Compass Therapeutics, Inc. is a clinical-stage oncology company with a focused pipeline targeting large, underserved cancer markets. With a share price around $6 and a market capitalization of approximately $1.2 billion, the company holds a strong cash position of $209 million and has major catalysts ahead, including Phase 3 BTC data in March 2026.

Ownership quality is a key differentiator for Compass Therapeutics, with roughly 65% institutional ownership and 10% insider ownership. The core value driver is CTX-009, with a Phase 3 program in biliary tract cancer targeting an estimated $1.5 billion peak sales opportunity. Additional upside comes from other programs, bringing total pipeline potential above $4.5 billion.

Taysha Gene Therapies Inc. (TSHA) is rated ‘Market Perform’ on Rett Syndrome Therapy by JMP Securities. CRISPR Therapeutics AG (CRSP) has seen a 30.60% increase in stock price since a bullish thesis was shared in March 2025. Cute_Confidence6033 highlights a similar thesis for Compass Therapeutics, emphasizing late-stage, catalyst-driven oncology upside with multiple binary readouts ahead.

Read more at Yahoo Finance: Compass Therapeutics, Inc. (CMPX): A Bull Case Theory