COMPASS Pathways 경영진
경영진 기준 점검 4/4
COMPASS Pathways CEO는 Kabir Nath, Aug2022 에 임명되었습니다 의 임기는 3.75 년입니다. 총 연간 보상은 $2.10M, 30.8% 급여 및 69.2% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $610.26K 가치에 해당하는 회사 주식의 0.049% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3 년과 5.2 년입니다.
핵심 정보
Kabir Nath
최고경영자
US$2.1m
총 보수
| CEO 급여 비율 | 30.75% |
| CEO 재임 기간 | 3.8yrs |
| CEO 지분 보유율 | 0.05% |
| 경영진 평균 재임 기간 | 3yrs |
| 이사회 평균 재임 기간 | 5.2yrs |
최근 경영진 업데이트
Recent updates
Seeking Alpha • Apr 20
Compass Pathways: The Bull Case Is Early, Not Wrong
Summary COMPASS Pathways plc is developing pharmaceutical-grade psilocybin treatments for severe mental health conditions, notably treatment-resistant depression. CMPS remains a pipeline-stage biotech with no current sales, as its lead product, COMP360, is still in clinical trials. A recent executive order aims to accelerate access to psychedelic drug research and treatments, potentially benefiting CMPS's regulatory pathway. The company's approach centers on guided therapy sessions using COMP360 under strict pharmaceutical and clinical protocols. Read the full article on Seeking Alpha
새 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?
새 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?
새 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 Alpha분석 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 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 Alpha분석 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...Seeking Alpha • Aug 11
COMPASS Pathways And The Trillion Dollar Opportunity
COMPASS Pathways is developing a psychedelic drug to treat many mental illnesses. The drug appears to be safe and effective for a wide range of mental health problems. If the drug gets authorized and approved, it will be the only available pharmacological treatment for millions and has a chance of generating trillions of dollars in revenue. There is some evidence that the US administration is preparing to authorize and approve the drug within two years. The most challenging-to-treat mental health disorders, including PTSD, major depressive disorders, addictions to alcohol and drugs, anxiety, and eating disorders, lead to the deaths of thousands of people each year and to untold suffering for the patients and their families. Many patients do not respond to current treatments, and no pharmacological therapy is available for many serious mental illnesses. COMPASS Pathways plc (CMPS) is a UK-based company trying to use the Psychedelic drug Psilocybin to treat some of the most challenging mental illnesses. I will present my view that: 1. The drug has an unusually high chance of passing its upcoming phase III trial. 2. The regulatory infrastructure in the U.S. is likely to approve the drug within two years. 3. If approved, the drug will be the first entrant into a multi-trillion dollar total addressable market ("TAM"). Getting Approved To be approved, a drug must be safe to use and effective. That is the purpose of a medical trial. Psychedelic compounds have been used by humans for many years (in some cases, centuries), sometimes as part of religious ceremonies but often for their hallucinogenic properties. Psilocybin is the active ingredient in Magic Mushrooms, extensively used in the past. As a result of this usage we already know two important facts: They are well tolerated by Humans. They affect the way the brain works. Many companies are trying to develop treatments using a variety of psychedelic compounds. I will be working through them and writing about them in the coming months, looking for more to invest in and for those to avoid. In this article, I will be concentrating on COMPASS Pathways. I started my research by examining what medical trials are taking place now and built the following table. Ongoing trials in the field (Author generated) The table is not exhaustive; however, it contains the companies I could find currently running a trial and the drug tested. (Trials of psychedelics in other areas, e.g., severe pain, are also ongoing put not on the table.) The compound with the most trials in place is Psilocybin 9 phase two trials looking at six different mental illnesses. Those six various illnesses represent more than a 350 million patient population. CMPS is running three of these trials. Having decided to look at CMPS, I investigated evidence around its candidate drug COMP360, a proprietary Psilocybin compound. Does Psilocybin Work? A search of the National Library of Medicine delivered 22 hits for Meta-Analysis Psilocybin. (meta-analysis is a research article looking at multiple trials) The latest was from February 2022 and looked at single or multi-dose trials of Psilocybin. It looked at ten studies and reported:- The present study demonstrates that single- or two-dose psilocybin administration has rapid and sustained antidepressant effects for up to 6 months, with favorable cardiovascular safety and acceptability. Of the 22 Meta-Analysis, nine covered depression (three