CMPS

JusaVaan

Another kind of possible valuation you can get from analyst peak sales estimates - I believe often quoted between 1,5-2,5 billion usd. Or Definium Therapeutics DFTX market cap (LSD, close peer) which has been up to 6,5 billion usd this year (behind CMPS in commercialization and with some important differences that we can discuss). Sales estimates are very unsure at this point. You can guesstimate also from Spravato 2,3 billion run rate at the moment and growing fast, TAM of 4 million TRD and 21 million PTSD patients in US. It doesn’t take large penetration to get to blockbuster.

stockratic

Thank you for this info. Here's what I found on a quick search: \---------------- **Analyst models often show:** * **2027:** First commercial revenue (\~$40M) * **2028:** Strong ramp (\~$190M) * **2029:** Early profitability (\~$29M net income) These are **external projections**, not CMPS guidance. \--------------- It appears that when CMPS received the CNPV the stock shot up from \~$9 (April 24/25) to over \~$15. At the current $1.6B MC with a share price under $12, it seems like the approval may be priced in. Several analysts have recent (Aug/Sep) price targets from $20 to $24 -- so it seems like upside may be possible.

Cptjoe732

Ketamine is already dominated by JJ with Spravato. Psilocybin is doing everything ketamine is doing(esketamine) just better. A lot less maintenance and some people actually going into remission after a few doses. Nrxp doesn’t have a priority voucher while CMPS does. Cmps is vastly superior.

JusaVaan

Where’s CMPS? They are finalizing NDA submission right now and have Commissioner’s National Priority Voucher meaning 1-2 months from filing to approval. First psychedelic medicine to potentially bw FDA approved by year end!

music_is_gud

Ah okay. Coincidentally CMPS was on my watchlist a few weeks ago but I didn't like how it sliced thru the 50d so gave up on it

Bravadette

u/music_is_gud CMPS?

Sport_scientist21

Im big on CMPS and specifically COMP360 - great team of scientists working on the trials. I don't know about $60/share. I bought at $6/share and have been buying all year (avg $11.50/share). I think realistically it'll hit $20-30 by q12027 with a high probability just from momentum. Though expecting 30+ is a bit of a lottery. It would be nice and i would fucking BANK, but i try to think of %gain oppose to lottery ticket. Imp

National-Buffalo7229

bought my first ever stocks w CMPS and CRMD excited and looking for any low low price stocks you all like

No_Cantaloupe8848

CMPS

Practical-Rip9572

Once CMPS submits its rolling NDA in early Q4 both it and HELP have a lot of room to run, and that's not considering HELP's APPROACH readout in Q4 and possible FDA rescheduling. HELP sounds like a meme ticker lol. I could see the public jumping on this heavy, not realizing how biotech performs.

Old-Zebra-5266

PSIL, but it holds only 37 % combine of HELP / DFTX/ CMPS as far as I know Better invest in them seperately according to your startegy NFA

Cptjoe732

They are the least valued which does bring potential upside but they are a year behind CMPS with no voucher and they def will face dilution to stay afloat. They are most likely going to run out of steam soon while CMPS becomes the first approved psychedelic.

chuckdacuck

CMPS

DingusKhan70

I believe too. In fact, I **know**. I owned ATAI for about two years, made over 400%. Took the Lilly buyout money and added to my already significant CMPS position. The FDA “listening panel” public meeting seemed very positive earlier this week so I added even more to my CMPS position.

Adept-Stock3750

Lets go! #CMPS

BermudopeHighangle

CMPS up 11% 😮‍💨😮‍💨

Disconn3cted

$HELP $CMPS $DFTX You might have missed the train for the latter too though. You could still easily double or triple the original investment with $HELP if you don't mind the possibility of losing everything. Their phase 3 readout is coming in a few weeks 

chuckdacuck

!banbet CMPS +10% 7d

Adept-Stock3750

https://preview.redd.it/l5jrbmz6ljph1.jpeg?width=4624&format=pjpg&auto=webp&s=e9241a4567f06ea5a2c68739e221eb7e7ece5d0b \#CMPS

