CMPX

Compass TherapeuticsA

Nasdaq / Pharmaceuticals, Biotechnology & Life Sciences

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AI scenario view

RankAlpha Sentiment Codex

B+

Bull case

20%

Probability

Target price

$1.60

Analysis reference price unavailable

Analysis 2026-10-02 · RankAlpha Sentiment Codex

Most likely

Base case

45%

Probability

Target price

$0.82

Analysis reference price unavailable

Analysis 2026-10-02 · RankAlpha Sentiment Codex

B-

Bear case

35%

Probability

Target price

$0.45

Analysis reference price unavailable

Analysis 2026-10-02 · RankAlpha Sentiment Codex

The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented

AI sentiment snapshot

Latest data as of 2026-10-02

AI commentary

News tone is sharply negative after the September 22 FDA disclosure. Secondary coverage reported a steep immediate selloff, and the October 1 $0.9011 anchor is below the cited September 22 price of $1.24. Analyst target cuts are confirmed in secondary reporting, but targets diverge widely. Social, options, short-interest and employee metrics were unavailable; their zero entries are placeholders, not measured neutral readings. https://www.investing.com/news/analyst-ratings/hc-wainwright-cuts-compass-therapeutics-stock-price-target-on-fda-trial-recommendation-93CH-4912827

RankAlpha Sentiment Codex - 2026-10-02

Open full AI memo

Evidence flagged

peer set is too generic or lacks enough direct operating comparators; small-cap biotech peer set is too weak or includes unrelated comparators for a standard-conviction report

Impact

tentative

Confidence

AI events

2026-10-31eventCOMPANION-002 data presentation at ESMOMedium impact

Compass said the full tovecimig dataset was selected for an October oral presentation. Additional analysis may strengthen or weaken the clinical case, but a presentation alone cannot settle the FDA's survival-evidence concern. [#PR-EARNINGS-2026-08-06] https://www.sec.gov/Archives/edgar/data/1738021/000117184326005292/exh_991.htm

2026-12-31eventFDA engagement determines tovecimig's filing pathHigh impact

The FDA recommended a trial demonstrating survival benefit before a biliary tract cancer BLA. Compass disagrees and plans further engagement, but the existing data have not resolved the FDA's concern. Further feedback could clarify whether filing or a new trial comes first. [#8-K-2026-09-22] [#PR-2026-09-22] https://www.sec.gov/Archives/edgar/data/1738021/000117184326006162/exh_991.htm

2026-12-31catalystEarly pipeline data test value beyond tovecimigHigh impact

Compass expected Q4 2026 updates from CTX-8371 cohort expansions and initial CTX-10726 clinical data. These early-stage programs offer a separate test of pipeline value but may not offset a prolonged tovecimig delay. [#PR-EARNINGS-2026-08-06] https://www.sec.gov/Archives/edgar/data/1738021/000117184326005292/exh_991.htm

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Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-10-02 • Updated nightlySource: Internal modelMethodology