Cardiff Oncology Toekomstige groei
Future criteriumcontroles 2/6
De winst van Cardiff Oncology zal naar verwachting dalen met 10.8% per jaar, terwijl de jaarlijkse omzet naar verwachting zal groeien met 70.4% per jaar. De winst per aandeel zal naar verwachting groeien met 5.3% per jaar.
Belangrijke informatie
-10.8%
Groei van de winst
5.31%
Groei van de winst per aandeel
| Biotechs winstgroei | 25.4% |
| Inkomstengroei | 70.4% |
| Toekomstig rendement op eigen vermogen | n/a |
| Dekking van analisten | Good |
| Laatst bijgewerkt | 20 May 2026 |
Recente toekomstige groei-updates
Recent updates
Seeking Alpha • Jun 27
Cardiff Oncology: Delayed Trial Data Update Unnerves Investors But Gives Bulls A Final Buy Low Opportunity
Summary Cardiff Oncology's recent trial data readout delay has unnerved the market, but I see this as a potential buying opportunity for speculative investors. Leadership change is not a major risk factor. The new CMO's pedigree suggests confidence in the company's prospects ahead of the catalyst. The delay could suggest an attempt to improve poor data, or an ability to add to already strong data by waiting for more patient second scans. Short interest is high, increasing volatility and squeeze potential if trial data is strong, but also signaling caution from sophisticated investors. CRDF's cash runway is sufficient for the near-term catalyst; I hold call options expecting momentum to return, as the July 29th readout date approaches. Read the full article on Seeking AlphaAnalyseartikel • May 21
Is Cardiff Oncology (NASDAQ:CRDF) In A Good Position To Deliver On Growth Plans?
There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...Seeking Alpha • Feb 18
Cardiff Oncology: Pioneering RAS-Mutated Cancer Therapies With Onvansertib
Summary Cardiff Oncology's Onvansertib shows promise in treating RAS-mutated cancers, especially mCRC, with a strong therapeutic profile and potential for high returns if approved. Onvansertib's Phase II results indicate superior efficacy in first-line treatment, supporting Cardiff's financial stability and long-term investment potential. The competitive landscape includes therapies like LUMAKRAS and KRAZATI, but Onvansertib's mutation-agnostic approach offers a unique advantage. Despite high risks, Cardiff's cash runway and positive clinical data justify a "Strong Buy" rating for high-risk tolerant long-term investors. Read the full article on Seeking AlphaSeeking Alpha • Dec 12
Cardiff Oncology: The Long-Awaited First-Line MCRC Data Are Here, But The Work Is Just Beginning
Summary Cardiff Oncology's phase 2 trial of onvansertib in mCRC shows promising preliminary data, with improved response rates in a dose-dependent manner. Onvansertib appears well tolerated and effective when combined with standard chemotherapy and bevacizumab, but patient numbers remain low, necessitating further validation. Financially, CRDF's equity raise extends their cash runway, supporting the continued development and reducing immediate financial risk. Despite uncertainties, I maintain a Buy rating, anticipating onvansertib's potential to significantly impact first-line RAS-mutant mCRC therapy. Read the full article on Seeking AlphaSeeking Alpha • Nov 07
Cardiff Oncology: Some Data Are In; Here's What You Should Know And Look For Next
Summary Cardiff Oncology's main focus is onvansertib, a PLK1 inhibitor, showing promise in metastatic colorectal cancer, especially in bevacizumab-naive patients. CRDF-004 phase 2 trial's results are crucial for Cardiff's future, with data expected within two months, potentially informing a pivotal phase 3 trial. Financially, Cardiff has a cash runway of 5-6 quarters, but will need additional funding, potentially leading to significant shareholder dilution. While optimistic about onvansertib's potential, I caution investors due to the high-risk nature and uncertain outcomes of the upcoming trial results. Read the full article on Seeking AlphaAnalyseartikel • Oct 09
We're Keeping An Eye On Cardiff Oncology's (NASDAQ:CRDF) Cash Burn Rate
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Seeking Alpha • Oct 04
Cardiff Oncology: Paramount Data Imminent In Huge First-Line mCRC Market
