DFTX
Mind Medicine (MindMed) Inc.42.30post−$0.02 (−0.05%)at close +$0.00 (+0.00%)
as of 08:02:44 UTCnext report Aug 6 · tomorrow
Earnings Room‹ back to DFTX
The report
fiscal Q2 2026 · from the company's noticeAug 6after close1day out
Expected movement
market-implied · at the Aug 4 close±9.9%is what the chain prices for this report itself, with the ordinary drift of the days around it taken out. Not a view we hold.
The full straddle prices ±17.7% over the 17 days to expiry; the rest of that is everyday movement, which the chain prices at 101% annualized.
expiry Aug 21 · first after the reportATM strike 42straddle 8.80ATM IV 122% vs 110% at Sep 18× 0.85 straddle-to-rangespot 42.30
Blast radius
1 linked · N-PORT + EDGARIf DFTX moves ±17.7% over this report, these carry part of it. Fund rows are arithmetic on published holding weights — what an index fund does by construction. Company rows are ranked by disclosed tie strength.
Positioning
4 expiries · as of the Aug 4 closeContracts already committed, not just traded today — puts against calls, sized by expiry. The tick is today's volume moving against that stance; the arrow, how much built up since the prior session.
OI ΔPutsOI
ExpiryOICallsOI Δ
▼ −0%8.9k
Aug 21
17d
18.3k▲ +1%
▲ +2%6.1k
Sep 18
45d
7.1k▲ +1%
▲ +0%
730
Dec 18
136d
1.4k▲ +0%
▲ +8%2.4k
Jan 15
164d
19.6k▲ +0%
The record
expected in pale · actual in full color0/2reports moved further than the options market had pricedtypically ±2.9% realized vs ±11.3% priced
May 7 '26±9.7%→−5.0%×0.51
Feb 26 '26±12.9%→+0.9%×0.07
Jan 12 '26+0.3%
Nov 6 '25+3.2%Nov 7 '25
Oct 29 '25+3.7%Oct 30 '25
Jul 31 '25−7.2%Aug 1 '25
May 8 '25−2.0%
Mar 6 '25+3.6%
pale = implied the day beforeink = the next day's close× = realized ÷ implied
2-quarter memory
Q1 FY26 · reported -0.71 · rev $0
record note
The note composes when the report lands. Nothing is written for a quarter that hasn't been read.