included anxiety), two looked at addiction, one behavioral disorder, five were general reports, and the rest looked at side effects. All 22 studies were positive for Psilocybin, showing very few significant side effects and sustained and significant improvement in all patient populations. One general analysis considered 13 trials between 1969 and 2020, concluding that the different psychedelic drugs have different neuropsychological consequences. It also said Psychedelic compounds have shown the ability to increase neuroplasticity. They offer a chance to alter brain activity, reduce the suffering of victims, and perhaps ultimately a cure to many mental illnesses for a large percentage of sufferers. My study of published meta-analysis suggests that Psilocybin has a pronounced and durable effect on many mental illnesses and has few severe side effects. The problem is that the available studies are not of the standard that the FDA will need to authorize these compounds for use. CMPS Psilocybin drug trials. Last month, COMPASS Pathways released the results of the highly anticipated phase II trial of its Psilocybin assisted therapy. The FDA granted COMPASS Pathways Breakthrough Therapy Designation ((BTD)) in October 2018. It was an important step and means the FDA has been working with CMPS to accelerate the drug's approval process. The BTD followed the 2015 Phase I study when compass dosed 19 patients with its Psilcoybin compound and found promising signals in treatment-resistant depression. A fuller explanation is in this article quoted below The FDA designates a drug as a Breakthrough Therapy if preliminary clinical evidence shows that it may demonstrate substantial improvement over available therapy. Breakthrough Therapies are supported by the FDA throughout the clinical development programme to ensure as efficient a process as possible. In the Phase 2 trial, designed to work out the correct dosage for larger stage 3 trials, CMPS tested its psilocybin formula COMP360 for patients with treatment-resistant depression ((TRD)). TRD patients have tried at least two other forms of treatment without benefit and are considered the hardest subset of major depressive illness patients to treat. Market reaction to Phase II results The market did not receive the trial results well, and the stock price fell. It is my view that the market completely misinterpreted these results. Given that the patient group had already tried two forms of treatment, 25% of them meeting the primary endpoint of a sustained response on the ((MADRS)) scale at 12 weeks is a very positive outcome. It did mean that 75% of patients did not respond, which shows the drug will not be a panacea for eliminating depression, and we do not have data on the durability beyond 12 weeks from this study. However, the results are better than any other treatment for this group of patients. Safety, this again was misinterpreted in my view; five patients reported suicidal ideation or behavior and self-injury. Compass CEO said the five patients were in the non-responder group; The Pollan effect may be the case here. Bearing in mind the nature of the group, this may well explain this negative impact, and COMP360 may not be a cause at all. Patients in the study may have raised their hopes so much that they may have become desperate when the drug did not help them. In April this year, a further study was presented; twelve patients who had previously tried at least five anti-depressant treatments were given a single 25mg dose with therapy support. 58% of patients showed the required MADRS response at 12 weeks and reported no adverse events or suicidal tendencies. CMPS expects to begin the phase III trial in Q3 2022; the protocols have been submitted to the FDA before launching this large-scale multi-center international trial. The results will be pivotal for CMPS, the FDA will approve the drug, or not, when they receive the results. Anorexia Nervosa The preoccupation with weight and shape is one of the most challenging disorders to treat and currently has no pharmacological treatment. In April, COMPASS presented the results of an investigator lead study into Anorexia Nervosa. This serious mental illness carries the highest mortality rate of psychiatric disorders, with up to 40% of deaths coming from suicide. In the trial, 40% of patients experienced clinically significant reductions in eating disorder psychopathology at the 3-month follow-up, and 50% demonstrated statistically significant decreases in eating concerns. 