Mar. 18 at 3:02 PM
$CMPS $ATAI $DFTX $HELP Kabir Nath, CEO of CMPS today: "we are heads down, focused on executing. We are focused on the competition at launch, which is Spravato. Yeah, we're not focused on the theoretical, yet to be proven, vague, and not very tolerable competition that might be coming behind." Strong words from CMPS. Market hasn't been buying what CMPS is selling, but I think the market is getting it wrong. I still believe CMPS is the most undervalued relative to the risks and opportunity, and will significantly re-rate in the next 9-12 months.