Summary Cardiff Oncology's Onvansertib shows promise in treating RAS-mutated metastatic colorectal cancer, potentially opening a massive market with an estimated $567 million to $3.78 billion in annual US sales. Onvansertib has demonstrated superior efficacy and safety over historical controls and competitors, particularly in bevacizumab-naïve patients, with impressive objective response rates and progression-free survival. Positive data from the ongoing CRDF-004 trial could lead to significant upside for Cardiff, attracting potential partnerships or acquisition interest from big pharma, including Pfizer. Cardiff's strong financial position, low cash burn, and favorable analyst ratings make it a compelling buy, with substantial growth potential in the mCRC market and beyond. Read the full article on Seeking AlphaAnalyseartikel • Jun 19
We're Hopeful That Cardiff Oncology (NASDAQ:CRDF) Will Use Its Cash Wisely
There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...Seeking Alpha • Mar 09
Cardiff Oncology: Why The Bulls Are Winning Right Now (Rating Upgrade)
Summary Cardiff Oncology is focused on developing a drug for colorectal cancer and pancreatic cancer, with promising early activity shown in colorectal cancer patients. The company is now focused on moving their drug to the first-line setting and has started a clinical trial to evaluate its efficacy. Cardiff Oncology has a strong financial position with enough funds to operate through Q3 2025, but the success of their drug is heavily dependent on the outcomes of a single trial. Read the full article on Seeking AlphaAnalyseartikel • Mar 03
We're Not Very Worried About Cardiff Oncology's (NASDAQ:CRDF) Cash Burn Rate
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Analyseartikel • Nov 16
Here's Why We're Watching Cardiff Oncology's (NASDAQ:CRDF) Cash Burn Situation
Just because a business does not make any money, does not mean that the stock will go down. For example, although...Analyseartikel • Aug 01
Here's Why We're Not Too Worried About Cardiff Oncology's (NASDAQ:CRDF) Cash Burn Situation
There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...Analyseartikel • Feb 22
Here's Why We're Not Too Worried About Cardiff Oncology's (NASDAQ:CRDF) Cash Burn Situation
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Seeking Alpha • Sep 14
Cardiff Oncology: 41% Loss In One Day For A Best-In-Class Colorectal Cancer Treatment
Summary In a tremendous overreaction, Cardiff lost 41% of its value over the discontinuation of a prostate cancer trial on September 13, 2022,. Combined ESMO 2022 oncology conference reportings by Amgen, Mirati Therapeutics and Cardiff show Onvansertib is best-in-class in metastatic colorectal cancer, the lead indication. The market ignored the announcement of a trial to obtain accelerated approval in the lead indication, and the addition of two other trials in solid tumors. Cardiff is a buyout candidate, and Pfizer has just confirmed that it is on the lookout for drug candidates like Onvansertib. Cardiff has been catapulted far into negative enterprise value territory again, which does not make sense given its best-in-class drug profile. Thesis Good results love appears short-lived in a bear market. After Cardiff Oncology's (NASDAQ:CRDF) stock had gained about 10% on Monday September 12, 2022 on excellent data from its trial in KRAS-mutated colorectal cancer, it sold off 41% the day after. At the close of September 13, 2022, its market cap has been reset to $81 million. That is an abominable stock performance given the $122 million cash it holds, which should last it into 2025. The reason for the drop seems to have been attributed to Cardiff's trial discontinuation in pancreatic cancer. The data having come out of the prostate cancer trial was actually good, less impressive than that of colorectal cancer but good nonetheless. Cardiff chose to discontinue that trial given the changing treatment paradigm. Given the competitive nature of the pancreatic cancer space, I believe that actually was a smart call, and it is a biotech company's prerogative to make these decisions once in a while. The market chose to ignore all the good data that Cardiff had just communicated on metastatic colorectal cancer, and may have failed to connect the dots with the other reportings from Amgen and Mirati Therapeutics that had just been released in colorectal cancer. I am presenting these combined results below, and believe this to be highly relevant and novel information. These results show that Cardiff's Onvansertib is best-in-class