Rtw Investments Adds $3M in Compass Therapeutics, Inc. ($CMPX)

RTW Investments has significantly increased its stake in Compass Therapeutics, Inc. (NasdaqCM: CMPX). According to its latest Form 13F filing with the SEC, RTW added 1,686,599 shares, boosting its position by 67.46%. The firm now holds a total of 4,186,599 shares valued at approximately $8.5 million as of the reporting period.

What Changed in RTW Investments' Compass Therapeutics Position

RTW Investments' decision to increase its stake in Compass Therapeutics is a notable move. Previously holding 2,500,000 shares, the firm added 1,686,599 shares, resulting in a 67.46% increase. The total value of their position now stands at about $8.5 million, marking a significant vote of confidence in the company's prospects.

Other Institutional Activity in Compass Therapeutics

Institutional activity around Compass Therapeutics has been varied. Tang Capital Management LLC maintained its position with 16,790,809 shares valued at $88.8 million. OrbiMed Advisors LLC also held steady with 15,219,994 shares worth $80.5 million. Suvretta Capital Management, LLC made a smaller addition of 125,000 shares, bringing its total to 14,307,379 shares valued at $75.7 million. BlackRock, Inc. added 117,456 shares, resulting in a total of 9,506,080 shares valued at $50.3 million. Meanwhile, Adage Capital Partners GP, L.L.C. made a substantial increase, adding 4,050,000 shares to hold 8,486,500 shares valued at $44.9 million.

Compass Therapeutics Stock Snapshot

Shares of NasdaqCM:CMPX were trading around $2.03. Compass Therapeutics has a market cap of approximately $365.6 million. The stock has a 52-week low of $1.61 and a high of $6.88. Its 50-day moving average is $3.10, while the 200-day moving average is $4.46. The company has a current ratio of 19.04 and a quick ratio of 18.94, indicating strong liquidity.

Insider Buying and Selling at Compass Therapeutics, Inc.

Recent insider activity at Compass Therapeutics shows a mix of buying and selling. On April 29, 2026, General Counsel Jonathan Anderman and Chief Accounting Officer Neil Lerner each bought 25,000 and 15,000 shares, respectively, at $1.89 per share. These purchases were not part of a planned trading program. Earlier, on February 8, 2026, CEO Thomas Schuetz sold 36,687 shares at $6.52 per share.

Analysts Set New Price Targets

Analysts remain bullish on Compass Therapeutics. On April 28, 2026, Canaccord Genuity maintained a 'buy' rating with a target price of $7. Citizens reiterated its 'buy' rating, setting a target of $10. HC Wainwright & Co. also reiterated a 'buy' rating with a target of $24 on April 27. Analysts have a strong buy consensus with a mean target price of $8.82 from 11 opinions.

About Compass Therapeutics

Compass Therapeutics, Inc. is a biotechnology company based in Boston, Massachusetts. The firm is focused on developing antibody-based therapeutics for oncology. Its lead product candidate, tovecimig, targets DLL4 and VEGF-A, crucial for angiogenesis and tumor vascularization. The company also works on CTX-471, an antibody targeting CD137, and CTX-8371, a bispecific inhibitor targeting PD-1 and PD-L1. Founded in 2014, Compass Therapeutics is led by CEO Dr. Thomas J. Schuetz and employs 39 people.

Bottom Line

RTW Investments' substantial increase in its stake in Compass Therapeutics suggests confidence in the company's future. While the stock has faced volatility, with a wide 52-week range, institutional and insider activities indicate continued interest. Investors will be watching closely as the company approaches its next earnings report on August 14, 2026. As always, it's important to remember that 13F filings are backward-looking and may not reflect current positions.