BLACK DIAMOND THERAPEUTICS INC (BDTX)
Health Care · NASDAQ
Black Diamond Therapeutics is a clinical-stage oncology company developing MasterKey inhibitors designed to target families of oncogenic mutations across multiple cancer types, with a focus on brain-penetrant therapies for lung cancer and glioblastoma.
What BLACK DIAMOND THERAPEUTICS INC does
Black Diamond Therapeutics is a clinical-stage oncology company focused on developing targeted therapies for genetically defined cancers. The company's proprietary MasterKey approach enables single molecules to address families of oncogenic mutations by exploiting their shared activating conformations. Its lead program, silevertinib, is a brain-penetrant, fourth-generation EGFR inhibitor currently in Phase 2 trials for EGFR-mutant non-small cell lung cancer, with plans to expand into EGFR-altered glioblastoma.
Themes: ["oncology / targeted cancer therapy","EGFR inhibitors","brain-penetrant / CNS oncology","non-small cell lung cancer (NSCLC)","glioblastoma","acquired resistance mutation targeting","precision oncology / genetic mutations"]
Fundamentals
- Price$1.88 as of 2026-07-09 close
- Market cap$107M as of 2026-07-10
- 1-year return-24.0% as of 2026-07-09 close
- P/E4.80 as of 2026-07-10
- Net margin+31.9% as of 2026-07-10
- ROE-36.4% as of 2026-07-10
- Debt / equity0.00 as of 2026-07-10
- Beta3.23 as of 2026-07-10
Key risks (from latest filing)
["Clinical-stage development risk: silevertinib is in Phase 2 trials with uncertain outcomes; failure to meet efficacy or safety endpoints could delay or halt development and revenue generation","Competitive landscape: the EGFR inhibitor space is crowded with established players (osimertinib, afatinib) and other development-stage competitors; loss of Fast Track status or clinical trial setbacks could impair market position","Revenue dependency: the company received $70 million in license revenue in Q1 2025 but had zero license revenue in Q1 2026, indicating reliance on potentially non-recurring partnerships or milestone payments"]
Competitors & peers
- AstraZeneca (EGFR TKI osimertinib - Tagrisso)
- Boehringer Ingelheim (EGFR TKI afatinib - Gilotrif)
- Pfizer (EGFR inhibitors in oncology)
- Roche (EGFR-targeted therapies)
- Eli Lilly (oncology kinase inhibitors)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.