COMPASS Pathways plc

CMPS

Held by 6 specialist biotech funds

High Convergence

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Fund Holdings

6 fund convergence

OrbiMed Advisors BVF Partners RTW Investments

Catalysts

No catalysts tracked.

Position Details

OrbiMed AdvisorsNEWFeb 17, 2026

Shares: 15,219,994Value: $81.7M

# Signal Note: OrbiMed Initiates $81.7M Position in CMPS OrbiMed's substantial new stake signals conviction in COMPASS's psilocysin-assisted therapy platform, likely driven by upcoming COMP360 Phase 3 data in treatment-resistant depression (TRD)—a $5B+ addressable market with limited FDA-approved options. The $81.7M commitment from a tier-one healthcare investor provides validation ahead of near-term catalysts and suggests confidence in the clinical and commercial trajectory of psychedelic-based therapeutics.

BVF PartnersNEWFeb 17, 2026

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Insider Signals

No insider signals tracked.

Also Held by These Funds

NBIX4 funds RVMD4 funds IRON3 funds OMDA3 funds PRAX3 funds ALNY3 funds AXSM3 funds CBIO

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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AI Signal

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# Signal Note: BVF Partners Initiates $41.7M Position in COMPASS Pathways BVF's entry signals conviction in COMPASS's psilocysin-assisted therapy platform, likely driven by anticipated Phase 2b readout for treatment-resistant depression (COMP360) expected in 2024. Lampert's value-focused thesis typically targets asymmetric risk/reward in clinical-stage biotech with de-risking catalysts, suggesting he sees either undervalued regulatory probability or near-term inflection potential ahead of key efficacy data.