The Gut-Brain Highway: How Fecal Transplants, Microbiome Therapeutics, and a Psychedelic Compound Are Converging on a $1 Billion Neurological Frontier

• The Problem: Neurological diseases — Parkinson’s, Alzheimer’s, autism, treatment-resistant depression — affect over 1 billion people globally, and the pharmaceutical industry has spent decades treating the brain while ignoring the organ that regulates it.

• The Solution: The gut-brain axis — a bidirectional communication highway running through the vagus nerve, the enteric nervous system, and the microbiome — is now the frontier of neurological medicine. FMT is the blunt instrument. Engineered live biotherapeutics are the precision tool. Psilocybin is the wildcard that ties the serotonin thread together.

• The Opportunity: The microbiome therapeutics market is growing from ~$255 million in 2026 to over $1 billion by 2030 at a 35% CAGR. The single most actionable investment in this space right now is a psilocybin company with two positive Phase 3 trials and an NDA sitting at the FDA.

• The Thesis: BULLISH on COMPASS Pathways (CMPS) as the highest-conviction gut-brain …

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