More Positive Momentum For Psychedelic Stocks

Today, I wanted to share another promising development from the Trump administration on psychedelic names. The development came yesterday, from the top of the administration and was little noticed by the market.

Recall earlier this week that President Trump signed an executive order aimed at accelerating research and access to psychedelic therapies, backing it with $50 million in federal funding and directing regulators to remove barriers that have long kept the entire category stuck on the sidelines.

I’ve been talking about psychedelic stocks for years. First, in January 2025, calling the psychedelic names “stocks to watch” for the year. Then, in July 2025, urging patience in these positions. Then again naming psychedelic names to my “stocks to watch” for 2026 and even going so far as to name the sector my “best idea” for 2026.

The market didn’t seem to notice yesterday when, in a televised interview, Marty Makary, the current FDA Commissioner, doubled down on Trump’s executive order on national television. He made it clear that the agency is no longer approaching psychedelic therapies as a fringe category.

His comments were notable not just for what was said, but how it was said. There was repeated emphasis on urgency, cutting “idle time” in the review process, accelerating decision-making, and treating these therapies as part of a broader national priority tied to mental health, addiction, and veteran care. When pushed on the success rate of ibogaine, he responded: “If you’re a veteran who’s been struggling with suicide and addiction and you’ve had a complete remission… your success rate is 100%.”

The FDA is signaling that it intends to move faster, while still maintaining safety standards. That distinction matters because, for years, the base case assumption embedded in these stocks was delay: long timelines, regulatory friction, and a slow, uncertain path through the traditional biotech approval process. “We expect… potentially by the end of the summer or fall, you could see the first FDA decision on one of those products,” he commented.

He continued...(READ THIS FULL ARTICLE HERE).

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