in colorectal cancer. One could even say best-in-KRAS, given its potential across several KRAS-mutations which opens a market ten times the size of the others' drug candidates. The market chose to ignore Cardiff's plans for an accelerated approval of Onvansertib in metastatic colorectal cancer, and I well set out below why Onvansertib is a perfect candidate here. The market also chose to ignore the announcement of two additional investigator-initiated trials in triple-negative breast cancer and small cell lung cancer. Cardiff's market share had moved up quite a bit since my last coverage, but has now again dipped well below enterprise value. The Pfizer equity investment, paired with a Pfizer-adviser and the agreed-to obligation to communicate scientific reporting to Pfizer two days ahead of publication, make Cardiff a serious buyout candidate. Pfizer has even expressly stated on September 12, 2022 during the Morgan Stanley 20th Annual Global Healthcare Conference that it is looking to buy companies with early scientific programs with compelling science that have breakthrough potential, where Pfizer can add something scientifically and commercially. I believe the market is overreacting, and/or Cardiff's shares may be heavily shorted. Cardiff Oncology's share price I will start with the opportunity here for a change. Since my June 2022 coverage of this little oncology gem, shares of Cardiff had moved up quite a bit on the back of some excitement touted by the company on the September timeframe. That excitement was based in part on a pre-recorded CEO interview in the framework of the William Blair Biotech Focus Conference 2022, as announced on July 5, 2022. In it, Cardiff's CEO had repeatedly mentioned his excitement for the September timeframe. Obviously, halfway September 2022, investors no longer share his excitement, as results from the below one-year chart. One year price chart (Ycharts) Company and pipeline Cardiff has one lead asset, Onvansertib. Onvansertib is a PLK1-inhibitor. PLK1 inhibitors have been a target of oncology drug candidates and big pharma drug development for several years. PLK1 is part of the cell-replication cycle or mitosis. PLK1 expression on tumors is considered to allow the cell to disregard the fact that it is multiplying excessively, essentially allowing for uninhibited proliferation. That makes PLK1 inhibition a target for oncology drugs. Previous PLK1 inhibitors have all systematically failed, either because they did not work or because their toxicity levels were too high. Cardiff's drug candidate works and has a good safety profile. Cardiff has been testing it in three indications: namely a Phase 1b/2 trial in second-line KRAS-mutated metastatic colorectal cancer (mCRC), a Phase 2 trial in Zytiga-resistant second-line metastatic pancreatic ductal adenocarcinoma (mPDAC), and a Phase 2 trial metastatic castration-resistant prostate cancer (mCRPC) showing resistance to abiraterone. Results have been consistently good. Mostly the first two of these cancers are historically hard to treat, with high morbidity rates and very inefficacious response to therapy. My previous coverage sets this out in detail. This is Cardiff's old pipeline: Old pipeline (Corporate presentation) This is Cardiff's updated pipeline: Update pipeline (Presentation for September 12, 2022) As one sees, the mCRC trial moved up to the level of a Phase 2/3 study, and has been named Onsemble, which seems to be a combination of 'on' of Onvansertib and the French word 'ensemble' or together. Whereas the mCRPC trial has been dropped from Cardiff's pipeline, two trials have been added to it, namely one in triple-negative breast cancer in combination with paclitaxel and a monotherapy trial in small-cell lung cancer. As such, such a change does not vouch for a massive share price drop to me. For me, given the high competitiveness in the prostate cancer space and the fact that it was never a lead indication for Cardiff, the call was prudent, citing a highly competitive future environment with treatment modalities, such as PARP inhibitor Lynparza and radioligand therapy Pluvicto. Given the competitive nature of the pancreatic cancer space, I believe that actually was a smart call, and it is a biotech company's prerogative to make these decisions once in a while. Biotech companies sometimes end trials to focus on more