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The "Big 4" psychedelic compound-based drug discovery stocks fell 14% last week. The stocks are focused on developing therapies for mental health disorders and addiction/substance abuse. The companies included in the portfolio are GH Research PLC, COMPASS Pathways, Usona Institute, and Mind Medicine (MindMed). The stocks fell due to technical breakouts, bullish analyst sentiment, and momentum-driven inflows despite conflicting valuation models.

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