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CMCMPS

COMPASS Pathways plc

$CMPS·$1.8B·Biotechnology·Healthcare
$12.96-2.0%YTD+85.1%1Y+120.8%
Price updated 17m ago·X counts updated 2d ago
CMCMPS
$CMPSCOMPASS Pathways plc
$12.96-2.04%117 posts0.9×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $CMPS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

117X posts · last 7 days
Sep 11Sep 27
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $CMPS's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data12 posts analyzed · as of 2026-09-16

Compass posters are celebrating the 52-week COMP005 data showing a 13-point MADRS improvement, 40-45% response, and ~30% remission a full year out in treatment-resistant depression, with the rolling NDA on track for Q4 filing and a first-half-2027 launch target. Bulls call it the durability answer regulators and payers have been waiting on, and note the crossover cohort reproduced the effect outside the blinded phase. The one caution — Part C being open-label — is inside the bull posts themselves, not from a bear camp.

Read what X is saying about $CMPS

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CMPS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-09-28

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

COMPASS Pathways just delivered COMP005 52-week durability data — the psilocybin depression platform has the NDA-filing catalyst dated Q4.

COMPASS Pathways is a UK-based mental health biotech developing COMP360 psilocybin for treatment-resistant depression — a truly novel modality now approaching regulatory filing. The stock is up 87% YTD.

  • The COMP005 52-week durability data is the whole story: a 13-point MADRS improvement, 40-45% response, and ~30% remission a full year out in TRD patients is the specific data package regulators and payers needed on durability.
  • The rolling NDA is dated: on track for a Q4 filing with a first-half-2027 launch target — this is a specific timeline that gives the tape something concrete to trade against.
  • The bulls' honest self-caution is Part C being open-label: crossover cohort reproduced the effect outside blinding, which is legitimate reassurance, but the open-label limitation is exactly what regulators focus on.

Q3 earnings on Nov 3 is bracketed by the Q4 NDA filing — a clean quarter plus firm filing timing extends the coil up; any NDA-timing slip or a regulatory-question surprise and the stock gives back a piece of the 131% T12M run.

Agrees with X sentimentX bulls celebrate the COMP005 52-week durability data, the rolling NDA Q4 track, and the H1 2027 launch target — every one is real and dated. The honest bull self-caution on the Part C open-label design is fair, and the crowd is disciplined about it.

What to watch: Q3 earnings on Nov 3 bracketed by the Q4 NDA filing — a clean quarter plus firm filing timing extends the coil up; any NDA-timing slip or a regulatory-question surprise and the stock gives back a piece.

On the calendar: 2026-11-03 — Q3 earnings

comp005 52wk dataq4 nda filingopen label limitation

Read the AI verdict on $CMPS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Mental health biotech developing COMP360 psilocybin therapy for treatment-resistant depression, in Phase IIb/III clinical trials.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $CMPS.

Biotechnology · Healthcare

No material change from last week — mRNA oncology platform remains the structural driver.

What this means for $CMPS

Neutral — Mental health biotech developing COMP360 psilocybin therapy for treatment-resistant depression, in Phase IIb/III clinical trials.

Top industry ETF

$IBBiShares Biotechnology ETF
+24.4%YTD
+48.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-6.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-44.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
0.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-11.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-151%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
0.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$-0.36$-0.46+21.7%
Q1 2026May 13, 2026$-0.30$-0.45+33.3%
Q4 2025Mar 24, 2026$-1.00$-0.41-143.9%
Q3 2025Nov 4, 2025$-1.44$-0.40-260.0%
Next earningsTue, Nov 3·consensus EPS $-0.36

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$0———$0.70$-47.9M
Q4 FY25$0———$-1.00$-37.8M
Q3 FY25$0———$-1.44$-35.1M
Q2 FY25$0———$-0.41$-38.7M

Forward consensus

5-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.0M$718K – $4.9M-$2.25-$3.00 – -$1.407
FY27$32.9M$7.5M – $92.4M-$1.66-$2.94 – -$0.8912
FY28$213.6M$62.4M – $547.2M-$1.17-$3.30 – $0.1612
FY29$450.2M$161.6M – $1.1B$0.00$0.00 – $0.0010
FY30$788.1M$282.9M – $1.9B$1.41$0.24 – $4.056

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.76%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+34.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 129.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.555-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 9 other (8 awards · 1 inkind) in window

See when $CMPS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

S-3ASRAuto-shelf registrationAug 5S-3ASR
AI summary

CMPS filed a S-3ASR (automatic shelf) registration statement with the SEC. As a Well-Known Seasoned Issuer, the registration is effective immediately upon filing. A shelf registration gives CMPS flexibility to issue debt, equity, or hybrid securities when market conditions are favorable. Filing does not indicate imminent capital raising.

8-KPress release / Reg FDJul 78-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Compass Pathways plc (England & Wales) announced 26-week results from its second Phase 3 trial (COMP006) of COMP360 (synthetic psilocybin) for treatment-resistant depression (TRD) on July 7, 2026. In approximately 600 TRD patients, 39% of participants in the 25 mg arm achieved ≥25% reduction in MADRS by week 6 and maintained durable response through week 26 — up from 25% in the first Phase 3 trial (COMP005). The patient population was highly chronic (average depressive episode >3 years, >6 lifetime episodes). These Part B results confirm both rapid onset and durable efficacy, materially strengthening the regulatory dossier for COMP360 ahead of a potential BLA submission.

3New insider — initial holdingsMay 293
AI summary

Kathleen Tregoning joined Compass Pathways PLC's board of directors effective May 27, 2026, and reports no securities beneficially owned. Routine initial Section 16 disclosure for this new director at the UK-listed psychedelic medicine company focused on psilocybin-based mental health treatments.

8-KShareholder voteMay 288-K — Item 5.07: Shareholder vote
AI summary

Compass Pathways held its 2026 Annual General Meeting on May 27, 2026, with 58,880,058 shares represented. Justin Gover was re-elected as a director with 58,630,954 votes in favor and 146,737 against (99.75% approval). Additional proposals including other director elections and routine corporate matters were also voted upon; full vote tallies for remaining proposals are included in the filing. The strong re-election of Gover, the company's CEO, signals continued board support for Compass Pathways' clinical development strategy in psychedelic medicine.

+ 7 other (2 earnings 8-Ks · 2 10-Qs · 1 13G · 1 ARS) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Compass Pathways Targets Q4 COMP360 NDA Completion, Eyes 2027 Launchmarketbeat.com·5d agoCompass Pathways Eyes 2027 COMP360 Launch as FDA Review Advancesdefenseworld.net·6d agoCompass Pathways Targets 2027 COMP360 Launch After Positive Phase III Depression Datamarketbeat.com·7d agoCompass Pathways Eyes 2027 COMP360 Launch as FDA Review Advancesmarketbeat.com·7d agoCompass Pathways Eyes 2027 COMP360 Launch as FDA Filing Nearsmarketbeat.com·8d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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