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Compass Therapeutics Inc (CMPX)

Biliary Tract Cancer · registered primary completion 2026-12-01 · NCT05506943

Published 2026-09-02Market cap $432M9 sourced statements
A Study of CTX-009 in Combination With Paclitaxel in Adult Patients With Unresectable Advanced, Metastatic or Recurrent Biliary Tract Cancers (COMPANION-002) · PHASE2,PHASE3 · n=168 · active not recruiting

Runway

fact

Cash of $180M against operating outflow of $21M per quarter gives roughly 8.5 quarters of runway, clearing the registered primary completion 1.1 quarters out by 7.4 quarters.

Share count and dilution

fact

180,087,915 shares outstanding against 205,387,915 if every outstanding option, warrant and convertible were exercised. In that case 12.3% of a gain in enterprise value would accrue to those holders rather than to current shareholders.

fact

6,710,000 pre-funded warrant shares outstanding at a nominal exercise price — economically issued equity.

fact

Share count up 30% year over year to 180,087,915 as of 2026-07-28.

Market

fact

4 approved products already carry Biliary Tract Cancer on label, including KEYTRUDA QLEX, IMFINZI, KEYTRUDA, ZIIHERA. Approval would enter an occupied market.

Trial registry

fact

Registered design for NCT05506943: randomized, single-masked, 168 participants (actual). Primary outcome: Best Overall Response.

Regulatory

fact

Designations disclosed: Breakthrough Therapy, Fast Track, Orphan Drug. These accelerate review and, for Orphan, confer exclusivity if approved; none is evidence of efficacy.

Pipeline

fact

4 distinct molecules in 4 active company-sponsored trials; CTX-009 accounts for 1 of them at Phase 2/Phase 3.

Ownership and proceedings

fact

Directors and executive officers as a group hold 18.7%.

This sheet is dated and will not be edited. When the registered primary completion passes, its outcome is recorded on the scoreboard and a new dated sheet is published if the filings change materially.