stevieboy2570

(Reposted) At least 50-100% higher before readout. Nearly $6 million open market buys by the top 2 executives within the last two weeks. No comparable open market buys for CMPS, DFTX, or ATAI by executives before their phase 3 readouts. HELP is still relatively under the radar. Should you consider this a long-term investment? Psychedelic medicine is just beginning to be explored and we have the most bullish administration in history for it. Depression and anxiety aside, there’s potential benefits in neurodegenerative diseases, nerve damage treatment from chemotherapy, benefits regarding autism, anti-inflammatory properties, and potentially even telomere preservation which can slow aging. That’s just what we know, this drug has enormous potential. HELP's been granted over 100 patents for new molecules—arguably more valuable patents than its competitors—and has submitted 350 additional patent applications. HELP’s CEO sold Intra-Cellular Therapies for $14.6 billion dollars and he's appointing his colleagues that helped scale it. No executives at CMPS, DFTX, or ATAI have sold a company of that magnitude.

pwirk794

Why isn’t anyone talking about $HELP (CYBIN) - it has phase 3 data coming modeled exactly like CMPS it had FDA approved breakthrough designation for PHASE 2, with the same phase 3 trial design. It is highly undervalued compared to all of the other psychedelic stocks. It has a more stable and more predictable deuterated psilocybin which means therapy lasts for only 3 hours twice a year versus FDA approved Spravato which requires 2x a week sessions when started. I would suggest looking into this because it is the catalyst to soar in price first before CMPS approval.

pwirk794

Why isn’t anyone talking about $HELP (CYBIN) - it has phase 3 data coming modeled exactly like CMPS it had FDA approved breakthrough designation for PHASE 2, with the same phase 3 trial design. It is highly undervalued compared to all of the other psychedelic stocks. It has a more stable and more predictable deuterated psilocybin which means therapy lasts for only 3 hours twice a year versus FDA approved Spravato which requires 2x a week sessions when started. I would suggest looking into this because it is the catalyst to soar in price first before CMPS approval.

pwirk794

Why isn’t anyone talking about $HELP (CYBIN) - it has phase 3 data coming modeled exactly like CMPS it had FDA approved breakthrough designation for PHASE 2, with the same phase 3 trial design. It is highly undervalued compared to all of the other psychedelic stocks. It has a more stable and more predictable deuterated psilocybin which means therapy lasts for only 3 hours twice a year versus FDA approved Spravato which requires 2x a week sessions when started. I would suggest looking into this because it is the catalyst to soar in price first before CMPS approval.

UnfairRazzmatazz987

I would pick CMPS because DFTX is already valued at 5 Billion. CMPS has more room to climb

BermudopeHighangle

CMPS mooning 😭😭

BermudopeHighangle

CMPS flying 🍄📈🍄📈

BermudopeHighangle

CMPS 🍄📈🍄📈🍄

luca_frss

CMPS has the most diversified portfolio and several Phase 3 programs; ATAI was one of my favorite stocks, but it was recently acquired by Eli Lilly

BermudopeHighangle

Nihilism is taking over society and psychedelics are seen as the antidote. CMPS 📈🍄🤌

iiGoodVibesii

Kindly and please, give me your favorite; fun/cool stock? Something highly speculative or just cool to take ownership in. I invested in medical mushrooms CMPS and been doing real well. I need another one I can accumulate stock in

BermudopeHighangle

They partnered with CMPS and PALL

BermudopeHighangle

More trump pushing ibogaine. Get ya psychedelic stocks CMPS DFTX

Neither_Aside

This is what I’m hoping for with CMPS, DFTX, & RARE 🥺🙏

DestructionOfPlanets

CMPS put it in

DestructionOfPlanets

just put 100k into CMPS

BermudopeHighangle

CMPS 🍄🍄📈📈

Suitable-Increase-38

I think maybe you didn't read my comment. I fully versed on CMPS and have been holding it for years. No where near as much as you, but I been in on CMPS for a while.  You said FDA loves synthetic. My comment was explaining why they generally only approve synthetic compounds and if they do approve natural compunds they must be extracted and purified so that only one target compound is present in the drugs.  What I was saying is that they would never approve actual magic mushrooms and I gave the reasons why. I think we are basically saying the same thing. I'm a chemical engineer and I work in the pharmaceutical industry. I was just trying to explain why they "love" synthetic compunds. It's not so much that they love them, it's that doing science with natural products is all but impossible to control for variables 

BermudopeHighangle

CMPS is up 14% today btw

BermudopeHighangle

CMPS is up 11% today btw

BermudopeHighangle

CMPS is up 9% today btw

BermudopeHighangle

CMPS is up 8% btw

BermudopeHighangle

CMPS 🍄🍄🤌🤌

Forza__Ferrari

What is happening to CMPS? Does anybody know?

