Added to YB: 2026-07-14
Pitch date: 2026-07-10
CMPS [bullish]
COMPASS Pathways plc
-2.04%
current return
Author Info
No bio for this author
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
$1.8B
Pitch Price
$13.46
Price Target
45.00
Dividend
N/A
EV/EBITDA
-8.30
P/E
-4.43
EV/Sales
N/A
Sector
Biotechnology
Category
special_situation
Compass Pathways: A Structural Mispricing in Plain Sight?
CMPS: Psilocybin TRD therapy COMP360, 90%+ approval odds, NDA Q4'26, launch H1'27. Two positive Ph3 trials w/ 26-wk durability, Breakthrough/rolling review/CNPV + exec order. Mispriced ADR, no index, career risk. $13 vs $45 base case ($20-25 conservative) on TRD alone; PTSD/MDD upside. M&A optionality (AbbVie/Otsuka $1.2B deals). Downside severe if no approval.
Read full article (22 min)