • 33:33 - Cybin's partnership with Kernel 
      • 40:00 - What are Cybin's upcoming catalysts?  
      • 42:00 - Is Cybin undervalued?  
      • 44:45 - Why is most psychedelic research being done by small startup companies?  
      • 47:00 - Is the psychedelic space overcrowded?  
      • 50:00 - Post-Interview analysis    


      • 1 hr 2 min
      • 12: Interview with Ronan Levy of Field Trip Health - Psychedelic Clinics, Novel Molecules, Digital Therapeutics & Field Trip Stock

        🍄 Field Trip Health is the largest publicly traded, vertically integrated psychedelics company on the market.  Field Trip has a rapidly growing network of ketamine clinics and is developing novel psychedelic molecules and digital therapeutics.  In this deep dive episode, we interview Ronan Levy, the cofounder and executive chairman of field trip.  Ronan tells us:  

        • How Field Trip stays competitive in the increasingly crowded clinic landscape   
        • If Compass Pathway's aggressive patenting is a threat to Field Trip's business 
        • If MindMed's vision of virtual trip-sitting is realistic   
        • How investors should think about psychedelic companies that aggressively promote their stock 
        • Why Field Trip may be undervalued relative to its peers  
        • And much more    
        • 📺 Watch the video on YouTube:  https://youtu.be/8gtyZ8DWwNo

          📝 My notes on psychedelic investing:  https://brompersonal.s3-us-west-2.amazonaws.com/assets/broms-notes-psychedelic-investing.pdf   

          🎧 Listen on Spotify and other podcast platforms:  https://anchor.fm/bromtalks   

          🐦 brom on twitter:  https://twitter.com/therealbrom 

          🎇 Clips and other stuff on Instagram:  https://instagram.com/bromtalks 

          💌 Email:   [email protected]   


          • 0:00 - intro  
          • 3:00 - interview starts here, Field Trip overview  
          • 6:00 - how big could the Field Trip clinic network get? 
          • 7:50 - how busy are Field Trip's existing clinics? 
          • 9:00 - how does Field Trip stay competitive in the crowded clinic market? 
          • 11:00 - are in-home therapies (ala MindMed & Mind Bloom) a threat to Field Trip's clinics? 
          • 14:00 - will Field Trip offer in-home therapies? 
          • 14:45 - are Compass Pathway's patents a threat to Field Trip's clinic business? 
          • 16:45 - how will Field Trip work with insurance and bring costs to patients down? 
          • 18:50 - will psilocybin replace ketamine?  what about FT-104? 
          • 23:30 - are Field Trip's clinics profitable?  
          • 26:00 - Field Trip's psilocybin research center in Jamaica 
          • 28:00 - is natural psilocybin superior to Compass Pathway's synthetic psilocybin?  
          • 29:30 - Field Trip's novel drug research pipeline 
          • 31:30 - FT-104 approval timeline  
          • 32:40 - will FT-104 be available outside of Field Trip clinics? 
          • 33:40 - Field Trip's digital therapeutics  
          • 36:30 - are people using the "Trip" app? 
          • 37:45 - how will the "Trip" app be monetized?  
          • 39:00 - Field Trip's partnership with Whoop  
          • 40:30 - is Field Trip undervalued?  / words of caution about stock promotion campaigns in the psychedelic space 
          • 43:30 - is the psychedelic research space overcrowded?  
          • 45:30 - Ronan's closing thoughts / interview end 
          • 48:00 - Brom's post interview commentary   

          • Disclaimer:  This video is not financial advice.  Brom holds shares in Field Trip Health, Mind Med, Cybin and Compass Pathways.

            1 hr 5 min
          • 11: ATAI Life Sciences Deep Dive - IPO, Pipeline, Corporate Structure, Psilocybin Tattoos and Comparison to MindMed

            Atai Life Sciences is the most highly anticipated psychedelic IPO of 2021.  It has a pipeline of 10 drugs, owns a large piece of Compass Pathways, and is also researching digital therapeutics and brain computer interfaces.  When it IPOs it will likely be the psychedelic company with the largest market cap.  In this episode of Brom Talks, we peek behind the curtain of Atai, and try to see if this valuation is justified.  In doing so, we answer questions like:


            Who is Christian Angermayer?  What does Atai's pipeline look like?  What are the implications of Atai's unorthodox corporate structure?  It is even fair to call Atai a psychedelics company?  And we also compare and contrast this company with MindMed.   



