(DRUG) Bright Minds Biosciences - Overview

Sector: Healthcare | Industry: Biotechnology | Exchange: NASDAQ (USA) | Market Cap: 804m USD | Total Return: 176.3% in 12m

Serotonin Agonists, Epilepsy Drugs, Neuropsychiatric Therapeutics
Total Rating 43
Safety 72
Buy Signal 0.21
Biotechnology
Industry Rotation: -8.2
Market Cap: 804M
Avg Turnover: 16.0M
Risk 3d forecast
Volatility90.4%
VaR 5th Pctl13.1%
VaR vs Median-13.3%
Reward TTM
Sharpe Ratio1.69
Rel. Str. IBD90.3
Rel. Str. Peer Group74.3
Character TTM
Beta4.000
Beta Downside0.339
Hurst Exponent0.520
Drawdowns 3y
Max DD76.98%
CAGR/Max DD2.59
CAGR/Mean DD4.97
EPS (Earnings per Share) EPS (Earnings per Share) of DRUG over the last years for every Quarter: "2021-03": -0.1273, "2021-06": -0.2432, "2021-09": -0.24, "2021-12": -0.3255, "2022-03": -0.2958, "2022-06": -0.1704, "2022-09": -0.152, "2022-12": -0.0959, "2023-03": -0.0801, "2023-06": -0.2879, "2023-09": -0.302, "2023-12": -0.3218, "2024-03": -0.0954, "2024-06": 0.0361, "2024-09": -0.17, "2024-12": 0.01, "2025-03": -0.42, "2025-06": -0.74, "2025-09": -0.57, "2025-12": -0.97, "2026-03": -1.09,
Last SUE: 0.90
Qual. Beats: 3
Revenue Revenue of DRUG over the last years for every Quarter: 2021-03: 0, 2021-06: 0, 2021-09: 0, 2021-12: 0, 2022-03: 0, 2022-06: 0, 2022-09: 0, 2022-12: 0, 2023-03: 0, 2023-06: 0, 2023-09: 0, 2023-12: 0, 2024-03: 0, 2024-06: 0, 2024-09: 0, 2024-12: 0, 2025-03: 0, 2025-06: 0, 2025-09: 0, 2025-12: 0, 2026-03: 0,
Last SUE: 0.00
Qual. Beats: 0

Warnings

Share dilution 106.3% YoY

High Debt/EBITDA (9.9) with thin interest coverage (-2584.2)

High Debt while negative Cash Flow

Interest Coverage Ratio -2584.2 is critical

Choppy

Tailwinds

Leader

Description: DRUG Bright Minds Biosciences

Bright Minds Biosciences Inc. (DRUG) is a clinical-stage biotechnology company focused on developing next-generation serotonin (5-HT) receptor agonists. The company’s pipeline targets chronic neurological and neuropsychiatric conditions, including epilepsy, Prader-Willi Syndrome, and treatment-resistant depression. Its lead candidate, BMB-101, has transitioned into Phase 2 clinical trials for developmental and epileptic encephalopathies after completing Phase 1 safety testing.

The company utilizes a precision medicine approach by engineering highly selective molecules designed to minimize off-target side effects common in first-generation serotonergic drugs. Biotechnology firms in the drug discovery phase typically rely on intellectual property protection and strategic partnerships, such as Bright Minds current collaboration with Firefly Neuroscience for EEG data analysis, to validate clinical efficacy. For a deeper look into these clinical milestones, investors may find ValueRays detailed data useful. This sector is characterized by high research and development costs and significant regulatory hurdles prior to commercialization.

Headlines to Watch Out For
  • BMB-101 Phase 2 clinical trial data readouts drive near-term valuation volatility
  • Success of 5-HT2C receptor agonist pipeline determines long-term commercial viability
  • Collaboration with Firefly Neuroscience optimizes EEG data analysis for regulatory submissions
  • Frequent equity offerings to fund research operations impact shareholder equity dilution
  • FDA approval pathway for orphan drug indications influences market entry timelines
Piotroski VR-10 (Strict) 0.0
Net Income: error (cannot be calculated; needs Net Income TTM and Revenue TTM)
FCF/TA: -0.06 > 0.02 and ΔFCF/TA 0.90 > 1.0
NWC/Revenue: error (cannot be calculated; needs Current Assets/Liabilities and Revenue current+prev)
CFO/TA -0.06 > 3% & CFO -20.1m > Net Income -27.5m
Net Debt/EBITDA: error (EBITDA <= 0)
Current Ratio: 81.48 > 1.5 & < 3
Outstanding Shares: last quarter (9.59m) vs 12m ago 106.3% < -2%
Gross Margin: error (current vs previous; cannot be calculated due to missing/invalid data or negative margin)
Asset Turnover: 0.0% > 50% (prev 0.0%; Δ 0.0% > 0%)
Interest Coverage Ratio: -2.58k > 6 (EBITDA TTM -31.4m / Interest Expense TTM 12.2k)
Altman Z'' 10.00
A: 0.99 (Total Current Assets 312.1m - Total Current Liabilities 3.83m) / Total Assets 312.1m
B: -0.21 (Retained Earnings -64.6m / Total Assets 312.1m)
C: -0.17 (EBIT TTM -31.4m / Avg Total Assets 184.3m)
D: 80.50 (Book Value of Equity 308.3m / Total Liabilities 3.83m)
Altman-Z'' = 89.18 = AAA
What is the price of DRUG shares?

