CMPX Compass Therapeutics Inc

$CMPX Considering its cash burn of c. $16 million/quarter, at end of September the company should report $165 million in cash and 180 million shares outstanding. The cash per share standing at c. $0.90. Reporting is likely happening in early November and next week at ESMO some more data should be disclosed, which I do not expect to make a difference. Crossover is the main reason for "confounding" OS vs. the control arm: not an infrequent occurrence, mainly driven by ethical issues, but which could have been cured with a more attentive clinical trial protocol. There is a narrow path, however not unreasonable, whereby the meeting with the FDA translates into a green light for a BLA submission subject to starting enrollment for a Phase 3, with accelerated approval, however subject to completing the Phase 3 within a specific timeframe. The path is narrow and entirely subject to the FDA discretion, but at the current share price it is a free call option. My 2c.

$CMPX Jumped in. Any further agreement with FDA can instantly 2x, 3x or 5x. It is so cheap. Even you lose them all is not too much, but the potential reward is huge.

$CMPX Don’t follow asleep on this stock. It carries a huge short position data. The company already has funds to carry them to 2028 and they do not have any major debt with 41m short and that’s 31% of float and 22 days to cover n with a major news this can spike to highs off high maybe $50+. All we need is for FDA to come around and accept the company submission with no issue. Not sure why people are not loading up. This is scary for short Cocoroaches. GLTAL

$CMPX I will keep buying on the way down. Tov works, great pipeline and they have cash. Worth the risk in my opinion

$CMPX Still here lurking in the shadows 😏 Big move into the new year or sometime next 30 days

$CMPX Cross over was explicityly allowed at the time of trial design. OR and PFS were the primary endpoints which, at crossover, both showed significant separation vs. the control arm. The performance of the crossover population may, and here I am beating a dead horse, highlighted accidentally a different therapeutic approach: sequencing rather than combining. Given the results, I remain hopeful that a middle ground with the FDA can be found, for a BLA submission ahead of but subject to a confirmatory trial. What that trial would be, is at this stage difficult to say, given the multiple signals collected, but it should obviously agreed upon (in detail) with the FDA and should be designed in a way that avoids crossover (likely changing the control arm to the best available SOC).

$CMPX Saturday's oral presentation is important for several reasons. It will likely share more granular data from Companion-002, with deeper statistical analysis which may clarify and possibly identify the effect of crossover. It may also suggest, implicitly, what are the possible next steps for CMPX with regards to the BLA. On one side, management has stated that no further investigation is needed prior to submitting the BLA, on the other the FDA is asking for a brand new RCT, which would be very expensive. If the data are supportive, they may find a middle ground, either a) a review of the statistics presented Saturday (which have likely already been shared with the FDA), or b) a revised narrower BLA, where the population is limited to paclitaxel-resistant patients (which reflect the cross-over population). Either way, while I am biased (very long the stock), I believe the market is dismissing CMPX too early.

$CMPX For a sub-$1 stock, it has incredibly strong cash position. The company reported $180 million in cash reserves, with runway into 2028. This is one of the many reasons why $CMPX might be a true hidden gem, IMO. (Source: CMPX Q2 2026 SEC Form 10-Q)

$CMPX No fundamentals change: - ORR Tripled - PFS doubled - Unmet needs, ODD, FTD - FDA recommended benefit OS before BLA This reported - trolls with zero fundamentals, just a chit chat All that volume on 22nd Sept up to 27 million but only covered 1 million.

$CMPX The room during Compass’s oral presentation at the ESMO Congress 2026 in Madrid (October 23-27) is going to feel like an absolute pressure cooker. The "heat" isn't just coming from doctors—both Wall Street analysts and FDA representatives will absolutely be watching, though their ways of listening will look completely different. Here is how those two camps behave at a major oncology congress like ESMO to protect their respective stakes:

$CMPX just accumulate anytime this hit .75 or under, hold it for a few months. BE PAY-TIENT, NFA

$CMPX I started a buying last week. I did a full dive and DD and at this time I am convinced that this is a good buy. My main reasoning is no debt, working product, and cash on hand for at least 2028. This company needs a positive PR that puts confidence back to share holders. Let’s not forget Cocoroaches has massive short positions and with 41 million shares short, any positive FDA news and with low market cap it will spike this stock back to $6-$10. Again I will repeat, the good thing is that the company has 180m which should be good for operation until at least end of next year or 2028 and low debt. At this point and share price this is a buy. GLTAL

$CMPX I have been thinking of probabilities based on info we have. 1. What happens once they submit bla? Will they get an RTF or fill for review? 2. If they do fill, will they get an out right rejection or ODAC review Combining the two my biased leans towards ODAC. Why an ODAC Panel Meeting? The FDA explicitly uses ODAC meetings for applications that feature high-stakes clinical dilemmas, major un-met needs, and controversial data interpretations. Compass Therapeutics' file triggers all three criteria: A. The Controversy is Public: The FDA has already stated in writing that they want a new survival trial. Compass is openly defying that. The FDA cannot quietly reject this behind closed doors without addressing the clinical community.

$CMPX Up 5% on like no volume. Would love to see a few deep pockets drop the frgn hammer.

$CMPX I believe management will capitulate to the FDA and seek an accelerated approval pathway while agreeing to run a concurrent confirmatory OS study.

$CMPX Added another 3k. Word in the street is that the new leadership with the FDA is more receptive to new therapies that are for treatment of hard diseases and yes this company has a unique solution one forAdvanced biliary tract cancer . I strongly believe they will give clearance to apply for BLA and come around. I will continue to feast in these levels. WITH 42m shot that’s 31% float any fda good news will pop this to the moon. GLTAL

$CMPX Looks like we have a troll on our hands just bringing additional attention to $CMPX. And I get a kick out of them trying to claim it's at 0.9, when their own post was made 10% higher. At the end of the day, I still believe this is an amazing opportunity. Loaded at $1.23 and then doubled around $0.90. The resolution appears feasible and OS data (secondary endpoint) defensible. Follow/Subscribe for more suggestions and perspective. Would love to hear yours too. That's how we find these gems and learn. Let's make some (more) money. Cheers!

$CMPX open your chart and look at daily candlestick and you'll see hangman. Then go to google and type hanging man candlestick it'll tell you it means bearish. I'll come back to confirm

$CMPX who in their right mind sells this at 1.01?! I can understand a long who lost faith and sells, but at 1.01?! The company is definitely worth more. Shorting at 1.01 is even crazier! Thank you to all the sellers at this price. You are much appreciated, lol

$CMPX In my view, even the most patient and stubborn investors have a breaking point, and they are usually pushed out of their positions not by a single sudden crash, but by a slow, exhausting test of nerves. It starts with a non-stop stream of bad news and negative headlines. Over time, this constant noise creates an atmosphere of heavy anxiety that wears down an investor's confidence. What makes this so frustrating is that it happens even when the company itself is doing perfectly fine. The business might have great core fundamentals, multiple healthy project pipelines, and enough cash in the bank to fully fund its operations all the way through 2028. On paper, nothing is broken. However, the bigger economic picture is shifting. The market is moving away from a time when money was cheap and easy to borrow, transitioning instead into a challenging era of high interest rates.