Compass Pathways (CMPS) Aktie: Kaufen oder nicht? — Finanz-YouTuber-Analyse

The YouTuber identifies Compass Pathways (CMPS) as a speculative buy, operating in the mental healthcare sector with its psilocybin therapy (COMP360) for treatment-resistant depression and PTSD. Despite currently having no revenue or margins, the company is in early-stage clinical trials, representing a potential 'textbook innovation curve' play. The thesis is that the stock is currently out of favor after an initial hype cycle, presenting an opportunity for long-term investors willing to take on high risk.

“They developed comp 360, which is a psilocybin therapy that completes phase 2 clinical trials for the treatment of treatment resistant depression and is in phase two clinical trials for the treatment of post-traumatic stress disorder.” — ▶ 19:00

The YouTuber suggests buying Compass Pathways as a calculated speculation due to its potential for significant returns if its drug, COMP360, receives FDA approval in late 2026 or early 2027. He highlights the large addressable market for treatment-resistant depression and the company's advanced stage in clinical trials, making it the furthest along in the psychedelic therapy space. Despite current lack of sales and patent uncertainty, the potential for a 4-8x gain based on Johnson & Johnson's similar drug success makes it an attractive, albeit risky, opportunity.

“If Compass got anywhere near to like Johnson Johnson and Johnson's numbers because Johnson and Johnson is guiding to for 5 billion sales a year, you'd be looking at well some pretty crazy stuff right now.” — ▶ 10:00