CMPX Compass Therapeutics, Inc. Insider Trading

Chief Accounting Officer Neil Lerner buys 15,000 shares at $1.89, his second open-market purchase in 36 months, as stock trades sharply below 52-week highs.

Neil Lerner, Chief Accounting Officer of Compass Therapeutics, purchased 15,000 shares on the open market at $1.89, marking his second open-market purchase within the past 36 months. The stock is currently trading well below its 52-week high, having fallen sharply over the recent period and approaching its 52-week low. His prior open-market purchase at this company, made roughly a year ago, was followed by significant gains over the subsequent quarter, demonstrating well-timed entry into the stock. This repeat buying at substantially lower prices mirrors the pattern of his previous purchase—entering when the stock is under pressure. The company is not currently profitable and carries substantial operating losses, making this a purchase into fundamentals weakness rather than strength. Lerner's return to the open market after his prior successful buy suggests he views current price levels as an opportunity, though the deteriorated financial position since his last purchase makes this a contrarian move into an earlier-stage therapeutic biotech in distress.

General Counsel Anderman repurchases CMPX shares at 15-month lows; repeat buyer with perfect timing on prior trade.

Jonathan Anderman, the company's General Counsel, is making his second open-market purchase of CMPX shares in 36 months, adding materially to his stake at a point when the stock trades well below its 52-week high. The timing is noteworthy: his prior open-market purchase last year generated strong gains within months, demonstrating he has executed well-timed purchases at this company before. This current buy occurs as the stock sits near its 52-week low following a sharp decline, positioning the trade as a bet on recovery from deeply depressed prices. However, the company remains unprofitable with zero revenue, operating at a significant cash burn, which means Anderman is buying into fundamental weakness—not filling a cyclical dip in an otherwise healthy business. His willingness to deploy capital despite these deteriorating fundamentals is the core signal: either he has visibility into a near-term inflection point that is not yet reflected in the financials, or he is accumulating on weakness believing long-term value exists at these prices.

CEO Thomas J. Schuetz buys 10,000 shares of CMPX at $2.11; now holds 6.48M shares total.

CEO Thomas J. Schuetz purchased 10,000 shares at $2.11, bringing his total holdings to 6,480,825 shares. The company generated zero revenue in its latest quarter and reported a net loss of $-16,633,000.00, with negative full-year profitability. The stock has declined 45.9% from its 52-week high of $3.90 but is up 8.8% over the last 30 days. The purchase represents a modest addition (0.2% of pre-transaction holdings) that, while consistent with insider engagement, occurs within a context of negative earnings and cash burn that investors should monitor closely.

Director Carl L. Gordon sells entire 3,571,428 share position (100% exit) at $1.59, company shows $0.00 revenue and $-10,481,000 net income

Carl L. Gordon, a Director at Compass Therapeutics, liquidated his complete shareholding of 3,571,428 shares for $5,678,570.52 on 2025-04-09 at $1.59 per share, leaving zero shares post-transaction. The complete exit is notable against the company's operational backdrop: latest quarter revenues are $0.00, and the company posted a net loss of $-10,481,000 over its most recent full fiscal year. The stock has declined 56.4% from its 52-week high of $3.90 and 32.3% over the past 30 days alone. While Gordon's cross-ticker track record shows 2 prior open-market sells with an average 90-day post-sale return of +54.8% (indicating poorly-timed historical sells when his exits preceded subsequent rallies), this particular transaction occurs in a context of accelerating price deterioration and ongoing unprofitability with no revenue generation.

OrbiMed Advisors LLC exits entire 3.57M share stake in CMPX for $5.7M at $1.59

OrbiMed Advisors LLC, a director, sold 3,571,428 shares (3.57M shares) at $1.59 on 2025-04-09, liquidating its entire position for a total value of $5,678,570.52 ($5.7M). The stock has declined -32.3% over 30 days and -56.4% from its 52-week high of $3.90, now trading at $1.70. The company is unprofitable with a net income of $-10,481,000.00 ($-10.5M) and zero revenue in the latest quarter. OrbiMed's cross-ticker track record shows 18 prior open-market sells with an average 30-day post-sale return of -4.4%, though this metric reflects general outcomes across multiple holdings and does not establish a pattern predictive of CMPX-specific performance. A complete exit by a director-level holder amid significant price deterioration and operational losses warrants investor attention to the company's clinical development progress and capital runway.

CAO Lerner Neil buys 20,000 CMPX shares at $1.42; stock down -40.9% in 30 days, company unprofitable.

Neil Lerner, Chief Accounting Officer of Compass Therapeutics, purchased 20,000 shares at $1.42 on 2025-04-07, increasing his holdings to 320,000 shares. The purchase occurs amid significant recent price weakness: the stock has declined 40.9% over the past 30 days and trades at $1.59, down 59.2% from its 52-week high of $3.90. The company reported zero revenue in its latest quarter and net income of $-10,481,000 over its most recent full fiscal year, indicating ongoing operational losses. An insider buy by a finance officer during a period of steep declines and operational challenges warrants scrutiny into whether this represents conviction in a recovery path or reflects a lower entry point for long-term vesting/retention dynamics typical of C-suite equity positions.

Gen Counsel Jonathan Anderman bought 20,000 CMPX shares at $1.54; holdings surge 2000.0% to 21,000 shares amid -40.9% 30-day decline.

Jonathan Anderman, General Counsel & Corporate Secretary, purchased 20,000 shares at $1.54 on 2025-04-07, increasing his holdings from 1,000 to 21,000 shares. The transaction size—a 2000.0% increase in his prior holdings—represents a substantial personal commitment by a senior officer at a critical juncture: the stock has declined 40.9% over the preceding 30 days and trades 59.2% below its 52-week high of $3.90. The company reported $0.00 revenue in its latest quarter and a $-10.5M net loss over the most recent full fiscal year, indicating ongoing operational losses. The magnitude of this buy by a C-suite executive and the timing relative to steep near-term price deterioration create noteworthy material for investor scrutiny, though the underlying fundamentals (unprofitable operations, zero current revenue) represent the core risk independent of this transaction.