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The highest-leverage bet in the whole market is not AI, it's LSD

Andy· ·6 min read · 0 reactions · 0 comments · 7 views
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The highest-leverage bet in the whole market is not AI, it's LSD
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You Have No Idea How Big DFTX Is Going to BeThe highest-leverage bet in the whole market is not AI, it's LSD.AndyJul 26, 20261ShareLook, I’m not trying to convince you that psychedelics are the next big thing. That’s 43.17 dollars a share times 132.74M shares. The company has no revenue, which, don’t get me wrong, is pretty common for a biotech startup, but anyway, they estimate $4.9B potential revenue for every 100,000 patients treated with DT120.From Definium Therapeutics’ Corporate Presentation, page 36:So what’s the big deal?

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You Have No Idea How Big DFTX Is Going to BeThe highest-leverage bet in the whole market is not AI, it's LSD.AndyJul 26, 20261ShareLook, I’m not trying to convince you that psychedelics are the next big thing. I already did that. I’m trying to convince you that psychedelics, and in particular, LSD, and in particular Definium Therapeutics (which is the company behind DT120, Definium Therapeutics’ proprietary formulation of LSD) is going to make you rich.And I mean obscenely rich.And sure, I know what you’re thinking — with these premises I wouldn’t believe you either.So, let’s do some math (this article is going to be very short).Right now, Definium Therapeutics (ticker DFTX) is worth $5.731B. That’s 43.17 dollars a share times 132.74M shares.

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