# Cybin D/B/A Helus Pharma (HELP)

> Source: Nexqual · https://nexqual.com/HELP · data as of 2026-10-28 20:00 UTC · cite as "Nexqual, Cybin D/B/A Helus Pharma (HELP), nexqual.com/HELP" · informational, not investment advice.

## HELP major shareholder filing: Schedule 13D, Sep 9, 2026
So Eric H. L., So Tina filed a Schedule 13D on Sep 9, 2026, reporting up to 5.80% of the class (more than 5% owner that may seek to influence the company). Item 4, Purpose of Transaction, quoted:

> Investment and company employee incentive awards

Source: https://www.sec.gov/Archives/edgar/data/1833141/000091228226001255/0000912282-26-001255-index.htm

**Price:** USD 10.91 (+3.71% on the day) · last close of Oct 28, 2026; US market after hours, not a live price. Prev close 10.52 · day 10.37–10.92 · 52w 3.76–15.15 · market cap $797M · NGM

## Key facts
- Insider open-market purchases, last ~7 months: 9 Form 4 filings, $9.7M; 0 by opportunistic insiders, 0 by routine insiders.
- Analysts: Buy (mean 1.91 on a 1–5 scale) (11 analysts), mean target USD 41.45 (range 15.16–70.4).
- Total return with dividends: 1Y +45.9% vs S&P 500 +13.6%; 5Y -84.7% vs S&P 500 +79.8%.
- Next earnings: 2026-11-12, EPS estimate USD -1.01, revenue estimate $0K.

## Insider purchases (SEC Form 4, open-market, last ~7 months)
9 purchases, $9.7M. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.
| Trade date | Insider | Role | Shares | Value | Avg price | Insider type |
|---|---|---|---|---|---|---|
| 2026-09-29 | Cavers Greg | Chief Financial Officer | 3,000 | $39K | 12.91 | Too little history (no open-market trades in 2023–2025) |
| 2026-09-21 | Halstead Michael | Chief Executive Officer | 100,000 | $1.3M | 13.47 | Too little history (no open-market trades in 2023–2025) |
| 2026-09-08 | Glavine Paul | Chief Growth Officer | 100,000 | $1.2M | 12.47 | Too little history (no open-market trades in 2023–2025) |
| 2026-09-08 | Glavine Paul | Chief Growth Officer | 100,000 | $1.2M | 12.47 | Too little history (no open-market trades in 2023–2025) |
| 2026-09-08 | So Eric H. L. | Executive Chair | 100,000 | $1.2M | 12.39 | Too little history (no open-market trades in 2023–2025) |
| 2026-09-04 | So Eric H. L. | Executive Chair | 100,000 | $1.2M | 12.09 | Too little history (no open-market trades in 2023–2025) |
| 2026-09-03 | Glavine Paul | Chief Growth Officer | 100,000 | $1.2M | 11.78 | Too little history (no open-market trades in 2023–2025) |
| 2026-09-01 | So Eric H. L. | Executive Chair | 95,000 | $1.1M | 11.8 | Too little history (no open-market trades in 2023–2025) |
| 2026-08-31 | Glavine Paul | Chief Growth Officer | 90,000 | $1.0M | 11.59 | Too little history (no open-market trades in 2023–2025) |
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

## Analysts
Consensus Buy (mean 1.91 on a 1–5 scale), 11 analysts; mean target USD 41.45 (low 15.16, high 70.4).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-22 | Wells Fargo | Target raised | Overweight | $16 → $22 |
| 2026-09-18 | Barclays | Initiated | Overweight | $35 |
| 2026-08-20 | TD Cowen | Target raised | Buy | $8 → $62 |
| 2026-07-27 | Wells Fargo | Initiated | Overweight | $16 |
| 2026-07-09 | HC Wainwright & Co. | Target lowered | Buy | $95 → $70 |
| 2026-07-01 | Canaccord Genuity | Target lowered | Buy | $45 → $42 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-29) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +45.9% | -84.7% |
| S&P 500 (SPY) | +13.6% | +79.8% |
| Per year | +46.0% | -31.2% |
| Volatility (annualized) | 87.8% | 80.9% |
| Max drawdown | -55.6% (Dec 2025→Jun 2026) | -95.3% (Nov 2021→Jun 2026) |

## Peers (Biotechnology)
ORKA (Oruka Therapeutics, Inc.) USD 95.97 +0.17% · LGND (Ligand Pharmaceuticals Incorpor) USD 318.78 +2.26% · IOVA (Iovance Biotherapeutics, Inc.) USD 14.81 +1.58% · IONS (Ionis Pharmaceuticals, Inc.) USD 44.9 +2.14% · AXSM (Axsome Therapeutics, Inc.) USD 143.51 +0.92% · ABVX (Abivax SA) USD 89.84 +3.26%

