Added to YB: 2025-03-27
Pitch date: 2025-03-26
CMPX [neutral]
Compass Therapeutics, Inc.
-55.59%
current return
Author Info
Biotenic is a freelance L/S biotech investment analyst sharing investment theses. Sign up for the newsletter.
Company Info
Compass Therapeutics, Inc., a clinical-stage oncology-focused biopharmaceutical company, develops antibody-based therapeutics for the treatment of various human diseases in the United States.
Market Cap
$342.2M
Pitch Price
$2.02
Price Target
0.75 (-16%)
Dividend
N/A
EV/EBITDA
-2.16
P/E
-4.70
EV/Sales
N/A
Sector
Biotechnology
Category
N/A
Compass Therapeutics - BTC RCT data Q1
CMPX bearish: BTC data from small Korean trial lacks reliability. ORR benefit doesn't translate to OS. PFS underwhelms vs 1L comps. Most patients' first chemo exposure confounds results. US data inconsistent. ORR-only update insufficient. RCT criteria differ from POC. Downside risk to $0.75-1.00 range if trial fails.
Read full article (3 min)