Mgmt Breakfast: LSD Psychedelic Could Show Profound/Durable Data in June 2026

研报英文原文证据摘录

Mgmt Breakfast: LSD Psychedelic Could Show Profound/Durable Data in June 2026

Definium Therapeutics Inc (DFTX)

Equity Research

June 9, 2026

Exhibit 9 - DFTX Proactively Tested a Checklist that Could Shorten in Clinical Durations to 5-8 Hours in the Real

World

.

Source: Company reports

Exhibit 10 - Psychological Support or Psychotherapy Allowed in Potentially Pivotal Phase II/III Psychedelic

Trials

Drug Study Name Indication Stage Clinical Trial # Psychological Support or psychotherapy?

COMP001 TRD Phase IIb NCT03775200

COMP360

COMP005 TRD Phase III NCT05624268 "Psychological support"

(oral psilocybin)

COMP006 TRD Phase III NCT05711940

MMED008 GAD Phase IIb NCT05407064

GAD Phase III NCT06741228 DT120 Voyage

Panorama GAD Phase III NCT06809595 "Psychotherapy is not offered in our studies"

(oral LSD)

Emerge MDD Phase III NCT06941844

Ascend MDD Phase III -

BPL-003 BPL-003-201 TRD Phase IIb NCT05870540 "Psychological support"

(intranasal 5-MeO-DMT)

Monotherapy TRD Phase IV NCT04599855

Spravato TRANSFORM-3 TRD Phase III NCT02422186 Not specified

(intranasal esketamine) TRANSFORM-2 TRD Phase III NCT02418585

TRANSFORM-1 TRD Phase III NCT02417064

Midomafetamine MAPP1 PTSD Phase III NCT03537014 "Integrative therapy sessions"

(oral MDMA) MAPP2 PTSD Phase III NCT04077437

HLP003 APPROACH Adj. MDD Phase III NCT06564818 "Psychological support"

. (oral d-psilocin) EMBRACE Adj. MDD Phase III NCT06793397

Source: Jefferies, Company reports

Anticipated Staffing/Monitoring Requirements for DT120

Session dynamics and site economics favor DT120 over Spravato. (a) In Phase III, DFTX uses

an 8-hour observation window with a streamlined 8-criteria checklist (down from 23 in Phase II)

administered hourly starting at hour 5. Management sounds comfortable that patients could be