Check out Kevin Mak’s bull thesis on $CMPS. “Summary Compass Pathways is a sub-$2 billion company developing what I believe will likely be the first FDA-approved psilocybin therapy, targeting a TRD market that is largely unserved and worth tens of billions of dollars. In my view the stock is structurally mispriced due to ADR status, small capitalization, career risk, generalist distraction, specialist unfamiliarity, an inherited assumption that no strategic buyer exists, and years of accumulate
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