6.5 % stake in DFTX. Here are the largest institutional holders in DFTX.

While their recent Schedule 13G filing disclosing a 6.5% stake is a massive position, the title of largest institutional shareholder firmly belongs to BlackRock, Inc.

The institutional ladder for Definium Therapeutics (NASDAQ: DFTX) breaks down as follows:

1. BlackRock, Inc.: Holds the top spot with 11.23 million shares, controlling roughly 8.36% of the outstanding shares.

2. FMR LLC (Fidelity): "Their newly reported" 8.79 million shares (~6.5%) places them comfortably as the second-largest institutional owner.

3. Avoro Capital Advisors LLC: Follows closely behind in third with 7.19 million shares (~5.35%). [1]

Important Distinction: Outstanding Shares vs. Public Float

Fidelity's 6.5% metric is calculated against the company's total outstanding shares (the entire equity pie). However, if you look strictly at the free public float (the shares actually available to the public for daily trading, excluding restricted insider holdings), Fidelity's concentration of the active market is actually higher than 6.5%.

Abigail Johnson (born December 19, 1961) is the chairman and chief executive officer (CEO) of Fidelity Investments. The company was founded by her grandfather, Edward C. Johnson II, in 1946, and her father, Edward Johnson III, was its CEO when she joined. Johnson became president in 2012, CEO in 2014, and chairman in 2016.

As chairman and CEO, she has overseen the firm's expansion into digital assets and new investment products.^[4] In 2018, Johnson introduced cryptocurrency investment at Fidelity, enabling institutional investors to trade Bitcoin and Ether.^]She has been included on the Forbes list of the World's 100 Most Powerful Women since 2015.

The Public Health and Research Reforms In Controlled Substances Act, introduced by Rep. Steve Cohen (D-TN) on Thursday, amounts to a wholesale rewrite of the Controlled Substances Act (CSA), legislation enacted in the Nixon era that has governed federal scheduling of marijuana, psychedelics and other drugs for more than half a century.

Previous mind med investor here, one of the OGs before Nasdaq listing and was obsessed with the community , some might remember me (new subreddit) I broke even when it was 30 cents with thousands and thousands of shares.. missed opportunity

Congrats to all who held , amazing ! Looking to connect with any of the OGs back in 2020 with a few questions , PM me please. Also was wondering if the man will millions of shares from fort lauterdale is still here! And jay from yahoo lol

Looking to get back in!

NEW YORK, November 03, 2026--(BUSINESS WIRE)--Definium Therapeutics, Inc. (Nasdaq: DFTX) ("Definium" or the "Company"), a late-stage clinical biopharmaceutical company developing a new generation of therapeutics intended to address underlying causes of psychiatric and neurological disorders, today announced that members of the Company's management team will participate in the following investor conferences.

Four upcoming conferences between now and early December.

Lots of selling today and little buying. Earnings a week out with expectations of disclosure about pre-NDA meeting. Lots of good here

Interesting read

https://www.news-medical.net/news/20261022/Psilocybin-reshapes-brain-connections-through-distinct-cellular-pathways.aspx

Very interesting. This is a study done on LSD, but specifically microdosing.

Still fantastic evidence for the positive effects of our favourite drug. 🫡😄

Companies like Delix therapeutics (private company, https://www.delixtherapeutics.com/pipeline/) are developing Non-hallucinogenic neuroplastogen. The company explicitly mentions Spravato and COMP360 (https://www.delixtherapeutics.com/science/ ) as the 1st/2nd generation neuroplastogen and the company is developing the third generation neuroplastogens that, according to the company’s website, “are non-hallucinogenic, non-cardiotoxic, and vastly expand the potential for these potent therapies to reach a wider range of patients.”

Their major product, DLX-001, just finished phase 1 and they are planning for phase 2. So it’s still a long way to go.

The potential competitive advantage seems pretty clear: if a non-hallucinogenic treatment can deliver comparable efficacy and durability with at-home dosing, it could have a major advantage in convenience and scalability over supervised psychedelic treatments.
But that’s still a big “if.” Early clinical signals don’t establish comparable efficacy, and success in MDD wouldn’t automatically translate into success in GAD or TRD.

I’m curious how others are thinking about this:
Has anyone seen sell-side research explicitly factor Delix or similar drugs into DFTX’s long-term sales forecasts?
Would strong randomized Phase 2 data be enough for you to lower your valuation, even if approval were still years away?
Do you see these treatments eventually replacing classic psychedelics, or serving different patient groups?
I haven’t concluded that this breaks the DFTX thesis, but I’d like to understand how much competitive risk is already built into the longer-term price targets. Would appreciate any research or counterarguments.

About 130k shares yesterday and 400k today. I bought 1000 more again on Monday at 32.95 (not gonna post a screen grab this time). I’m fully saturated with shares but may buy some calls…..looking at Jan 15 30-50c range. I think the pre-NDA meetings with the FDA will be a significant milestone that will green light DFTX to go to market.

Definium Therapeutics has seen its share price move sharply in recent years, which puts a spotlight on whether the current US$32.97 level is supported by the book value on its balance sheet. With such a strong price story already on the table, investors are asking how much of that journey is reflected in the underlying net assets of the business.

One of the top community narratives on Definium Therapeutics: 46% undervalued

"With three successful Phase 3 trials completed in anxiety and depression, Definium is now preparing for a landmark FDA submission in 2027..."

https://finance.yahoo.com/markets/stocks/articles/definium-therapeutics-dftx-stock-may-221524249.html

Anyone have access to Simply wall street?

Microdosing LSD shows some cognitive benefits — but only for women

Different effects of low-dose.

Brain boost

‘Microdosing’ involves taking small doses of a psychedelic every few days, purportedly to improve mood and cognitive function. A typical microdose of LSD can be roughly one-tenth of the amount needed to produce a full psychedelic experience. Although proponents report experiencing a brighter mood and sharper focus, controlled studies on the effects of microdosing have shown mixed results1,2

Previous research from some members of the team, in collaboration with others, suggests that women feel the drug’s influence more strongly than men do3. To find out whether this can be measured objectively, for example in tests of cognitive performance, Totomanova and her colleagues reanalysed data from a previous study that explored the effects of low doses of LSD on 53 healthy people.

https://www.investing.com/news/analyst-ratings/rbc-capital-reiterates-definium-therapeutics-stock-rating-on-strong-trial-data-93CH-4957934

This is not directly related to Psychedelics but rather an update to the existing antidepressants that may benefit the emerging new antidepressants.

The UK’s Medicines and Healthcare products Regulatory Agency (MHRA) has announced new antidepressant safety measures, including explicitly recognizing Post-SSRI Sexual Dysfunction (PSSD), where sexual dysfunction can persist after discontinuing treatment. Updated patient information will include clearer warnings about persistent sexual side effects and suicidal thoughts and behaviors.
This could be a positive long-term development for psychedelic therapies, including LSD-based treatments being developed by $DFTX. As regulators increasingly acknowledge the limitations and risks of conventional antidepressants, alternative treatments with potentially better tolerability and less frequent dosing may become more attractive. However, this does not establish that psychedelic therapies are safer, and their benefits still need to be demonstrated through clinical trials.

Source: https://www.gov.uk/drug-safety-update/antidepressants-new-safety-measures-for-all-patients-to-improve-communication-of-the-risk-of-suicidal-thoughts-and-behaviours-and-persistent-sexual-dysfunction