CMPS · COMPASS Pathways plc

📣 What CMPS Says Is Next

• Q4 · “We are planning to meet as soon as possible with the FDA to discuss a rolling submission and review, and expect to complete an NDA submission in Q4”
  Company press release, Feb 17, 2026 · SEC filing

Quoted word for word from the company's press releases filed with the SEC. Timing is the company's own guidance, not a BioRadar estimate.

🧪 Trial & FDA Catalysts

• Dec 2026 · Phase 1 · Recruiting · A Phase 1 of CTX-8371 in Patients With Advanced Malignancies
  Registry primary completion date, not a results date
• Aug 2027 · Phase 2/3 · Active Trial · A Study of CTX-009 in Combination With Paclitaxel in Adult Patients With Unresectable Adva
  Registry primary completion date, not a results date
• Apr 2028 · Phase 1 · Recruiting · A Phase 1 Study of the Safety and Tolerability of CTX-10726
  Registry primary completion date, not a results date
• Sep 2028 · Phase 2 · Upcoming Trial · Study of CTX-471 in Patients With Neural Cell Adhesion Molecule (NCAM) Positive Neuroendoc
  Registry primary completion date, not a results date
• Nov 2028 · Phase 2/3 · Recruiting · Redefine Study: A Study Evaluating the Efficacy, Safety, and Tolerability of COMP360 in Pa
  Registry primary completion date, not a results date
• Nov 2025 · Phase 3 · Active Trial · Efficacy, Safety, and Tolerability of Two Administrations of COMP360 in Participants With
  Registry date passed, readout not confirmed

📊 Drug Pipeline

Also used in these trials (approved or third-party drugs, not CMPS's own candidates): Paclitaxel, Cisplatin, Durvalumab, Gemcitabine Hydrochloride, Leucovorin, Pembrolizumab.

Source: ClinicalTrials.gov trials sponsored by the company, one row per candidate at its most advanced registered trial. FDA approvals: Drugs@FDA. Wrong or missing drug? Report it

💰 Cash Runway & Dilution Risk

CMPS holds $433.3M in cash and short-term investments (as of Jun 30, 2026) and burns about $44.1M/quarter from operations, an estimated runway of 29.5 months at that rate (BioRadar estimate, not company guidance).

Dilution pressure: 34 · Moderate

• Cash runway 30 months
• ATM program on file since May 2025 +15
• Shelf registration (S-3ASR, Aug 2026) +10
• Company says cash lasts into 2028 -5We believe that our existing cash and cash equivalents will be sufficient for us to fund our operating expenses and capital expenditure requirements into 2028 . 10-Q, Aug 2026
• Share count +44% in a year +14

Recent financing filings on SEC EDGAR:

• Aug 5, 2026 · Shelf registration · S-3ASR
• Feb 19, 2026 · Underwritten offering · 424B5
• Feb 17, 2026 · Underwritten offering · 424B5
• May 8, 2025 · ATM program, up to $150M · 424B5
• Feb 27, 2025 · Shelf registration, up to $150M · S-3
• Jan 10, 2025 · Underwritten offering · 424B5

Source: SEC EDGAR (XBRL cash flow and financing filings). Dilution Watch: every company ranked → · Get an alert when CMPS files for a raise →

👥 Who Owns CMPS

Share count 138,476,822 (latest 10-Q/10-K). Insiders: each officer's, director's and 10% owner's latest Form 3, 4 or 5, direct and indirect shares; options are not counted. 5%+ holders: latest Schedule 13D or 13G of each holder above 5%. Institutions: the total held by all 13F filers (Yahoo Finance); the table lists the largest (13F quarter ending 2026-06-30). Sources have different dates, so the split is approximate. Source: SEC EDGAR.

📈 Recent Insider Activity (Form 4)

Only open-market purchases (P) and sales (S) are trading decisions. Awards (A), option exercises (M) and tax withholding (F) are compensation mechanics. Source: SEC Form 4.