Added to YB: 2026-05-19
Pitch date: 2026-05-16
CMPS [bullish]
COMPASS Pathways plc
Author Info
HatedMoats identifies hated moats. I buy companies when the market panics. Contrarian investor focused on quality, value & long-term growth. Sign up for the newsletter.
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
$1.5B
Pitch Price
N/A
Price Target
55.00
Dividend
N/A
EV/EBITDA
-6.20
P/E
-6.05
EV/Sales
N/A
Sector
Biotechnology
Category
growth
Compass Pathways: Deep Dive Analysis
CMPS: Psilocybin for TRD w/ 2 positive Phase 3 trials (COMP005 & COMP006 -3.6 & -3.8 MADRS difference vs placebo, p<0.001), rolling NDA underway, final submission Q4 2026. FDA Breakthrough designation + CNPV pilot. $466M cash funds ops into 2028. Bull: $750M-$1.2B 2030 rev, $30-55 PT (+182-418%). Base: $250-500M rev, $14-25 PT (+32-135%). Bear: <$100M rev, $3-8 PT (-72% to -25%). Risks: 6hr monitored sessions vs shorter rivals, REMS, reimbursement, DEA scheduling. Buy
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