Added to YB: 2026-04-21
Pitch date: 2026-04-17
CMPS [bullish]
COMPASS Pathways plc
Author Info
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Company Info
COMPASS Pathways plc operates as a biotechnology company that focuses on mental health in the United Kingdom and the United States.
Market Cap
$858.6M
Pitch Price
N/A
Price Target
19.00
Dividend
N/A
EV/EBITDA
-4.31
P/E
-2.16
EV/Sales
N/A
Sector
Biotechnology
Category
growth
Recap: Compass Pathways ($CMPS)
CMPS (new position): Phase 3 COMP360 synthetic psilocybin met endpoints in COMP005 (-3.6 MADRS) & COMP006 (-3.8 MADRS vs control); 40% non-responder remission on 2nd dose, 6mo durability shown. Rolling NDA filed, BT designation, FDA decision H1 2027, launch late 2027. Crystalline IP to 2040, integrates into existing interventional psych infrastructure. TRD TAM $2.33B→$3.36B by 2031. $350M cash, runway to early 2028. rNPV PT $19 (185% upside) on 70% PoS, 10% peak penetration, $6B peak rev. M&A target for AbbVie/JNJ. Risk: REMS restrictions, DEA delays. Q3 26wk data catalyst.
Read full article (6 min)