promising activities. One always judge those calls and consider them faulty, or punish them like the market did. But probably money will be deployed in a smart way to get to approval as fast as possible. This is obviously the case here, looking at the data having come out of the colorectal cancer trial. That data produced good results, with 31% of patients achieving disease control, 54% achieving stable disease, and 31% having durable stable disease of over 7 months. Moreover, disease control increased with higher dosing of Onvansertib. In his latest update, an analyst from William Blair also considered the discontinuation of the trial in pancreatic cancer a prudent call by Cardiff Oncology. But the market nonetheless started selling off, slowly at first, but then picking up pace with hotter-than-expected inflation data coming in. It seemed like the perfect storm that set aside any positive sentiment for a day. That's what one can get in a bear market. Apart from that, I don't believe anybody took an investment in Cardiff for the pancreatic data it had presented so far. In my previous coverage, I had mentioned that the great results in colorectal cancer results are worth the investment alone, irrespective of what onvansertib could be doing in other indications. I still stand by that statement, certainly with Cardiff approaching territory where it can buy itself back again and still have $40 million left in the bank. Even if a drop were warranted, I believe investor's focus here is totally off-target, as I will set out below. Onvansertib is best-in-class in KRAS-mutated cancer Context I am going to give a little bit of context here on the difficult targets Cardiff is pursuing, as I believe this gets lost to many investors. Solid tumors, most certainly those presenting KRAS-mutations, are historically hard to treat. KRAS is one of three human RAS genes (KRAS, NRAS and HRAS) which are the most mutated oncogenes. KRAS-mutated cancer have for a long time been considered undruggable. Whereas KRAS-mutated cancers present about 25% of normal cancers, that number is about 45% in colorectal cancer, making it a particularly hard-to-treat indication. About 95% of pancreatic cancers have KRAS-mutations. Obviously, with such a high incidence of RAS- and particularly KRAS-mutations in these cancers, patients diagnosed receive dire prognostics and any improvement to existing therapy is considered major. Results in colorectal cancer compared to competitors In metastatic colorectal cancer, Onvansertib can best compare with two other therapy candidates, namely Amgen's Lumakras and Mirati Therapeutics' adagrasib. Lumakras has been approved, but not for colorecal cancer. Adagrasib has not been approved. Both are currently also in trials for colorectal cancer, but both only target one KRAS-mutation, namely KRAS-G12C. However, there are many more of these mutations, and all of them are expressed in metastatic colorectal cancer. KRAS-expression in mCRC (Presentation September 12, 2022) On September 7, 2022, Mirati Therapeutics has reported its dataset in mCRC. On September 8, 20222, Cardiff has reported its dataset in the same, and on September 12, 2022, Amgen has reported its too. Cardiff's presentation on the matter can be found here. With all competitors now having reported in the same cancer, it is time to compare the data. I have included that data in the chart below. I have also underlined what I consider most relevant. Overview of reporting competitors (Own work) What I see here is very clear: Cardiff's Onvansertib outperforms the drugs of both other companies. Cardiff triples the overall response rate compared to standard of care. In KRAS-responders, it even brings it to 63.6%, which is an impressively high number given historical response rates were 1-2% and current standard of care has a response rate of 5-13%. The median progression free survival is impressive. Even in KRAS non-responders, it is almost as high as Mirati's targeted combination therapy, bringing it to 6 months. In KRAS responders, it more than doubles progression free survival compared to standard of care, bringing it to 12.6 months. That adds 5 months to what Mirati Therapeutics has reported. The 9.3 months overall survival is also much higher than what the other have reported. The median duration of response of 11.7 months again largely outperforms standard