COMPASS Pathways plc

NasdaqGS:CMPS 주식 리포트

시가총액: US$1.6b

COMPASS Pathways 경영진

경영진 기준 점검 4/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Kabir Nath

최고경영자

US$2.1m

총 보수

CEO 급여 비율30.75%
CEO 재임 기간4yrs
CEO 지분 보유율0.05%
경영진 평균 재임 기간3.2yrs
이사회 평균 재임 기간4.7yrs

최근 경영진 업데이트

Recent updates

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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
새로운 내러티브 • 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?
새로운 내러티브 • 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?
새로운 내러티브 • 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?
분석 기사 • 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...
분석 기사 • 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
분석 기사 • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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
분석 기사 • 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).
분석 기사 • Aug 13

Here's Why We're Not Too Worried About COMPASS Pathways' (NASDAQ:CMPS) Cash Burn Situation

Just because a business does not make any money, does not mean that the stock will go down. For example, although...

CEO 보수 분석

Kabir Nath의 보수는 COMPASS Pathways의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Jun 30 2026n/an/a

-US$394m

Mar 31 2026n/an/a

-US$192m

Dec 31 2025US$2mUS$647k

-US$288m

Sep 30 2025n/an/a

-US$237m

Jun 30 2025n/an/a

-US$138m

Mar 31 2025n/an/a

-US$138m

Dec 31 2024US$4mUS$628k

-US$155m

Sep 30 2024n/an/a

-US$144m

Jun 30 2024n/an/a

-US$139m

Mar 31 2024n/an/a

-US$129m

Dec 31 2023US$3mUS$595k

-US$118m

Sep 30 2023n/an/a

-US$117m

Jun 30 2023n/an/a

-US$102m

Mar 31 2023n/an/a

-US$95m

Dec 31 2022US$8mUS$243k

-US$92m

보상 대 시장: Kabir의 총 보수(USD2.10M)는 US 시장에서 비슷한 규모 기업의 평균(USD5.10M)보다 낮습니다.

보상과 수익: Kabir의 보상은 지난 1년 동안 회사 실적과 일치했습니다.

CEO

Kabir Nath (62 yo)

4yrs
재임 기간
US$2,104,711
보수

Mr. Kabir Kumar Nath M. A., M. B.A., is Chief Executive Officer and Executive Director of COMPASS Pathways plc from August 1, 2022. He served as President & CEO at Otsuka America Pharmaceutical, Inc. He se...

리더십 팀

이름직위재임 기간보수지분
Kabir Nath
CEO & Executive Director4yrsUS$2.10m0.049%
$ 772.6k
Teri Loxam
Chief Financial Officer2.4yrsUS$1.10m0.020%
$ 317.4k
Guy Goodwin
Chief Medical Officer5.1yrsUS$908.95k0.0015%
$ 23.6k
Stephen Schultz
Senior Vice President of Investor Relationsno data데이터 없음데이터 없음
Lars Wilde
Senior Advisor4.6yrs데이터 없음데이터 없음
Susan Stansfield
Advisorno data데이터 없음데이터 없음
Michael Gold
Chief Research & Development Officer2.3yrs데이터 없음데이터 없음
Lori Englebert
Chief Commercial Officer2.1yrs데이터 없음데이터 없음
Steve Levine
Chief Patient Officer1.6yrs데이터 없음데이터 없음
Benjamin Harber
Company Secretary5.3yrs데이터 없음데이터 없음
3.2yrs
평균 재임 기간
53yo
평균 나이

경험이 풍부한 관리: CMPS의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.2 년).

이사회 구성원

이름직위재임 기간보수지분
Kabir Nath
CEO & Executive Director4yrsUS$2.10m0.049%
$ 772.6k
Alan Schatzberg
Member of Scientific Advisory Networkno data데이터 없음데이터 없음
Gino Santini
Independent Chairman1.9yrsUS$232.80k0%
$ 0
David Norton
Independent Director8.3yrsUS$134.74k0.015%
$ 240.1k
Daphne Karydas
Independent Director2.9yrsUS$145.83k0%
$ 0
Robert McQuade
Independent Non Executive Director6yrsUS$143.87k0%
$ 0
Wayne Riley
Independent Non-Executive Director5.4yrsUS$136.20k0%
$ 0
Diego Pizzagalli
Member of Scientific Advisory Networkno data데이터 없음데이터 없음
Gul Dolen
Member of Scientific Advisory Networkno data데이터 없음데이터 없음
Kirk Rutter
Special Advisor of Patient Experienceno data데이터 없음데이터 없음
John Rush
Member of Scientific Advisory Networkno data데이터 없음데이터 없음
Paul Summergrad
Member of Scientific Advisory Networkno data데이터 없음데이터 없음
4.7yrs
평균 재임 기간
69yo
평균 나이

경험이 풍부한 이사회: CMPS의 이사회는 경험이 있음으로 간주됩니다(평균 재임 4.7 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/08/05 19:59
종가2026/08/05 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

COMPASS Pathways plc는 22명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Madison Wynne El-SaadiB. Riley Securities, Inc.
Thomas ShraderBTIG
Sumant Satchidanand KulkarniCanaccord Genuity