COMPASS Pathways（CMPS）株式概要
COMPASS Pathways plcは、英国と米国でメンタルヘルスに特化したバイオテクノロジー企業として事業を展開している。 詳細
CMPS Community Fair Values
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Analyst Price Targets
COMPASS Pathways plc 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$14.01 |
| 52週高値 | US$15.40 |
| 52週安値 | US$3.97 |
| ベータ | 2.53 |
| 1ヶ月の変化 | 20.05% |
| 3ヶ月変化 | 20.88% |
| 1年変化 | 243.38% |
| 3年間の変化 | 52.78% |
| 5年間の変化 | -57.62% |
| IPOからの変化 | -51.69% |
最新ニュース
ナラティブ更新 • Aug 06
CMPS: Phase 3 Durability And FDA Openness Balance Competitive And Execution Risks
Analysts now set the primary fair value estimate for COMPASS Pathways at $13, down from $17. This change reflects updated views on COMP360's commercial headroom compared with existing therapies, a somewhat higher discount rate, and tempered expectations for future P/E multiples, despite supportive Phase 3 data and a generally constructive regulatory backdrop for psychedelics.Seeking Alpha • Jul 28
Compass Pathways: The Psilocybin Biotech Leader With Strong Momentum
Summary CMPS leads regulated psilocybin with two successful Phase 3 trials and a rolling FDA submission, giving COMP360 a valuable head start in treatment-resistant depression. The core case rests on vast unmet need in depression, while encouraging PTSD data and other possible uses provide meaningful long-term upside beyond the first indication. Lilly’s move for Atai validates the field and raises the competitive bar, but CMPS retains its clinical lead and cash runway; a 2% pro-forma position keeps risk proportionate. Read the full article on Seeking Alphaナラティブ更新 • Jul 23
CMPS: Phase 3 Durability And Favorable FDA Stance Will Drive Upside
Analysts have raised the fair value estimate for Compass Pathways stock to $17.00 from $8.00, citing stronger confidence in COMP360's durable efficacy profile, supportive recent Phase 3 data, and a regulatory backdrop that they view as increasingly receptive to psychedelic treatments. Analyst Commentary Recent Street research on Compass Pathways highlights a mix of enthusiasm around COMP360's Phase 3 data and a more cautious undercurrent that focuses on execution, valuation, and regulatory timing.Recent updates
ナラティブ更新 • Aug 06
CMPS: Phase 3 Durability And FDA Openness Balance Competitive And Execution Risks
Analysts now set the primary fair value estimate for COMPASS Pathways at $13, down from $17. This change reflects updated views on COMP360's commercial headroom compared with existing therapies, a somewhat higher discount rate, and tempered expectations for future P/E multiples, despite supportive Phase 3 data and a generally constructive regulatory backdrop for psychedelics.Seeking Alpha • Jul 28
Compass Pathways: The Psilocybin Biotech Leader With Strong Momentum
Summary CMPS leads regulated psilocybin with two successful Phase 3 trials and a rolling FDA submission, giving COMP360 a valuable head start in treatment-resistant depression. The core case rests on vast unmet need in depression, while encouraging PTSD data and other possible uses provide meaningful long-term upside beyond the first indication. Lilly’s move for Atai validates the field and raises the competitive bar, but CMPS retains its clinical lead and cash runway; a 2% pro-forma position keeps risk proportionate. Read the full article on Seeking Alphaナラティブ更新 • Jul 23
CMPS: Phase 3 Durability And Favorable FDA Stance Will Drive Upside
Analysts have raised the fair value estimate for Compass Pathways stock to $17.00 from $8.00, citing stronger confidence in COMP360's durable efficacy profile, supportive recent Phase 3 data, and a regulatory backdrop that they view as increasingly receptive to psychedelic treatments. Analyst Commentary Recent Street research on Compass Pathways highlights a mix of enthusiasm around COMP360's Phase 3 data and a more cautious undercurrent that focuses on execution, valuation, and regulatory timing.
ナラティブ更新 • Jul 08
CMPS: Phase 3 Durability Data Will Underpin Potential 2027 Launch Upside
The analyst price target for Compass Pathways has been raised to $24.47 from $21.92. Analysts point to supportive 26-week COMP360 durability data, a consistent safety profile, and a clearer path toward a potential 2027 approval and commercial launch as key reasons for the updated view.