THEMEMEMASTER112

CMPS is a good ADR that’s on the rise, you can buy shares of that. I work at Schwab, any of our mutual funds and global ETFs like SCHG might be a good place for you to park your money. But it all depends on your time horizon, what are you goals, and what is your risk tolerance. If you want to be conservative, buy some SCHG SWPPX or SWLGX. Want to be more aggressive, buy some common stock, an up and coming biotech stock, or some fractional shares of blue chip stocks (I’m 99% sure we let you buy fractional shares at a $5/min per stock).

fartificial_degen

Thiel was a backer of Atai, and he is also an early backer of Compass (CMPS). Atai being acquired will force other pharma big boys to try and acquire competitors. Thiel double dips on the market and manages a deal with some big pharma to acquire Compass next.

Stop_Breathe

$CMPS will be first to market - far more investable than $ATAI at this point precisely because of the buyout.

occamism

Unless DFTX receives a CNPV from the FDA, they are at least a year behind CMPS to commercial launch.

Cptjoe732

They’re going to separate soon. Especially with CMPS being the furthest ahead.

BermudopeHighangle

CMPS bout to follow ATAI

UnfairRazzmatazz987

Nice. Were about too moon a decent amount today if all goes well. ATAI got bought out showing big pharma interest in the psychedelic space. Plus news from CMPS stating there was minimal assistance during the psilocybin dosage. Meaning it’s the drug that worked not the therapy. That is massive

Low-Air-182

DFTX is expecting approval sometime in mid 2027. They are about six months behind CMPS. Disclosure: I own stock in both.

ladiesuphillskiteam

CMPS

Cptjoe732

$CMPS

Cptjoe732

I shared CMPS here when it was 5$ and the gay mods took it down.

UnfairRazzmatazz987

$CMPS

UnfairRazzmatazz987

Link for full Bull Thesis $CMPS Compass Pathways https://x.com/kevin\_\_mak/status/2075541715272790373

Chirpp412

Should put it into CMPS compass pathways instead

AsbestosDude

>they are number 1 SO WRONG Definium therapeutics is number 1, DFTX at 6 bullion market cap THEN Atai beckly is number 2, ATAI at 1.9 billion Then in third is compass, CMPS at 1.78 billion Get your facts straight

TeslasElectricBill

I'm 80% in $CMPS and 20% in $HELP right now. Up 400% overall.

OkIntroduction9139

I sold right around the split. UP 305% on CMPS tho! Been making good money collecting premium selling covered calls too. Thinking about gettin back in to DFTX or HELP (formerly CYBN) but waiting on a better entry.

Scary-Leather2050

Is anyone else in here tracking psychedelic stocks yet or just dick riding AI/Chips? DFTX CMPS ATAI HELP, most had a decent pull back to end this week

ucationalnowes

CMPS just hit 2B, LFG!

DingusKhan70

$CMPS, Compass Pathways. Phase 3 clinical trial results show game-changing efficacy for treatment resistant depression. Has fast-track status for FDA evaluation. IYKYK. 🍄

Helpful-Fig6879

In April’s tariff fiasco, with options, I took 123k down to 55k… ouch! Wife was not very happy, hard to look her in the eye!! Today, I finally broke the 100k mark, with minimal options involved. Mostly swing trading stocks around main positions and paying attention to what’s the current hot hand. Lately I’ve backed out of most of my hyper scalers and big tech and have leaned heavily into psychedelic stocks ( CMPS, DFTX, ATAI, GHRS…etc ) , financials and started building positions in quantum stocks ( especially QNT ). This is a game of patience, YOLO shots with options are for the deeply regarded!!!! Should I write this in all caps??? Don’t be afraid of the markets, but save yourself from undo stress, enjoy life, and recognize this is a long game, not a burn out for you and everyone around you.