of care and what Mirati Therapeutics has reported. There are no data from Amgen out here yet. There has been some discussion about results being better in patients who did not have prior treatment with bevacizumab. They seem to be, but results are good in both patient groups, so there is no need to only enroll patients who have not been treated with bevacizumab. Cardiff has got this covered as it will provide for patient stratification between bevacizumab-naïve and bevacizumab-exposed patients in the Onsemble trial. KRAS-G12C vs. all KRAS-mutated cancers: a sizeable market difference The above comparison with competitors is literally one tenth of the story, as markets targeted by Amgen's Lumakras and Mirati's Lumakras are less than one tenth the size of the market Onvansertib can address. This is the market Amgen and Mirati are addressing: KRAS-mutations targeted by competitors (Corporate presentation) This is the market Cardiff's Onvansertib can address: KRAS-mutations targeted by Cardiff (Corporate presentation) Basically, Cardiff's Onvansertib has shown effect in several KRAS-mutated cancers, and even in light of that, its efficacy results are better than those of Amgen and Mirati Therapeutics. A best-in-class drug candidate should be awarded some value. Targeting different KRAS-mutations opens doors to large patient populations. Colorectal cancer is the fourth most common cancer, with 150,000 patients annually in the US alone. About 42% of those patients have KRAS-mutations. That gives an addressable market in the US alone of about 63,000 patients. At market penetration of 30%, with an annual cost of $15,000 per therapy, that would lead to annual sales for the US alone of $945 million. In Europe, 450,000 patients per year are diagnosed with colorectal cancer. Again taking 42% of that number, the total addressable market for colorectal cancer for Europe is 189,000. At an annual costs of €10,000 per therapy, that gives €1.89 billion in annual sales. For pancreatic cancer, the global market is estimated at $2.59 billion. Results in pancreatic cancer Cardiff's results reported in pancreatic cancer are earlier-stage, but show that the drug is effective in that indication too. Pancreatic cancer results (September 12, 2022 slideshow) Pancreatic cancer has a high morbidity rate, with a historical overall response rate of 7.7% and median progression free survival of 3.1 months. Many patients can barely be treated in time given the fast-evolving nature of the disease. One sees that four patients on treatment have now already meaningfully passed that survival period, with two patients past the 7.5 month time point. One patient has progressive disease, and three others had not yet reached that treatment period. Meaningful and ongoing changes in tumor size from baseline are also being established, with one patient reaching almost 40% reduction in tumor size at four months. As mentioned before, pretty much all pancreatic cancers are KRAS-mutated, so there is no necessity to specify. However, the same goes for Amgen or Mirati Therapeutics, if they would be pursuing this indication. Cardiff can target any KRAS-mutation. At this point, it is obvious that the drug will be effective in any indication, the question is rather to which degree and how it relates to the competitive environment. Accelerated approval pathway for lead indication In its September 12, 2022 announcement, Cardiff expressly mentions that it will be initiating a randomized placebo-controlled Phase 2 trial in metastatic colorectal cancer. The goal of this trial will be to go for accelerated approval. Design of Onsemble (Presentation September 12, 2022) Accelerated approval is a manner of receiving approval from the FDA for a drug for a serious conditions that fill and unmet medical need, with approval being based on a surrogate endpoint. With Onvansertib showing best-in-class results in a large patient population that has historically been hard-to-treat, the drug candidate seems to fit the bill perfectly. The FDA has established a list of surrogate endpoints which have in the past led to approval via the accelerated approval pathway. One sees that for colorectal cancer, Onvansertib could apply both on the surrogate endpoint of progression free survival as well as durable response rate. Hence, Onvansertib is a perfect candidate for accelerated approval. There