The Integration Conversation
The Integration Conversation
brom
12: Interview with Ronan Levy of Field Trip Health - Psychedelic Clinics, Novel Molecules, Digital Therapeutics & Field Trip Stock
1 hour 4 minutes Posted May 8, 2021 at 9:19 am.
intro  
interview starts here, Field Trip overview  
how big could the Field Trip clinic network get? 
how busy are Field Trip's existing clinics? 
how does Field Trip stay competitive in the crowded clinic market? 
are in-home therapies (ala MindMed & Mind Bloom) a threat to Field Trip's clinics? 
will Field Trip offer in-home therapies? 
are Compass Pathway's patents a threat to Field Trip's clinic business? 
how will Field Trip work with insurance and bring costs to patients down? 
will psilocybin replace ketamine?  what about FT-104? 
are Field Trip's clinics profitable?  
Field Trip's psilocybin research center in Jamaica 
is natural psilocybin superior to Compass Pathway's synthetic psilocybin?  
Field Trip's novel drug research pipeline 
FT-104 approval timeline  
will FT-104 be available outside of Field Trip clinics? 
Field Trip's digital therapeutics  
are people using the "Trip" app? 
how will the "Trip" app be monetized?  
Field Trip's partnership with Whoop  
is Field Trip undervalued?  / words of caution about stock promotion campaigns in the psychedelic space 
is the psychedelic research space overcrowded?  
Ronan's closing thoughts / interview end 
Brom's post interview commentary   
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Show notes
šŸ„ Field Trip Health is the largest publicly traded, vertically integrated psychedelics company on the market.  Field Trip has a rapidly growing network of ketamine clinics and is developing novel psychedelic molecules and digital therapeutics.  In this deep dive episode, we interview Ronan Levy, the cofounder and executive chairman of field trip.  Ronan tells us:  
How Field Trip stays competitive in the increasingly crowded clinic landscape   
If Compass Pathway's aggressive patenting is a threat to Field Trip's business 
If MindMed's vision of virtual trip-sitting is realistic   
How investors should think about psychedelic companies that aggressively promote their stock 
Why Field Trip may be undervalued relative to its peers  
And much more    
šŸ“ŗ Watch the video on YouTube:  https://youtu.be/8gtyZ8DWwNo
šŸ“ My notes on psychedelic investing:  https://brompersonal.s3-us-west-2.amazonaws.com/assets/broms-notes-psychedelic-investing.pdf   
šŸŽ§ Listen on Spotify and other podcast platforms:  https://anchor.fm/bromtalks   
🐦 brom on twitter:  https://twitter.com/therealbrom 
šŸŽ‡ Clips and other stuff on Instagram:  https://instagram.com/bromtalks 
šŸ’Œ Email:   [email protected]   
Disclaimer:  This video is not financial advice.  Brom holds shares in Field Trip Health, Mind Med, Cybin and Compass Pathways.