CMPX Compass Therapeutics Inc

$CMPX I had almost forgotten that OS was a secondary endpoint. Makes this FDA response even more puzzling. I like that Compass pushed back and hope they can steer the FDA into some realization. I can see a similar path that $CAPR had to go through with having an AdCom with the FDA and "experts" that sounded more agenda and junior career motivated than patient focused. Time will tell, but I'm locked and loaded on $CMPX (and of course $CAPR). 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 Looks like it will be a tortuous ride, but the ultimate goal of the FDA is to get patients badly needed life extending treatments. Tovecimig is unquestionably life extending whether with or without paclitaxal.

$CMPX Our regulatory-pathway analysis suggests the FDA feedback may define a workable strategy rather than close the door: COMPANION-002’s randomized ORR/PFS benefit could support a 2L accelerated-approval discussion while Compass launches an FDA-agreed, OS-powered 1L confirmatory trial. Importantly, Compass already has TWO 1L BTC ISTs—including Gem/Cis/Durva+tovecimig and tovecimig+CTX-8371 (PD-1×PD-L1)+Gem/nab-paclitaxel. HARMONi-GI1 further supports studying angiogenesis-directed therapy in 1L BTC. Key question: not whether OS matters, but when and where FDA requires it.

$CMPX One word -"recommended" NOT "required" The market read "FDA wants a new trial." Read it again: the FDA RECOMMENDED one. This isn't a CRL and it isn't a rejection. ✅ Primary endpoint HIT: ORR 18.0% vs 5.3% ✅ PFS HR 0.44, p<0.0001. That's a 56% cut in progression risk ✅ OS was a SECONDARY endpoint, and it got wrecked by crossover. 54% of control patients switched to tovecimig and lived 12.8 months. A bad drug doesn't do that. ✅ Fast Track + Orphan Drug still in place ✅ Management is pushing back and still targeting a BLA in Q1 2027 ✅ ESMO oral presentation Oct 24 with the full dataset. The whole street will be watching. 2L biliary tract cancer has no labeled option. Panic sold it at $1.24. I'm buying the fear. 🎯 NFA. DYOR.

$CMPX Just bought a stack at $1.23 and stoked to ride this recovery pop. Long-term, still TBD, but I couldn't pass up this juicy opportunity. Follow/Subscribe for more suggestions and perspective. Would lvoe to hear yours too. That's how we find these gems and learn. Let's make some (more) money. Cheers! $XBI

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

$CMPX the stock price is smoked, but they have virtually no debt and a good amount of cash to maneuver. Tough for any raise here but they have catalyst approaching and if FDA accepts an accelerated approval pathway they might get a pop to give more room. They have a strong early line pipeline with data readouts by end of year. PD1-PDL1 and PD-1-VEGF-A. (although early phases) Their stitchmabs tech for creating bispecifics is no joke. So on top of the drama having/being a solid bio platform and having several assets can allow them to partner and or get a buyout. If tovecimib hits, this becomes a monster. We will see. But I’m long term not a trader and believe in this company. (Spent a lot of time today reflecting on what I knew and what the update here has implied.) I’m holding…. For now 😃

$CMPX The silence is not ominous — it is procedurally mandated. Compass is waiting for the formal written FDA meeting minutes before they can make any definitive public statement about the BLA pathway. That document arrives 30 days post-meeting — meaning late September. The 8-K is likely coming in the last week of September or first week of October, right around the same time the ESMO abstract drops. The Q3 guidance window will be met — barely — but it will be met.

$CMPX $REPL $SMMT Clarification! Harmoni - No crossover issues & ex-US study. No doubt about the drug and its efficacy. But, not a comparison to Tovecimig as you make! Replimmune - Single arm non-randomized study. No comparator arm. Can’t be compared to companion study. That’s it! TY

$CMPX The FDA should approve this while they run a confirmatory trial. If they don’t, yes we investors are affected but not nearly as much as the patients who would benefit from it. Let the patient and their doctor decide what’s best.

$CMPX I’m not even sure the FDA can demand a new trial. The drug clearly works- it’s just a matter of really poor trial execution. Imagine getting subjects for a new trial; all subjects will KNOW the treatment works- but get ”sorry we can’t give it to you 😎, FDA”. I’m fairly certain there is some ethical board meant to deal with situations like this. They could/should block it. Regardless- total catastrophe in how they made the first trial. Very risky stock. Going to 0 or 30$.

$CMPX Once again the FDA decides to screw INC for doing the right thing. $CMPX allows X-over in their Phase 2/3 trial from the outset as an ethical, "patient-first" measure due to the severe lack of effective treatment options and poor overall prognosis for second-line biliary tract cancer (BTC). The Phase 2/3 trial showed significant PFS but not OS, and now FDA wants them to run another trial to show improved OS. $CMPX hopefully learn a valuable lesson and run the next Phase 3 trial without X-over since FDA does not think their drug is good enough for approval! $CMPX investor should check out SLS, which is about to announce cure for AML later this year IMHO NFA!

$CMPX anofher day another waiting game. I feel it's one of those Friday ones where it goes wild. Hope it's today

$CMPX Slow day today, but should be back around $2 by tomorrow or next week. Once FDA approval hits, we're talking $10+. GLTA.

$CMPX I think this one is flying under the radar. The molecules they are investigating have high potential and they have a few of them. BiSpecifics and Vaccines are all the rage in Oncology.

$CMPX chicken shit panic sellers , & shorts taking advantage of low volume. Can’t wait for the verdict.

$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 bro what are you smoking. A serial dilutor with multiple RS conpared with a conpany with 4 (not one) pipelines and leading pipelines has shown evidence of efficacy. Os was confounded - this is a statistical failure not clinical one. Stop spreading lies And nonetheless we wouldn't know who left or added. Volume can also be HFT churn than any marker activity

$CMPX Lets dissect this conclusion: - MET ORR: 18% V 5% (good) - MET PFS: 4.7 V 2.6 months (good) - ITT OS p- value >0.5 (neighet win or loose, just draw) - Post hoc OS 12 V 6 (good) They have multiple pipelines Are we missing something? Mind explain why bad>good?

$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