CRDF
Cardiff Oncology, Inc.2.4000
-0.0100-0.42%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
No earnings call transcript available
Key Stats
Market Cap
161.67MP/E (TTM)
-Basic EPS (TTM)
-0.79Dividend Yield
0%Recent Filings
8-K
Onvansertib boosts mCRC ORR 72%
Cardiff Oncology disclosed Phase 2 CRDF-004 data showing onvansertib + FOLFIRI/bevacizumab boosted confirmed ORR to 72% (30% over SoC) in first-line RAS-mutated mCRC, with median PFS not reached and HRs of 0.38-0.57 vs SoC. Plans FDA meeting H1 2026 for 30mg dose registrational program. Dose-dependent efficacy trends favor advancement.
8-K
Robust Phase 2 mCRC data
Cardiff Oncology reported strong Phase 2 CRDF-004 data on February 24, 2026, showing 72.2% ORR and HR 0.37 PFS for 30mg onvansertib + FOLFIRI/bev versus 43.2% SoC in first-line RAS-mutated mCRC. Plans advance this combo to registrational trials post-FDA talks in H1 2026. Cash at $58.3M funds into Q1 2027. Leadership shifted with interim CEO.
10-K
FY2025 results
Cardiff Oncology posted FY2025 net loss of $45.9M, up slightly from $45.5M in 2024, with R&D expenses dipping to $35.3M from $36.9M on lower clinical trial costs while SG&A climbed to $14.2M amid advisory fees and severance. Cash burned to $58.3M by year-end, funding operations into Q1 2027 amid going concern warnings. CRDF-004 trial data dazzled: onvansertib 30mg + FOLFIRI/bevacizumab hit 72.2% ORR vs 43.2% SoC, with median PFS not reached and HR 0.37 (p=0.048). Nerviano license breach notice looms large.
8-K
Leadership change, strong Phase 2 data
Cardiff Oncology ousted CEO Mark Erlander and CFO James Levine on January 27, 2026, installing board member Dr. Mani Mohindru as interim CEO amid a leadership review for late-stage growth. Simultaneously, Phase 2 CRDF-004 data showed onvansertib 30 mg plus FOLFIRI/bev delivering 72.2% ORR and NR median PFS versus 43.2% ORR for SoC in first-line RAS-mutated mCRC—p=0.051 and 0.048. Well-tolerated combo sets 30 mg dose for FDA-guided registrational trial later 2026. Leadership shakeup signals execution push.
10-Q
Q3 FY2025 results
Cardiff Oncology narrowed its Q3 operating loss to $12.0M from $12.6M y/y, while royalty revenue dipped to $0.1M from $0.2M; R&D expenses fell 15% to $8.2M on lower clinical trial costs, yet YTD R&D climbed 11% to $30.3M fueling onvansertib programs. Net loss improved to $11.3M ($0.17/share) from $11.9M ($0.25/share), aided by steady $0.7M interest income. Cash burned $32.0M YTD in operations (capex $0.04M, FCF not disclosed in the 10-Q), leaving $60.6M in cash and short-term investments—enough into Q1 2027. Cash holds firm. FDA funding shortfalls could delay approvals.
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