CMPX

Compass Therapeutics, Inc.

7 filings tracked

healthcarebiotechnologySMALL ($300M-2B)

Signal Magnitude Chart

bullish

bearish

neutral

Signal Timeline

bullishMay 5

Positive Phase 2/3 data and Orphan Drug Designation support a planned BLA submission.

guidance raise

80%

bearishMay 5

G&A expenses increased 41% YoY, primarily driven by stock-based compensation.

margin compression

40%

bearishMay 5

Significant amount of outstanding options and RSUs pose a future dilution threat.

dilution risk

60%

bullishMay 5

Positive Phase 2/3 data and Orphan Drug Designation support a planned BLA submission.

guidance raise

80%

bearishMay 5

G&A expenses increased 41% YoY, primarily driven by stock-based compensation.

margin compression

40%

bearishMay 5

Significant amount of outstanding options and RSUs pose a future dilution threat.

dilution risk

60%

bullishMay 5

Positive Phase 2/3 data and Orphan Drug Designation support a planned BLA submission.

guidance raise

80%

bearishMay 5

G&A expenses increased 41% YoY, primarily driven by stock-based compensation.

margin compression

40%

bearishMay 5

Significant amount of outstanding options and RSUs pose a future dilution threat.

dilution risk

60%

bullishMay 5

Positive Phase 2/3 data and Orphan Drug Designation support a planned BLA submission.

guidance raise

80%

bearishMay 5

G&A expenses increased 41% YoY, primarily driven by stock-based compensation.

margin compression

40%

bearishMay 5

Significant amount of outstanding options and RSUs pose a future dilution threat.

dilution risk

60%

bullishMay 5

Positive Phase 2/3 data and Orphan Drug Designation support a planned BLA submission.

guidance raise

80%

bearishMay 5

G&A expenses increased 41% YoY, primarily driven by stock-based compensation.

margin compression

40%

bearishMay 5

Significant amount of outstanding options and RSUs pose a future dilution threat.

dilution risk

60%

bullishMay 5

Positive Phase 2/3 data and Orphan Drug Designation support a planned BLA submission.

guidance raise

80%

bearishMay 5

G&A expenses increased 41% YoY, primarily driven by stock-based compensation.

margin compression

40%

bearishMay 5

Significant amount of outstanding options and RSUs pose a future dilution threat.

dilution risk

60%

bullishMay 5

Positive Phase 2/3 data and Orphan Drug Designation support a planned BLA submission.

guidance raise

80%

bearishMay 5

G&A expenses increased 41% YoY, primarily driven by stock-based compensation.

margin compression

40%

bearishMay 5

Significant amount of outstanding options and RSUs pose a future dilution threat.

dilution risk

60%

Filing History

10-QMay 5, 2026

The latest 10-Q filing paints a picture of a company at a critical inflection point, balancing high-impact clinical success against the inherent volatility of biotech funding. The primary tension for investors lies in the interpretation of the tovecimig data: whether the PFS benefit is a definitive signal of efficacy or a fragile result skewed by crossover effects. While the balance sheet provides a necessary buffer, the increasing reliance on stock-based compensation highlights the cost of maintaining a high-talent research organization. Ultimately, the filing underscores a shift in risk profile. The company has successfully navigated the early clinical hurdles and now faces the more rigorous demands of BLA preparation and manufacturing scale-up. The outcome of the upcoming FDA meetings will likely be the primary driver of valuation, as it will determine if the current data package is sufficient for a successful market entry or if further, more expensive trials are required.