Next-Gen CNS Assets Attract Investor Interest
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Should l Buy HELP?
Source: Newsfilter
- Market Potential: The global market for depression and anxiety treatments is projected to exceed $50-60 billion annually, while the broader neuropsychiatric drug market is expected to surpass $150 billion by the end of the decade, highlighting the significant potential of novel serotonergic agonists (NSAs) in the rapidly growing mental health sector.
- Clinical Data Impact: NSAs are designed to act faster than traditional antidepressants, effectively treating complex conditions such as depression, PTSD, anxiety, and addiction, which is anticipated to significantly improve patient outcomes and attract increased investor interest.
- Leadership Change: Helus Pharma has appointed Michael Cola as CEO, who brings over 30 years of experience in neuroscience and specialty pharmaceuticals, expected to drive the company towards key clinical milestones, including the upcoming Phase 2 data for HLP004 and Phase 3 data for HLP003.
- Intellectual Property Strategy: Helus Pharma has filed over 350 patent applications and secured more than 100 patents across its multi-asset pipeline, demonstrating its capability in global intellectual property protection, which enhances its competitive position and long-term growth potential in the market.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy HELP?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on HELP
About HELP
Cybin Inc. is a Canada-based clinical-stage biopharmaceutical company. The Company creates psychedelic-based therapeutics to address the unmet need for treatment options for people who suffer from mental health conditions. Its N, N-dimethyltryptamine (DMT) and dDMT programs create a dataset of systematic research on these psychedelic molecules. The Company is developing CYB003, a proprietary deuterated psilocybin analog for the treatment of major depressive disorder, and CYB004, a proprietary deuterated dDMT molecule for generalized anxiety disorder and has a research pipeline of investigational psychedelic-based compounds. CYB003 moves to Phase III and CYB004 moves to Phase II.CYB005 is in Preclinical stage. It has an intellectual property portfolio in the psychedelic drug development sector with over 80 patents granted and over 230 patent applications pending. The Company operates in Canada, the United States, the United Kingdom, the Netherlands, and Ireland.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Financial Overview: As of December 31, 2025, Helus Pharma reported a cash position of $195.1 million, indicating strong funding during its clinical development phase, despite a net loss of $42.7 million, which significantly increased from $7.5 million in the same period last year, reflecting ongoing investments in R&D.
- Clinical Progress Update: The Phase 2 study of HLP004 for Generalized Anxiety Disorder is expected to yield topline data in Q1 2026, highlighting the company's advancements in mental health research that could lay the groundwork for future commercialization.
- Leadership Transition: Michael Cola has been appointed as CEO to guide the company towards a potential first commercial product launch, demonstrating clarity and execution in strategic direction aimed at enhancing market competitiveness.
- Intellectual Property Expansion: The company continues to expand its intellectual property portfolio, expected to protect key projects like HLP003 and HLP004 until at least 2041, thereby strengthening its long-term differentiation and competitive advantage in the market.
See More
- Earnings Miss: Cybin reported a Q3 GAAP EPS of -$1.00, missing expectations by $0.41, indicating challenges in profitability that could undermine investor confidence.
- Future Clinical Milestones: Despite the disappointing earnings, Cybin's outlook for 2026, including clinical milestones and cash position, sets the stage for potential future growth, reflecting ongoing investment in R&D.
- Market Trends: Jefferies analysts suggest that psychedelics stocks, including Cybin, could benefit from marijuana rescheduling discussions, potentially creating new investment opportunities and increasing market interest.
- Historical Earnings Review: Cybin's historical earnings data shows that despite the current miss, there remains potential for growth based on past performance, prompting investors to consider the company's long-term strategic direction.
See More
- New CEO Appointment: Helus Pharma has appointed Michael Cola as CEO effective immediately, bringing over 30 years of experience in neuroscience, rare diseases, and specialty pharmaceuticals, previously serving as CEO of Avalo Therapeutics, which is expected to enhance the company's strategic direction.
- Clinical Data Advantage: Cola highlighted that Helus possesses highly differentiated clinical data for HLP003 and a robust pipeline of novel compounds, positioning the company uniquely in the treatment of serious mental health disorders, potentially attracting increased investor interest.
- Stock Price Increase: In pre-market trading, HELP shares were priced at $6.35, reflecting a 0.47% increase from the previous trading day, indicating a positive market sentiment towards the new CEO's appointment, which may bolster investor confidence.
- Strategic Development Vision: Cola expressed excitement about collaborating with the Board and the Helus team to build on existing foundations and translate scientific progress into lasting impacts for patients and shareholders, a strategic direction that could enhance the company's long-term value.
See More
- Significant Drug Efficacy: Novel serotonergic agonists (NSAs) activate specific serotonin receptors to produce faster and more meaningful results than traditional antidepressants, positioning them to capture a significant share of the $50-60 billion depression and anxiety treatment market, thereby enhancing patient treatment experiences and outcomes.
- Massive Market Potential: The global neuropsychiatric drug market is projected to exceed $150 billion by the end of the decade, and as awareness and acceptance of new serotonin-based therapies increase, NSAs are poised to secure a meaningful slice of this market, driving long-term growth for the company.
- Leadership Transition: Helus Pharma has appointed Michael Cola as CEO, whose extensive experience in neuroscience and global commercialization is expected to accelerate the development of next-generation mental health therapies and expedite the release of clinical data and market entry.
- Intellectual Property Strategy: Helus Pharma has filed over 350 patent applications globally, with more than 100 patents granted, and as the company transitions from early clinical development to later-stage execution, its robust intellectual property portfolio will provide a competitive edge and support future commercialization efforts.
See More
- Market Potential: The global market for depression and anxiety treatments is projected to exceed $50-60 billion annually, while the broader neuropsychiatric drug market is expected to surpass $150 billion by the end of the decade, highlighting the significant potential of novel serotonergic agonists (NSAs) in the rapidly growing mental health sector.
- Clinical Data Impact: NSAs are designed to act faster than traditional antidepressants, effectively treating complex conditions such as depression, PTSD, anxiety, and addiction, which is anticipated to significantly improve patient outcomes and attract increased investor interest.
- Leadership Change: Helus Pharma has appointed Michael Cola as CEO, who brings over 30 years of experience in neuroscience and specialty pharmaceuticals, expected to drive the company towards key clinical milestones, including the upcoming Phase 2 data for HLP004 and Phase 3 data for HLP003.
- Intellectual Property Strategy: Helus Pharma has filed over 350 patent applications and secured more than 100 patents across its multi-asset pipeline, demonstrating its capability in global intellectual property protection, which enhances its competitive position and long-term growth potential in the market.
See More
- New CEO Appointment: Helus Pharma has appointed Michael Cola as CEO, a strategic move aimed at advancing the company's next-generation mental health therapies, particularly at critical clinical and corporate value-inflection points.
- Upcoming Clinical Data: Cola's appointment coincides with Helus's expected release of Phase 2 data for HLP004 this quarter and Phase 3 topline data for HLP003 in Q4 2026, which will significantly impact the company's market performance.
- Strategic Timing: In a competitive landscape for mental health treatments, Cola's leadership is expected to position Helus Pharma favorably for upcoming clinical milestones, thereby enhancing the company's market competitiveness.
- Market Reaction Potential: With the new CEO's appointment and the impending clinical data releases, Helus Pharma is likely to attract increased investor attention, potentially driving up stock prices and strengthening the company's influence in the industry.
See More







