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Compass-2026-JPM.pdf

上传人: 明**** 编号:1069745 2026-01-17 23页 1.53MB

1、Transforming Mental Health CareInvestor PresentationJanuary 20262|Compass PathwaysCautionary 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 ide

2、ntify forward-looking statements by terms such as“believe,”“continue,”“could,”“estimate,”“expect,”“may,”“might,”“plan,”“potential,”“project,”“target,”“will,”“would,”or the negative of these terms,and similar expressions intended to identify forward-looking statements.However,not all forward-looking

3、statements contain these identifying words.These forward-looking statements include express or implied statements relating to our strategic plans or objectives;our plans and expectations regarding our clinical trials,including our Phase 3 trials in TRD and our planned Phase 2b/3 trial in PTSD;our ex

4、pectations regarding the time periods for the release of data from the COMP005 and COMP006 Phase 3 trials for TRD;our expectations regarding discussions with the FDA regarding potential NDA acceleration strategies,including potential for rolling NDA submission for COMP360 psilocybin treatment in TRD

5、;our expectations regarding potential commercial launch timelines;the potential for the pivotal Phase 3 program in TRD to support regulatory filings and approvals on an accelerated basis or at all;our expectations regarding the safety or efficacy of our investigational COMP360 psilocybin treatment,i

6、ncluding as a treatment for TRD and PTSD;any implication that past results will be predictive of future results;our expectations regarding the benefits of our investigational COMP360 psilocybin treatment;our ability to obtain adequate coverage and reimbursement for our investigational COMP360 psiloc

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1. **核心业务**:开发COMP360(合成裸盖菇素)治疗难治性抑郁症(TRD)和创伤后应激障碍(PTSD)。 2. **临床进展**: - TRD:Phase 3试验COMP005/COMP006数据分别于2026年Q1(6/26周)和Q3(26周)读出;FDA支持滚动NDA提交。 - PTSD:Phase 2b/3试验预计2026年Q1启动,Phase 2数据显示81.8%患者4周响应。 3. **市场潜力**: - TRD美国患者约400万,仅2款获批药物,<2%患者使用;PTSD患者约1300万,近25年无新药。 4. **财务状况**:现金储备1.86亿美元(2025年9月),可支撑运营至2027年。 5. **团队优势**:管理层具备丰富精神疾病药物开发及商业化经验。
**TRD市场有多大?** **COMP360疗效如何?** **PTSD新药进展?**
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