Black Diamond Therapeutics, Inc. (BDTX)
NASDAQ · Pharmaceuticals & Biotech · Biological Products, (No Diagnostic Substances)
- Price
- $1.98
- Day
- +1.54%
- Market cap
- $113.76M
Close 2026-09-22.
The company
Our strategy Our vision is to build a differentiated, global biopharmaceutical company developing and commercializing novel medicines for patients with genetically defined tumors. We are advancing compounds that have been discovered through improved understanding of mutant protein conformations to (i) identify novel oncogenic driver mutations and (ii) target families of oncogenic mutations with MasterKey therapies to address a greater number of patients. Our strategy is to explore development of these compounds starting in later-line settings, and based on results, to expand development into early-line settings where patients with these mutations have few treatment options and well tolerated oral therapies have implicit advantages for patients as compared to intravenously administered chemotherapy, antibody, or conjugate-based therapies. The critical components of our strategy include: • Generate Phase 2 clinical trial results for silevertinib in patients with EGFRm NSCLC to enable a potential pivotal trial. We believe that the ability of silevertinib to target approximately 50 oncogenic mutations that are not sufficiently addressed by existing therapies, as well as its oral administration, tolerability profile, CNS penetrance, and clinical data generated to date, offers significant potential to treat patients with EGFRm NSCLC. We expect to seek guidance from the FDA on a potential pivotal trial design in the frontline setting, based on preliminary DOR and PFS data anticipated in the second quarter of 2026.
From Item 1: Our strategy.
Institutional holders
Largest positions reported on Form 13F for the quarter ended 2026-06-30, by value.
- NEA Management Company, LLC — $8.23M
- BlackRock, Inc. — $4.92M
- VANGUARD CAPITAL MANAGEMENT LLC — $3.93M
- RENAISSANCE TECHNOLOGIES LLC — $3.63M
- Defilade Capital Management, L.P. — $3.1M
- DIMENSIONAL FUND ADVISORS LP — $2.41M
- Connor, Clark & Lunn Investment Management Ltd. — $2.02M
- GEODE CAPITAL MANAGEMENT, LLC — $1.94M
Insider trades
Open-market buys and sales filed on Form 4, newest first. Grants, option exercises and tax withholding are left out.
- BIOTECH GROWTH N V (TenPercentOwner) sold 400,000 shares at $2.09 on 2025-03-19
- BIOTECH GROWTH N V (TenPercentOwner) sold 500,000 shares at $2.12 on 2025-03-19
- BIOTECH GROWTH N V (TenPercentOwner) sold 1,000,000 shares at $2.07 on 2025-03-19
- BIOTECH GROWTH N V (TenPercentOwner) sold 2,000,000 shares at $2.00 on 2025-03-19
- BIOTECH GROWTH N V (TenPercentOwner) sold 1,000,000 shares at $2.31 on 2025-03-19
- BIOTECH GROWTH N V (TenPercentOwner) sold 300,000 shares at $1.94 on 2025-03-19
Recent filings
- 4 — 2026-09-21
- 4 — 2026-09-21
- 10-Q — 2026-08-05
- 8-K — 2026-08-05
- SCHEDULE 13G — 2026-07-27
- SCHEDULE 13G/A — 2026-07-08
- 4 — 2026-06-29
- 4 — 2026-06-29
- 4 — 2026-06-29
- 4 — 2026-06-29