may have been some frustration with Cardiff establishing another trial, but this was inevitable, really. Approval would never have occurred on the basis of a non-randomized study. A well-controlled study would always have been necessary. The accelerated approval pathway should allow Cardiff to get to approval faster. Cardiff is Pfizer's ideal buyout candidate In my previous coverage, I have set out how Pfizer has by way of a $15 million equity investment, managed to obtain a first look at Cardiff's data before it is published. Of course, Pfizer can only act on that data once it has been published. I had also pointed out that Pfizer's Adam Schayowitz, Pfizer's vice president and development head of the departments of breast cancer, colorectal cancer and melanoma, had been appointed to advise Cardiff Oncology. And I had considered how, in the past, Pfizer has more than once followed up on such an equity investment with a buyout. And Pfizer's Breakthrough Growth Initiative has a rigorous screening method. The best proof of the rigorousness of that investment program has just been confirmed with excellent results Akero (AKRO) presented on September 13, 2022. Akero had received a $25 million equity investment from Pfizer. For me, that makes Akero a possible buyout target at this point, but not a cheap one as its price just went up over 100%. A buyout generally only happens after negotiations have taken place with multiple partners over months already. Several months of due diligence and insight in existing data precede that moment. Sometimes companies may play out different parties against each other, and may offer more insight into the company's data at selected moments in time. It is not impossible that Cardiff has been in discussions with such other partners for months. Amgen will have known for a while that its data from Lumakras does not compare to Cardiff's. Plus, Amgen's drug may be suboptimal for future use in my eyes, as it may lead to liver toxicity in combination with immunotherapy. On September 12, 2022, the same day of the announcement of Cardiff's corporate update, Pfizer was speaking at the Morgan Stanley Annual Global Health Conference. Aamir Malik, Pfizer's Executive Vice President and Chief Business Innovation Officer, said the following about upcoming deals: Number one, if you look at our balance sheet right now, and the cash flow that we're going to generate, it gives us a lot of financial flexibility to deploy that capital. And beyond growing our dividend, we think that the best place to put that capital is on internal R&D and sourcing external science. The second reason is, when you look outside, we're actually very compelled by the external scientific substrate that exists right now, whether it's in academia venture, big biotech, small biotech, there's a lot that we think is very complementary to what we're doing inside. So we think the substrate is there. And the third reason we have confidence behind that is that we feel very strongly that we have a robust and clear process on how we're going to prosecute these deals. There's a lot of rigor that goes into it. […] And that is a set of deals that comes on the back of what was a very active 2021, where we had Trillium, as well as Arena and Arena, we think also has multi-billion dollar potential. So it's a number that we have confidence in, it focuses us to action, and we think we're making very good progress against that. But there's still more to go. […] I would say that those deals represent a portion of what we're going to do, but not exclusively, what we're going to do. So if I take a step back, what is the criteria for the business development that we're pursuing? The criteria is, first and foremost, is it compelling science? And does it potentially have breakthrough versus standard of care? That's the most important thing to us. The second is, is there something that we can do, scientifically, commercially, to add value to that science. And thirdly, we have to feel confident that it's going to generate revenues in that [20]25 to [20]30 period. Now, through that prism, there's a lot of opportunities that fit certainly these types of later stage, early commercial opportunities fit. But there's a lot of early scientific programs where we have the potential to de-risk the science or accelerate the science in ways that William was describing