Helus Pharma (HELP)
Market Price (11/9/2026): $9.02 | Market Cap: $659.1 MilSector: Health Care | Industry: Biotechnology
Helus Pharma (HELP)
Market Price (11/9/2026): $9.02Market Cap: $659.1 MilSector: Health CareIndustry: Biotechnology
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -35% Megatrend and thematic driversMegatrends include Precision Medicine, and Aging Population & Chronic Disease. Themes include Biopharmaceutical R&D, Targeted Therapies, Show more. | Weak multi-year price returns2Y Excs Rtn is -13%, 3Y Excs Rtn is -58% | Very low revenueRev LTMTotal Revenue or Sales, Last Twelve Months is 0 Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -167 Mil Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -41% Key risksHELP key risks include [1] the successful clinical development and manufacturing scale-up of its lead drug candidates HLP003 and HLP004, Show more. |
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -35% |
| Megatrend and thematic driversMegatrends include Precision Medicine, and Aging Population & Chronic Disease. Themes include Biopharmaceutical R&D, Targeted Therapies, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -13%, 3Y Excs Rtn is -58% |
| Very low revenueRev LTMTotal Revenue or Sales, Last Twelve Months is 0 |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -167 Mil |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -41% |
| Key risksHELP key risks include [1] the successful clinical development and manufacturing scale-up of its lead drug candidates HLP003 and HLP004, Show more. |
Qualitative Assessment
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Updated on 11/6/2026
Helus Pharma (HELP) stock has gained about 15% since 7/31/2026 because of the following key factors:
1. Significant Analyst Upgrades and Bullish Price Target Revisions.
A key driver for Helus Pharma's stock movement was a wave of positive analyst coverage and substantial price target increases. Notably, on August 20, 2026, TD Cowen raised its price target for HELP from $8 to $62, maintaining a "Buy" rating, which coincided with a 6% jump in the stock. Other firms also expressed bullish sentiment, with Wells Fargo initiating coverage as "Overweight" with a $16 price target on July 27, 2026, and later raising it to $22. By October 2026, Guggenheim reiterated a "Buy" with a $45 target, Barclays maintained "Buy" with a $35 target, and H.C. Wainwright reiterated a "Buy" with a $70 target. The consensus among 11 analysts is a "Strong Buy" with an average price target of $41.56, indicating a significant potential upside from the stock's price at the time.
2. Anticipation of Topline Phase 3 Clinical Trial Data for HLP003.
Investor optimism was significantly fueled by the nearing readout of topline data from the Phase 3 APPROACH study of HLP003, the company's lead candidate for adjunctive major depressive disorder (MDD). Enrollment for this pivotal trial was completed in July 2026, and the company consistently reaffirmed that data was on track for mid-to-late November 2026 (calendar Q4 2026). HLP003 holds Breakthrough Therapy Designation from the U.S. Food and Drug Administration (FDA), highlighting its potential to address an unmet medical need and contributing to the positive market sentiment ahead of these critical results.
Show more
Helus Pharma (HELP) stock has gained about 15% since 7/31/2026 because of the following key factors:
1. Significant Analyst Upgrades and Bullish Price Target Revisions.
A key driver for Helus Pharma's stock movement was a wave of positive analyst coverage and substantial price target increases. Notably, on August 20, 2026, TD Cowen raised its price target for HELP from $8 to $62, maintaining a "Buy" rating, which coincided with a 6% jump in the stock. Other firms also expressed bullish sentiment, with Wells Fargo initiating coverage as "Overweight" with a $16 price target on July 27, 2026, and later raising it to $22. By October 2026, Guggenheim reiterated a "Buy" with a $45 target, Barclays maintained "Buy" with a $35 target, and H.C. Wainwright reiterated a "Buy" with a $70 target. The consensus among 11 analysts is a "Strong Buy" with an average price target of $41.56, indicating a significant potential upside from the stock's price at the time.
