Compass Pathways CEO wants a slow COMP360 launch to protect the psychedelics field
Compass Pathways expects to complete its rolling FDA submission for COMP360 this quarter and launch early next year, CEO Kabir Nath said. He wants a slow, provider-trained rollout under an expected REMS, because early bad experiences could damage the broader sector.
Reality
- Evidence50
- Adoption
- Not scored
- Hype gap+10
- Incentives60
- Confidence55
Yuhan's lazertinib royalties are expected to top 40 billion won on J&J sales up 62.3%
Yuhan is expected to collect over 40 billion won in lazertinib royalties this year after J&J's combined Q3 sales rose 62.3% to $320 million. Shinhan Securities projects 507 billion won a year by 2040, with 40% going to Oscotec, the original developer.
Reality
- Evidence40
- Adoption55
- Hype gap+30
- Incentives
- Not scored
- Confidence45
Alphabet's Isomorphic Labs is in funding talks at a $40 billion valuation. Crypto Briefing put its prior mark near $17.5 billion, so the ask more than doubles the price of a drug designer that has yet to dose a patient.
Perspective Coverage
6 publishers
- Builder
- Builder 26%
- Operator
- Operator 17%
- Investor
- Investor 57%
Reality
- Evidence55
- Adoption25
- Hype gap+45
- Incentives55
- Confidence55
Meta's board opposed a 2018 privacy committee proposal a year before the FTC ordered one
Meta's board rejected a 2018 shareholder call to study a privacy risk committee a year before the FTC fined the company $5 billion, an ICCR memo says. Outside holders backed the request at 45%, but Mark Zuckerberg's voting control cut the recorded tally to 11.55%, so the board's win mostly measured his vote.
Reality
- Evidence40
- Adoption
- Not scored
- Hype gap+35
- Incentives65
- Confidence45
Ayala's first outsider CEO answers the break-up playbook with a dividend demand
Cezar Consing is keeping the Philippine group whole while telling its units to send more cash to the centre, which is break-up discipline run internally, and the comparison he has to beat is GE's 7.7-fold market value since 2018.
Reality
- Evidence44
- Adoption38
- Hype gap+24
- Incentives72
- Confidence55