Compass Therapeutics (CMPX)
Develops oncology antibody candidates for tumor microenvironment biology.
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Develops oncology antibody candidates targeting angiogenesis and immune-system biology in the tumor microenvironment. Its clinical pipeline centers on tovecimig and three additional antibody programs.
Develops proprietary antibody therapeutics for oncology, focusing on angiogenesis and immune-system biology in the tumor microenvironment. Its clinical pipeline includes tovecimig, a DLL4 × VEGF-A bispecific antibody, alongside CTX-471, CTX-8371, and CTX-10726. These programs remain clinical candidates rather than currently marketed therapies.
Tovecimig is the lead candidate and is being studied in biliary tract and colorectal cancers. CTX-471 targets CD137/4-1BB, CTX-8371 targets PD-1 × PD-L1, and CTX-10726 targets PD-1 × VEGF-A. The company has no approved commercial products and depends on clinical development, manufacturing, and selected development or commercialization partners. Management may pursue selected strategic partners to develop or commercialize these programs.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 23, 2026 | Guggenheim | Reiterate | Rating: —Target: — | Target: $4 |
| Sep 23, 2026 | Wedbush | Target | Target: $1 | Target: $4 |
| Sep 22, 2026 | Wedbush | Downgrade | Rating: —Target: — | Target: $1 |
| Jun 1, 2026 | Stifel Nicolaus | Target | Target: — | Target: $6 |
| Mar 5, 2026 | Jefferies | Target | Target: — | Target: $9 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $179.9M · Total debt $9.6M · Total assets $190.2M · Shareholders' equity $166.0M
- Revenue
- $0
- Operating income
- −$27.0M
- Net income
- −$25.2M
No dividends on record.
| Institutions | ≈ 91.21% | 164.25M shares | |
|---|---|---|---|
| 222 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 4.29% | 7.72M shares | |
| 4 holders · as of Apr 30, 2026 | |||
| Other | ≈ 4.50% | 8.12M shares | |
| remainder | |||
180.09M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Tang Capital Management LLCInstitution | 9.99% | 17.99M | as of Jun 30, 2026 |
Orbimed Advisors LLCInstitution | 8.45% | 15.22M | as of Jun 30, 2026 |
Suvretta Capital Management, LLCInstitution | 7.83% | 14.10M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 6.26% | 11.28M | as of Jun 30, 2026 |
State Street CorpInstitution | 5.53% | 9.95M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Apr 29, 2026 | Jonathan Anderman | officer: General Counsel | +25,000 | $1.89 |
| Apr 29, 2026 | Neil Lerner | officer: Chief Accounting Officer | +15,000 | $1.89 |
- Summit Therapeutics
PD-1 × VEGF bispecific ivonescimab in late-stage solid-tumor trials
- BioNTech (ADR)
PD-L1 × VEGF-A bispecific pumitamig across solid-tumor trials
- Merck
Approved PD-1 therapy across NSCLC and triple-negative breast cancer
- Bristol-Myers Squibb
PD-1 inhibitor OPDIVO and co-development of a PD-L1 × VEGF-A bispecific
- Agenus
CD137 agonist AGEN2373 for solid tumors
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Compass Therapeutics | $1.17 | −6.05% | $223.3M | — | — | — | — |
| Summit Therapeutics | $16.45 | −3.91% | $13.66B | — | — | — | — |
| BioNTech (ADR) | $99.45 | −1.40% | $25.34B | — | — | 8.4 | −60.7% |
| Merck | $147.66 | −2.16% | $372.73B | 120.7 | 17.1 | 5.6 | +5.1% |
| Bristol-Myers Squibb | $61.53 | −1.16% | $127.16B | 13.7 | 9.6 | 2.6 | +5.7% |
| Agenus | $8.53 | −2.01% | $362.3M | 3.3 | — | 2.7 | +34.3% |
| Median | 13.7 | 13.4 | 4.2 | +5.4% |