90% of patients thought the treatment had helped them, and no adverse reactions were recorded. COMPASS announced in July 2022 that they would be pressing on with a double-blind, randomized controlled phase II trial of COMP360 in anorexia nervosa. The trial will be of FDA standard and take place in the UK and the US with 60 patients. COMPASS has also initiated a Phase II trial looking at COMP360 with patients who have PTSD. How can one drug be expected to treat all of these different mental disorders? The brain's capacity to change, its neuroplasticity, makes a cure possible. This video explains that Psilocybin affects the serotonin system in the brain, a widespread complex system of receptors of which one, Serotonin 2A, involved in regulating mood, sleep, and thinking process, is affected by Psilocybin. The compound increases the brain's neuroplasticity, allowing different brain regions to connect in new ways; connections causing unhealthy states such as depression and addiction can be reset healthily. The drug allows the brain to reset unhealthy patterns and, as a result, may work on all unhealthy patterns. Which explains the positive effects found in every study in every area investigated.Seeking Alpha • Aug 03
COMPASS Pathways ADS Q2 2022 Earnings Preview
COMPASS Pathways ADS (NASDAQ:CMPS) is scheduled to announce Q2 earnings results on Wednesday, August 3rd, after market close. The consensus EPS Estimate is -$0.60 (-36.4% Y/Y) and the consensus Revenue Estimate is $0M Over the last 3 months, EPS estimates have seen 5 upward revisions and 0 downward.Seeking Alpha • Jul 19
COMPASS Pathways names new CEO
COMPASS Pathways (NASDAQ:CMPS) appointed Kabir Nath as CEO, effective Aug.1, 2022; current CEO and chairman George Goldsmith will serve as Executive Chairman from Aug.1 to Dec.31, 2022. for facilitating transition and then remain as chairman. Most recently, Kabir Nath served as Senior Managing Director of global pharmaceuticals at Otsuka Pharmaceutical and prior to that as President and CEO of Otsuka’s North America Pharmaceutical Business. Mr. Nath will build on the company's success and lead the development of novel models of care to accelerate patient access to evidence-based innovation in mental health care. Shares trading 3.6% higher premarket.Seeking Alpha • Jun 30
Compass Pathways: Shares Look Cheap But Proving Psilocybin Case Won't Be Easy
Even while Compass has seen some steady progress in the clinic, its share price has nose-dived, sinking 72% over the past 12 months. The company hopes to bring a combination of the psychedelic drug psilocybin and psychological support to market. Psilocybin is currently classed as a schedule 1 drug which means both the FDA and DEA do not see any medical benefit. Compass' challenge is to change their mind. That won't happen overnight, meaning commercialization is not a realistic prospect currently, although there's a Phase 3 study planned. Having lost so much value, shares do look temptingly cheap at the present time, despite the difficulties. Compass is a clear leader in its field. Investment Thesis Compass Pathways (CMPS) is a UK-based biotech pioneering a new combination therapy for treatment resistant depression ("TRD") that involves administration of the psychedelic drug psilocybin - named COMP360 - accompanied by psychological support. I last covered the company for Seeking Alpha back in September 2021 when Compass' share price traded at $32.6 and its market cap was ~$1.4bn, and despite arguably making some significant progress since then, today Compass stock trades at a value of $10.6, and its market cap valuation is $440m at the time of writing. The fall in value is in keeping with the devastating biotech bear market that has driven the average drug developers' stock price down by more than half across the past 12 months. Compass remains well funded, reporting $244m of cash and equivalents as of Q122, and made a loss of just $21.2m in the quarter, so there seems little danger of investors being diluted by an at-the-market fundraising - unless it was on the back of a strong data readout, or to fund a marketing push, in which case shareholders would ultimately be rewarded by a rising share price. Compass has also now completed a Phase 2b safety and efficacy trial of psilocybin plus psychotherapy in 233 patients across 22 sites in the EU, US and Canada, and announced results in December last year, which showed that: ... a single 25mg dose of COMP360 demonstrated a highly statistically significant and clinically relevant reduction in depressive symptom severity after three weeks, with a rapid and durable treatment response The 25mg group vs the 1mg group showed a -6.6 difference on the MADRS depression scale at week 3 (p<0.001). In the 25mg group, 36.7% (29 patients) showed response at week 3 and 29.1% (23 patients) were in remission* at week 3. Furthermore, at the end of the trial at week 12, 24.1% (19 patients) were sustained responders. Additional analyses of primary and secondary endpoints have supported these results Compass has held an end of Phase 2 meeting with the FDA and is finalizing its Phase 3 trial which is expected to launch in the second half of this year. The company has secured 10 patents covering composition, formulation and method of use, and overall, Compass has become a torch bearer for the use of psychedelic drugs to treat depressive diseases. COMP360 was awarded Breakthrough Therapy Designation by the