As of May 24, 2026, the stock is trading at USD 83.24 with a total of 515,417 shares traded.
Over the past week, the price has changed by +7.78%, over one month by -7.38%, over three months by -3.47% and over the past year by +176.31%.

Is DRUG a buy, sell or hold?

Bright Minds Biosciences has received a consensus analysts rating of 4.67. Therefore, it is recommended to buy DRUG.

  • StrongBuy: 4
  • Buy: 2
  • Hold: 0
  • Sell: 0
  • StrongSell: 0

What are the forecasts/targets for the DRUG price?
Analysts Target Price 169.4 103.5%
Bright Minds Biosciences (DRUG) - Fundamental Data Overview as of 23 May 2026
Market Cap CAD = 1.11b (804.4m USD * 1.3748 USD.CAD)
P/B = 12.512
Revenue TTM = 0.0 CAD
EBIT TTM = -31.4m CAD
EBITDA TTM = -31.4m CAD
 Long Term Debt = unknown (0.0)
 Short Term Debt = 82.1k CAD (from shortTermDebt, last quarter)
Debt = 82.1k CAD (from shortLongTermDebtTotal, last quarter) (leases 82.1k already included)
Net Debt = -309.4m CAD (calculated: Debt 82.1k - CCE 309.5m)
Enterprise Value = 796.5m CAD (1.11b + Debt 82.1k - CCE 309.5m)
Interest Coverage Ratio = -2.58k (Ebit TTM -31.4m / Interest Expense TTM 12.2k)
EV/FCF = -39.66x (Enterprise Value 796.5m / FCF TTM -20.1m)
FCF Yield = -2.52% (FCF TTM -20.1m / Enterprise Value 796.5m)
 FCF Margin = unknown (Revenue TTM is 0 or missing)
 Net Margin = unknown
 Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 63.8k) / Revenue TTM)
 Tobins Q-Ratio = 2.55 (Enterprise Value 796.5m / Total Assets 312.1m)
Interest Expense / Debt = 14.82% (Interest Expense 12.2k / Debt 82.1k)
Taxrate = 21.0% (US default 21%)
NOPAT = -24.8m (EBIT -31.4m * (1 - 21.00%)) [loss with tax shield]
Current Ratio = 81.48 (Total Current Assets 312.1m / Total Current Liabilities 3.83m)
Debt / Equity = 0.00 (Debt 82.1k / totalStockholderEquity, last quarter 308.3m)
 Debt / EBITDA = 9.87 (negative EBITDA) (Net Debt -309.4m / EBITDA -31.4m)
 Debt / FCF = 15.40 (negative FCF - burning cash) (Net Debt -309.4m / FCF TTM -20.1m)
 Total Stockholder Equity = 132.9m (last 4 quarters mean from totalStockholderEquity)
RoA = -14.94% (Net Income -27.5m / Total Assets 312.1m)
RoE = -13.94% (Net Income TTM -27.5m / Total Stockholder Equity 197.4m)
RoCE = -15.92% (EBIT -31.4m / Capital Employed (Equity 197.4m + L.T.Debt 0.0))
 RoIC = -8.05% (negative operating profit) (NOPAT -24.8m / Invested Capital 308.4m)
 WACC = 20.05% (E(1.11b)/V(1.11b) * Re(20.05%) + D(82.1k)/V(1.11b) * Rd(14.82%) * (1-Tc(0.21)))
Discount Rate = 20.05% (= CAPM, Blume Beta Adj.) -> capped to 13.17%
Shares (quarterly) Correlation: 93.09 | Cagr: 50.15%
 [DCF] Fair Price = unknown (Cash Flow -20.1m)
 EPS Correlation: N/A | EPS CAGR: N/A | SUE: 0.90 | # QB: 3
Revenue Correlation: N/A | Revenue CAGR: N/A | SUE: 0.0 | # QB: 0
EPS current Quarter (2026-06-30): EPS=-1.46 | Chg30d=+14.00% | Revisions=+14% | Analysts=5
EPS current Year (2026-09-30): EPS=-5.61 | Chg30d=+17.83% | Revisions=+14% | GrowthEPS=-215.4% | GrowthRev=+0.0%
EPS next Year (2027-09-30): EPS=-12.09 | Chg30d=-13.67% | Revisions=-14% | GrowthEPS=-115.3% | GrowthRev=+0.0%
[Analyst] Revisions Ratio: +14%