Feed / CMPS

COMPASS Pathways plc

CMPS

Healthcare · 14.23 -6.3% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

COMPASS Pathways plc's current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 30 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.

Company-6.3% todayVolume comparison unavailable
Market group0 of 30 activePrecious Metals Mining · unavailable
Disclosed network0 of 6 confirmingNo filing-linked name is confirming now
What would change this read
  • CMPS's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if CMPS's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Healthcare · Medical Care Facilities

No new filing conclusion is available. 0 of 30 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • CMPS's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods0
Price observations319
Usable filing statements55
Verified relationships6
Evidence supporting the case

No qualifying supportive evidence was identified.

Evidence challenging the case

No qualifying adverse evidence was identified; that is not proof there is no downside.

Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 10, 2026

14.23
6m+106.2%12m+201.5%24m

What management says matters

Persistent and emerging business drivers

Product pipeline and R&Dmixed · 4 filings
We expect to continue to incur significant general and administrative expenses as a result of ongoing requirements as a public company, in addition to ongoing general and administrative support for research and development activities, as well as commercial pr…
10-Q · May 13, 2026
Credit and interest ratesmixed · 3 filings
The Loan Agreement provides for aggregate maximum borrowings of up to $ 50.0 million, consisting of (i) F-17 Table of Contents a term loan of $ 30.0 million, which was funded on the Effective Date, and (ii) subject to the approval of Hercules’ investment comm…
10-K · Mar 24, 2026
Foreign exchangenegative · 1 filings
The current year benefit is recorded at the non-enhanced rate due to uncertainty regarding satisfaction of the R&D intensity condition and eligibility for the enhanced effective rates, which is currently under discussion with HMRC; • a decrease due to foreign…
10-Q · May 13, 2026

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Fewer than 4 annual revenue periods; too little history to scaffold scenarios.

Price action

How the market is pricing the story

14.23-6.3% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for CMPS. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for CMPS. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind CMPS

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

STIMFiling-linked namepartnerMar 24, 2026

We have entered into collaboration agreements with Greenbrook Mental Wellness Centers (acquired by Neuronetics, Inc.

HTGCHercules Capital, Inc.lenderMay 13, 2026

On June 30, 2023, we entered into a loan agreement with Hercules, which provided for aggregate maximum borrowings of up to $50.0 million, including a term loan of $30.0 million, which was funded on June 30, 2023.

Depended on by

DFTXDefinium Therapeutics, Inc.competitorFeb 26, 2026

A number of companies are developing product candidates with similar mechanisms to DT120 that are intended for the treatment of anxiety and depressive disorders, including AtaiBeckley Inc.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 5 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

CMPS is currently a Early Follower in the organic co-movement group Precious Metals Mining. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for CMPS; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.