FDA in 2018, and besides TRD, it's being evaluated in post-traumatic stress disorder ("PTSD"), and in partnership with Universities and "Centres of Excellence," such as the Sheppard Pratt centre for psychiatric care, is being evaluated as a therapy for Major Depressive Disorder ("MDD"), Chronic cluster headaches, Bipolar Disorder, Anorexia Nervosa, Suicidal Ideation, Autism, Body Dysmorphic disorder and MDD in cancer patients. With such a wide variety of indications being addressed, and armed with its positive Phase 2 data and with a pivotal trial to follow, investors may feel that Compass is a victim of a savage bear market, rather than a cause of it, and that even if a return to former highs of $58, in December 2020, and $49, in November 2021, is not possible, that nevertheless, 50-100% upside could be achievable for this company given its target markets, its supporters, and its data. In the rest of this post, I will present several arguments for and against this view, beginning with the legal issues surrounding the use of psilocybin in medicine, which is perhaps the biggest hurdle facing Compass as it attempts to commercialize its novel approach to treating complex central nervous system ("CNS") depressive disorders. The Schedule 1 Question When chasing approval for its combination of psilocybin and accompanying therapy, Compass must persuade not just the FDA, but the Drug Enforcement Agency ("DEA") to change its stance on the drug. In the US, psilocybin is categorized as a Schedule 1 drug - which means, according to a statement taken from the risks section of Compass' 2021 10K Submission to the SEC: Schedule 1 substances by definition have a high potential for abuse, have no currently "accepted medical use" in the United States, lack accepted safety for use under medical supervision, and may not be prescribed, marketed or sold in the United States. If the FDA were to approve psilocybin, then the "accepted medical use" argument changes, and in theory, the DEA would then have to adjust its categorization to Schedule II - V, but this could take some considerable time, if it were to ever happen. This is the same problem that afflicts the approval and use of medical marijuana and both the DEA and FDA have resisted almost all attempts to argue that cannabis has an accepted medical use. As such, I suspect that Compass' Phase 3 trial data would have to be overwhelmingly good to persuade either agency to consider its approval. Although depressive disorders are an area of major unmet need, there are quite a few different approved therapies on the market, as per the table below. table sourced online As we can see, patients are not short of treatment options, although Compass points out that there are ~320m patients using first line Major Depressive Disorder therapies, and ~200m using second line, and the relapse rate is respectively 60-70% and 50-75%, whilst the relapse rate in third line - a 100m patient population - is 80-90%. Perhaps there's a need for a new approach, then, and Compass has also conducted a survey of physicians which it says suggests that at least 50% would prescribe psilocybin therapy, if approved. I would take that survey with a slight pinch of salt, because I suspect physicians would be more hesitant to vote yes if Psilocybin were actually authorised, because there are some safety issues associated with the drug. Safety and Costs Potentially Make COMP360 Impracticable In its Phase 2b trial, headache, nausea and fatigue were the most commonly reported adverse safety events while there were 27 reported cases of suicidal ideation, suicidal behavior, and intentional self-injury in 17 patients, seven of whom were in the 25mg group, six in the 10mg group, and four in the 1 mg group. Compass Chief Medical Officer commented: More detailed analysis of the safety data supports our conclusion that there is no evidence to date to suggest a causal relationship between the serious adverse events of suicidal ideation, suicidal behavior and self-injury, and administration of COMP360 psilocybin therapy. Unfortunately, these events occur unpredictably and are to be expected in this patient population. That certainly seems a reasonable explanation, although arguably there's a slight correlation between dose size and cases of severe adverse events ("SAEs"). An issue related to this is that, for the trial, patients were encouraged to stop using their prescription antidepressants for a couple of weeks before and after the trial, but how would this work in a real-world setting? How many sessions (which last 6-8 hours) are required before a patient can be said to be "cured" or their conditions improving? Do patients subsequently return to their prescription anti-depressants? Of course, all of these issues could potentially be resolved if the body of evidence supporting psilocybin use was overwhelming, but that's not the case - yet - and given the time commitment - both from the patient and therapist - it's difficult at present to see psilocybin becoming a mainstream product, and if it's to be a niche one, it will likely come at a high cost. After paying physician/psychotherapy fees and guiding patients through weeks of preparation and recovery, what would Compass' margins look like? Looking Ahead - What's Next For Compass? In its latest corporate presentation, Compass outlines its goals for 2022. 