2. Anticipation of Topline Phase 3 Clinical Trial Data for HLP003.
Investor optimism was significantly fueled by the nearing readout of topline data from the Phase 3 APPROACH study of HLP003, the company's lead candidate for adjunctive major depressive disorder (MDD). Enrollment for this pivotal trial was completed in July 2026, and the company consistently reaffirmed that data was on track for mid-to-late November 2026 (calendar Q4 2026). HLP003 holds Breakthrough Therapy Designation from the U.S. Food and Drug Administration (FDA), highlighting its potential to address an unmet medical need and contributing to the positive market sentiment ahead of these critical results.
Show more
Updated on 11/6/2026
Helus Pharma (HELP) stock has gained about 15% since 7/31/2026 because of the following key factors:
1. Significant Analyst Upgrades and Bullish Price Target Revisions.
A key driver for Helus Pharma's stock movement was a wave of positive analyst coverage and substantial price target increases. Notably, on August 20, 2026, TD Cowen raised its price target for HELP from $8 to $62, maintaining a "Buy" rating, which coincided with a 6% jump in the stock. Other firms also expressed bullish sentiment, with Wells Fargo initiating coverage as "Overweight" with a $16 price target on July 27, 2026, and later raising it to $22. By October 2026, Guggenheim reiterated a "Buy" with a $45 target, Barclays maintained "Buy" with a $35 target, and H.C. Wainwright reiterated a "Buy" with a $70 target. The consensus among 11 analysts is a "Strong Buy" with an average price target of $41.56, indicating a significant potential upside from the stock's price at the time.
2. Anticipation of Topline Phase 3 Clinical Trial Data for HLP003.
Investor optimism was significantly fueled by the nearing readout of topline data from the Phase 3 APPROACH study of HLP003, the company's lead candidate for adjunctive major depressive disorder (MDD). Enrollment for this pivotal trial was completed in July 2026, and the company consistently reaffirmed that data was on track for mid-to-late November 2026 (calendar Q4 2026). HLP003 holds Breakthrough Therapy Designation from the U.S. Food and Drug Administration (FDA), highlighting its potential to address an unmet medical need and contributing to the positive market sentiment ahead of these critical results.
3. Strategic Leadership Appointment and Bolstered Management Team.
On August 3, 2026, Helus Pharma appointed Michael Halstead as its new Chief Executive Officer. Halstead's appointment was seen as a positive development, given his 25 years of industry experience, including leading a significant $14.6 billion sale of Intra-Cellular Therapies. This strategic leadership change, occurring as the company advanced HLP003 through late-stage clinical development, signaled a strengthened focus on execution and potential commercialization, reassuring investors about the company's strategic direction.
4. Significant Insider Buying Activity.
A notable indicator of internal confidence was the substantial insider buying activity during the specified period. Between August and September 2026, Helus Pharma executives, including the CEO, Executive Chair, and Chief Growth Officer, collectively made open-market purchases totaling over $9.6 million. This significant investment by company insiders demonstrated strong belief in Helus Pharma's future prospects and clinical pipeline, exceeding the $5 million threshold for consideration as a core factor.
Show less
Helus Pharma (HELP) stock has gained about 15% since 7/31/2026 because of the following key factors:
1. Significant Analyst Upgrades and Bullish Price Target Revisions.
A key driver for Helus Pharma's stock movement was a wave of positive analyst coverage and substantial price target increases. Notably, on August 20, 2026, TD Cowen raised its price target for HELP from $8 to $62, maintaining a "Buy" rating, which coincided with a 6% jump in the stock. Other firms also expressed bullish sentiment, with Wells Fargo initiating coverage as "Overweight" with a $16 price target on July 27, 2026, and later raising it to $22. By October 2026, Guggenheim reiterated a "Buy" with a $45 target, Barclays maintained "Buy" with a $35 target, and H.C. Wainwright reiterated a "Buy" with a $70 target. The consensus among 11 analysts is a "Strong Buy" with an average price target of $41.56, indicating a significant potential upside from the stock's price at the time.
