Forecast Ledgerinterventional psychiatry and psychedelic medicineQuoted, dated predictions scored against public outcomes under one written method. Every score links to the words, the rule and the evidence.

Pending · due 1 Jul 2027

Rules 1.1.0 · as of 14 Sep 2026

Quote

“My personal view: BPL-003 has the potential to be a massive blockbuster drug!”
· atai Life Sciences – Strong Phase 2b topline data for BPL-003 (5-MeO-DMT) and further strategic backing · own post

After summarizing the BPL-003 Phase 2b topline data.

Intake

EventA proposition written from a template on the asset, with a resolution criterion and a named public source, before the outcome is looked up. The same event resolves every person's items on it. Method ›
BPL-003 annual sales at or above US$1 billion
AreaOne of five topic classes: regulatory decisions, clinical trial outcomes, company and market outcomes, payer and policy, practice adoption. Every event has one area. Method ›
Company and market outcomes
DeadlineThe date by which the event must happen for the item to be true. It comes only from the person's words through the anchor table. Method ›
None stated · undated panelItems with no deadline in the person's words, scored on a uniform 24-month window from the statement date. Part of the headline panel since rules 1.1.0; also shown on its own. Method ›, 24-month window to 1 Jul 2027
Probability
0.50 LexiconThe fixed five-bin table that turns a phrase into a probability. The strongest phrase in the claim sentence decides; coders never read tone. Method › · binOne of five lexicon steps: A 'will' 0.90, B 'probably' 0.70, C 'may' 0.50, D 'unlikely' 0.30, E 'never' 0.10. A stated number goes to the nearest bin for calibration only. Method › C · “has the potential to be a massive blockbuster drug”
Base rateThe probability a published external study gives an event of that class and stage, fixed at intake. Halved when the item window is shorter than the class median time to decision. Never learned from the ledger's own items. Method ›
None in the table
Tags
affiliated, retrospective
Coder BCohen's kappa: agreement between two coders beyond chance, from -1 to 1. Reported for admit, event, deadline, bin and asserts from the second-coder match test. Method ›
admittedA statement that passed intake: sincere, the person's own claim, forward-looking, inside the five areas, and not excluded by a reason code. Only admitted statements become items. Method › · event E-0105 · deadline none · bin C
Registry entry

Annual net sales of BPL-003 (intranasal 5-MeO-DMT) are at or above US$1 billion in a calendar year, per the sponsor's reported financial results.

Resolved on the named data series only: worldwide net product sales of BPL-003 (intranasal 5-MeO-DMT, mebufotenin) reported by its sponsor, licensee or successor in audited annual financial statements filed with the SEC. TRUE for the first reported financial year in which those net sales are at or above US$1,000,000,000. The threshold is the blockbuster number the word 'blockbuster' names, so it resolves as binary at US$1 billion with no band. Milestone payments, upfront licence fees, collaboration revenue and non-BPL-003 product sales do not count. FALSE at the deadline when no reported year reaches the threshold. If no such sales figure has published 12 months after the deadline, the event is unresolvable. Realized values are stored, not scored.

Resolution source: Sponsor annual report filed with the SEC (EDGAR); sponsor results press release as a secondary source

Readings: 'Blockbuster drug' is read at the standard industry definition: annual net sales at or above US$1 billion.; 'Has the potential to be' is a hedge on likelihood, not a separate condition; the event is the sales threshold itself.; The event is written on the asset BPL-003, so a change of sponsor name, a licence or an acquisition does not void it.

How to read
The event, criterion and deadline were written at intake, before the outcome1 if the registry event happened on or before the item's deadline, 0 if it did not. Written by a resolver who never sees p. Method › was looked up. Coder B coded the statement independently.