that also fit. Pfizer mentions Trillium Therapeutics, which was an immuno-oncology player with a best-in-class drug profile. As mentioned in my previous coverage, the $2.2 billion acquisition of Trillium Therapeutics had been preceded by a $25 million equity investment. And there was another precedent with Pfizer having taken an investment in Amplyx. That acquisition happened right after Amplyx had presented Phase 2 data. That's where we're at with Cardiff now. In my eyes, when Pfizer's Aamar Malik is referring to Trillium Therapeutics and the rigorousness that goes into prosecuting these deals, he is referring to the work of Pfizer's Breakthrough Growth Initiative.Seeking Alpha • Aug 22
Cardiff Oncology: Down But Not Out
Today, we circle back on small developmental concern Cardiff Oncology for the first time since the fourth quarter of 2021. The company's primary drug candidate is targeting several indications in combination therapy with large potential markets. Numerous potential milestones lie on the horizon. An investment analysis follows in the paragraphs below. Experts were once amateurs who kept practicing.”― Amit Kalantri Today, we revisit Cardiff Oncology, Inc. (CRDF) for the first time since October of last year. The shares have proved to be disappointing since that article hit the wires. Seeking Alpha Company Overview: Cardiff Oncology is a small oncology firm based in San Diego. The one key asset in this company's pipeline is a drug candidate called Onvansertib. This compound is an oral and highly selective inhibitor of Polo-like Kinase 1 or PLK1. This drug candidate was licensed to Cardiff by Nerviano approximately five and half years ago. Cardiff is the first to correctly target PLK1, a target in several solid tumors, in all KRAS-mutated cancers. PLK1 is substantially overexpressed a variety of different cancers including colorectal and breast cancer. Leadership is focused on using Onvansertib in combination with standard of care ((SoC)) therapies targeting cancers with KRAS-mutations, thus improving current treatments. May Company Presentation The stock currently trades right around $2.50 a share and sports an approximate market capitalization of $110 million. May Company Overview May Company Presentation Recent Developments: May Company Presentation Five weeks after our last piece on Cardiff ran, the company snagged a $15 million equity investment (2.4 million shares at $6.22 per) from drug giant Pfizer Inc. (PFE). This was a part of Pfizer's Breakthrough Growth Initiative, a program focused on funding innovative science to meet patient needs. May Company Presentation In January of this year, the company provided updated data from a Phase 1b/2 trial evaluating Onvansertib as part of a combination therapy for a second-line option for patients with KRAS-mutated metastatic colorectal cancer ((mCRC)). 17 of the 48 (35%) patients across all dose levels achieved a complete response or CR or partial response ((PR)). However, 5 of the 48 (10%) patients in the trial had discontinued the trial to seek metastasis-directed treatments such as surgical resection or microwave ablation and Median progression-free survival of mPFS of 9.4 months was less than was hoped for, even if it was above the current standard of care [SoC] which is around five months. This data appears to be the primary trigger for the decline in the stock since we last looked in on Cardiff. May Company Presentation May Company Presentation The company has three mid-stage studies currently underway targeting different indications with different combination partners for Onvansertib. A June article on Seeking Alpha stated that there is a "total addressable market of +$11.5 billion just for the three indications in Phase 2 trials only for the US and Europe." May Company Presentation The company has several more potential trial milestones on the near term horizon. May Company Presentation Analyst Commentary & Balance Sheet: There has been no insider activity in this stock since March of 2021. Approximately five percent of the outstanding shares are currently held short. The stock gets somewhat sparse coverage on Wall Street. William Blair initiated the shares as an Outperform in January to start 2022. On May 10th, Robert W. Baird maintained their Buy ratings on the shares but lowered its price target to $9 from $13 previously. Late that month, Piper Sandler slashed its price target to $7 from $22 previously, but maintained its Overweight rating on the stock. Finally, on August 8th, H.C. Wainwright reissued its Buy rating and Street high $22 price target on CRDF, down from $25.Analyseartikel • Jun 20
