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Cannabis reclassification theme · 5 dossiers

Dossiers in the Cannabis reclassification theme cluster — 5 names moving on shared catalysts.

DormantLast produced 15 May 2026, 118 days ago — outside the 14-day window the model counts as current work.

All 5 are dated research with a published kill line — the level named in advance that would prove the call wrong.

All dossiers
ACB Aurora Cannabis Inc. MEDIUM The 2026-09-02 directors' circular came and went as a unanimous rejection with no raise, and Curaleaf reaffirmed 0.3463 shares plus US$0.75 cash the same day. The 2026-09-04 close of $3.95 sits just under the announced US$4.00, so the… Earnings inflection · M&A & special situations · Cannabis reclassification analysed · CMPS COMPASS Pathways Plc MEDIUM Clinical binary resolved 2026-07-07; what trades now is regulatory execution — rolling NDA completion guided Q4 2026, H1 2027 launch, $433.3M cash into 2028. The 2026-09-14 FDA hearing on supervised psychedelic administration is the only… Earnings inflection · Precision biotech & therapeutics · Cannabis reclassification catalyst · CGC Canopy Growth Corporation LOW The rescheduling binary CGC trades on came and went: the DEA hearing closed 2026-07-15 with no verdict, briefs due 2026-08-17 and the ALJ recommendation undated into H2 2026, likely litigated into 2027. Shares closed $0.89 on 2026-07-24,… Earnings inflection · Cannabis reclassification · Consumer discretionary rotation catalyst · HELP Cybin Inc. LOW Post-dilution CNS microcap re-firing with the psychedelic cohort (ATAI, CMPS all moving 2026-07-16) after a June social-velocity blowoff and a 10.3M-share secondary at $4.85. Both covering shops cut targets in July while holding Buy. No… Retail squeeze · Precision biotech & therapeutics · Cannabis reclassification catalyst · TLRY Tilray Brands, Inc. LOW Reform binary spent without resolving: the DEA hearing closed 2026-07-15 with only a 2026-08-17 briefing deadline and no ALJ timeline, so Schedule III is now an open-ended administrative process. TLRY printed a fresh 52-week low of $4.20… Earnings inflection · Cannabis reclassification · Consumer discretionary rotation analysed ·
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