2. Anticipation of Topline Phase 3 Clinical Trial Data for HLP003.
Investor optimism was significantly fueled by the nearing readout of topline data from the Phase 3 APPROACH study of HLP003, the company's lead candidate for adjunctive major depressive disorder (MDD). Enrollment for this pivotal trial was completed in July 2026, and the company consistently reaffirmed that data was on track for mid-to-late November 2026 (calendar Q4 2026). HLP003 holds Breakthrough Therapy Designation from the U.S. Food and Drug Administration (FDA), highlighting its potential to address an unmet medical need and contributing to the positive market sentiment ahead of these critical results.
3. Strategic Leadership Appointment and Bolstered Management Team.
On August 3, 2026, Helus Pharma appointed Michael Halstead as its new Chief Executive Officer. Halstead's appointment was seen as a positive development, given his 25 years of industry experience, including leading a significant $14.6 billion sale of Intra-Cellular Therapies. This strategic leadership change, occurring as the company advanced HLP003 through late-stage clinical development, signaled a strengthened focus on execution and potential commercialization, reassuring investors about the company's strategic direction.
4. Significant Insider Buying Activity.
A notable indicator of internal confidence was the substantial insider buying activity during the specified period. Between August and September 2026, Helus Pharma executives, including the CEO, Executive Chair, and Chief Growth Officer, collectively made open-market purchases totaling over $9.6 million. This significant investment by company insiders demonstrated strong belief in Helus Pharma's future prospects and clinical pipeline, exceeding the $5 million threshold for consideration as a core factor.
Show less
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Stock Movement Drivers
Fundamental Drivers
The 14.6% change in HELP stock from 7/31/2026 to 11/8/2026 was primarily driven by a 0.0% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 7312026 | 11082026 | Change |
|---|---|---|---|
| Stock Price ($) | 7.82 | 8.96 | 14.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 0 | 0.0% |
| P/S Multiple | ∞ | ∞ | 0.0% |
| Shares Outstanding (Mil) | 50 | 52 | -4.4% |
| Cumulative Contribution | 0.0% |
Market Drivers
7/31/2026 to 11/8/2026| Return | Correlation | |
|---|---|---|
| HELP | 14.6% | |
| Market (SPY) | -1.6% | 27.3% |
| Sector (XLV) | 13.7% | 9.4% |
Fundamental Drivers
The 68.7% change in HELP stock from 4/30/2026 to 11/8/2026 was primarily driven by a 0.0% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 4302026 | 11082026 | Change |
|---|---|---|---|
| Stock Price ($) | 5.31 | 8.96 | 68.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 0 | 0.0% |
| P/S Multiple | ∞ | ∞ | 0.0% |
| Shares Outstanding (Mil) | 43 | 52 | -18.7% |
| Cumulative Contribution | 0.0% |
Market Drivers
4/30/2026 to 11/8/2026| Return | Correlation | |
|---|---|---|
| HELP | 68.7% | |
| Market (SPY) | 2.6% | 24.1% |
| Sector (XLV) | 27.1% | 15.1% |
Fundamental Drivers
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Market Drivers
10/31/2025 to 11/8/2026| Return | Correlation | |
|---|---|---|
| HELP | ||
| Market (SPY) | 8.7% | 32.4% |
| Sector (XLV) | 29.8% | 21.3% |
Fundamental Drivers
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Market Drivers
10/31/2023 to 11/8/2026| Return | Correlation | |
|---|---|---|
| HELP | ||
| Market (SPY) | 81.9% | 32.4% |
| Sector (XLV) | 55.4% | 21.3% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| HELP Return | - | - | - | - | - | 16% | 16% |
| Peers Return | -54% | 104% | 3% | 6% | 116% | -28% | 62% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 12% | 105% |
Monthly Win Rates [3] | |||||||
| HELP Win Rate | - | - | - | - | - | 55% | |
| Peers Win Rate | 50% | 67% | 50% | 50% | 58% | 45% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 45% | |
Max Drawdowns [4] | |||||||
| HELP Max Drawdown | - | - | - | - | - | - | |
| Peers Max Drawdown | -76% | -53% | -36% | -33% | -31% | -49% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: AXSM.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 11/6/2026 (YTD)
How Low Can It Go
HELP has limited trading history. Below is the Health Care sector ETF (XLV) in its place.