新しいナラティブ • Apr 02
Phase III Progress And PTSD Expansion Will Reshape Long Term Psychedelic Mental Health Treatment
Catalysts About COMPASS Pathways COMPASS Pathways is a mental health company developing COMP360 psilocybin treatment for conditions such as treatment resistant depression and PTSD. What are the underlying business or industry changes driving this perspective?新しいナラティブ • Mar 19
Phase III Completion And PTSD Expansion Will Support A Durable Mental Health Franchise
Catalysts About COMPASS Pathways COMPASS Pathways is a mental health company developing COMP360 psilocybin treatment for conditions such as treatment resistant depression and PTSD. What are the underlying business or industry changes driving this perspective?新しいナラティブ • Mar 04
Phase III Trial Dependence Will Dominate Near Term While Long Term Potential Remains
Catalysts About COMPASS Pathways COMPASS Pathways is a mental health company developing COMP360, a psilocybin-based treatment for conditions such as treatment resistant depression and PTSD. What are the underlying business or industry changes driving this perspective?分析記事 • Dec 08
Is COMPASS Pathways (NASDAQ:CMPS) Weighed On By Its Debt Load?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Aug 07
Is COMPASS Pathways (NASDAQ:CMPS) Using Debt Sensibly?
NasdaqGS:CMPS 1 Year Share Price vs Fair Value Explore COMPASS Pathways's Fair Values from the Community and select...Seeking Alpha • Feb 28
Compass Pathways: Betting On The Future Of Psilocybin Therapy
Summary Compass Pathways is positioned to leverage regulatory tailwinds and compelling clinical data, despite broader skepticism and high cash burn in the psychedelic biotech sector. The company has a financial cushion with cash reserves of $165.1 million, providing 4-6 quarters of runway before needing additional capital. COMP360 shows promise in treating treatment-resistant depression and PTSD, with significant clinical trial results and potential long-term economic benefits. Regulatory hurdles and scientific doubts remain, but if Compass achieves FDA approval, its current market valuation could be deeply discounted relative to its long-term potential. Read the full article on Seeking Alpha分析記事 • Jan 04
Does COMPASS Pathways (NASDAQ:CMPS) Have A Healthy Balance Sheet?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Nov 01
Compass Pathways: Minor Delay Of COMP360 Data Brings About Buy Opportunity
Summary Compass Pathways plc obtained positive results from phase 2b study using COMP360 for treatment resistant depression patients; Primary endpoint met with statistically significant p-value of p<0.001. Top-line results from the phase 3 COMP005 study, using COMP360 for treatment-resistant depression patients, expected in Q2 of 2025. The global treatment-resistant depression treatment market size is projected to grow to $4 billion by 2033. Other indications being explored using COMP360 as a synthetic psilocybin are anorexia nervosa and post-traumatic stress disorder. Read the full article on Seeking AlphaSeeking Alpha • Aug 19
Compass Pathways: Sector-Wide Reality Check Needed Post FDA Lykos MDMA Decision
Summary The psychedelics sector has suffered a big blow, with the US FDA knocking back a New Drug Application for MDMA-assisted therapy. The potential for a negative FDA decision had been well-flagged by an advisory committee report in June, so the market may have already priced in the downside. Arguments that the negative FDA decision on MDMA may actually be good news for Compass Pathways plc and peers are not persuasive. The FDA decision is not the end of the road for the psychedelics sector, but Compass Pathways and peers face serious challenges regarding regulatory approval, access to capital and commercialization. The group took action to strengthen its balance sheet in 2023, but my cash burn analysis indicates that further capital injections will be needed before the end of 2025. Read the full article on Seeking AlphaSeeking Alpha • Jul 08
Compass Pathways: Buy It For Its Promising Psychedelic Mental Health Therapies
Summary COMPASS Pathways' lead drug, COMP360, is a synthetic psilocybin in Phase 3 trials for TRD and Phase 2 for PTSD and AN. The company addresses unmet mental health needs through psychedelic therapies. COMP360 showed promising results in Phase 2 trials for PTSD, with significant improvements in depression symptoms. Industry-wide regulatory uncertainties persist, highlighted by the FDA's recent decision against MDMA for PTSD. I believe CMPS is undervalued. Its substantial aggregate TAM and strategic collaborations bode well for potential FDA approval and commercialization. Read the full article on Seeking AlphaSeeking Alpha • May 23
Psychedelics Closer To Commercialization; Compass Far And Away The Leader
Summary Regulatory risk in the psychedelic industry is decreasing, which is a positive sign for investors. Institutional investors are becoming more willing to invest in leading psychedelic companies through private placements. Analyst Alex Carchidi discusses Compass, Cybin, Atai, and MindMed seeing improvements in their balance sheets and clinical trial data. Read the full article on Seeking AlphaSeeking Alpha • Apr 25
COMPASS Pathways: Will MDMA-Assisted Therapy Pave The Way Or Slam The Door Shut?
