Les grands groupes pharmaceutiques viennent de commencer à racheter des entreprises psychédéliques.
« Par », dit le corbeau
Big Pharma Just Started Buying Up Psychedelic Companies
Submitted by QTR's Fringe Finance
Massive validation for psychedelics…not as drugs, but as investments could be moments away. Just months after I argued for the millionth time that psychedelic drug developers were likely to become acquisition targets as the sector gained legitimacy, it looks like the first major domino may finally be falling.
According to a Bloomberg report published moments ago, Eli Lilly is in talks to acquire AtaiBeckley, one of the leading developers of next-generation psychedelic therapies. While nothing is finalized, Bloomberg reports a deal could be announced as soon as this week, with Lilly negotiating at a premium to AtaiBeckley’s roughly $2 billion market value.
If this transaction gets across the finish line, I don’t think it’ll be remembered as an isolated acquisition. I think it’ll be remembered as the moment Big Pharma officially entered the psychedelic arms race.
I’ve been writing for well over a year that investors were dramatically underestimating how this story would unfold. Most people focused exclusively on whether psychedelic drugs would work. I was far more interested in what would happen once they did.
Back in January when absolutely no one was talking about the sector, I officially hung my balls out there and name it my “Best Idea” sector for 2026. I argued that these companies didn’t need everything to go right. They simply needed legitimacy. Once regulators, clinicians and large pharmaceutical companies accepted these therapies as real medicine instead of fringe science, today’s tiny clinical-stage companies could quickly become strategic assets.
That thesis suddenly looks a lot less theoretical. According to Bloomberg, Lilly has been quietly evaluating the psychedelic space for some time. The acquisition target makes perfect sense.
While the company has become synonymous with obesity drugs over the last several years, many investors forget Lilly built one of the most successful antidepressants in history with Prozac and has continued investing heavily in neuroscience, Alzheimer’s disease and non-opioid pain therapies. Psychedelics are simply the logical next frontier…and I’ve constantly argued they could be a threat to antidepressants.
None of this should come as a surprise to longtime readers.
Just weeks ago, one of my “26 Stocks to Watch for 2026,” Definium Therapeutics, exploded higher after reporting successful Phase 3 results for its LSD-based treatment for major depressive disorder.
The stock surged more than 60% in one session and roughly tripled from where it began the year. When I wrote about those results in June, I reminded readers that my bullish thesis on psychedelics had never been based solely on clinical efficacy. It was based on legitimacy.
I’ve been pounding the table on psychedelic companies since early 2025 because I believed the science was continuing to improve while Washington’s posture toward the sector was quietly changing underneath the surface.
I was writing about these stocks 18 months ago, first in January 2025, calling the psychedelic names “stocks to watch” for the year. Then, in July 2025, urging patience in these positions: Being Early—And Patient—In Psychedelics
Earlier this year I argued that Robert F. Kennedy Jr.’s Department of Health and Human Services would likely...(READ THIS FULL ARTICLE HERE).
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