Compass Therapeutics Initiates Coverage with $1.46B Peak Sales Potential for Tovecimig
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 05 2026
0mins
Source: Benzinga
- Significant Market Opportunity: William Blair initiates coverage of Compass Therapeutics, highlighting the potential of its lead drug tovecimig in second-line biliary tract cancer treatment, with an estimated 15,000 eligible patients annually in the U.S., positioning this market opportunity on par with first-line metastatic melanoma.
- Optimistic Sales Forecast: Analysts project peak worldwide sales of $1.46 billion for tovecimig in biliary tract cancer, resulting in a net present value of $9.84 per share for Compass, indicating strong investment potential.
- Potential New Standard of Care: The efficacy data for tovecimig is expected to exceed the benchmarks set by FOLFOX in the ABC-06 trial, potentially establishing it as the new standard of care in second-line biliary tract cancer, thereby enhancing the company's competitive edge in oncology.
- Broader Indication Prospects: Analysts also note proof of concept for DLL4xVEGF bispecifics in other indications such as ovarian and colorectal cancers, further bolstering Compass's long-term growth prospects.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy CMPX?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on CMPX
Wall Street analysts forecast CMPX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CMPX is 12.67 USD with a low forecast of 8.00 USD and a high forecast of 24.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Analyst Rating
8 Buy
0 Hold
0 Sell
Strong Buy
Current: 6.160
Low
8.00
Averages
12.67
High
24.00
Current: 6.160
Low
8.00
Averages
12.67
High
24.00
About CMPX
Compass Therapeutics, Inc. is a clinical-stage, oncology-focused biopharmaceutical company. The Company is developing proprietary antibody-based therapeutics to treat multiple human diseases. Its pipeline of novel product candidates is designed to target multiple critical biological pathways required for an effective anti-tumor response. Its lead product candidate, tovecimig, is a bispecific antibody targeting Delta-like ligand 4 (DLL4), a ligand of Notch-1, and vascular endothelial growth factor A (VEGF-A). Its second program, CTX-471, is an agonistic antibody targeting a member of the tumor necrosis factor receptor superfamily member 9 (TNFRSF9), also known as CD-137, a co-stimulatory receptor which is mostly expressed on activated, but not on resting T-cells and NK cells. Its third program, CTX-8371, is a bispecific antibody targeting the programmed cell death protein-1 (PD-1), an inhibitory immune checkpoint receptor, and its ligand PD-L1, two validated immune-oncology targets.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Oncolytics Biotech Appoints New Executives to Accelerate Cancer Treatment Progress
- Market Potential: The global immuno-oncology market is projected to surge from $35 billion to $185.69 billion, reflecting strong demand for coordinated immune system activation, attracting capital influx and driving the precision medicine market to $537.17 billion.
- Executive Appointments: Oncolytics Biotech has appointed John McAdory as Executive Vice President of Strategy and Operations and Yujun Wu as Vice President of Biostatistics, both bringing extensive experience in late-stage oncology trial execution and regulatory strategy, which will enhance the company's registration-directed programs in gastrointestinal cancers.
- Clinical Data Breakthrough: Pelareorep achieved a 29% objective response rate in third-line treatment, nearly tripling historical benchmarks, with a median duration of response reaching 17 months, indicating potential for accelerated approval in a setting with no FDA-approved options.
- FDA Design Approval: Oncolytics secured FDA alignment on its Phase 3 study design for first-line metastatic pancreatic cancer, positioning it to launch the only immunotherapy registration trial currently planned for this disease, further solidifying its leadership in the oncology immunotherapy space.
Continue Reading
Monte Rosa Therapeutics Shares Surge 45.2% After Phase 1 Data Release
- Stock Surge: Monte Rosa Therapeutics Inc (NASDAQ:GLUE) shares soared 45.2% to $23.25 after announcing interim data from its Phase 1 clinical study evaluating MRT-8102, indicating strong market confidence in its research progress and potentially attracting more investor interest.
- Acquisition Rumors: Ventyx Biosciences Inc (NASDAQ:VTYX) saw a 37.5% increase to $13.82 following reports that Eli Lilly & Co (NYSE:LLY) is in advanced talks to acquire the company for over $1 billion, which may further drive market interest in biotech stocks.
- Analyst Rating: Erasca Inc (NASDAQ:ERAS) rose 17.1% to $4.25 after Piper Sandler analyst Kelsey Goodwin initiated coverage with an Overweight rating and a price target of $5, reflecting optimism about its future growth potential.
- Market Dynamics: The overall market was mixed, with the Dow Jones index falling around 0.2%, yet several biotech stocks performed strongly, reflecting ongoing investor interest and confidence in the sector, which may signal future investment opportunities.
Continue Reading