Here's Why We're Not Too Worried About Cardiff Oncology's (NASDAQ:CRDF) Cash Burn Situation
Just because a business does not make any money, does not mean that the stock will go down. For example, although...Seeking Alpha • Jun 07
Cardiff Oncology: Upcoming Readouts And Several Green Lights
Cardiff Oncology started taking a beating from the early days of the biotech bear market, in September 2021. The company is the first to correctly target PLK1, a target in several solid tumors, in all KRAS-mutated cancers. The stock has consistently fallen on what I view as excellent news. Pfizer gets to see all data 2 days prior to data release. With four possible catalysts imminent, it’s worthwhile not to ignore this company.Winst- en omzetgroeiprognoses
| Datum | Inkomsten | Inkomsten | Vrije kasstroom | Geldmiddelen uit operationele activiteiten | Gem. Aantal analisten |
|---|---|---|---|---|---|
| 12/31/2028 | 0 | -131 | -131 | -89 | 5 |
| 12/31/2027 | 0 | -73 | -75 | -62 | 7 |
| 12/31/2026 | 0 | -51 | -48 | -43 | 8 |
| 3/31/2026 | 1 | -45 | -37 | -37 | N/A |
| 12/31/2025 | 1 | -46 | -38 | -38 | N/A |
| 9/30/2025 | 1 | -50 | -42 | -42 | N/A |
| 6/30/2025 | 1 | -51 | -42 | -42 | N/A |
| 3/31/2025 | 1 | -49 | -43 | -43 | N/A |
| 12/31/2024 | 1 | -45 | -38 | -38 | N/A |
| 9/30/2024 | 1 | -43 | -35 | -35 | N/A |
| 6/30/2024 | 1 | -41 | -32 | -32 | N/A |
| 3/31/2024 | 1 | -40 | -31 | -30 | N/A |
| 12/31/2023 | 0 | -41 | -31 | -31 | N/A |
| 9/30/2023 | 0 | -41 | -34 | -33 | N/A |
| 6/30/2023 | 0 | -40 | -33 | -33 | N/A |
| 3/31/2023 | 0 | -39 | -33 | -32 | N/A |
| 12/31/2022 | 0 | -39 | -35 | -34 | N/A |
| 9/30/2022 | 0 | -39 | -33 | -32 | N/A |
| 6/30/2022 | 0 | -38 | -30 | -30 | N/A |
| 3/31/2022 | 0 | -34 | -28 | -27 | N/A |
| 12/31/2021 | 0 | -28 | -23 | -23 | N/A |
| 9/30/2021 | 0 | -25 | -21 | -21 | N/A |
| 6/30/2021 | 0 | -23 | -19 | -19 | N/A |
| 3/31/2021 | 0 | -24 | -19 | -19 | N/A |
| 12/31/2020 | 0 | -23 | -17 | -16 | N/A |
| 9/30/2020 | 0 | -20 | -15 | -14 | N/A |
| 6/30/2020 | 0 | -20 | -14 | -14 | N/A |
| 3/31/2020 | 0 | -17 | -13 | -13 | N/A |
| 12/31/2019 | 0 | -17 | N/A | -13 | N/A |
| 9/30/2019 | 0 | -17 | N/A | -14 | N/A |
| 6/30/2019 | 0 | -16 | N/A | -14 | N/A |
| 3/31/2019 | 0 | -19 | N/A | -14 | N/A |
| 12/31/2018 | 0 | -19 | N/A | -13 | N/A |
| 9/30/2018 | 0 | -18 | N/A | -13 | N/A |
| 6/30/2018 | 1 | -18 | N/A | -16 | N/A |
| 3/31/2018 | 1 | -20 | N/A | -17 | N/A |
| 12/31/2017 | 1 | -25 | N/A | -23 | N/A |
| 9/30/2017 | 0 | -31 | N/A | -29 | N/A |
| 6/30/2017 | 0 | -37 | N/A | -29 | N/A |
| 3/31/2017 | 0 | -39 | N/A | -33 | N/A |
| 12/31/2016 | 0 | -39 | N/A | -31 | N/A |
| 9/30/2016 | 0 | -38 | N/A | -29 | N/A |
| 6/30/2016 | 0 | -31 | N/A | -27 | N/A |
| 3/31/2016 | 0 | -31 | N/A | -24 | N/A |
| 12/31/2015 | 0 | -27 | N/A | -22 | N/A |
| 9/30/2015 | 0 | -25 | N/A | -19 | N/A |
| 6/30/2015 | 0 | -27 | N/A | -17 | N/A |
Toekomstige groeivoorspellingen analisten
Verdiensten versus spaarpercentage: De verwachting is dat CRDF de komende 3 jaar verliesgevend zal blijven.
Winst versus markt: De verwachting is dat CRDF de komende 3 jaar verliesgevend zal blijven.
Hoge groeiwinsten: De verwachting is dat CRDF de komende 3 jaar verliesgevend zal blijven.
Omzet versus markt: De omzet van CRDF ( 70.4% per jaar) zal naar verwachting sneller groeien dan de markt US ( 11.7% per jaar).
Hoge groei-inkomsten: De omzet van CRDF ( 70.4% per jaar) zal naar verwachting sneller groeien dan 20% per jaar.
Groeiprognoses winst per aandeel
Toekomstig rendement op eigen vermogen
Toekomstige ROE: Onvoldoende gegevens om te bepalen of het rendement op eigen vermogen van CRDF naar verwachting over 3 jaar hoog zal zijn
Ontdek groeibedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/21 21:11 |
| Aandelenkoers aan het einde van de dag | 2026/05/21 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Cardiff Oncology, Inc. wordt gevolgd door 14 analisten. 8 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Paul Knight | Brean Capital Historical (Janney Montgomery) |
| Bryan Brokmeier | Cantor Fitzgerald & Co. |
| Gum-Ming Lowe | Craig-Hallum Capital Group LLC |