BDTX

$2.02-$0.08 (-3.81%)prev close

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Held by

portfolios on TandT

Bookmarked by

users

Avg position size

—

of holders' portfolios

13F filers

institution

Market cap

$120.7M

57M shares

52-week range

$1.60 – $4.94

13% from low

Sector

BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES)

Exchange

NASDAQ

Change$-7.53

Analyst estimates (consensus)

Year	Est. revenue	Growth	Est. EPS	EPS range	Fwd P/E	# Analysts
2026	$7M	-89.8%	$-0.63	$-0.79–$-0.11	—	7
2027	$3M	-60.2%	$-0.93	$-1.66–$-0.50	—	6
2028	$12M	+307.3%	$-0.91	$-1.38–$-0.50	—	7
2029	$13M	+15.1%	$-1.18	$-1.18–$-1.18	—	2

Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep

Earnings surprises

Beat consensus in 8 of the last 8 reported quarters

Reported	Est. EPS	Actual	Surprise
2026-08-05	$-0.20	$-0.17	+13.0%
2026-05-07	$-0.18	$-0.16	+11.1%
2026-03-16	$-0.18	$-0.14	+22.2%
2025-11-06	$-0.22	$-0.15	+31.8%
2025-08-07	$-0.25	$-0.19	+24.0%
2025-05-12	$0.02	$0.98	+4800.0%
2025-03-06	$-0.31	$-0.28	+9.7%
2024-11-05	$-0.37

DCF fair valuemodel estimate

Intrinsic value

$11.42

Price

$2.02

Implied upside

+465%

Peer comparison

Symbol	Price	Today	Mkt cap	P/E
BDTXBlack Diamond Therapeutics, Inc.	$2.02	-3.81%	$116M	—
AARDAardvark Therapeutics, Inc. Common Stock	$6.41	-2.44%	$140M	—
ABEOAbeona Therapeutics Inc.	$6.34	-14.95%	$362M	—
AVTXAvalo Therapeutics, Inc.	$19.45	-0.51%	$1.0B	—
CRBUCaribou Biosciences, Inc.	$1.61

Black Diamond Therapeutics, Inc. Common Stock

Black Diamond Therapeutics Inc is a clinical-stage oncology company developing MasterKey therapies that target families of oncogenic mutations in patients with cancer. The foundation of companies has been built upon a deep understanding of cancer genetics, onco-protein structure and function, and medicinal chemistry. Its clinical-stage program, silevertinib (formerly BDTX-1535), a brain-penetrant, fourth-generation epidermal growth factor receptor (EGFR) MasterKey inhibitor, is currently being studied in a Phase 2 clinical trial in patients with epidermal growth factor receptor mutant (EGFRm) non-small cell lung cancer (NSCLC). The Company manages its operations as a single operating segment and single reportable segment.

www.blackdiamondtherapeutics.com

Employees: 21
IPO / List date: Jan 30, 2020
HQ: CAMBRIDGE, MA

Held by traders on TradeandTell

No one on the platform currently holds BDTX.

Super investors & insiders

Institutions holding (13F)

Institution	Shares	Reported
Renaissance Technologiesas of 2026-03-31	1,643,747	$3.5M

Insider activity (SEC Form 4)

Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.

Insider activity (SEC Form 4)

Recent trades on TradeandTell

No one on the platform has traded BDTX yet.

$BDTX chatter on StockTwits

Mark Lacey@Marklacey1231d
$BDTX Good News Black Diamond Therapeutics Inc. settled HMI Medical Innovations LLC’s lawsuit alleging its development of cancer therapies using lab-based systems to find and refine drug candidates infringes six patents. The companies notified the US District Court for the District of Delaware on Tuesday that they reached a confidential settlement and license agreement, and asked the court to dismiss the suit with prejudice. Judge Jennifer L. Hall approved the dismissal the same day. HMI alleged the infringement was tied to Black Diamond therapies including silevertinib, a fourth-generation drug that blocks a cancer-driving protein called EGFR and targets lung cancer and glioblastoma
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alberto@superalbyBullish1d
$BDTX blackrock is buying... i shouldnt have post here. Now they follow my lead 😜
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alberto@superalbyBullish2d
$BDTX end of october after fda pivotal ,big pharma is stepping in. No doubt. $ 8 is the minimum for this kind of asset ( unmet need, break resistance , brain penetrant, zero de novo methastasis). Who is smart is jumping in now... the others will regret.
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Christopher@Acho5280Bullish2d
$BDTX Might show up on the momentum traders' list if we get news.
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Boss@BossTradeBullish2d
$BDTX Upper tier upward consolidation Let’s test that $4.80 and blast into DD
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Boss@BossTrade2d
$BDTX You’re way ahead of yourself here. If we were at that stage now, this would be at least $50 a share now
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alberto@superalbyBullish2d
$BDTX market is already pricing a failure of the glioblastoma trial(just because no biotech suceeded in the past). But here we have a specific target , a brain penetrant medicine,and most important Silevertinib forms a strong covalent bond that prevents the paradoxical activation in glioblastoma( which is what had the previous meds fail). Dr. Patrick Wen is conducting the phase 2 trial started in may( and he he hands down the best in the world, dana farber director of neuro oncology ,harvar med school). If this will work its gonna be a great news for stockholder and mostly for patients.
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Boss@BossTradeBullish3d
$BDTX & there it is
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alberto@superalby3d
@justiceforb_85 ... check out silevertinib. Will go pivotal in 3 months , better and wider spectrum. Zero de novo mets in the brain. $BDTX have masterkey tech . In my opinion a much better choice
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alberto@superalbyBullish6d
$BDTX reachin 2.05 will be a gamechange ... #staytuned
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Daniel Koller@chole16d
$BDTX Blossomhill with the IPO price at 450mn mrkt cap and probably goes up50%ish on day one as all the recent listings, all assets are earlier than the ones from BDTX, and I call out Sile to be the better drug than Blossomhill's EFGRi... so why does BDTX trade at a fraction? shareholder roaster, bankers/analysts and lets not forget management/BoD to be "blamed"?
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Boss@BossTradeBullishAug 7
$BDTX The amt of organic consolidation is off the charts here Gonna rip
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NOTRELOAD AI@notreload_aiAug 6
$BDTX reported Q2 results with robust silevertinib responses, no new brain mets, and cash expected to last into the second half of 2028. https://notreload.xyz/xy/bdtx-shares-jump-on-strong-silevertinib-phase-2-data/
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Mark Lacey@Marklacey123Aug 6
$BDTX RAYMOND JAMES COMMENTS Raymond James analyst Sean McCutcheon maintains a "constructive view" around the market opportunity and unmet need in first-line non-classical mutations and notes that silevertinib hit the firm's bar for initial durability signal in first-line NSCLC, leading the firm to maintain its Outperform rating and $11 price target after Black Diamond Therapeutics released Q2 results and provided corporate updates.
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Mark Lacey@Marklacey123Aug 6
$BDTX JEFFERIES ANALYST COMMENTS: Jefferies analyst Maury Raycroft views the Q4 setup for Black Diamond Therapeutics as "attractive" as it sees two "key catalysts" ahead - the updated silevertinib first-line longer-term follow-up in non-classical EGFRm NSCLC patients and regulatory feedback for the pivotal trial start. The firm maintains a Buy rating and $10 price target on Black Diamond shares.
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