| Event | XLV | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -11.7% | -18.8% |
| % Gain to Breakeven | 13.3% | 23.1% |
| Time to Breakeven | 142 days | 79 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -13.8% | -24.5% |
| % Gain to Breakeven | 15.9% | 32.4% |
| Time to Breakeven | 166 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -27.9% | -33.7% |
| % Gain to Breakeven | 38.8% | 50.9% |
| Time to Breakeven | 77 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -15.0% | -19.2% |
| % Gain to Breakeven | 17.6% | 23.8% |
| Time to Breakeven | 191 days | 105 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -15.9% | -12.2% |
| % Gain to Breakeven | 18.9% | 13.9% |
| Time to Breakeven | 165 days | 62 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -15.8% | -17.9% |
| % Gain to Breakeven | 18.8% | 21.8% |
| Time to Breakeven | 153 days | 123 days |
In The Past
State Street Health Care Select Sector SPDR ETF's stock fell -11.7% during the 2025 US Tariff Shock. Such a loss loss requires a 13.3% gain to breakeven.
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HELP has limited trading history. Below is the Health Care sector ETF (XLV) in its place.
| Event | XLV | S&P 500 |
|---|---|---|
| 2020 COVID-19 Crash | ||
| % Loss | -27.9% | -33.7% |
| % Gain to Breakeven | 38.8% | 50.9% |
| Time to Breakeven | 77 days | 140 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -37.9% | -53.4% |
| % Gain to Breakeven | 61.1% | 114.4% |
| Time to Breakeven | 767 days | 1085 days |
In The Past
State Street Health Care Select Sector SPDR ETF's stock fell -11.7% during the 2025 US Tariff Shock. Such a loss loss requires a 13.3% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Helus Pharma (HELP)
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Helus Pharma, trading under the symbol HELP, is a biopharmaceutical company dedicated to developing psychedelic-based therapeutics. The company focuses on leveraging novel compounds to address significant unmet needs in mental health and neurological conditions, positioning itself within the innovative landscape of psychedelic medicine.
The company's development pipeline features several key drug candidates. CYB003 is a deuterated psilocybin analog being developed for the treatment of major depressive and alcohol use disorders. Another prominent candidate, CYB004, is a deuterated dimethyltryptamine aimed at treating anxiety disorders. Additionally, Helus Pharma is exploring CYB005, a discovery-phase phenethylamine derivative, for its potential applications in neuroinflammation and various psychiatric conditions.
Beyond its pharmaceutical compounds, Helus Pharma also offers EMBARK, a proprietary psychedelic-assisted psychotherapy. The company primarily serves the healthcare market, with a focus on patients suffering from conditions such as depression, anxiety, alcohol use disorder, and other complex psychiatric and neuroinflammatory disorders. Its market encompasses the broader biopharmaceutical sector specializing in advanced mental health treatments.
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- Moderna for psychedelic medicine.
- A specialized Eli Lilly for psychedelic mental health treatments.
- An early Amgen, but for psychedelic therapeutics.
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- CYB003: A deuterated psilocybin analog to treat major depressive and alcohol use disorders.
- CYB004: A deuterated dimethyltryptamine for treating anxiety disorders.
- CYB005: A discovery-phase phenethylamine derivative to treat neuroinflammation and psychiatric conditions.
- EMBARK: A proprietary psychedelic-assisted psychotherapy program.
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Note: The company described in the background is Cybin Inc. (symbol: CYBN), a biopharmaceutical company developing psychedelic-based therapeutics. The request specified "Helus Pharma" (symbol: HELP). This response is based on the company description provided for Cybin Inc., assuming it is the intended subject.
