Black Diamond Therapeutics (BDTX)
Develops brain-penetrant therapies for EGFR-mutant lung cancer and glioblastoma.
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Develops brain-penetrant MasterKey therapies through its MAP discovery engine. Silevertinib, an EGFR inhibitor for EGFR-mutant lung cancer and glioblastoma, is its lead clinical program; the company operates one clinical-stage segment with no approved commercial product.
Develops brain-penetrant MasterKey therapies for mutation-defined cancers through its MAP discovery engine. Rather than create a separate compound for each mutation, it designs compounds to address mutation families, overcome resistance, limit wild-type-mediated toxicity, and reach central nervous-system disease. Its lead clinical program, silevertinib, is a fourth-generation EGFR inhibitor for EGFR-mutant non-small cell lung cancer and glioblastoma.
Centered in Cambridge, Massachusetts, operations are managed as one clinical-stage segment, without an approved commercial product. The pipeline was narrowed after BDTX-4933 was licensed to Servier, which assumed development and worldwide commercialization responsibility. Progress depends on clinical-trial execution, regulatory approval, third-party development support, and capital or partnerships.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jan 16, 2026 | Piper Sandler | Reiterate | Rating: —Target: $12 | Target: $8 |
| Dec 4, 2025 | Guggenheim | Downgrade | ||
| Oct 15, 2025 | Stifel Nicolaus | Target | Target: — | Target: $8 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $110.5M · Total debt $17.0M · Total assets $125.0M · Shareholders' equity $96.1M
- Revenue
- $0
- Operating income
- −$12.1M
- Net income
- −$9.9M
No dividends on record.
| Institutions | 61.28% | 35.21M shares | |
|---|---|---|---|
| 103 holders · as of Jun 30, 2026 | |||
| Insiders | 5.99% | 3.44M shares | |
| 9 holders · as of Sep 21, 2026 | |||
| Other | 32.73% | 18.81M shares | |
| remainder | |||
57.45M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Nea Management Company, LLCInstitution | 7.74% | 4.45M | as of Jun 30, 2026 |
T. Rowe Price Investment Management, Inc.Institution | 7.01% | 4.03M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 6.82% | 3.92M | as of Jun 30, 2026 |
Growth N. V. BiotechInsider10 percent owner | 4.76% | 2.73M | filed Mar 20, 2025 |
Acadian Asset Management LLCInstitution | 4.09% | 2.35M | as of Jun 30, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
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- ArriVent BioPharma
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- ORIC Pharmaceuticals
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- Cullinan Therapeutics
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- Summit Therapeutics
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Black Diamond Therapeutics | $1.89 | −4.80% | $113.5M | — | — | — | — |
| AstraZeneca (ADR) | $165.40 | −1.76% | $261.12B | 25.3 | 15.6 | 4.3 | +6.4% |
| Johnson & Johnson | $269.98 | +0.29% | $648.72B | 31.2 | 22.7 | 6.6 | +6.6% |
| ArriVent BioPharma | $30.74 | +1.39% | $1.41B | — | — | — | — |
| ORIC Pharmaceuticals | $12.97 | −3.93% | $1.40B | — | — | — | — |
| Cullinan Therapeutics | $19.57 | −9.69% | $1.33B | — | — | — | — |
| Summit Therapeutics | $16.40 | −4.19% | $13.66B | — | — | — | — |
| Median | 28.2 | 19.2 | 5.4 | +6.5% |