DFTX Vs CMPS: Which Stock Has More Upside From Trump’s New Psychedelic Therapy Push?

• Trump signed an executive order directing agencies to speed psychedelic research and approvals, alongside $50 million in federal funding for treatments such as ibogaine.
• FDA Commissioner Marty Makary said aligned therapies could move through review timelines in weeks.
• Koyfin consensus estimates suggest CMPS currently offers the larger implied upside, with 227% potential from recent levels, compared with about 62% for DFTX.

A new White House push to fast-track psychedelic therapies has put Definium Therapeutics (DFTX) and Compass Pathways (CMPS) back in the spotlight, but analyst estimates suggest one may have significantly more upside from the policy shift.

Both companies are advancing late-stage psychedelic therapies targeting psychiatric conditions, including depression, anxiety and post-traumatic stress disorder, placing them among the most directly exposed drug developers following the latest policy move.

DFTC stock just posted its third straight week of gains, while CMPS ended last week 20% higher. 

White House Pushes Speedy Psychedelic Research

Over the weekend, U.S. President Donald Trump signed an executive order directing federal agencies to accelerate research, regulatory review and treatment access pathways tied to psychedelic medicines, including ibogaine, while committing $50 million in federal funding toward related clinical research.

Trump said emerging psychedelic therapies could have a “tremendous impact” if supported by clinical evidence and emphasized their potential role in addressing serious mental-health conditions affecting veterans and other patients.

Health Secretary Robert F. Kennedy Jr. said the initiative aims to remove barriers limiting research into psychiatric therapies, while FDA Commissioner Marty Makary said at the Oval Office that certain psychedelic medicines aligned with national priorities could move through regulatory review timelines within weeks and not over a year.

Although ibogaine was the only psychedelic referenced directly in the executive order, Definium’ LSD-based DT120 and Compass’ psilocybin therapy COMP360 are already advancing through late-stage clinical trials in the U.S. for major psychiatric indications.

CMPS Emerges As Higher-Upside Psychedelic Bet

Consensus estimates compiled by Koyfin suggest that Compass Pathways currently offers the larger implied upside from recent levels.

DFTX holds a 12-month average analyst price target of $36.67, implying a 62% upside from current levels, with 12 analysts rating the stock ‘Buy’ and four rating it ‘Strong Buy’.

Meanwhile, CMPS carries a 12-month average analyst price target of $21.75, implying a 227% upside, with eight analysts rating the stock ‘Buy’, three rating it ‘Strong Buy’, and one rating it ‘Hold’, pointing to a substantially wider valuation runway from current levels.

Definium Positions DT120 For Regulatory Push

Definium Therapeutics responded to the executive order and said: “A science-driven framework that supports rigorous evaluation, responsible access, and faster translation of innovation into care is essential, and the FDA’s evidence-based approval process provides the most effective path to safely delivering these therapies to patients.”

The company is developing DT120, a pharmaceutical version of LSD, in late-stage clinical trials for generalized anxiety disorder (GAD) and major depressive disorder, with results from three large Phase 3 studies expected this year. The treatment has already received FDA Breakthrough Therapy Designation for anxiety.

After initial reports of the executive order surfaced, Stifel initiated coverage with a ‘Buy’ rating and a $30 price target, citing DT120’s probability-of-success outlook in GAD. The firm also noted that Definium has the largest market cap among psychedelic-drug developers but said the sector remains broadly undervalued and is likely to produce multiple winners.

COMP360 Targets Depression And PTSD Markets

Compass Pathways also welcomed the executive order, noting that about four million Americans living with treatment-resistant depression and 13 million with PTSD have seen limited innovation for decades. “With today’s Executive Order including the potential for accelerated regulatory and rescheduling processes, should COMP360 be approved, we will be ready to make this treatment available to patients,” the company said in a statement on Saturday.

COMP360 has already produced two positive Phase 3 trials showing statistically significant improvement in depressive symptoms with effects appearing as early as one day after administration and durability lasting at least six months after one or two doses among responding patients.

Compass is currently working with the FDA on a rolling submission strategy for treatment-resistant depression and is advancing additional development in post-traumatic stress disorder after receiving clearance to begin a Phase 2b/3 study.

How Do Retail Traders Feel About DFTX, CMPS?

On Stocktwits, retail sentiment for both DFTX and CMPS was ‘extremely bullish’ amid ‘extremely high’ message volume.

One user expects a “flurry of upgrades” for DFTX stock and said, “see you all on the moon”

Another user noted that CMPS is “the only one at late stage, and not to mentioned on the breakthrough designation. Multiple Phase 3  and consistent success and closest to approval.”

While DFTX stock has surged nearly 300% over the past year, CMPS has more than doubled over the same period. 

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