Summary The US FDA is due to make a decision regarding MDMA-assisted therapy in August 2024 – this will be a critical event for the future of COMPASS Pathways. COMPASS Pathways’ share price has exhibited extreme volatility over the last year, highlighting the speculative nature of investing in the psychedelics sector. COMPASS Pathways has experienced delays with its COMP 005 clinical trial, but is confident that its COMP360 New Drug Application timeline remains unchanged. The departure of the company’s co-founders came as a surprise, and follows on from the sudden exit of the group’s CFO in late 2023. Read the full article on Seeking AlphaSeeking Alpha • Feb 08
Compass Pathways: Psilocybin Developer A Potentially Intriguing, Contrarian Play
Summary Compass Pathways plc, a biotech company based in London, is developing a psilocybin-based therapy for CNS disorders. The company's shares declined by over 80% in 2022 due to safety concerns and regulatory hurdles. Psilocybin is classified as a Schedule I substance in the U.S., posing challenges for commercial marketing in the country. Compass' COMP-360 therapy involves sessions with therapists and digital support, and has met efficacy endpoints in a Phase 2 study. There are multiple reasons to doubt the therapy can be approved, and Compass has a high cash burn, but Phase 3 data due this year may support an approval push, if positive. An interesting contrarian play, for those with a higher appetite for risk. Read the full article on Seeking Alpha分析記事 • Dec 06
Companies Like COMPASS Pathways (NASDAQ:CMPS) Are In A Position To Invest In Growth
Just because a business does not make any money, does not mean that the stock will go down. For example, although...Seeking Alpha • Oct 19
Booker again pushes for easier access to psychedelics for terminally ill patients
Sen. Cory Booker (D-N.J.) is again pushing for easier access to psychedelic drugs, including psilocybin, the active psychedelic compound in "magic mushrooms," and MDMA, for terminally ill patients. In July, Booker and Sen. Rand Paul (R-Ky.) introduced legislation to clarify that the Right to Try Act allows for access to some psychedelics and cannabis. Companion legislation was also filed in the House. In a video posted to Twitter, Booker said that psilocybin and MDMA particularly "are showing incredible results for helping people with PTSD, with trauma, even with anxiety and depression." Several companies are examining psychedelics for mental health disorders, including COMPASS Pathways (NASDAQ:CMPS), Cybin (NYSE:CYBN), atai Life Sciences (NASDAQ:ATAI), and MindMed (NASDAQ:MNMD). Check out why Seeking Alpha contributor Stephen Tobin is bullish on atai Life Sciences (ATAI).株主還元
| CMPS | US Biotechs | US 市場 | |
|---|---|---|---|
| 7D | -1.5% | 6.2% | -0.8% |
| 1Y | 243.4% | 46.3% | 20.5% |
業界別リターン: CMPS過去 1 年間で46.3 % の収益を上げたUS Biotechs業界を上回りました。
リターン対市場: CMPS過去 1 年間で20.5 % の収益を上げたUS市場を上回りました。
価格変動
| CMPS volatility | |
|---|---|
| CMPS Average Weekly Movement | 10.6% |
| Biotechs Industry Average Movement | 9.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: CMPS 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: CMPSの 週次ボラティリティ ( 11% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2020 | 156 | Kabir Nath | compasspathways.com |
COMPASS Pathways plc は、英国および米国でメンタルヘルスに特化したバイオテクノロジー企業として活動している。同社は、治療抵抗性うつ病の治療薬として第III相臨床試験中のシロシビン療法であるCOMP360を開発し、心的外傷後ストレス障害と神経性食欲不振症の治療薬として第II相臨床試験中である。同社は以前はCOMPASS Rx Limitedとして知られていたが、2020年8月にCOMPASS Pathways plcに社名を変更した。同社は2020年に法人化され、英国ロンドンに本社を置いている。
COMPASS Pathways plc 基礎のまとめ
| CMPS 基礎統計学 | |
|---|---|
| 時価総額 | US$1.94b |
| 収益（TTM） | -US$394.19m |
| 売上高(TTM) | n/a |
0.0x
P/Sレシオ-4.9x
PER（株価収益率CMPS は割高か？
公正価値と評価分析を参照収益と収入
| CMPS 損益計算書（TTM） | |
|---|---|
| 収益 | US$0 |
| 売上原価 | US$0 |
| 売上総利益 | US$0 |
| その他の費用 | US$394.19m |
| 収益 | -US$394.19m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -2.85 |
| グロス・マージン | 0.00% |
| 純利益率 | 0.00% |
| 有利子負債／自己資本比率 | 60.0% |
CMPS の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/19 15:52 |
| 終値 | 2026/08/19 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
COMPASS Pathways plc 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。22
| アナリスト | 機関 |
|---|---|
| Madison Wynne El-Saadi | B. Riley Securities, Inc. |
| Thomas Shrader | BTIG |
| Sumant Satchidanand Kulkarni | Canaccord Genuity |