CRDF Cardiff Oncology, Inc.
Price Chart
Executive Summary
Cardiff Oncology reported Q1 2026 results with a net loss of $0.18 per share, slightly narrower than the $0.20 loss in Q1 2025. The key catalyst is the successful End-of-Phase 2 meeting with the FDA, aligning on the Phase 3 registrational trial design for onvansertib in first-line RAS-mutated mCRC, with updated data to be presented at ASCO in late May. Cash runway extends into Q1 2027, providing a de-risked timeline for the upcoming catalyst.
Actionable Insight
The ASCO presentation (May 29–June 2) is the next major catalyst — updated PFS and ORR data from the Phase 2 CRDF-004 trial could drive significant price action. The FDA alignment on Phase 3 design removes a key regulatory overhang and validates the development path. Monitor for any safety signals or efficacy updates at ASCO that could accelerate or delay the Phase 3 start.
Key Facts
- Completed successful End-of-Phase 2 meeting with FDA; aligned on Phase 3 design for onvansertib 30mg + FOLFIRI/bev in first-line RAS-mutated mCRC
- Updated Phase 2 CRDF-004 data to be presented in rapid oral presentation at ASCO Annual Meeting (May 29–June 2)
- Q1 2026 net loss per share of $0.18 vs $0.20 in Q1 2025; net loss of $12.3M vs $13.4M year-over-year
- Cash and investments of $46.1M as of March 31, 2026, projected runway into Q1 2027
- Leadership appointments: Mani Mohindru as CEO, Josh Muntner as CFO, Ajay Aggarwal as COO
- January 2026 topline data showed 30mg onvansertib arm achieved 72.2% ORR vs 43.2% for SoC; PFS HR 0.37 (p<0.05)
Financial Impact
Q1 2026 net loss $12.3M vs $13.4M in Q1 2025; cash burn $12.3M in operating activities; cash runway into Q1 2027
Risk Factors
- Phase 3 trial execution risk and potential for regulatory delays
- Cash runway only into Q1 2027 — likely need for additional financing before Phase 3 completion
- Competitive landscape in RAS-mutated mCRC with emerging therapies
- Pre-revenue clinical-stage biotech with binary catalyst risk at ASCO
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001213037-26-000013 |
| Document: crdf-20260514.htm | 0001213037-26-000013 |
| Document: 0001213037-26-000013-index-headers.html | 0001213037-26-000013 |
| Document: 0001213037-26-000013-index.html | 0001213037-26-000013 |
| Document: 0001213037-26-000013.txt | 0001213037-26-000013 |
| 8-K Data (Synthetic) | 0001213037-26-000013 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 11, 2026
1d ago
|
Institutional Cluster
| $1.60 awaiting T+1 | awaiting T+1 | — | $1.54 (+3.75%) |
|
Jun 3, 2026
9d ago
|
8-K
| $1.40 $1.55 | ▲ +10.71% | ▲ +10.32% | $1.54 (+10.00%) |
|
Jun 2, 2026
10d ago
|
Press Release
| $1.51 $1.40 | ▼ −7.28% | ▼ −6.59% | $1.54 (+1.99%) |
|
May 29, 2026
14d ago
|
8-K
| $1.48 $1.51 | ▼ −2.03% | ▼ −1.88% | $1.54 (−4.05%) |
|
May 21, 2026
22d ago
|
Press Release
| $1.78 $1.94 | ▲ +8.99% | ▲ +8.40% | $1.54 (−13.48%) |
|
May 19, 2026
24d ago
|
8-K
| $1.84 $1.79 | ▲ +2.72% | ▲ +2.91% | $1.54 (+16.30%) |
|
May 14, 2026
29d ago
|
8-K
| $1.67 $1.69 | ▲ +1.20% | ▲ +1.26% | $1.54 (−7.78%) |
|
Apr 17, 2026
8w ago
|
Press Release
| $1.78 $1.65 | ▼ −7.30% | ▼ −6.65% | $1.54 (−13.48%) |
|
Mar 19, 2026
12w ago
|
Press Release
| $1.82 $1.80 | ▼ −1.10% | ▲ +0.64% | $1.54 (−15.38%) |
|
Feb 25, 2026
15w ago
|
8-K
| $1.91 $1.96 | ▲ +2.62% | ▲ +3.16% | $1.54 (−19.37%) |
US Market Status
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