COMPASS Pathways Plc · NASDAQ:CMPS
COMPASS Pathways — Investor Presentation (May 2026)
28 slides from COMPASS Pathways's investor presentation, May 2026
Slide 1: Leading the Transformation of Mental Health Care
Leading the Transformation of Mental Health Care Investor Presentation May 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,” “con
Slide 3: COMP360: First-in-Class Psychedelic Transforming Mental Health Care
COMP360: First-in-Class Psychedelic Transforming Mental Health Care Blockbuster opportunity1 Large underserved markets in TRD (4M U..S. patients) & PTSD (13M U.S. patients) Compelling data 2 successful Ph3 TRD trials: rapid effect, durable efficacy, highly differentiated in TRD Clear accelerated Rol
Slide 4: Treatment-Resistant Depression (TRD) Affects 4 Million in the U.S.
Treatment-Resistant Depression (TRD) Affects 4 Million in the U.S. 1/3 of MDD patients are failed ~23M Prevalence of U.S. adults experiencing major by ≥2 antidepressants and considered treatment depression each year1 resistant1 ~12M Adult patients who are Over 55 medicines drug treated for MDD in ap
Slide 5: TRD is not MDD: Significantly Greater Impact on Individuals with TRD
TRD is not MDD: Significantly Greater Impact on Individuals with TRD Greater patient burden for TRD vs MDD Patients with TRD have MDD TRD longer depressive episodes1 1st MDD 200 episode 1st TRD 571 episode 70% 17-30% 51% greater increased risk of increased risk of work time all-cause mortality due t
Slide 6: COMP360 Phase 3 in TRD Clinical Data
COMP360 Phase 3 in TRD Clinical Data 6 | © Compass Pathways
Slide 7: COMP360 in TRD: Phase 3 Key Takeaways
COMP360 in TRD: Phase 3 Key Takeaways Two Positive Phase 3 Readouts1: Primary Endpoints Achieved Rapid Meaningful and Onset Durable Clinical Effect2 COMP360 Generally Safe and Transformative Well-Tolerated Profile Clinical Profile 1)both trials continue to 52 weeks; **Primary endpoint for both trial
Slide 8: Robust Phase 3 Program Design
Robust Phase 3 Program Design Part A (blinded) 6 weeks Part B (blinded) 20 weeks Part C (open label) 26 weeks Week 6 COMP360 Primary Pivotal trial 1 25 mg endpoint option for COMP360 25mg treatment N=171 (COMP005) achieved1 retreatment* based on (one dose only after relapse or for single dose pre-sp
Slide 9: COMP005 & COMP006 Both Achieved Primary Endpoints
COMP005 & COMP006 Both Achieved Primary Endpoints With High Statistical Significance* • At week 6, 25% reduction in MADRS in 005, increasing to 39% in 006 • Consistent magnitude of MADRS total score improvement between two Phase 3 studies • 2nd administration at Week 3 shows potential for a deeper t
Slide 10: COMP360 Response Can Be Immediate and Durable – Unique in TRD
COMP360 Response Can Be Immediate and Durable – Unique in TRD • 25% of participants in 25mg arm of 005 achieved a clinically meaningful reduction in MADRS * at Week 6 and maintained response at least through Week 26 • Magnitude of MADRS improvement among responders demonstrates consistent, durable a
Slide 11: COMP005 – Sustained Durability to Week 26
COMP005 – Sustained Durability to Week 26 • Consistent separation from placebo through randomized and blinded part B up to Week 26 • Option for 2nd administration* of COMP360 after Week 6 during blinded long-term follow-up (Part B) • 70% of patients in 25mg arm and 53% in placebo arm received a 2nd
Slide 12: COMP360 Safe and Well Tolerated
COMP360 Safe and Well Tolerated • Majority of AEs resolve on day of treatment • Safety data is consistent with known safety profile of COMP360 psilocybin • Most TEAEs occurred on the days of administration with vast majority resolving within a day • Most common TEAEs reported were headache, nausea,
Slide 13: COMP360 in TRD: Phase 3 Key Takeaways
COMP360 in TRD: Phase 3 Key Takeaways • Two Positive Readouts From Ongoing* Phase 3 Trials of COMP360 in TRD • Primary endpoint achieved in both COMP005 and COMP006 at Week 6* with high statistical significance (-3.6 vs placebo; -3.8 vs 1 mg, p<0.001) • Rapid Onset • Statistically significant improv