            📝 My notes on psychedelic investing: 

            https://brompersonal.s3-us-west-2.amazonaws.com/assets/broms-notes-psychedelic-investing.pdf 


            🎧 Listen on Spotify and other podcast platforms: 

            https://anchor.fm/bromtalks 


            📺YouTube:

            https://www.youtube.com/c/bromtalks


            🐦 brom on twitter: 

            https://twitter.com/therealbrom


            🎇 Clips and other stuff on Instagram: 

            https://instagram.com/bromtalks


            💌 Email:  

            1 hr 16 min
          • 10: Shroom Stock Research: 10 Questions to Ask Before Buying Psychedelic Stocks like MindMed and Compass

            🍄 Wondering how to tell if a psychedelic stock is legit or full of shit?  This video describes how to research and understand both the psychedelic sector as a whole and individual psychedelic companies.  First we walk through my notes on investing in the psychedelic sector, and then look at 10 questions you should ask before investing in any psychedelic company.  We show how to use these questions to compare and contrast different psychedelic companies, and apply this methodology to Mind Medicine, Compass Pathways and Cybin.    


            My notes on psychedelic investing: https://brompersonal.s3-us-west-2.amazonaws.com/assets/broms-notes-psychedelic-investing.pdf   

            Google Spreadsheet containing the 10 questions: 

            https://docs.google.com/spreadsheets/d/1KIp_nd-OhyU5xx63oEMsKgU3XFZkkItl-aoyjCdItkg/edit?usp=sharing    

            CLARIFICATIONS / CORRECTIONS 

            • I made a few silly mistakes in this recording: 
            • when discussing the 'runway' metric, I used the word 'profit' when I should have used 'revenue' multiple times. 
            • i made no distinction between phase 2a and 2b clinical trials  
            • Compass pathways COMP360 is recruiting for phase 2b, NOT phase 3 - Usona is also in phase 2, not phase 3  
            • i pronounced 'entheogens' as 'enthogens'  

            • 📺 Watch on YouTube:  https://youtu.be/oA85Xzms8_U

              🎇 Clips and other stuff on Instagram:  https://instagram.com/bromtalks​​  

              🐦 brom on twitter: https://twitter.com/therealbrom​​  


              ⏰Timestamps:   

              • 0:00 - intro  
              • 1:00 - why am I making this video  
              • 3:30 - disclaimer and housekeeping  
              • 4:30 - understanding the psychedelic sector  
              • 5:30 - value creation vs value capture  
              • 8:00 - opportunities in the psychedelic sector  
              • 14:25 - risks in the psychedelic sector  
              • 23:45 - timeline for fda approvals in the psychedelic sector  
              • 27:30 - resources for psychedelic investing  
              • 30:00 - commentary and projections on the psychedelic industry as a whole  
              • 38:00 - 10 questions to ask about psychedelic research companies 
              • 53:25 - analyzing MindMed 
              • 1:03:30 - comparing MindMed to Compass Pathways & Cybin 
              • 1:09:30 - what the 10 questions don't cover 
              • 1:11:00 - conclusion    

              • Disclaimer: This presentation is not financial advice.  You should not make any investment or trading decision based on the contents of this presentation.  Do not consider anything in this presentation to be professional advice.  Brom holds long positions in MindMed, Compass and Cybin as well as other psychedelic stocks.

                1 hr 14 min
              • 9: This Is Your Brain On MindMed - The Trading Psychology of Meme Stocks, Bubbles, Wins and Losses

                🚀 Are you degen trader that's down 50% on a MindMed yolo?  I'm your stock therapist and I'm here to help you understand your emotions.  In this video I go over some basic behavioral economic concepts (like utility theory, risk aversion and risk seeking) and demonstrate how they apply to the psychology of traders using MindMed as a case study.      


