Mind Medicine MindMed Inc (MNMD) Options

Let's let them talk :)

I don't know but it could be any one of these to be honest:

The Motley Fool

Seeking Alpha

Benzinga

Zacks

Morningstar, Inc.

Morning Brew

Morningstar Investor

Kiplinger

Stansberry Research

Stock market Guides

Trade Ideas

Zacks Investment Research

Mindful Trader

Moby

Motley Fool Rule Breakers

The Average Joe

Thestreet

Finimize

MarketWatch

Ticker Nerd

WallStreetZen

Dow Jones Newsletters

Five Minute Finance

Kiplinger Personal Finance

The ThinkOrSwim platform shows "shares moving higher as traders circulate stock picked by popular newsletter service".

Any idea what newsletter service they are talking about?

Nice

MindMed is targeting J&J Spravato Clinics to commercialize MM120

Thanks. We got something incredible in the works. Once in a life time opportunity.

Great post. Crazy that people are selling a biotech stock in phase 3 with FDA Breakthrough Therapy Designation granted. I don't know what level of retarded does that.

Here is a detailed comparison of the MindMed presentations from December 2024 and January 2025, focusing on updates and new content across various areas:

1. Financial Updates

December 2024:
Reports $295.3 million in cash and cash equivalents as of September 30, 2024, with a runway expected to fund operations into 2027 based on the existing operating plan.
January 2025:
Maintains the cash runway projection but now incorporates a $250 million equity investment, emphasizing financial support for clinical trials and commercialization. It also suggests the cash runway extends 12 months beyond the first Phase 3 topline data readout for MM120.

2. Pipeline and Clinical Trial Milestones

Pipeline Progress

Both Versions:
Focus on MM120 (Lysergide D-tartrate) for GAD and MDD, with MM402 (R(-)-MDMA) targeting Autism Spectrum Disorder (ASD).
January 2025:
More detailed pipeline timelines:
MM120-310 (MDD Phase 3): Initiated, with the first readout expected in 2H2025.
MM120-300 and MM120-301 (GAD Phase 3): 300 initiated in late 2024, with readouts for both planned across 2025–2026.
Clearer distinction in trial stages for MM120’s indications.

Milestones

December 2024:
Mentions initiation of MM120 Phase 3 trials for GAD and regulatory alignment with the FDA after a successful end-of-Phase 2 meeting.
January 2025:
Adds milestones such as:
Breakthrough Therapy Designation granted by the FDA for MM120.
Innovation Passport awarded by the U.K.’s MHRA for faster regulatory review.
Successful presentation of MM120 Phase 2b data at the American Psychiatric Association (APA) Annual Meeting.

3. Clinical Trial Designs and Outcomes

Phase 3 Trial Designs

December 2024:
Provides general descriptions of trial phases, endpoints, and designs for GAD and MDD.
Details inclusion criteria for trials, such as HAM-A ≥20 for GAD and MADRS ≥26 for MDD.
January 2025:
Expands on trial design with updates:
GAD Phase 3 (MM120-300 & MM120-301):
Increased participant count: MM120-301 now 250 participants (2:1:2 randomization) vs. earlier 200 participants.
Adaptive design clarified for re-estimation of sample size based on interim results.
MDD Phase 3 (MM120-310):
Maintains 140 participants but emphasizes biweekly assessments and follow-ups for sustained efficacy monitoring.

Phase 2b Results

Both Versions:
Highlight statistically significant results for MM120 in GAD:
HAM-A reduction: -21.9 points vs. placebo (p=0.003).
48% remission rate and effect size d=0.81, over double the standard of care.
January 2025:
Provides deeper data visualization for:
Remission and response rates (e.g., 65% response rate vs. 31% for placebo at 100 µg dose).
HAM-A severity progression from baseline through Week 12, showing most participants achieving remission.

4. Regulatory and Strategic Developments

Regulatory Updates

December 2024:
Mentions general alignment with FDA guidance and adherence to 2023 Draft Guidance for Psychedelic Drug Trials.
January 2025:
Elaborates on regulatory achievements:
Breakthrough Therapy Designation for MM120 in GAD.
Patents granted for MM120 covering formulation, manufacturing, and treatment methods, with protection through 2041.

Strategic Focus

January 2025:
Emphasizes a pre-launch strategy for MM120, aiming to streamline commercialization through:
Partnerships with interventional psychiatry clinics.
Targeted stakeholder education on the unmet needs in GAD and MDD.
Alignment with existing reimbursement frameworks.

5. Commercialization Framework

January 2025:
Introduces a bold strategy for integrating MM120 into clinical practice, leveraging:
The Spravato (esketamine) delivery infrastructure with over 4,500 certified centers.
Proven reimbursement pathways for medical and pharmacy benefits.
Highlights the quadruple aim:

1. Better patient outcomes.

2. Improved clinician satisfaction.

3. Enhanced patient experiences (e.g., reduced clinical burden).

4. Lower healthcare costs due to early intervention.


6. Messaging and Presentation Enhancements

December 2024:

Focused primarily on clinical and operational updates.
Limited emphasis on commercial value and stakeholder engagement.

