Compass Therapeutics (CMPX) Stock Forecast & Price Target

Compass Therapeutics Inc. has demonstrated promising data in colorectal cancer, showing higher response rates compared to standard anti-VEGF therapies, particularly in challenging patient populations, which bodes well for potential expansion into other solid tumor indications. Notable progress is also observed with CTX-8371, which exhibits a differentiated safety profile and multi-indication potential, supporting its development in non-small cell lung cancer and triple-negative breast cancer. Additionally, a significant increase in R&D expenses reflects robust investment in innovation, while the decrease in general and administrative costs indicates improved operational efficiency, contributing to a positive outlook on the company's financial health and future growth prospects.

Compass Therapeutics Inc. reported a Q3 2025 net loss of $14.3 million, an increase from $10.5 million in the prior year, mainly due to heightened R&D investments linked to CTX-10726's manufacturing and studies, raising concerns over sustained financial strain. The company's product candidates face significant challenges, particularly related to poor tolerability and efficacy, as evidenced by the failure of the VEGF/DLL4 bispecific dilpacimab in colorectal cancer, which further complicates the pipeline's potential. Furthermore, uncertainty in achieving statistically significant outcomes for overall survival, stemming from limited data and wide variability, casts doubt on the viability of the therapies under development, potentially leading to slower adoption and market introduction.