Black Diamond TherapeuticsBDTX
BDTX
About: Black Diamond Therapeutics Inc is a clinical-stage oncology company developing MasterKey therapies that target families of oncogenic mutations in patients with cancer. It is engaged in the discovery and development of small molecule, tumor-agnostic therapies. The company has one pipeline technology platform, namely Mutation-Allostery-Pharmacology, which is targeting mutations in cancer. Its drugs under the pipeline are BDTX-4933 and BDTX-1535.
Employees: 54
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
126% more call options, than puts
Call options by funds: $156K | Put options by funds: $69K
6% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 16
2% less funds holding
Funds holding: 87 [Q4 2024] → 85 (-2) [Q1 2025]
12.73% less ownership
Funds ownership: 84.65% [Q4 2024] → 71.92% (-12.73%) [Q1 2025]
35% less capital invested
Capital invested by funds: $103M [Q4 2024] → $66.3M (-$36.2M) [Q1 2025]
38% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 29
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$12
419%
upside
Avg. target
$12
419%
upside
High target
$12
419%
upside
1 analyst rating
1 positive
100%
0 neutral
0%
0 negative
0%
HC Wainwright & Co. Robert Burns | 419%upside $12 | Buy Maintained | 18 Mar 2025 |
Financial journalist opinion
Positive
Seeking Alpha
5 days ago
Black Diamond Therapeutics: Targeted Approach And Early Efficacy Signals Create Potential For Significant Upside
Black Diamond Therapeutics's novel EGFR inhibitor shows promise in addressing resistance mutations in NSCLC and glioblastoma, with key phase 2 data expected in Q4 2025. The Servier licensing deal strengthens BDTX's cash position, providing runway into late 2027 and reducing near-term financial risk. Despite a challenging competitive landscape, the Company's targeted approach and early efficacy signals create potential for significant upside if data are positive.
Neutral
GlobeNewsWire
2 weeks ago
Black Diamond Therapeutics to Participate in Jefferies Global Healthcare Conference
CAMBRIDGE, Mass., May 29, 2025 (GLOBE NEWSWIRE) -- Black Diamond Therapeutics, Inc. (Nasdaq: BDTX), a clinical-stage oncology company developing MasterKey therapies that target families of oncogenic mutations in patients with cancer, today announced that its Chief Executive Officer, Mark Velleca, M.D.
Neutral
GlobeNewsWire
1 month ago
Black Diamond Therapeutics Reports First Quarter 2025 Financial Results and Provides Corporate Update
CAMBRIDGE, Mass., May 12, 2025 (GLOBE NEWSWIRE) -- Black Diamond Therapeutics, Inc. (Nasdaq: BDTX), a clinical-stage oncology company developing MasterKey therapies that target families of oncogenic mutations in patients with cancer, today reported financial results for the first quarter ended March 31, 2025, and provided a corporate update.
Neutral
GlobeNewsWire
2 months ago
Black Diamond Therapeutics to Participate in Upcoming Investor Conferences
CAMBRIDGE, Mass., March 31, 2025 (GLOBE NEWSWIRE) -- Black Diamond Therapeutics, Inc. (Nasdaq: BDTX), a clinical-stage oncology company developing MasterKey therapies that target families of oncogenic mutations in patients with cancer, today announced its participation in upcoming investor conferences.
Positive
Seeking Alpha
2 months ago
Black Diamond Therapeutics Trades Well Below Cash After Lucrative Deal With Servier
Black Diamond Therapeutics' strategic deal with Servier makes BDTX undervalued, with a $70M upfront payment and potential $710M in milestone payments and royalties. BDTX is trading below its net cash of $2.30 per share, presenting a major buying opportunity despite past shareholder losses. Aggressive selling by Biotech Growth N.V. caused recent price volatility, but this creates a buying opportunity given BDTX's strong fundamentals.
Neutral
GlobeNewsWire
2 months ago
Servier and Black Diamond Therapeutics Announce Global Licensing Agreement for BDTX-4933, A Targeted Oncology Therapy
SURESNES, France and CAMBRIDGE, Mass., March 19, 2025 (GLOBE NEWSWIRE) -- Servier, an independent global pharmaceutical group governed by a non-profit foundation, and Black Diamond Therapeutics, Inc. (Nasdaq: BDTX), a clinical-stage oncology company developing MasterKey therapies that target families of oncogenic mutations in patients with cancer, today announced a strategic worldwide licensing agreement for BDTX-4933, a potential best-in-class targeted therapy for solid tumors. Under this global agreement, Servier will develop and commercialize BDTX-4933, a small molecule designed by Black Diamond Therapeutics to address unmet medical needs in RAF/RAS-mutant solid tumors.
Neutral
Seeking Alpha
3 months ago
Black Diamond Therapeutics: In Decline, But Why?
Black Diamond Therapeutics, Inc. shows promising developments in its pipeline updates, highlighting significant advancements in targeted cancer therapies. The financial overview reveals a stable cash position, supporting ongoing research and development efforts without immediate capital concerns. Strengths include a robust pipeline and innovative approach, while risks involve clinical trial uncertainties and market competition.
Neutral
GlobeNewsWire
3 months ago
Black Diamond Therapeutics Reports Fourth Quarter and Full Year 2024 Financial Results and Provides Corporate Update
CAMBRIDGE, Mass., March 06, 2025 (GLOBE NEWSWIRE) -- Black Diamond Therapeutics, Inc. (Nasdaq: BDTX), a clinical-stage oncology company developing MasterKey therapies that target families of oncogenic mutations in patients with cancer, today reported financial results for the fourth quarter and full year ended December 31, 2024, and provided a corporate update.
Positive
Seeking Alpha
5 months ago
Black Diamond Therapeutics: Speculative Buy With Precision Oncology Catalysts
Black Diamond Therapeutics, Inc.'s BDTX-1535 showed a promising 42% ORR in Phase 2 trials for recurrent EGFR-mutant NSCLC, which addresses treatment-resistant mutations. The MasterKey platform enables targeting entire families of oncogenic mutations, offering potential solutions for underserved cancer populations like non-classical NSCLC and glioblastoma. BDTX's $112.7 million cash reserves will support operations through Q2 2026. Restructuring efforts will prioritize high-value programs like BDTX-1535.
Positive
Zacks Investment Research
6 months ago
Black Diamond (BDTX) Upgraded to Buy: Here's What You Should Know
Black Diamond (BDTX) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
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