January 2025:

Refined messaging to highlight MM120’s value proposition:
Describes MM120 as a transformational innovation for brain health, shifting treatment paradigms from chronic symptom suppression to rapid and durable improvement.
Enhanced graphics and layout for better communication of key clinical outcomes and strategic milestones.

Summary of Key Additions in January 2025

New financial backing ($250M equity investment).
Enhanced regulatory and patent achievements.
More detailed trial designs and updates to participant frameworks.
Comprehensive commercialization strategy tied to existing infrastructure.
Stronger messaging on MM120’s transformative potential and alignment with evolving psychiatric treatment trends.



Link to January 2025 Presentation - https://d1io3yog0oux5.cloudfront.net/_f4300da83811ab83bafcbd424342228f/mindmed/db/2265/21500/pdf/MindMed+January+2025+Corporate+Presentation.pdf

Links to December 2025 Presentation - https://docs.publicnow.com/viewDoc?filename=133467%5CEXT%5C26C6B9D0565C6A323CB4372ED6B4AAB83F1A96DF_51CCCCDA60B64C1065AEB09DA309238E1625DA7D.PDF

Reminder the presentations on MindMed will be replaced and old version links will not work when they have updated to a new one.

Looking better today and starting the afternoon climb which tends to result in a higher close

Still in that zone though... side ways right now. This will take off.

Shitty day yesterday..!

Got a handful today as well to add to the coffers. Today was sort of a blessing for those that may have wanted in at a decent price. Won't stay at these levels much longer. Crazy churning.

Yeah I bought a couple thousand shares between $2.60-$3.20 a share

Lots of good cheapies picked up between Q4 2022 through Q1 2024 :)

Might be hard to see this go past 60 at that high end resistance. Fingers crossed.

Look at the 5 year chart... once we go past 20.00 the ride to 40.00 is easy. 20.00 will be the hard point and is the median Price Target. However, once we go through that territory we will go past 40.00 hitting that 53.00+ Price target. This will be the second wave. First one was fun.

Yup purse strings are going to open. I hate to say that this administration will fuel that but typically conservatives do well in the markets. We are off to the races now. stack em up. What best... I actually believe in this company 8-10x easy...

10X is coming this year

Tapped 8.00+ Premarket. But that's nothing really. Next news cycle will be a banger.

It's about to go crazy, just need get a few more eyes on it. 

I honestly believe the average price target is like $40-$50 currently.

We are now past tax harvesting, moving into a good year with lots of support. We should see organic growth towards greener pastures. Good times ahead.

Yeah, we've been caught in a range for the last month. Great time for a good week and bust out if it.

Nice price and volume today!! Looks like we are heading to the $9 range this week

Crying now???

SUCH A MAMALUKE!!!!

I apologize for all of that but I will NOT be bullied off this board with immature insults and lies. I am posting accurate content,

Look, I would like to post accurate information without being called names and lied about. Everytime I do, I get attacked. I guess y’all don’t have a problem with that.

Can we be done with the bickering.... please. Keep it on track. We have a good year ahead of us. We will all do well. Relax.

I thought we had some good news, when I saw all the unread posts.. but all the postings were just a spatz bummer..

Hallelujah!!!!

You can’t backup what you said. You know what that makes you.

Ok I’m really done with this.

Cool story BRO....

You’re not making sense. You attacked me first and said I was spreading misinformation. I asked you to back up your accusation. You can’t! So you’re the one spreading misinformation. It’s all there to see. I’m done with your ignorance.

Put.Me.On.Ignore.

Lol...So, your M.O. isn't to post misleading GARBAGE??? Like only 1 subject on the "1st" subject trial....

TOTAL MAMALUKE!!!!

Here’s where you said I was posting misleading information. This post is bullshit so it’s you posting bullshit.

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175621786

I am not posting untruths or misleading information. Apparently you can’t handle the truth so you attack the messenger. Just because you don’t like the information doesn’t mean it’s not true. LOL

You can’t handle the truth so please put me on ignore and let’s stop this.

I call BULLSHIT on your bullshit...

Where do you see where I posted "BULLSHIT"?

I SAID NOBODY CARES...

Exactly what did I post that was incorrect? Nothing! So, who's posting BS now? Look in the mirror. LMAO!

Post if you want...NOBODY CARES

One more thing. As I have said many times before, I am a longterm long here. I even added more shares after I got creamed by the 15-1 reverse split of August, 2022. I have noticed that only positive news and developments get posted here and it makes people good about their investments. That's great! But with developmental biotechs, there are always like bumps in the road, like large dilutions, time frames etc. & that kind of information doesn't get posted here.

Non-positive news is 50% of the the information that should be considered when one makes an investment with an always risky development biotech. ie all developmental biotechs are risky. The risk is why the upside can be gigantic. Without risk, the payoff would be, for the most part, priced in.

