Durability ConcernsDurability is a key component for commercial success, and there are concerns about the durability of CMPS' product.
Investor ExpectationsThe MADRS effect size of 3.6 points underwhelmed, as investors were citing around 4 points as the minimum to keep CMPS' stock flat for this trial.
Market ReactionThe market’s muted reaction to the COMP005 trial results—CMPS is down 20% since the data release—misrepresents the trial’s success, which provides a validated safety baseline and a credible efficacy signal.