As Cybin Inc. is a biopharmaceutical company with its product pipeline (CYB003, CYB004, CYB005, and EMBARK) currently in clinical development stages, it does not yet have major commercial customers in the traditional sense of selling approved products. Upon potential market approval and commercialization, its major customers would primarily be other companies and institutions within the healthcare sector. These would include:
- Hospitals and Integrated Healthcare Networks: These institutions would purchase and administer Cybin's approved therapeutics and offer psychedelic-assisted psychotherapy for conditions such as major depressive disorder, alcohol use disorder, and anxiety disorders to their patients.
- Specialized Psychiatric and Addiction Treatment Centers: Private and public clinics focused on mental health and substance abuse treatment would be key adopters of Cybin's innovative therapies, integrating them into their treatment protocols.
- Pharmaceutical Distributors and Wholesalers: These companies would serve as intermediaries, purchasing the therapeutics from Cybin Inc. and managing their distribution to various healthcare providers and institutions.
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The key risks to Helus Pharma (trading under the symbol HELP), which is Cybin Inc. doing business as Helus Pharma, are primarily associated with the biopharmaceutical nature of its psychedelic-based therapeutics development.
- Clinical Development and Regulatory Approval Risk: Helus Pharma's success is highly dependent on the successful completion of clinical trials for its pipeline candidates, including CYB003 for major depressive and alcohol use disorders, CYB004 for anxiety disorders, and CYB005 for neuroinflammation and psychiatric conditions. The failure of any of these trials, or significant delays in their progress, could severely impact the company's financial health and future prospects. Furthermore, obtaining regulatory approvals for psychedelic-based therapeutics presents unique challenges due to the historical context and stringent regulatory scrutiny associated with these compounds.
- Intellectual Property Protection: As a biopharmaceutical company developing novel compounds like deuterated psilocybin and dimethyltryptamine analogs, Helus Pharma's intellectual property (IP) is critical to its business. The ability to secure, maintain, and defend patents for its drug candidates and therapeutic approaches is essential for market exclusivity and competitive advantage. Challenges to its existing patents, or the inability to obtain new patent protection, could allow competitors to develop similar products, eroding Helus Pharma's market share and profitability.
- Market Acceptance and Commercialization Challenges: Even upon successful regulatory approval, Helus Pharma faces risks related to the broad market acceptance and commercialization of its psychedelic-based therapeutics and associated psychotherapy programs like EMBARK. Overcoming the societal stigma historically associated with psychedelics, securing favorable reimbursement policies from payers, and gaining widespread adoption by healthcare providers and patients will be crucial for commercial success. Competition from existing and emerging treatments for mental health and alcohol use disorders could also limit its market penetration.
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Helus Pharma (trading under symbol HELP), also known as Cybin Inc., is a biopharmaceutical company focused on developing psychedelic-based therapeutics for various mental health conditions. Below are the estimated addressable market sizes for their main product areas:
-
CYB003 (Deuterated psilocybin analog for Major Depressive Disorder and Alcohol Use Disorders):
- For Major Depressive Disorder, the global market size was estimated at approximately USD 6.84 billion in 2024 and is projected to reach USD 14.57 billion by 2033.
- For Alcohol Use Disorders, the global market was valued at USD 1.28 billion in 2024 and is expected to grow to USD 1.88 billion by 2030.
-
CYB004 (Deuterated dimethyltryptamine for Anxiety Disorders):
- The global anxiety disorder treatment market was estimated at USD 12.89 billion in 2024 and is projected to reach USD 17.57 billion by 2032.
-
CYB005 (Discovery-phase phenethylamine derivative for Neuroinflammation and Psychiatric Conditions):
- For Neuroinflammation, the global Neuroregeneration Therapy Market was estimated at USD 15.24 billion in 2025 and is projected to reach USD 41.98 billion by 2033. Additionally, the global anti-inflammatory therapeutics market size was calculated at USD 110.17 billion in 2025, projected to reach around USD 165.92 billion by 2035.
- For Psychiatric Conditions (broadly), the global mental health market size was approximately USD 490.91 billion in 2025 and is expected to reach around USD 682.51 billion by 2035. The global central nervous system (CNS) therapeutics market, which includes psychiatric disorders, was estimated at USD 138.59 billion in 2025 and is projected to reach USD 273.32 billion by 2033.