                Questions answered: 

                • What should MindMed investors do now that they're 50% below the highs? 
                • Why are emotions so much higher with meme stocks? 
                • Why do we get more skittish as stocks climb higher? 
                • Why do losses after big wins bother us more than losses after small wins? 
                • How can we be more rational investors?   

                • Watch the vid @ https://youtube.com/c/bromtalks

                  30 min
                • 8: Cybin Deep Dive - Psychedelics 2.0, a Real Pharma CEO, Twists on DMT, and Mushroom Supplements?

                  🍄 Cybin Corp / Cybin Inc is a Psychedelics 2.0 company focused on new innovations in psychedelic drugs.  In this episode of Brom Talks, we investigate the Cybin team, go over their business lines, see what sets them apart from other psychedelic companies like MindMed and Compass.    We also answer questions like:  

                  • What's the point of sublingual psilocybin? 
                  • What is a deuterated tryptamine? 
                  • What is a phenethylamine derivative?  
                  • Why is Cybin making "functional mushroom" (Lions Mane & Turkey Tail) supplements? 
                  • And of course, the ultimate question for psychedelic investors:  Is Cybin a good investment?    

                  • Watch on YouTube: https://linktr.ee/therealbrom

                    Disclaimer: This presentation is not financial advice.  You should not make any investment or trading decision based on the contents of this presentation.  Do not consider anything in this presentation to be professional advice.  Brom holds long positions in Cybin as well as other psychedelic stocks.

                    1 hr 15 min
                  • 7: Compass Pathways Deep Dive - Patents, Peter Thiel and the Quest for a Psychedelic Monopoly

                    🍄 Compass Pathways is the largest psychedelic stock by market cap, and was famously backed by Paypal and Palantir Founder Peter Thiel.  In this episode I investigate Compass Pathways and answer questions like:

                    • What does Compass Pathway's FDA therapy designation mean for their future?    
                    • What does Peter Thiel want to do with psychedelics?     
                    • What's the deal with Compass Pathways patent strategy?  Can you really patent soft furniture, dark rooms and cool music?    
                    • What's Compass Pathway's beef with Dr. Bronners Soap?    
                    • Who wins in the battle between Compass Pathways and Non-Profits    
                    • What are the risks to Compass Pathway's business?     
                    • And of course the ultimate question for investors:  is Compass Pathways a Buy?
                    •    

                      📺Watch on YouTube:

                      https://youtu.be/ha2GMoZ7s60


                      📹 Clips Channel: 

                      https://www.youtube.com/channel/UCDzauugr4QA5dfcwaE1rweQ


                      🎇 Clips and other stuff on Instagram: 

                      https://instagram.com/bromtalks


                      🐦 brom on twitter:

                      https://twitter.com/therealbrom


                      Disclaimer: This recording is not financial advice.  You should not make any investment or trading decision based on the contents of this recording.  Do not consider anything in this video to be professional advice.  Brom holds long positions in Compass Pathways as well as other psychedelic stocks.

                      1 hr 7 min
                    • 5: Numinus Wellness Deep Dive. Sleeping Giant or Spread Too Thin?

                      Today we go deep into Numinus Wellness.  Numinus (also known as Numi) is a Canadian Psychedelic startup that many people think is undervalued.  This episode looks into this claim and tries to answer questions like:

                      • Who is Numi's team?
                      • Is Numi's natural psilocybin superior to synthetic psilocybin? 
                      • Why is Numi's market cap so low compared to the leading psychedelic companies?
                      • What's the deal with Numi's MAPS collaberation?
                      • Can Numi (or any other company) make money running psychedelic clinics? 

                      • You can watch this episode on YouTube https://youtu.be/jg2H0sMHZXg

                        See Brom's other links https://linktr.ee/therealbrom


                        Disclaimer:  This video is not financial advice.  Do you own research before buying or selling any stock, and talk to a financial advisor whos incentives are aligned with your own.  Brom owns shares of Numi as well as other psychedelic companies. 


                        1 hr 6 min

                      About Human 3 with Brom and Sam

                      From the publisher's feed

                      Interviews with the scientists, founders and investors driving Human 3 - the next epoch of health, wellbeing and performance.