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 7,429 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
578% more call options, than puts
Call options by funds: $61K | Put options by funds: $9K
53% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 17
44% more capital invested
Capital invested by funds: $66.3M [Q1] → $95.5M (+$29.2M) [Q2]
29% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 28
8% more funds holding
Funds holding: 85 [Q1] → 92 (+7) [Q2]
4.22% less ownership
Funds ownership: 71.92% [Q1] → 67.7% (-4.22%) [Q2]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$10
248%
upside
Avg. target
$10.50
266%
upside
High target
$11
283%
upside
2 analyst ratings
2 positive
100%
0 neutral
0%
0 negative
0%
HC Wainwright & Co. Robert Burns | 248%upside $10 | Buy Maintained | 11 Aug 2025 |
Raymond James Sean McCutcheon | 283%upside $11 | Outperform Reinstated | 1 Jul 2025 |
Financial journalist opinion
Based on 5 articles about BDTX published over the past 30 days
Positive
Seeking Alpha
20 hours ago
Black Diamond Therapeutics: A Potential First-Line In NSCLC Trading At Cash
Black Diamond Therapeutics' Silvertinib (BDTX-1535) targets non-classical EGFR mutations in NSCLC, addressing an unmet need left by current standard Osimertinib. Preliminary Phase 2 results for Silvertinib are promising, with full enrollment completed and further data expected in Q4 2025. Early data of Silvertinib in the first line setting will be a major catalyst.
Positive
Zacks Investment Research
6 days ago
Black Diamond (BDTX) Upgraded to Strong Buy: Here's Why
Black Diamond (BDTX) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Negative
Zacks Investment Research
1 week ago
Are Medical Stocks Lagging Black Diamond Therapeutics (BDTX) This Year?
Here is how Black Diamond (BDTX) and Biorestorative Therapies, Inc. (BRTX) have performed compared to their sector so far this year.
Neutral
The Motley Fool
2 weeks ago
Black Diamond (BDTX) Q2 Loss Narrows 47%
Black Diamond (BDTX) Q2 Loss Narrows 47%
Neutral
GlobeNewsWire
2 weeks ago
Black Diamond Therapeutics Reports Second Quarter 2025 Financial Results and Provides Corporate Update
CAMBRIDGE, Mass., Aug. 07, 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 second quarter ended June 30, 2025, and provided a corporate update.
Positive
Seeking Alpha
2 months 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 months 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
3 months 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
4 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
5 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.
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