BDTX · Black Diamond Therapeutics, Inc

📣 What BDTX Says Is Next

• fourth quarter of 2026 · “The Company remains on track to initiate the randomized portion of the study in the fourth quarter of 2026.”
  Company press release, Aug 5, 2026 · SEC filing
• fourth quarter of 2026 · “The Company is seeking U.S. Food and Drug Administration (FDA) feedback on a pivotal development path for silevertinib in frontline patients with non-classical EGFRm NSCLC, and expects to provide an update in the fourth quarter of 2026.”
  Company press release, Aug 5, 2026 · SEC filing
• fourth quarter of 2026 · “The Company plans to provide an update on the Phase 2 trial of silevertinib in frontline patients with non-classical EGFR-mutant (EGFRm) NSCLC in the fourth quarter of 2026.”
  Company press release, Aug 5, 2026 · SEC filing

Quoted word for word from the company's press releases filed with the SEC. Timing is the company's own guidance, not a BioRadar estimate.

🧪 Trial & FDA Catalysts

• Jan 2027 · N/A · Upcoming Trial · Black Forest Cocoa Flavanol Supplementation and Health Trial
  Registry primary completion date, not a results date
• Nov 2028 · Phase 2 · Recruiting · Study of Silevertinib With Temozolomide for the Treatment of Newly Diagnosed GBM With Unme
  Registry primary completion date, not a results date
• Jun 2030 · Phase 1/2 · Enrolling · Autism Spectrum Disorder (ASD) Neurodevelopmental Disorder With Issues Social Behavior, Co
  Registry primary completion date, not a results date

📊 Drug Pipeline

Also used in these trials (approved or third-party drugs, not BDTX's own candidates): Temozolomide, Azathioprine, Carfilzomib.

Source: ClinicalTrials.gov trials sponsored by the company, one row per candidate at its most advanced registered trial. FDA approvals: Drugs@FDA. Wrong or missing drug? Report it

💰 Cash Runway & Dilution Risk

BDTX holds $110.5M in cash and short-term investments (as of Jun 30, 2026) and burns about $9.1M/quarter from operations, an estimated runway of 36.4 months at that rate (BioRadar estimate, not company guidance).

Dilution pressure: 15 · Low

• Cash runway 36 months
• ATM program on file since Nov 2025 +15
• Shelf registration (S-3, Nov 2025) +10
• Company says cash lasts into the second half of 2028 -1024 Table of Contents As of June 30, 2026, we had cash, cash equivalents and investments of approximately $110.5 million, which we believe will enable us to fund our operating expenses and capital expenditure requirements into the second half of 2028. 10-Q, Aug 2026

Recent financing filings on SEC EDGAR:

• Nov 13, 2025 · Shelf registration with ATM program, up to $150M · S-3

Source: SEC EDGAR (XBRL cash flow and financing filings). Dilution Watch: every company ranked → · Get an alert when BDTX files for a raise →

👥 Who Owns BDTX

Share count 57,453,747 (latest 10-Q/10-K). Insiders: each officer's, director's and 10% owner's latest Form 3, 4 or 5, direct and indirect shares; options are not counted. 5%+ holders: latest Schedule 13D or 13G of each holder above 5%. Institutions: the total held by all 13F filers (Yahoo Finance); the table lists the largest (13F quarter ending 2026-06-30). Sources have different dates, so the split is approximate. Source: SEC EDGAR.

📈 Recent Insider Activity (Form 4)

Only open-market purchases (P) and sales (S) are trading decisions. Awards (A), option exercises (M) and tax withholding (F) are compensation mechanics. Source: SEC Form 4.