2022 anticipated milestones (corporate presentation) Although there's a lot of exciting work to be done across the rest of 2022, Compass looks a little short on share price needle-moving catalysts, with no new data upcoming - the Phase 2b follow-up data has already been released, which concluded: A post-hoc analysis of the 19 sustained responders in the 25mg group found that changes in quality of life, self-reported depression severity, and functioning, were clinically meaningful, with mean scores for these patients returning to "normal" levels and maintained to 12 weeks, the end of the trial. There will potentially be more data from a one-year follow-up, but it's the Phase 3 that represents Compass' best chance of moving toward being a commercial-stage, revenue-generating company. In the meantime, the collaborations which are happening globally will help to keep Compass in the news, build a larger body of evidence to support its drug and its approach to administration, and keep the company front and center of any discussion on the value of adding psychedelic drugs to the depressive conditions treatment mix.분석 기사 • Apr 28
We're Hopeful That COMPASS Pathways (NASDAQ:CMPS) Will Use Its Cash Wisely
Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...Seeking Alpha • Mar 02
Checking In On Compass Pathways
Today, we conduct our first assessment around Compass Pathways. The company is advancing its lead candidate, which is a psychedelic drug treatment across two indications in mid to late stage development. A full investment analysis follows in the paragraphs below.CEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Dec 31 2025 | US$2m | US$647k | -US$288m |
| Sep 30 2025 | n/a | n/a | -US$237m |
| Jun 30 2025 | n/a | n/a | -US$138m |
| Mar 31 2025 | n/a | n/a | -US$138m |
| Dec 31 2024 | US$4m | US$628k | -US$155m |
| Sep 30 2024 | n/a | n/a | -US$144m |
| Jun 30 2024 | n/a | n/a | -US$139m |
| Mar 31 2024 | n/a | n/a | -US$129m |
| Dec 31 2023 | US$3m | US$595k | -US$118m |
| Sep 30 2023 | n/a | n/a | -US$117m |
| Jun 30 2023 | n/a | n/a | -US$102m |
| Mar 31 2023 | n/a | n/a | -US$95m |
| Dec 31 2022 | US$8m | US$243k | -US$92m |
보상 대 시장: Kabir의 총 보수(USD2.10M)는 US 시장에서 비슷한 규모 기업의 평균(USD5.50M)보다 낮습니다.
보상과 수익: Kabir의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Kabir Nath (61 yo)
3.8yrs
재임 기간
US$2,104,711
보수
Mr. Kabir Kumar Nath M. A., M. B.A., is Chief Executive Officer and Director of COMPASS Pathways plc from August 1, 2022. He served as President & CEO at Otsuka America Pharmaceutical, Inc. He served as Pr...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Director | 3.8yrs | US$2.10m | 0.049% $ 610.3k | |
| Chief Financial Officer | 2.2yrs | US$1.10m | 0.020% $ 250.6k | |
| Chief Medical Officer | 4.8yrs | US$908.95k | 0.0015% $ 18.6k | |
| Senior Vice President of Investor Relations | no data | 데이터 없음 | 데이터 없음 | |
| Senior Advisor | 4.3yrs | 데이터 없음 | 데이터 없음 | |
| Advisor | no data | 데이터 없음 | 데이터 없음 | |
| Chief Research & Development Officer | 2yrs | 데이터 없음 | 데이터 없음 | |
| Chief Commercial Officer | 1.8yrs | 데이터 없음 | 데이터 없음 | |
| Chief Patient Officer | 1.3yrs | 데이터 없음 | 데이터 없음 | |
| Company Secretary | 5.1yrs | 데이터 없음 | 데이터 없음 |
3.0yrs
평균 재임 기간
52yo
평균 나이
경험이 풍부한 관리: CMPS의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Director | 3.8yrs | US$2.10m | 0.049% $ 610.3k | |
| Member of Scientific Advisory Network | no data | 데이터 없음 | 데이터 없음 | |
| Independent Chairman | 1.7yrs | US$232.80k | 0% $ 0 | |
| Independent Director | 8yrs | US$134.74k | 0.015% $ 189.8k | |
| Independent Director | 2.7yrs | US$145.83k | 0% $ 0 | |
| Independent Non Executive Director | 5.8yrs | US$143.87k | 0% $ 0 | |
| Independent Non-Executive Director | 5.2yrs | US$136.20k | 0% $ 0 | |
| Independent Non-Executive Director | 8yrs | US$146.92k | 0.014% $ 181.6k | |
| Member of Scientific Advisory Network | no data | 데이터 없음 | 데이터 없음 | |
| Member of Scientific Advisory Network | no data | 데이터 없음 | 데이터 없음 | |
| Special Advisor of Patient Experience | no data | 데이터 없음 | 데이터 없음 | |
| Member of Scientific Advisory Network | no data | 데이터 없음 | 데이터 없음 |
5.2yrs
평균 재임 기간
67yo
평균 나이
경험이 풍부한 이사회: CMPS의 이사회는 경험이 있음으로 간주됩니다(평균 재임 5.2 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/06 06:50 |
| 종가 | 2026/05/06 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/12/31 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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 20명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Madison Wynne El-Saadi | B. Riley Securities, Inc. |
| Thomas Shrader | BTIG |
| Sumant Satchidanand Kulkarni | Canaccord Genuity |