COMPASS Pathways Plc · NASDAQ:CMPS
COMPASS Pathways — Investor Presentation (January 2026)
22 slides from COMPASS Pathways's investor presentation, January 2026
Slide 1: Transforming Mental Health Care
Transforming Mental Health Care Investor Presentation January 2026
Slide 2: Disclaimer
Disclaimer Cautionary Note Regarding Forward-Looking Statements This presentation includes “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, as amended. In some cases, you can identify forward-looking statements by terms such as “believe,” “cont
Slide 3: Investment Highlights
Investment Highlights Significant Unmet Late-stage Near-term Value Strong Cash Medical Need with Development Drivers Position Large Target Markets TRD: ~4M in the U.S. suffer with COMP360: Proprietary synthetic Part A (9-week) data from $186 million cash as of TRD with limited treatment formulation
Slide 4: Treatment Landscape and Unmet Need for TRD
Treatment Landscape and Unmet Need for TRD 4 | © Compass Pathways
Slide 5: Treatment-Resistant Depression (TRD) Affects Millions in the U.S.
Treatment-Resistant Depression (TRD) Affects Millions in the U.S. ~23M Prevalence of U.S. adults experiencing major depression each year1 ~12M Adult patients who are Over 55 medicines drug treated for MDD in approved for MDD the past year2 ~4M MDD patients failed by ≥2 antidepressants and Only 2 med
Slide 6: TRD Patients are Disproportionately Impacted vs. MDD
TRD Patients are Disproportionately Impacted vs. MDD Patients with TRD have Compared to patients with non-TRD longer depressive episodes1 MDD, those with TRD experience: lighter color = MDD darker color = TRD 1st MDD episode 200 1st TRD episode 571 70% 17-30% 51% greater increased risk of increased
Slide 7: COMP360 Clinical Data
COMP360 Clinical Data 7 | © Compass Pathways
Slide 8: Phase 2b Trial Results Demonstrated the Potential for a Rapid, Sustained Response in TRD
Published in The NEW ENGLAND Phase 2b Trial Results Demonstrated the Potential JOURNAL of MEDICINE* for a Rapid, Sustained Response in TRD In a randomized, controlled, double-blind Secondary Efficacy Assessment Follow-up Period 3 Weeks Post Dose 6-12 Weeks Post-Dose trial, three groups of participan
Slide 9: COMP005 Phase 3 Trial Achieved Primary Efficacy Endpoint
COMP005 Phase 3 Trial Achieved Primary Efficacy Endpoint Single administration of Independent Data Safety Ongoing pivotal Phase 3 COMP360 demonstrated a highly Monitoring Board (DSMB) COMP 360 program is the statistically significant and reviewed safety data for largest study of an clinically meanin
Slide 10: Commercial Strategy & Launch Readiness
Commercial Strategy & Launch Readiness 11 | © Compass Pathways
Slide 11: Commercial Planning Efforts Focused on Ensuring Appropriate TRD Patients Can Access COMP360
Our Commercial Planning Efforts are Focused on Ensuring Appropriate TRD Patients Can Access COMP360, if Approved Educate & Learn Launch Readiness Enable Patient Access Enable Awareness & Access Clinical care teams Commercial team build-out DEA rescheduling (Federal & State) KOLs/HCPs Product positio
Slide 12: Potential Launch Will Leverage Established Interventional Psychiatry Treatment Centers
Potential Launch of COMP360 Will Leverage a Well-established Infrastructure of Interventional Psychiatry Treatment Centers ~6,800 Spravato treatment clinics in US1 Centers Established Practice Patterns 578 Dedicated rooms/areas for treatments that require multi-hour monitoring Knowledge of and opera
Slide 13: COMP360 Prescribing, Dosing, and Reimbursement Expected to Integrate within Current Clinical Practice
If Approved, COMP360 Prescribing, Dosing, and Reimbursement is Expected to Integrate within Current Clinical Practice Prescribing Prescribed by an HCP licensed to prescribe medication to patients Dose Patient self-administers oral capsule and is monitored by a licensed HCP1 during session administra
Slide 14: Gathering Insights Through Our Strategic Collaborations
Gathering Insights Through Our Strategic Collaborations Collaborator Examples of Learnings Hackensack Meridian Health Patient care pathways Neuronetics (Greenbrook) Provider perspectives on Spravato implementation Mindful Health Solutions Support staff training feedback >175 SITES Reliant Medical Gr
Slide 15: COMP360 Differentiated Emerging Profile
COMP360 Differentiated Emerging Profile SSRIs / SNRIs / Antipsychotics COMP360 Differentiated clinical profile in MDD Indicated with limited First multi-hour medicine a TRD market with a high efficacy and tolerability indicated for TRD unmet need in a large patient challenges population Delayed onse
Slide 16: Post-traumatic Stress Disorder (PTSD)
Post-traumatic Stress Disorder (PTSD) 17 | © Compass Pathways
Slide 17: Post-Traumatic Stress Disorder (PTSD)
Chronic and debilitating psychiatric condition affecting ~13 million adults annually in the U.S.; lifetime prevalence ~6–8% Characterized by intrusive memories, avoidance, negative Post-Traumatic Stress mood/cognition, and hyperarousal Disorder (PTSD) Evidence-based psychotherapies are first line, b
Slide 18: Phase 2a PTSD Study: Meaningful and Sustained Symptom Improvement
Phase 2a PTSD Study: Meaningful and Sustained Symptom Improvement N=22, multi-center open-label, single administration of 25mg Summary of change from baseline in CAPS-5 score COMP360 (mean baseline of 47.5 CAPS-5 total score, which is considered severe) Early onset and sustained change from baseline
Slide 19: PTSD Late-Stage Phase 2b/3 Trial Design
PTSD Late-Stage Phase 2b/3 Trial Design Design: Multicenter, randomized, double-blind, controlled study, with an open label extension, to investigate the efficacy, safety, and tolerability of COMP360 in 234 participants Primary Objective: To determine if two administrations of COMP360 at a dose of 2
Slide 20: Seasoned Management Team with Proven Record of Delivering Visionary Innovation
Seasoned Management Team with Proven Record of Delivering Visionary Innovation Kabir Nath, Chief Executive Officer: Kabir has ~30 years of biopharmaceutical and medical device experience. Prior to Compass, he was Senior Managing Director of Global Pharmaceuticals at Otsuka and President & CEO of Ots
Slide 21: Investment Highlights
Investment Highlights Significant Unmet Late-stage Near-term Value Strong Cash Medical Need with Development Drivers Position Large Target Markets TRD: ~4M in the U.S. suffer with COMP360: Proprietary synthetic Part A (9-week) data from $186 million cash as of TRD with limited treatment formulation
Slide 22: We're a biotechnology company…
We're a biotechnology company… …dedicated to accelerating patient access to evidence-based innovation in mental health. Stephen Schultz, SVP, Investor Relations stephen.schultz@compasspathways.com +1 401-290-7324
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