Stock Markets February 17, 2026

Cybin Shares Rise After Positive Phase 2a Readout for Short-Acting Depression Therapy

Single-dose SPL026 demonstrated clinically meaningful symptom reduction in Phase 2a trial; parent company redirects findings toward a separate investigational program

By Maya Rios HELP
Cybin Shares Rise After Positive Phase 2a Readout for Short-Acting Depression Therapy
HELP

Cybin Inc (NYSE: HELP) shares gained 8.2% following publication of Phase 2a results showing a single 21.5 mg dose of SPL026 produced a clinically significant reduction in depressive symptoms versus placebo at two weeks, with effects emerging within one week and persisting for months in some participants. The randomized, placebo-controlled study met its primary endpoint and reported favorable tolerability. Findings were published in Nature Medicine and will inform Helus Pharma's HLP004 development program for generalized anxiety disorder, which is slated for Phase 2 topline data in the first quarter of 2026.

Key Points

  • Cybin's stock rose 8.2% after publication of positive Phase 2a results for SPL026 in major depressive disorder.
  • The randomized, placebo-controlled trial met its primary endpoint: a -7.35 mean difference on MADRS at two weeks for a single 21.5 mg dose versus placebo, with effects seen within one week and durable for many participants.
  • Helus Pharma will not pursue intravenous SPL026 in its current form, but will use the results to inform the HLP004 program, with Phase 2 topline data for HLP004 expected in Q1 2026.

Cybin Inc's stock rose 8.2% on Tuesday after the company disclosed positive Phase 2a results for SPL026, an investigational short-acting serotonergic agonist aimed at treating major depressive disorder (MDD). The data come from a randomized, placebo-controlled trial that achieved its primary endpoint.

The study showed that participants who received a single 21.5 mg dose of SPL026 registered a mean improvement versus placebo of -7.35 points on the Montgomery-Åsberg Depression Rating Scale (MADRS) at two weeks. Antidepressant effects were observed as early as one week after treatment and, for many participants, were durable - maintained for up to three months and, in some cases, extending as long as six months.

At Week 2, response rates were 35% in the SPL026 group compared with 12% in the placebo group, while remission rates were 29% versus 12%, respectively. The treatment was generally well tolerated across participants and no treatment-related serious adverse events were reported. The trial results were published in Nature Medicine.

Commenting on the findings, Dr. David Erritzoe, lead investigator of the trial from Imperial's Department of Brain Sciences, said: "We have shown that a single dose of SPL026 is safe, effective and durable, with treatment effects comparable to other promising interventional treatments often requiring much longer treatment sessions."

Although Cybin's parent company, Helus Pharma, is not advancing intravenous SPL026 in its present form, the company says the findings will inform development of its HLP004 program. Helus is advancing HLP004 - described as a proprietary novel serotonergic agonist targeted at generalized anxiety disorder (GAD) - and expects to report Phase 2 topline data in the first quarter of 2026.


Market context and implications

The clinical readout and accompanying publication appear to have influenced investor sentiment in Cybin's shares, reflected in the intra-session stock move. The data establish clinical signals of efficacy, durability and tolerability for a single-dose intervention in MDD within the parameters reported by the trial.

Further development decisions by Helus will determine whether and how the SPL026 findings translate into additional clinical programs or product strategies, including the ongoing HLP004 development for GAD.

Risks

  • Development path for SPL026 is uncertain - Helus is not advancing intravenous SPL026 in its current form, which may limit near-term clinical or commercial follow-through from these data - this impacts investors in clinical-stage therapeutics.
  • Readout relevance to other programs is not guaranteed - while the trial showed efficacy and tolerability for SPL026, conversion of these findings into approved treatments depends on further trials and regulatory review - this affects biotech and pharmaceutical sectors.
  • Timing uncertainty for HLP004 - topline Phase 2 data are expected in the first quarter of 2026, and any delays or unfavorable results could influence market sentiment for related securities.

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