Compass Therapeutics at Stifel 2026 Healthcare Conference 2026: FDA path in focus

On November 11, 2026, Compass Therapeutics (CMPX) attended the Stifel Healthcare Conference to discuss its oncology strategy, centered around the lead drug tovecimig and a growing bispecific antibody pipeline. The company showcased promising clinical data and a solid financial position, but also highlighted the regulatory challenges and competitive landscape in its target areas.

Compass is hoping to renegotiate with the FDA for accelerated approval of tovecimig for biliary tract cancer. At the conference, the company presented post-hoc analysis of COMPANION-002, displaying an overall survival hazard ratio of 0.85 and progression-free survival hazard ratio of 0.44. Compass emphasized the importance of progression-free survival, citing a meta-analysis linking lower hazard ratios to better overall survival.

The firm outlined three potential confirmatory trial designs for tovecimig, including a first-line study of tovecimig plus paclitaxel versus FOLFOX. The company plans to submit a biologics license application in the first half of 2026, pending FDA approval.