HolisticWill

CMPS

stevenryl866

https://preview.redd.it/2r4t6yvkvm9h1.jpeg?width=1206&format=pjpg&auto=webp&s=61bdff9f5b143fcb8b00cef6df03b61cdf7b66b7 CMPS - load some, we should double one durability release in early of Q3

Exact-Aerie-2687

why this over $CMPS? i get theres more reward in HELP if it does well but its track record is pretty terrible compared to other psyche stocks

DelfDrizz

Been buying $CMPS since June of last year - and still firmly believe they've got a ton of room to grow. Really promising results on their COMP360 drug, and are hoping to be launch-ready by the end of the year!

Rich-Championship-32

I’m past that, now CMPS

HolisticWill

Also look into CMPS .. it will double by January once they are fda approved. And approval is basically guaranteed! Ask A.I for more info on it

HungryHashMastr

I need CMPS to start taking off again.

cheekytikiroom

CMPS with product release imminent.

twiggs462

Psychedelics will make the next ones this year. Look at $DFTX $ATAI and $CMPS

Nearby-Actuator4641

CMPS for sure

occamism

$CMPS is likely to produce the biggest return by end of year.

CouchPotatoFamine

Been spreading things around a bit with 100 share purchases of relatively risky ideas in hopes they will bounce up a bit soon. Selling some covered calls on said positions too, things like CMPS, PATH & UPST. Why those? People on here had thesis on them I found pretty sound. Oh, also loaded up on VRRM because I feel like that company was brutalized for losing a major client and think they will regain at least $4 a share in the next few months.

swingworkstheoracle

CMPS

RadiantPerception224

$CMPS Compass Pathways about to get the first ever psychedelic drug approval

TeslasElectricBill

Funny, my fumble was $ASTS where I bought $5 calls when it was $4 then auto-sold it with 100% profit via a limit order cuz it was down like 80% for 5+ months and I was getting paranoid and wanted out. 2 weeks later my limit order goes through because they partnered with Verizon/AT&T and the stock hit $40+ and kept going to $90+ and it still kills me cuz I fumbled it so hard and left life changing money on the table. Luckily now I bet big on $CMPS and I'm already up 300%+ and will likely hit 600%+ however the biggest issue is my short term capital gains taxes will be ~50% 🫣😬

Capable-Mark-7554

psychedelics stocks (CMPS) mark my words, this is going to 20+ by end of year. you read it here first!

stevenryl866

A week ago, I posted on GETY and it’s around 0.8xx and now at 1.0. I give you another which is under CMPS. This is the only one closest to approval and commercialisation. Spravato under Johnson & Johnson is the only psychedelic FDA approved. 2025 alone generated around 1.7bil of annualized sales. Next catalyst in Early Q3 release of phase durability result, of good pump to 40. FDA approved in 2027, pump to 90. In between if buyout we go 70. CMPS also have the following designation and including the recent one after Trump EO on psychedelic. Prior to Trump EO, it trading between 5-6 per share. Breakthrough Therapy Designation (BTD) for treatment-resistant depression (TRD). In addition, it has several other important FDA-related regulatory advantages/supports: * NDA Rolling Review granted by FDA in 2026. * Commissioner’s National Priority Voucher (CNPV) awarded in 2026 to accelerate review timing. * FDA accepted IND application for PTSD study expansion. Outside the US FDA: COMP360 also received the UK’s ILAP (Innovative Licensing and Access Pathway) designation.

Suitable-Increase-38

I think people overlook one very important factor when comparing Atai to CMPS. I hear a lot about the duration of the session, and that is true, but what no one talks about is the intensity of the drug. A lot of people have tried psilocybin and are familiar with its effects. 5meo is a whole different animal and many people are scared of it. I think CMPS has a much easier road to adoption because of this. 

TeslasElectricBill

I'm an options newbie and anything other than basic calls makes me nervous as I do not understand it well. With that said I have a lot of options expiring in Jan 2027 on $CMPS and since it's short term gains, I'm looking at 50% taxes on my gains UNLESS I exercise the options to shares then hold onto another 365 days, at which point taxes will be 20% less. I think I'm gonna exercise if $CMPS is on it's way to $40 potentially cuz that's life changing money for me!