Slide 14: Commercial Readiness
Commercial Readiness 14 | © Compass Pathways
Slide 15: Well-established Infrastructure of Interventional Psychiatry Treatment Centers in Place
Well-established Infrastructure of Interventional Psychiatry Treatment Centers in Place and Preparing to Offer COMP360 >7,500 Spravato® treatment clinics in US 1 Centers Established Practice Patterns 578 Dedicated rooms/areas for treatments that require multi-hour monitoring Operational and scheduli
Slide 16: COMP360 Prescribing, Dosing, and Reimbursement Expected to Integrate within Current Practice
COMP360 Prescribing, Dosing, and Reimbursement is Expected to Easily Integrate within Current Clinical Practice Prescribing Prescribed by an HCP licensed to prescribe medication to patients Dose Patient self-administers oral capsule while monitored by a licensed HCP1 during session administration Do
Slide 17: Gaining Launch Insights Through Our Strategic Collaborations
Gaining Launch Insights Through Our Strategic Collaborations Representing a Spectrum of Architypes Collaborator Hackensack Meridian Health Patient care pathways Neuronetics (Greenbrook) Provider perspectives on Spravato implementation Mindful Health Solutions Support staff training feedback Reliant
Slide 18: Post-Traumatic Stress Disorder (PTSD)
Post-Traumatic Stress Disorder (PTSD) 18 | © Compass Pathways
Slide 19: Post-Traumatic Stress Disorder (PTSD) Next Target Indication
Post-Traumatic Stress Disorder (PTSD) Next Target Indication • Chronic and debilitating psychiatric condition affecting ~13 million adults annually in the U.S. • Characterized by intrusive memories, avoidance, negative mood/cognition, and hyperarousal • Psychotherapies are first line, but difficult
Slide 20: Meaningful and Sustained Symptom Improvement in Phase 2a PTSD Study
Meaningful and Sustained Symptom Improvement in Phase 2a PTSD Study 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 baseli
Slide 21: PTSD Late-Stage Phase 2b/3 Trial Design
PTSD Late-Stage Phase 2b/3 Trial Design Design: Multicenter, randomized, double-blind, controlled trial, with an open label extension, to investigate the efficacy, safety, and tolerability of COMP360 in 300 adult participants with PTSD Primary Objective: To determine if two administrations of COMP36
Slide 22: Robust Patent Portfolio Supporting COMP360 Exclusivity
Robust Patent Portfolio Supporting COMP360 Exclusivity Composition Patents Method Patents Drug Substance (DS) Drug Product (DP) Method of Treatment (MoT) • Crystalline drug substance • Orally administered formulation • Coverage of priority indications: TRD and PTSD • Pharmaceutical-grade • Target pr
Slide 23: 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 24: We're a biotechnology company dedicated to accelerating patient access
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
Slide 25: Appendix
Appendix 25 | © Compass Pathways
Slide 26: COMP005 - Primary Endpoint Achieved – Change in MADRS at Week 6
COMP005 - Primary Endpoint Achieved – Change in MADRS at Week 6 • Highly statistically significant difference of -3.6 MADRS between 25mg vs placebo at Week 6 (p<0.001) • Statistical significance at all timepoints beginning the day after administration (Day 2) demonstrates rapid onset of action Basel
Slide 27: COMP006 – Primary Endpoint Met – Change in MADRS at Week 6
COMP006 – Primary Endpoint Met – Change in MADRS at Week 6 • Statistically significant difference of -3.8 MADRS between 25mg vs 1mg at Week 6 (p<0.001) • Statistically significant treatment differences in 25mg vs 1mg and 10mg vs 1 mg found at all timepoints post administration • Rapid onset of actio
Slide 28: Phase 2b Trial Results Demonstrated Potential for 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