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 2, 2026
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jun 1, 2026 | Stifel Nicolaus | Target | $6 | |||
| Mar 5, 2026 | Jefferies | Target | $9 | |||
| Feb 13, 2026 | Craig-Hallum | Target | $15 | |||
| Feb 4, 2026 | Canaccord Genuity | Target | $13 | |||
| Jan 6, 2026 | Raymond James | 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.
| Institutions209 holders · as of Mar 31, 2026 · largest filers plus last quarter's tail | ≈ 95.09% | 171.25M shares | |
| Insiders3 holders · as of Apr 30, 2026 | 0.62% | 1.12M shares | |
| Otherremainder | ≈ 4.29% | 7.72M shares |
180.09M company shares as of Sep 3, 2026 · institutions as of Mar 31, 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 | Evidence |
|---|---|---|---|
Tang Capital Management LLCInstitution | 9.32% | 16.79M | 13Fas of Mar 31, 2026 |
Orbimed Advisors LLCInstitution | 8.45% | 15.22M | 13Fas of Mar 31, 2026 |
Suvretta Capital Management, LLCInstitution | 7.94% | 14.31M | 13Fas of Mar 31, 2026 |
Vivo Capital, LLCInstitution | 5.30% | 9.55M | 13Fas of Mar 31, 2026 |
BlackRock, Inc.Institution | 5.28% | 9.51M | 13Fas of Mar 31, 2026 |
| See all 25 → | |||
13F — a manager's quarterly holdings
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 |
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- Bristol-Myers Squibb
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- Agenus
CD137 agonist AGEN2373 for solid tumors
ComparePre-market
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Compass Therapeutics | $2.46 | +1.03% | $437.6M | — | — | — | — |
| Summit Therapeutics | $15.26 | +4.52% | $11.65B | — | — | — | — |
| BioNTech (ADR) | $104.00 | +0.22% | $26.08B | — | — | 8.5 | −60.7% |
| Merck | $151.14 | −0.33% | $374.52B | 121.3 | 17.6 | 5.6 | +5.1% |
| Bristol-Myers Squibb | $67.38 | −0.40% | $138.21B | 14.9 | 10.6 | 2.8 | +5.7% |
| Agenus | $8.10 | +0.25% | $336.9M | 3.1 | — | 2.5 | +34.3% |
| Median | 14.9 | 14.1 | 4.2 | +5.4% |