TeslasElectricBill

$40 would be life-changing money for me and in order to prevent 50% of taxes and to hold onto more CMPS stock, I think I'm most likely going to exercise my options before expiration in January 2027 and sit on my ass for another year hoping the stock pops even more and so I could pay 20% less taxes on my gainz. God speed and best of luck to both you and me OP.

mycasestudygroup

thoughts on CMPS - have 10k i need to put somewhere and forecast looks good.

stevenryl866

JUNS you better read on Trump EO on the psychedelic medicine. As of now only one approved psychedelic in market, its Spravato and under Johnson & Johnson. The 2nd upcoming and closest to approval is under ticker CMPS. JUNS have nothing even close to it, it’s still months or years for them to get any FDA designation. JUNS paid 600k in escrow account and if 90days fails, PharmaAla get the deposit. the “$100M term sheet” headline is somewhat misleading because: * the immediate commitment is only a few million dollars * the rest is conditional and may never be paid if development fails.

ZombieSkipper

CMPS

Blistorious

CMPS 🍄 on fire!!

Nearby-Actuator4641

After a lot research and about CMPS DAY BY DAY I SEE, (GAD) is increasingly viewed by investors as a potentially very important future opportunity for CMPS, BECAUSE * FDA/regulatory momentum is improving, * cash runway is solid, * and the mental health market opportunity is enormous. So I think and also believe CMPS approaching the stage where: * partnerships are available, * licensing deals are on the way, * strategic investments,

PrincessJellyfish17

CMPS

softboiledjadepotato

Rooting for CMPS tomorrow!!!

Capable-Mark-7554

CMPS. You read it here first or on shroom stock sub

occamism

CMPS is going to re-rate in a big way in the coming months. Even with the vouchers awarded, they're likely 1-2 years ahead of the next competitor in reaching commercialization. That timeline moat is meaningful. There's nothing stopping CMPS from taking this extra time to develop their own faster acting versions that will make it much more difficult to displace them once they've been accepted as the go to treatment. Their Phase IIIa readout was actually better than most realize because it was against a 1mg live dose placebo. The 3.8 madrs score is actually a 4.8-5.8 when adjusted for a sugar pill placebo. Those are significant numbers. The drug works. They also intentionally chose to pursue the longer delivery process in lieu of a faster acting version because they believe it is more effective. The upcoming FDA approval may require all players in this space to provide prolonged delivery chaperones until more data is available proving the faster acting versions perform with the same or better efficacy.

SocialSoundSystem

I bought in/out of CMPS a long ass time ago bc of Hamilton Morris but it just didn’t go anywhere. Of course now it moves years later. Is he still working there? Guy is a shark.

BattleSensitive3467

With ATAI you don't need talk therapy, with CMPS you do

DelfDrizz

I'm in on CMPS for the long haul - started buying around their low last year @2.50 and have been loading up ever since. I wasn't trading anything until 2024, so I wasn't around for their peak, but after trying similar drugs to their COMP360 (iykyk) I fully believe in the future of the company/drug, and can see the share price easily hitting 10-20+ in a year or two. Especially with how favorable public perception is turning towards these kinds of drugs!

UnfairRazzmatazz987

The reason for that is Atai has more molecules but CMPS is much further along in getting approved. I think CMPS is really undervalued because this one molecule could treat everything Atai is treating. Anyone who has tried psilocybin knows it works. I think this is a no brainer.

call_me_soup69

ATAI is developing BPL-003 which takre an hour for treatment. CMPS is developing COMP360 which takes 6-8 hours. ATAI also has stakes in several other companies and molecules I the same space. Right now CMPS market cap is 1.2b, ATAI 1.6b. CMPS already ran it's price up on the NPV news, ATAI did not get a voucher so still has significant room to run imho.

UnfairRazzmatazz987

It ran up 40% before the voucher was even promised to them. I see it consolidating and flying as this progresses. I also like Atai too. CMPS and ATAI are the only psych stocks I own.

Sledgahammer

ATAI has twice the market cap of CMPS for a similar product and identical target demographic?