The CTX-8371 data appear above consensus expectations for a bispecific in post-checkpoint setting — early, deep, durable responses with clean safety. The ASCO presentation (May 30) and Q4 data readout are the next catalysts. The clinical-story crowd may re-rate the stock if durability continues. Note the cross-filing amplifiers (press+activist, press+8k, press+offering) suggest follow-on financing or partnership context could be in play.
Price Chart
Executive Summary
Compass Therapeutics announced a poster presentation at ASCO 2026 showing Phase 1 dose-escalation data for CTX-8371, a PD-1×PD-L1 bispecific antibody, in 15 patients with advanced malignancies post-checkpoint inhibitor. The data showed deep/durable responses in TNBC, HL, and NSCLC with no dose-limiting toxicities, and 33% ORR at the two highest dose levels. The company has initiated cohort expansions and expects additional data in Q4 2026.
Key Facts
- 15 patients completed DLT evaluation in Phase 1 dose escalation of CTX-8371
- Three confirmed responses: TNBC (>90% reduction), HL (partial metabolic response), NSCLC (complete resolution after pseudo-progression)
- ORR of 33% at the two highest dose levels (3.0 and 10.0 mg/kg)
- Durable responses: TNBC 10.5+ months ongoing, HL 7.5+ months ongoing
- No DLTs; all AEs Grade 1-2 except one Grade 3 asymptomatic lipase increase
- Cohort expansions initiated in TNBC, HL, and NSCLC; additional data expected Q4 2026
- Poster presentation at ASCO 2026 on May 30, 2026
Financial Impact
Clinical-stage biotech with $340M market cap; positive early efficacy/safety data in post-checkpoint setting de-risks CTX-8371. Comparable early-stage checkpoint bispecific data have driven 20-40% moves; 33% ORR in a difficult-to-treat population is above typical expectations for single-agent checkpoint blockade.
Risk Factors
- Very small sample size (n=15; 3 responders); results may not replicate in larger cohorts
- Single-arm Phase 1 study — no control arm; response rate could weaken with more patients
- Clinical-stage biotech with high cash burn; stock is prone to binary swings on pipeline updates
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3299774 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 24, 2026 3d ago | Press Release | $0.7697 | awaiting T+20 | — | $0.7452 (−3.18%) |
Sep 22, 2026 5w ago | 8-K | $1.24 $0.8330 | ▲ +32.82% | ▲ +32.26% | $0.7452 (+39.90%) |
Aug 21, 2026 9w ago | Institutional Cluster | $2.40 $1.90 | ▼ −20.83% | ▼ −20.55% | $0.7452 (−68.95%) |
Aug 6, 2026 11w ago | 8-K | $1.99 $2.37 | ▲ +19.10% | ▲ +18.50% | $0.7452 (−62.55%) |
Aug 6, 2026 11w ago | Press Release | $1.99 $2.37 | ▲ +19.10% | ▲ +18.50% | $0.7452 (−62.55%) |
Jul 17, 2026 14w ago | Press Release | $2.05 $2.25 | ▲ +9.76% | ▲ +5.31% | $0.7452 (−63.65%) |
Jul 1, 2026 16w ago | 8-K | $2.27 $1.94 | ▼ −14.54% | ▼ −14.12% | $0.7452 (−67.17%) |
Jun 11, 2026 19w ago | Institutional Cluster | $2.03 $2.33 | ▲ +14.78% | ▲ +13.00% | $0.7452 (−63.29%) |
May 21, 2026 22w ago | Press Release | $2.07 $2.09 | ▲ +0.72% | ▲ +2.14% | $0.7452 (−64.00%) |
May 5, 2026 25w ago | 8-K | $1.95 $2.08 | ▲ +6.67% | ▲ +1.71% | $0.7452 (−61.78%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers