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CMCMPS

COMPASS Pathways plc

$CMPS·$1.8B·Biotechnology·Healthcare
$13.45+1.2%YTD+68.6%1Y+217.2%
Mentions · last 7 days
2026-08-07: 13 posts2026-08-08: 4 posts2026-08-09: 3 posts2026-08-10: 20 posts2026-08-11: 13 posts2026-08-12: 28 posts2026-08-13: 7 posts89-17%
Price updated 1d ago·X counts updated 2d ago
CMCMPS
$CMPSCOMPASS Pathways plc
$13.45+1.20%89 posts-17%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $CMPS, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventAcceleratingAI verdict · as of 2026-08-15

The move is getting stronger, with heavier trading behind it.

COMPASS Pathways is the psilocybin therapy leader — 2027 COMP360 launch target, VA study, +217% YoY, $400k Sept 15 call flow.

COMPASS Pathways is the leading clinical-stage psychedelic-mental-health biotech developing COMP360 (psilocybin) for treatment-resistant depression and PTSD — the equity is a real catalyst-play on the specific 2027 launch pathway.

  • The 2027 COMP360 launch target is the specific dated catalyst: FDA filing is advancing on the timeline, which is the exact narrative that drove the +217% YoY move at 83% of 52w range.
  • VA study collaboration announced (8/6): Compass working with US Department of Veterans Affairs for investigational psilocybin study — that's the specific institutional-validation event that expands the potential commercial pathway.
  • Options tape is loud: $400k Sept 15 call flow — that's genuine event-positioning ahead of the September/October data cadence, and typical of catalyst-play pre-launch names.
  • The STIM partnership adds commercial infrastructure: $CMPS x $STIM psychedelic rollout ahead of BLA. Q2 EPS -$1.88 vs -$0.46 (-309%), but revenue $0 — accounting noise, typical pre-commercial biotech.
  • Position at 83% of 52w and +57% above 200d MA — deeply accelerating. S-3ASR filed 8/5 is a shelf enabling dilutive raise — worth watching for ATM activity.

November 3 is the next print — a specific FDA filing progression update on COMP360 extends the compounding; any clinical setback or an aggressive ATM issuance off the shelf is the invalidator. The real risk on a pre-commercial biotech at +217% YoY is that any launch-timeline slip compresses the multiple fast.

Agrees with X sentimentAgrees with the X bulls on the 2027 COMP360 launch narrative, VA partnership, and the ATAI/HELP/DFTX cohort framing. The $400k Sept 15 call flow is real event-positioning and the DCA framing is a legitimate approach on a pre-commercial name.

What to watch: November 3 Q3 print — FDA filing progression on COMP360 and Privosegtor integration commentary. A specific milestone extends the run; clinical setback or ATM issuance is the invalidator.

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

price missing

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-08-14

Compass Pathways is bullish. Ongoing DCA into the name over 3 months, COMP365 FDA approval framed as a new-era catalyst, $CMPS partnership with $STIM tied to psychedelic rollout, and $400k Sept 15 call flow. VA-assisted label expansion talk supports the narrative alongside ATAI/HELP/DFTX cohort.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

What this means for $CMPS

Neutral — Mental health biotech developing COMP360 psilocybin therapy for treatment-resistant depression, in Phase IIb/III clinical trials; limited read-through from medical - care facilities macro dynamics to this specific revenue mix.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+44.4%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$-1.88$-0.46-308.7%
Q1 2026May 13, 2026$-0.30$-0.45+33.3%
Q4 2025Mar 24, 2026$-0.59$-0.41-43.9%
Q3 2025Nov 4, 2025$-0.38$-0.40+5.0%
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 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.0M$873K – $3.7M-$0.78-$0.96 – -$0.451
FY27$65.1M$11.5M – $148.2M-$1.42-$2.89 – -$0.8210
FY28$235.3M$102.7M – $440.7M-$0.26-$0.56 – -$0.074
FY29$495.1M$216.1M – $927.3M$0.55$0.15 – $1.185
FY30$812.9M$354.8M – $1.5B$2.11$0.56 – $4.515

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.0.3×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.83%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.+6.7%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.+57.1%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 today1.0% 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.β2.525-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.

+ 15 other (11 awards · 4 inkinds) 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.

8-KMaterial agreementFeb 198-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
424B5Prospectus supplement (offering)Feb 19424B5
SC 13D/AActivist amendmentFeb 17SC 13D/A
424B5Prospectus supplement (offering)Feb 17424B5
+ 12 other (3 earnings 8-Ks · 2 10-Qs · 2 S-8s · 1 13G) in window

Recent news

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

Compass Pathways Targets 2027 COMP360 Launch as FDA Filing Advancesmarketbeat.com·3d agoCompass Pathways to Participate in Canaccord Genuity's 46th Annual Growth Conference on August 12, 2026businesswire.com·10d agoCompass Pathways Working with U.S. Department of Veterans Affairs for Investigational Study of Psilocybinbusinesswire.com·10d agoCompass Pathways Announces New Employee Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)businesswire.com·10d agoCOMPASS Pathways plc (CMPS) Q2 2026 Earnings Call Transcriptseekingalpha.com·10d 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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