Biotech Conference Coverage Week 2 Day 2 part 4 - COMPASS Pathways plc

CMPS (update): COMPASS Pathways is approaching a potential first-in-class psychedelic launch, with portions of COMP360’s rolling NDA under FDA review, completion expected in Q4 2026 and a possible H1 2027 launch. Management’s central adoption argument is an estimated two to four annual sessions versus roughly 25–50 Spravato administration days. The key efficacy debate is the three-to-four-point placebo-adjusted MADRS benefit; FDA timing remains dependent on FDA action, while reimbursement and launch execution are key variables.

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