## More
Full page: https://nexqual.com/HELP · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $-1.01 | $-1.07 | +$0.06 | $0 | 6 |
| Next quarter (ends 2026-12-31) | $-0.95 | $-1.01 | +$0.06 | $0 | 6 |
| Current fiscal year (ends 2027-03-31) | $-4.10 | $-4.35 | +$0.25 | $0 | 5 |
| Next fiscal year (ends 2028-03-31) | $-2.47 | $-3.29 | +$0.82 | $11.8M | 2 |

## Options: expected move (Cboe, 15-min delayed)

Expected move by 2026-11-20 (includes earnings 2026-11-12): ±41.5%.

| Expiration | Days | ATM IV | Expected move |
|---|---|---|---|
| 2026-11-20 | 23 | 213.5% | ±41.5% |
| 2026-12-18 | 51 | 238.8% | ±66.7% |
| 2027-01-15 | 79 | 235.8% | ±80.7% |
| 2027-02-19 | 114 | 184.2% | ±77.4% |
| 2027-03-19 | 142 | 153.5% | ±72.7% |
| 2027-05-21 | 205 | 150.3% | ±81.8% |

## Earnings history and stock reaction
| Results filed | Quarter | EPS | Consensus | Surprise | Stock reaction |
|---|---|---|---|---|---|
| — | Quarter ended Jun 30, 2026 | −$1.26 | −$1.38 | Beat +8.7% | — |
| — | Quarter ended Mar 31, 2026 | −$1.21 | −$1.14 | Miss −6.1% | — |
| — | Quarter ended Dec 31, 2025 | −$1.36 | −$0.98 | Miss −38.8% | — |
| — | Quarter ended Sep 30, 2025 | −$1.65 | −$1.33 | Miss −24.1% | — |
EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).

## Recent SEC filings (last 120 days)
| Filed | Form | What it says | Filing |
|---|---|---|---|
| 2026-10-27 | 6-K | Current report (foreign issuer) · period ended Oct 27, 2026 | https://www.sec.gov/Archives/edgar/data/1833141/000106299326005562/0001062993-26-005562-index.htm |
| 2026-10-21 | 6-K | Current report (foreign issuer) · period ended Oct 21, 2026 | https://www.sec.gov/Archives/edgar/data/1833141/000106299326005468/0001062993-26-005468-index.htm |
| 2026-10-15 | 6-K | Current report (foreign issuer) · period ended Oct 15, 2026 | https://www.sec.gov/Archives/edgar/data/1833141/000183314126000091/0001833141-26-000091-index.htm |
| 2026-10-08 | 6-K | Current report (foreign issuer) · period ended Oct 8, 2026 | https://www.sec.gov/Archives/edgar/data/1833141/000183314126000089/0001833141-26-000089-index.htm |
| 2026-10-05 | 6-K | Current report (foreign issuer) · period ended Oct 1, 2026 | https://www.sec.gov/Archives/edgar/data/1833141/000106299326005176/0001062993-26-005176-index.htm |
| 2026-10-02 | 6-K | Current report (foreign issuer) · period ended Oct 1, 2026 | https://www.sec.gov/Archives/edgar/data/1833141/000183314126000087/0001833141-26-000087-index.htm |
| 2026-10-01 | 6-K | Current report (foreign issuer) · period ended Oct 1, 2026 | https://www.sec.gov/Archives/edgar/data/1833141/000183314126000084/0001833141-26-000084-index.htm |
| 2026-09-23 | 6-K | Current report (foreign issuer) · period ended Sep 22, 2026 | https://www.sec.gov/Archives/edgar/data/1833141/000183314126000081/0001833141-26-000081-index.htm |
| 2026-09-22 | 6-K | Current report (foreign issuer) · period ended Sep 21, 2026 | https://www.sec.gov/Archives/edgar/data/1833141/000183314126000078/0001833141-26-000078-index.htm |
| 2026-09-21 | 6-K | Current report (foreign issuer) · period ended Sep 21, 2026 | https://www.sec.gov/Archives/edgar/data/1833141/000183314126000076/0001833141-26-000076-index.htm |
| 2026-09-10 | 6-K | Current report (foreign issuer) · period ended Sep 10, 2026 | https://www.sec.gov/Archives/edgar/data/1833141/000183314126000074/0001833141-26-000074-index.htm |
| 2026-09-09 | Schedule 13D | So Eric H. L., So Tina: 5.8% of shares, 5%+ holder that may seek to influence the company — “Investment and company employee incentive…” | https://www.sec.gov/Archives/edgar/data/1833141/000091228226001255/0000912282-26-001255-index.htm |
| 2026-09-09 | 6-K | Current report (foreign issuer) · period ended Sep 9, 2026 | https://www.sec.gov/Archives/edgar/data/1833141/000183314126000072/0001833141-26-000072-index.htm |
| 2026-09-09 | Schedule 13D | Glavine Paul, PLG Family Trust: 5.8% of shares, 5%+ holder that may seek to influence the company — “Investment purposes and Issuer employee incentive…” | https://www.sec.gov/Archives/edgar/data/1833141/000091228226001247/0000912282-26-001247-index.htm |
Source: SEC EDGAR. Quotes are the opening words of each item as filed.
