Stock events for Compass Therapeutics, Inc. (CMPX)
Over the past six months, Compass Therapeutics' stock price has increased significantly. In Q3 2025, the company reported a net loss of $14.3 million due to increased R&D investments, yet CMPX shares gained 0.8% after the earnings announcement. The Q2 2025 EPS missed forecasts, leading to a 2.88% drop in premarket trading. Craig-Hallum initiated coverage with a "Buy" rating, leading to a 3.1% stock gain, and William Blair reiterated an "Outperform" rating. Clinical updates show progress in the pipeline, with analyses for tovecimig expected in late Q1 2026 and CTX-8371 showing responses in certain cancers. R&D expenses increased by 32% to $56.0 million in 2025, and the company had $209 million in cash and marketable securities as of December 31, 2025, providing a cash runway into 2028.
Demand Seasonality affecting Compass Therapeutics, Inc.’s stock price
Demand for Compass Therapeutics' products and services is primarily driven by medical need, disease prevalence, and the success of its clinical trials and regulatory approvals, rather than traditional demand seasonality.
Overview of Compass Therapeutics, Inc.’s business
Compass Therapeutics, Inc. is a clinical-stage oncology-focused biopharmaceutical company that discovers and develops antibody-based therapeutics for cancer and autoimmune diseases. The company uses its StitchMabs™ and common light chain platforms to develop novel antibody therapeutics. Key product candidates include Tovecimig (DLL4 x VEGF-A bispecific antibody), CTX-471 (CD137 agonist antibody), CTX-8371 (PD-1 x PD-L1 bispecific antibody), CTX-10726 (PD-1 x VEGF-A bispecific antibody), and VEGF-IO Bispecific / Multiple.
CMPX’s Geographic footprint
Compass Therapeutics, Inc. is headquartered in Boston, Massachusetts, and its development activities for antibody-based therapeutics are conducted in the United States.
CMPX Corporate Image Assessment
Compass Therapeutics has maintained a positive brand reputation due to analyst confidence and clinical pipeline progress, with a consensus rating of "Moderate Buy" and a potential upside of 130.41%. However, the failure of dilpacimab in colorectal cancer trials due to poor tolerability and efficacy, including a reported death, could negatively impact its reputation.
Ownership
Compass Therapeutics, Inc. has a diverse ownership structure, with approximately 68.43% of the stock held by institutions, 29.80% by insiders, and 59.58% by retail investors. Major institutional owners include Tang Capital Management LLC, Orbimed Advisors Llc, and others. Key individual owners and insiders include Carl L. Gordon, Thomas J. Schuetz, and Jonathan Anderman.
