Professional
Added to YB: 2026-07-31
Pitch date: 2026-07-29
CMPS [neutral]
COMPASS Pathways plc
+5.95%
current return
Author Info
Pernas Research is a former CIO of a $3.5B fund that now share actionable stock research. 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
$10.92
Price Target
N/A
Dividend
N/A
EV/EBITDA
-6.15
P/E
-3.54
EV/Sales
N/A
Sector
Biotechnology
Category
growth
Pernas Research Passes On: COMPASS Pathways plc
CMPS (pass): Pre-commercial biotech developing COMP360 synthetic psilocybin for treatment-resistant depression (~4M US patients). Mkt cap $1.46B, price $10.9. Two positive Phase 3 trials, potential first-mover. Lilly's AtaiBeckley buy validates category; possible acquisition target. But pre-revenue, burning ~$50M/qtr vs $466M cash. Passing until scale commercialization clearer.
Read full article (1 min)