GHRS
GH Research PLC
stock NASDAQ

I wonder if ATAI shared with Lilly interim results for VLS 2b. It is still pretty odd to me. The patent situation is one that might have made them apt to close a deal - GHRS scored a big patent win in Europe, basically locking down 5-MeO for depression. It was challenged and upheld just recently. And GH is running the same playbook in the US as well.

Yeah, I’m thinking of holding HELP through the Phase 3 catalyst. Either the position gets crushed or I finally make some money on it. I’ve held it for so long at this point. Yeah GHRS also is the only European company. I wonder if they'd have an advantage on a different market later on

I own GHRS and HELP. I feel like GH has gone under the radar, and I strongly believe in GH001. Also feel like 5-meo-dmt got validation now after Atai deal. I like HELP and believe in HLP003, the upside potential is huge, but it has been frustrating owning this stock for some years.. Im holding my stocks, and not buying more at the moment. I also like DTFX and CMPS, but when i first started to invest in these stocks i chose GHRS and and HELP.

Trimmed all my long-term ATAI position. Still holding CMPS, DTFX, and a small GHRS position. Sold HELP a while back, which turned out to be one of my best decisions. Going forward, I’ll probably be shifting my focus toward semiconductors and laser/photonics companies.

I think we already have other evidence that the market reacts to big deltas. GHRS soared after their IIB reported a -15pt delta. The context made that number nearly meaningless, because it was at a Day 8 endpoint with a nocebo response in the control. Yet the stock doubled, at least initially. And we probably can't blame that on the naivety of retail because GHRS has high institutional holdings. There have been plenty of discussions here about how the DFTX results, when placed in context, don't mean as much as what was sold, but the narrative is stronger than a handful of people.
I do think it's probably true in saying the DFTX cap can be at least in part explained by the amazing job at selling (or spinning) that Definium has done. And CMPS' lack thereof can at least in part explain why they sit where they are. DFTX are definitely an outlier in this space. So maybe it's not really fair to compare them directly to CMPS. Also, I think Rob being their CEO helps them in ways we don't fully know.
Always appreciate your insights!