Analyzing the atai Life Sciences IPO

Business Trip

Today's episode features three experts, Josh Hardman, Michael Haichin, and Graham Pechenik as they analyze atai’s S-1 in advance of their IPO.
In this episode, we discuss:

• How atai went from idea to IPO in 3 years
• An overview of atai’s drug development programs and enabling technologies
• The platform’s strategy and risks

Links to topics in this episode:
Atai life sciences
Etifoxine
Esketamine & arketamine
Atai’s S-1
Psychedelic Pharmacist Association
Calyx Law
Psilocybin Alpha, Noetic Fund
kratom, Salvinorin A, BNC210, mitragynine
Mike Novogratz, Christian Angermayer, George Goldsmith, Ekaterina Malievskaia, Peter Thiel
PureTech Health, Akili Interactive Labs
BT’s DemeRx Episode
Viridia Life Sciences, EmpathBio, Kures, Recognify Life Sciences
Read the transcript here.
Watch episode 9 on YouTube.
Created by Greg Kubin and Matias Serebrinsky
Host: Matias Serebrinsky
Produced by Jonathan A. Davis & Zack Frank
Marketing by DaisyMae VanValkenburgh

Find us at businesstrip.fm
Follow us on Instagram and Twitter!

Theme musi

Chapters

1. Intro (00:00:00)

2. Matias intro all guests (00:00:51)

3. Start of Interview (00:03:49)

4. Why start atai now? (00:05:19)

5. Genesis of atai (00:06:53)

6. atai's business model (00:10:03)

7. risks & rewards of atai's approach (00:14:21)

8. Composition of matter & data exclusivity (00:17:22)

9. atai's 10 development programs & 6 enabling technologies (00:19:42)

10. DemeRx IP strategy thoughts (00:23:50)

11. atai non psychedelic programs (00:33:23)

12. atai SI risks (00:41:08)

13. IP risks (00:44:18)

14. Patent Litigation (00:46:05)

15. Matias' Wrap Up (00:48:25)

16. Follow us on Twitter (00:49:17)

17. Follow us on Instagram (00:49:17)