4: MindMed Deep Dive PART 2 - HealthMode Acquisition and other follow-up
This is part two of my MindMed Deep Dive. The primary focus of this video is an analysis of MindMed's acquisition of HealthMode. I also clear up a few things from the last video.
Did the HealthMode acquisition make sense for MMED?
What are their true AI / ML capabilities?
Did I sell any shares after the last video?
Clarification on my opinion on Departures Capital.
Part 1 is here (https://youtu.be/cfqdvm_Bz-w).
Brom on Twitter:
Brom's personal website:
0:00 - Intro
1:15 - Disclaimer
1:35 - Why didn't i talk about HealthMode
2:15 - Why are my MMED holdings
3:30 - What would make me change my mind / position?
5:30 - Clarification on Departures Capital
9:30 - Clarification on JR
10:10 - HealthMode
11:15 - HealthMode Press Release
13:45 - HealthMode CoFounders: Dan Karlin and Bradford Cross
19:00 - JR & Dan Karlin history
21:00 - Looking at HealthMode's website
23:00 - Pooply
24:30 - HealthMode Pipeline
26:00 - AI and Machine Learning
29:30 - JR interview about HealthMode
31:30 - Virtual Trip Sitting?
33:00 - Accelerate MindMed Clinical Trials?
33:30 - Digital Mental health?
35:00 - Is this distracting for MindMed?
35:30 - Charitable interpretation of this acquisition
36:15 - Looking at the MindMed Investor Deck
37:15 - Liechti Lab is LEGIT
39:35 - Looking at the Albert HealthMode slides
43:00 - Conclusion