Coder A

Resolution

State
PendingAn item whose deadline has not passed. Counted, never scored. Method ›
Effective deadlineAn item enters the score only when its deadline has passed and the outcome is true or false. A claim already known true still waits for its deadline. Method ›
1 Jul 2027
Outcome1 if the registry event happened on or before the item's deadline, 0 if it did not. Written by a resolver who never sees p. Method ›
not occurred · checked through 14 Sep 2026
Resolver note
BPL-003 has no marketing approval anywhere and therefore no net product sales in any reported financial year. Drugs@FDA holds no application for mebufotenin or BPL-003 at checked_through. The sponsor started the two pivotal Phase 3 studies, ReConnection-1 and ReConnection-2, in Q2 2026 and guides their topline readouts to early 2029, so the first possible approval is later still. Eli Lilly completed its acquisition of AtaiBeckley on 2026-09-11; the event follows the asset, so Lilly filings are now the series to read. realized_value is 0: no annual net product sales figure exists for BPL-003.
BrierThe squared gap between a probability and the outcome, (p - o)^2. 0 is perfect, 0.25 is the constant coin flip, 1 is confidently wrong. Lower is better. Method ›
Not scored
How to read
State at window close; the outcome comes from the registry, the score from the rule.

Registry

Timeline

1 claim against 23 events in the field.

saiddueevent
20 Aug 2025 · Lykos Therapeutics: Lykos names former Point72 capital markets head Nick McEntire as president under28 Aug 2025 · Lykos Therapeutics / Resilient Pharmaceuticals: Lykos Therapeutics rebrands as Resilient Pharmaceuticals following the Gracias-l22 Oct 2025 · Mindbloom: A wrongful-death lawsuit is filed against at-home ketamine provider Mindbloom ov31 Oct 2025 · MindMed: MindMed closes an upsized underwritten public offering after positive phase 3 pl5 Nov 2025 · AtaiBeckley: atai and Beckley Psytech complete their combination to form AtaiBeckley; a $150M19 Nov 2025 · Done Global: A federal jury convicts Done founder Ruthia He and clinical president David Brod17 Dec 2025 · Done Global: A federal grand jury indicts Done Global itself over the alleged $100M Adderall 5 Jan 2026 · Cybin / Helus Pharma: Cybin rebrands as Helus Pharma and moves its US listing to Nasdaq under ticker H12 Jan 2026 · MindMed / Definium Therapeutics: MindMed rebrands as Definium Therapeutics (Nasdaq: DFTX from Jan 15) and guides 21 Jan 2026 · Johnson & Johnson (Spravato): J&J full-year 2025 results show Spravato sales of about $1.7B, with Q4 2025 up 618 Feb 2026 · Compass Pathways: Compass prices a $150M public offering the day after COMP006 topline; with warra1 Mar 2026 · Alto Neuroscience: Alto closes a $120M private placement led by Commodore Capital at $20 per share,17 Mar 2026 · Neuronetics: Neuronetics appoints Dan Reuvers as CEO as 2025 revenue nearly doubles after the7 Apr 2026 · Neuronetics: Neuronetics' top shareholder says the company has 'chronically underperformed' a29 Apr 2026 · GH Research: GH Research prices a $117.5M underwritten offering at $18 per share to fund the 13 May 2026 · Compass Pathways: Compass Q1 2026 update: rolling NDA sections already submitted, final submission25 Jun 2026 · Definium Therapeutics: Definium closes an upsized $805M public offering at $34 per share three days aft25 Jun 2026 · Helus Pharma: Helus completes a $50M underwritten offering, lifting cash to about $207M ahead 8 Jul 2026 · Done Global: Done founder Ruthia He is sentenced to 72 months in prison and fined $90M for th15 Jul 2026 · Johnson & Johnson (Spravato): J&J Q2 2026 results show Spravato sales of $584M, up 25% quarter over quarter an16 Jul 2026 · Eli Lilly / AtaiBeckley: Lilly agrees to acquire AtaiBeckley for $6.75 per share cash plus a CVR of up to3 Aug 2026 · Helus Pharma: Helus Pharma appoints Michael Halstead as chief executive officer ahead of its p11 Sep 2026 · Eli Lilly / AtaiBeckley: Eli Lilly completes its acquisition of AtaiBeckley, taking BPL-003 and VLS-01 inELI LILLY / ATAIBECKLEY: ELI LILLY COMPLETES ITS ACQUISITION OF ATAIBECKLEY, TAKING BPL-003 AND VLS-01 INBPL-003 ANNUAL SA…BPL-003 annual sales at or above US$1 billion · stated 1 Jul 2025BPL-003 annual sales at or above US$1 billion · restated 1 Jul 2025 · p 50%50%TODAY20262027

Company and market outcomes