That's why I'm gonna continue to post here. If you don't like to hear the truth, then yes, put me on ignore or just ignore my posts. I regularly get called a "short"
and all kinds of other offensive names. The posters that are posting accusations about me are the ones who are posting the false information.

Think about that.

This is completely false. Could you please point out one incorrect thing I have posted?

So, your M.O. is to post MISLEADING GARBAGE.....GOT IT!!! Thanks for sharing

"but I’ll post here if I want."

Correct. If people think that patients are going to walk into a doctor's office and get a tab of street-grade LSD for their condition, they are beyond wrong. Like you said, MM120 is an LSD derivative. And if approved, ONLY MM120 will be allowed to be prescribed and taken by patients. Besides being a derivative, and not 100% actual LSD, there is the requirement of potency regulations concerning prescription medications/therapies. Each dose has to be free of contamination AND very consistent with the actual content of the active ingredient. There are tons of laws and regulations about the production of FDA approved drugs. You can't just cook this stuff up in your basement. Each dose has to be 100% the same as the last, and each lot has to be the same as the last. This stuff is manufactured in a laboratory-like factories with the strictest of guidelines and regulatory oversight.

For those that want to gripe about patents... chew on this:

There are several examples in the pharmaceutical industry where drugs that could not be patented at the molecular level (often because the molecule was already known or off-patent) were successfully commercialized by patenting other aspects like formulations, delivery methods, manufacturing processes, or specific uses. Here are a few notable examples:

Prozac (Fluoxetine) • Scenario: While fluoxetine as a molecule was patentable when introduced by Eli Lilly, many of its follow-on products (like Prozac Weekly) were patented not for the molecule itself but for the controlled-release formulation. • Success: Extended exclusivity allowed Eli Lilly to maintain a market presence and differentiate from generic versions.

Lyrica (Pregabalin) • Scenario: The basic pregabalin molecule was known, but Pfizer obtained patents for its specific uses (e.g., neuropathic pain and fibromyalgia) and its crystalline structure. • Success: These patents blocked competitors and supported Lyrica’s billion-dollar revenue until generics entered after the patents expired.

Adderall (Amphetamine Salt Combo) • Scenario: Amphetamine salts were long-known substances, but Shire Pharmaceuticals patented a specific formulation and delivery mechanism that allowed a controlled release, creating Adderall XR. • Success: Adderall XR became a blockbuster drug for ADHD.

Wellbutrin XL (Bupropion) • Scenario: The molecule bupropion had already been developed, but GlaxoSmithKline patented the extended-release formulation of Wellbutrin XL to improve patient compliance and reduce side effects. • Success: The reformulation allowed the drug to become widely prescribed for depression and smoking cessation.

Suboxone (Buprenorphine/Naloxone) • Scenario: Buprenorphine is an old molecule, but Indivior patented the combination therapy with naloxone and the sublingual film formulation for opioid dependence. • Success: These innovations created market exclusivity and established Suboxone as a leading treatment in its class.

Trexall (Methotrexate) • Scenario: Methotrexate is a decades-old drug, but newer versions like Trexall leveraged formulation patents for specific dosing regimens or injectable formulations. • Success: It allowed for continued use and revenue in treating autoimmune diseases and cancers.

EpiPen (Epinephrine Auto-Injector) • Scenario: Epinephrine is not patentable, but Mylan protected the auto-injector device design and delivery system. • Success: Despite controversy over pricing, EpiPen became a household name and dominated its market.

OxyContin (Oxycodone) • Scenario: Oxycodone was already known, but Purdue Pharma patented the extended-release formulation that turned it into a controlled-release painkiller. • Success: OxyContin became highly profitable (though also controversial).

Implications for MindMed

For MM-120 (LSD), MindMed’s patents on formulations, manufacturing methods, dosing protocols, and specific therapeutic applications can provide a robust IP portfolio to protect their investment. Similar to the examples above, these protections will allow them to commercialize LSD-derived therapies despite the base molecule’s lack of patentability.

5-HT2A receptor for the win!

Neumora Therapeutics Depression Drug Fails In First Of Three Pivotal Phase 3 Trials

https://finance.yahoo.com/news/neumora-therapeutics-depression-drug-fails-133028449.html

This team is bringing LSD to market... period

Gives me a chance to still load at these cheap prices!

Up great yesterday, today down.. no reason for the selling at this point.

Here comes the name calling attacks. Jack was supposed to put me on ignore after he predicted that MNMD would get bought out for
$40 billion plus by mid year 2025 and I joked that another reverse split (15 shares to 1 share) like they had in August 2022 was far more likely than his proposal. Yet, apparently he can’t figure out how to put me on ignore because… well because he’s still seeing all my posts lol

I’m done with this (for now)

lol I’m not saying they need to supply a press release for each enrollee. If we’re at one, so be it. I was under the assumption that the trial would enroll fairly quickly and it still could be.

Why did I even mention this? I was eagerly awaiting for the promised “before the end of the year” announcement of the start of the trial. They delivered that promise in the most minimal way they could and that concerned me a little.

I’m here and I’m long, but I still keep a very wary eye on any small biotechs that I’m invested in.