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ACADIA's deuterated ketamine metabolite, Helus Pharma's deuterated psilocin, and the entire esketamine franchise are the same move: take a known psychoactive molecule and re-engineer its pharmacokinetics. The mechanism stopped being the contest. Deployability is.
The voucher list does the talking. The same FDA that issued the Lykos CRL still issued the vouchers, and it sent them to programs whose methods it considers defensible. Sponsors who hear political acceleration as scientific accommodation will misread it as the field misread the original draft guidance, and pay the same kind of price.