-
Posted by
Two Blokes Jun 10 -
Filed in
Stock
-
2 views
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.