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Helus Pharma, operating under the symbol HELP and formerly known as Cybin Inc., is a clinical-stage biopharmaceutical company with its financial model currently built entirely on the future commercialization of its drug candidates. The company is focused on developing psychedelic-based therapeutics for mental health conditions. Over the next 2-3 years, its expected drivers of future revenue growth are centered on the successful advancement and potential commercialization of its pipeline assets:
* Advancement and Commercialization of HLP003 (formerly CYB003) for Major Depressive Disorder (MDD): HLP003, a proprietary deuterated psilocybin analog, is currently in Phase 3 clinical development for the adjunctive treatment of major depressive disorder and has received Breakthrough Therapy Designation from the U.S. Food and Drug Administration. Successful completion of Phase 3 trials and subsequent regulatory approval and market launch would be a primary driver of revenue.
* Advancement and Commercialization of HLP004 (formerly CYB004) for Generalized Anxiety Disorder (GAD): HLP004, a proprietary deuterated DMT molecule, is in Phase 2 clinical trials for treating generalized anxiety disorders. Positive clinical trial results, progression through later development stages, and eventual commercialization would contribute significantly to future revenue streams.
* Expansion and Monetization of the Intellectual Property Portfolio: Helus Pharma possesses an extensive intellectual property portfolio, including over 100 granted patents and more than 250 pending applications that provide protection for its lead programs, HLP003 and HLP004, until at least 2041. This robust IP strategy offers a competitive advantage and could be leveraged through licensing agreements or strategic partnerships to generate revenue.
* Strategic Collaborations and Partnerships: The company has already established a strategic partnership with Segal Trials to support its pivotal Phase 3 program for HLP003. Future collaborations with larger pharmaceutical companies or other industry players could provide crucial funding, accelerate development timelines, and facilitate broader market access for its therapeutic candidates, thereby indirectly driving revenue growth.
* Development and Future Launch of Additional Pipeline Candidates: Beyond its lead programs, Helus Pharma also has a research pipeline of investigational psychedelic-based compounds, including SPL028, SPL026, and CYB005, a phenethylamine derivative. Successful progression and eventual commercialization of these earlier-stage candidates could diversify the company's product offerings and create additional revenue streams in the medium to long term.
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 70.70 |
| Mkt Cap | 3.7 |
| Rev LTM | 433 |
| Op Inc LTM | -165 |
| FCF LTM | -112 |
| FCF 3Y Avg | -101 |
| CFO LTM | -111 |
| CFO 3Y Avg | -100 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 54.2% |
| Rev Chg 3Y Avg | 57.2% |
| Rev Chg Q | 51.9% |
| QoQ Delta Rev Chg LTM | 11.4% |
| Op Inc Chg LTM | -15.9% |
| Op Inc Chg 3Y Avg | -31.8% |
| Op Mgn LTM | -18.9% |
