Compass Therapeutics

CMPX

Market cap $1.18B

In the Phase 2/3 COMPANION-002 study of tovecimig (DLL4 x VEGF-A bispecific antibody) in patients with biliary tract cancer, the prespecified event threshold of 80% overall survival (OS) events was reached in Q1 2026; as a result, the analyses of progression-free survival (PFS) and OS are expected to be reported in April. Based on previously reported responses in patients with triple-negative breast cancer (TNBC) and non-small cell lung cancer (NSCLC) in the Phase 1 study of CTX-8371 (PD-1 x PD-L1 bispecific antibody), expansion cohorts are now open and enrolling patients with these tumor types; based on an additional response in a patient with Hodgkin lymphoma, a further expansion cohort of patients with Hodgkin lymphoma will begin shortly.

Purchased 2,532,419 shares in CMPX; position value was $13,599,090 as of December 31, 2025 Quarter-end value of the CMPX stake was $13,599,090, resulting from the new position initiated during the quarter Transaction represented a 1.89% change relative to the fund's reported 13F AUM Post-trade holding: 2,532,419 shares valued at $13.60 million as of December 31, 2025 The new CMPX stake represented 1.89% of AUM, which places it outside the fund's top five holdings

Here is how Compass Therapeutics, Inc. (CMPX) and Ekso Bionics (EKSO) have performed compared to their sector so far this year.

The average of price targets set by Wall Street analysts indicates a potential upside of 113.7% in Compass Therapeutics, Inc. (CMPX). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Compass Therapeutics remains a 'Buy,' but valuation above $1B stretches risk/reward as it awaits pivotal clinical catalysts. Tovecimig's early data in biliary tract and refractory colorectal cancers show promise, with key COMPANION-002 updates expected late Q1 2026. CMPX's cash runway extends into 2028, supporting continued clinical progress and mitigating near-term financing risk.

Compass Therapeutics, Inc. (CMPX) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript

The analyses of progression-free survival (PFS) and overall survival (OS) remain on track for late Q1 2026 in the ongoing Phase 2/3 COMPANION-002 study of tovecimig (DLL4 x VEGF-A bispecific antibody) in patients with advanced biliary tract cancer (BTC). In the ongoing Phase 1 dose-escalation study of CTX-8371 (PD-1 x PD-L1 bispecific antibody), a previously reported third response has now been confirmed in a patient with Hodgkin Lymphoma (HL).

BOSTON, Jan. 05, 2026 (GLOBE NEWSWIRE) -- Compass Therapeutics, Inc. (Nasdaq: CMPX), a clinical-stage, oncology-focused biopharmaceutical company developing proprietary antibody-based therapeutics to treat multiple human diseases, today announced it granted stock options to two new employees under the Company's 2025 Inducement Plan and as a material inducement to their employment in accordance with Nasdaq Listing Rule 5635(c)(4).

BOSTON, Jan. 05, 2026 (GLOBE NEWSWIRE) -- Compass Therapeutics, Inc. (Nasdaq: CMPX), a clinical-stage, oncology-focused biopharmaceutical company developing proprietary antibody-based therapeutics to treat multiple human diseases, today announced the appointments of Arjun Prasad, MBA, MPH as Chief Commercial Officer and Cynthia Sirard, MD as Chief Medical Officer, both effective as of January 1, 2026. “We are thrilled to welcome Arjun and Cyndi to the Compass team.

Here is how Compass Therapeutics, Inc. (CMPX) and Arcutis Biotherapeutics, Inc. (ARQT) have performed compared to their sector so far this year.