| Op Mgn 3Y Avg | -42.1% |
| QoQ Delta Op Mgn LTM | 4.7% |
| CFO/Rev LTM | -9.5% |
| CFO/Rev 3Y Avg | -22.2% |
| FCF/Rev LTM | -9.5% |
| FCF/Rev 3Y Avg | -22.3% |
Price Behavior
Price Behavior
| Market Price | $8.96 | |
| Market Cap ($ Bil) | 0.5 | |
| First Trading Date | 01/05/2026 | |
| Distance from 52W High | -36.1% | |
| 50 Days | 200 Days | |
| DMA Price | $11.51 | $7.74 |
| DMA Trend | up | |
| Distance from DMA | -22.2% | 15.7% |
| 3M | 1YR | |
| Volatility | 82.2% | 90.1% |
| Downside Capture | 235.77 | |
| Upside Capture | 241.99 | |
| Correlation (S&P 500) | 21.4% |
HELP Betas & Captures as of 10/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.68 | 2.08 | 2.55 | 1.68 | 0.27 | -0.03 |
| Up Beta | -3.09 | 3.91 | 4.30 | 2.25 | 0.07 | -0.50 |
| Down Beta | -1.29 | -0.75 | -0.97 | -0.05 | -0.19 | 1.04 |
| Up Capture | 201% | 267% | 478% | 435% | 529% | 47% |
| Bmk +ve Days | 12 | 18 | 28 | 62 | 130 | 427 |
| Stock +ve Days | 8 | 20 | 34 | 64 | 99 | 99 |
| Down Capture | 352% | 263% | 195% | 117% | 161% | 94% |
| Bmk -ve Days | 10 | 25 | 36 | 64 | 121 | 325 |
| Stock -ve Days | 14 | 23 | 30 | 60 | 103 | 103 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with HELP | |
|---|---|---|---|---|
| HELP | 16.0% | 90.1% | 0.61 | - |
| Sector ETF (XLV) | 28.6% | 16.9% | 1.31 | 21.3% |
| Equity (SPY) | 9.5% | 13.6% | 0.40 | 32.4% |
| Gold (GLD) | 1.6% | 28.7% | 0.05 | 19.3% |
| Commodities (DBC) | 38.4% | 21.2% | 1.42 | -12.3% |
| Real Estate (VNQ) | 11.3% | 14.2% | 0.51 | 18.0% |
| Bitcoin (BTCUSD) | -27.2% | 43.6% | -0.61 | 22.4% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with HELP | |
|---|---|---|---|---|
| HELP | 3.0% | 90.1% | 0.61 | - |
| Sector ETF (XLV) | 8.3% | 15.4% | 0.35 | 21.3% |
| Equity (SPY) | 11.3% | 17.3% | 0.48 | 32.4% |
| Gold (GLD) | 17.5% | 19.1% | 0.74 | 19.3% |
| Commodities (DBC) | 8.1% | 19.6% | 0.30 | -12.3% |
| Real Estate (VNQ) | 1.3% | 18.9% | -0.04 | 18.0% |
| Bitcoin (BTCUSD) | 4.0% | 51.6% | 0.26 | 22.4% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with HELP | |
|---|---|---|---|---|
| HELP | 1.5% | 90.1% | 0.61 | - |
| Sector ETF (XLV) | 12.2% | 16.8% | 0.59 | 21.3% |
| Equity (SPY) | 15.0% | 18.0% | 0.70 | 32.4% |
| Gold (GLD) | 11.9% | 16.5% | 0.59 | 19.3% |
| Commodities (DBC) | 7.5% | 18.1% | 0.33 | -12.3% |
| Real Estate (VNQ) | 5.9% | 20.7% | 0.24 | 18.0% |
| Bitcoin (BTCUSD) | 60.0% | 66.3% | 1.00 | 22.4% |
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Earnings Returns History
Updated 6/3/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| SUMMARY STATS | |||
| # Positive | 0 | 0 | 0 |
| # Negative | 0 | 0 | 0 |
| Median Positive | |||
| Median Negative | |||
| Max Positive | |||
| Max Negative | |||
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| SUMMARY STATS | |||
| # Positive | 0 | 0 | 0 |
| # Negative | 0 | 0 | 0 |
| Median Positive | |||
| Median Negative | |||
| Max Positive | |||
| Max Negative | |||
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 06/29/2026 | 40-F |
| 12/31/2025 | 02/13/2026 | 6-K |
| 09/30/2025 | 11/13/2025 | 6-K |
| 06/30/2025 | 08/14/2025 | 6-K |
| 03/31/2025 | 07/01/2025 | 40-F |
| 12/31/2024 | 02/11/2025 | 6-K |
| 09/30/2024 | 11/13/2024 | 6-K |
| 06/30/2024 | 08/08/2024 | 6-K |
| 03/31/2024 | 06/26/2024 | 40-F |
| 12/31/2023 | 02/14/2024 | 6-K |
| 09/30/2023 | 11/15/2023 | 6-K |
| 06/30/2023 | 08/14/2023 | 6-K |
| 03/31/2023 | 06/27/2023 | 40-F |
| 12/31/2022 | 02/14/2023 | 6-K |
| 09/30/2022 | 11/15/2022 | 6-K |
| 06/30/2022 | 08/08/2022 | 6-K |
| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 06/29/2026 | 40-F |
| 12/31/2025 | 02/13/2026 | 6-K |
| 09/30/2025 | 11/13/2025 | 6-K |
| 06/30/2025 | 08/14/2025 | 6-K |
| 03/31/2025 | 07/01/2025 | 40-F |
| 12/31/2024 | 02/11/2025 | 6-K |
| 09/30/2024 | 11/13/2024 | 6-K |
| 06/30/2024 | 08/08/2024 | 6-K |
| 03/31/2024 | 06/26/2024 | 40-F |
| 12/31/2023 | 02/14/2024 | 6-K |
| 09/30/2023 | 11/15/2023 | 6-K |
| 06/30/2023 | 08/14/2023 | 6-K |
| 03/31/2023 | 06/27/2023 | 40-F |
| 12/31/2022 | 02/14/2023 | 6-K |
| 09/30/2022 | 11/15/2022 | 6-K |
| 06/30/2022 | 08/08/2022 | 6-K |
| 03/31/2022 | 06/22/2022 | 40-F |
| 12/31/2021 | 02/10/2022 | 6-K |
| 09/30/2021 | 11/15/2021 | 6-K |
| 06/30/2021 | 08/16/2021 | 6-K |
Insider Activity
Updated 10/1/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Cavers, Greg | Chief Financial Officer | Held by spouse | Buy | 10012026 | 12.91 | 3,000 | 38,730 | 38,730 | Form |
| 2 | Halstead, Michael | Chief Executive Officer | Direct | Buy | 9212026 | 13.47 | 100,000 | 1,347,050 | 2,270,695 | Form |
| 3 | Glavine, Paul | Chief Growth Officer | Direct | Buy | 9102026 | 12.47 | 100,000 | 1,247,190 | 53,270,628 | Form |
| 4 | Glavine, Paul | Chief Growth Officer | Direct | Buy | 9102026 | 12.47 | 100,000 | 1,247,190 | 53,270,628 | Form |
| 5 | So, Eric H L | Executive Chair | Direct | Buy | 9102026 | 12.39 | 100,000 | 1,238,670 | 55,306,789 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Cavers, Greg | Chief Financial Officer | Held by spouse | Buy | 10012026 | 12.91 | 3,000 | 38,730 | 38,730 | Form |
| 2 | Halstead, Michael | Chief Executive Officer | Direct | Buy | 9212026 | 13.47 | 100,000 | 1,347,050 | 2,270,695 | Form |
| 3 | Glavine, Paul | Chief Growth Officer | Direct | Buy | 9102026 | 12.47 | 100,000 | 1,247,190 | 53,270,628 | Form |
| 4 | Glavine, Paul | Chief Growth Officer | Direct | Buy | 9102026 | 12.47 | 100,000 | 1,247,190 | 53,270,628 | Form |
| 5 | So, Eric H L | Executive Chair | Direct | Buy | 9102026 | 12.39 | 100,000 | 1,238,670 | 55,306,789 | Form |
| 6 | So, Eric H L | Executive Chair | Direct | Buy | 9092026 | 12.09 | 100,000 | 1,208,900 | 52,768,654 | Form |
| 7 | Glavine, Paul | Chief Growth Officer | Direct | Buy | 9092026 | 11.78 | 100,000 | 1,178,280 | 49,149,028 | Form |
| 8 | So, Eric H L | Executive Chair | Direct | Buy | 9092026 | 11.80 | 95,000 | 1,121,475 | 50,348,490 | Form |
| 9 | Glavine, Paul | Chief Growth Officer | Direct | Buy | 9092026 | 11.59 | 90,000 | 1,042,677 | 47,166,676 | Form |
Investor Activity (13F)
Updated Nov 9, 202613F holdings as of Mar 31, 2026 (Q1 2026)
Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
| Active Manager |
|---|
Industry Resources
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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Core Cache Last Updated: 11/8/2026