Welcome to our dedicated page for Black Diamond Therapeutics SEC filings (Ticker: BDTX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Black Diamond Therapeutics filings document financial results, clinical-program disclosures and governance matters for a Nasdaq-listed clinical-stage oncology company. Recent Form 8-K reports furnish quarterly and annual operating results and corporate updates tied to silevertinib, the company’s EGFR MasterKey inhibitor program for EGFR-mutant NSCLC and glioblastoma, along with liquidity and capital-expenditure commentary.
Proxy materials disclose annual meeting matters, including board-class elections, auditor ratification, advisory executive-compensation votes and the preferred frequency of future compensation votes. The filings also identify the company’s registered common stock, par value and Nasdaq Global Select Market listing under the BDTX symbol.
Black Diamond Therapeutics is a clinical-stage oncology company focused on “MasterKey” small-molecule therapies that target families of oncogenic mutations in genetically defined cancers. Its lead candidate, silevertinib, a brain‑penetrant, fourth‑generation EGFR inhibitor, is in Phase 2 trials for non‑small cell lung cancer (NSCLC) and being advanced toward a randomized Phase 2 trial in newly diagnosed EGFR‑altered glioblastoma (GBM).
Initial Phase 2 frontline NSCLC data in 43 patients with non‑classical EGFR mutations showed a 60% objective response rate and 86% CNS response rate at a 200 mg daily dose, with manageable rash, stomatitis, diarrhea and paronychia. The company plans updated NSCLC data and FDA discussions on a potential pivotal design in 2026, and an interim GBM progression‑free survival analysis is anticipated in the first half of 2028.
Black Diamond also outlicensed RAF inhibitor BDTX‑4933 to Servier, receiving a $70.0 million upfront payment and eligibility for up to $710.0 million in milestones plus tiered royalties, and is seeking partners for FGFR2/3 candidate BDTX‑4876. As of June 30, 2025, non‑affiliate market value was approximately $113.8 million, and as of March 11, 2026, there were 57,288,750 common shares outstanding.
Black Diamond Therapeutics reported a major financial turnaround for 2025, driven by $70.0 million in license revenue and sharply lower operating expenses. The company posted full-year net income of $22.4 million, compared to a net loss of $69.7 million in 2024, while ending 2025 with $128.7 million in cash, cash equivalents, and investments.
Research and development expenses fell to $33.6 million and general and administrative expenses to $16.6 million for the year, reflecting workforce and operational efficiencies. Management expects its cash balance to fund operations into the second half of 2028, supporting ongoing Phase 2 development of silevertinib in EGFR-mutant NSCLC and EGFR‑altered GBM, including a planned randomized GBM trial starting in the second quarter of 2026.
Vestal Point Capital and Ryan Wilder filed an amended Schedule 13G reporting passive ownership in Black Diamond Therapeutics, Inc. common stock. They report beneficial ownership of 870,000 shares, representing 1.5% of the company’s common stock outstanding as of October 30, 2025.
The shares are held through a fund and managed account advised by Vestal Point Capital, with shared voting and dispositive power over all 870,000 shares. The filers state the position is held in the ordinary course of business and not for the purpose of changing or influencing control of Black Diamond Therapeutics.
Black Diamond Therapeutics, Inc. reports an option grant to senior management. Officer Erika Jones, who serves as Senior Vice President, Finance and Corporate Controller, was granted a stock option to purchase 200,000 shares of common stock at an exercise price of $2.57 per share on January 21, 2026.
According to the vesting terms, 25% of the shares subject to this option will vest and become exercisable on January 21, 2027. The remaining 75% will vest in 36 equal monthly installments after that date, contingent on her continued service with the company. Following this grant, she holds 200,000 derivative securities (stock options) directly.
Black Diamond Therapeutics granted its Chief Operating Officer and General Counsel, Brent Hatzis-Schoch, a stock option for 250,000 shares of common stock on January 21, 2026. The option has an exercise price of $2.57 per share and is scheduled to expire on January 20, 2036.
According to the vesting terms, 25% of the option will vest and become exercisable on January 21, 2027, with the remaining shares vesting in 36 equal monthly installments thereafter, contingent on his continued service. After this grant, he beneficially owns 250,000 derivative securities directly.
Black Diamond Therapeutics, Inc. reported that its Chief Scientific Officer, Elizabeth Buck, received a grant of stock options covering 250,000 shares of common stock. The options have an exercise price of $2.57 per share and were granted on January 21, 2026, with an expiration date of January 20, 2036. According to the vesting terms, 25% of the shares subject to the option will vest and become exercisable on January 21, 2027, with the remaining shares vesting in 36 equal monthly installments thereafter, conditioned on her continued service. Following this grant, she holds 250,000 derivative securities directly.
Black Diamond Therapeutics, Inc. reported that its chief medical officer, Sergey Yurasov, received a grant of stock options covering 250,000 shares of common stock on January 21, 2026. The options have an exercise price of $2.57 per share and were awarded at no cost for the options themselves.
According to the vesting terms, 25% of the option shares will vest and become exercisable on January 21, 2027, with the remaining shares vesting in 36 equal monthly installments after that date, contingent on Dr. Yurasov’s continued service. Following this grant, he holds stock options for 250,000 derivative securities directly.
Black Diamond Therapeutics President and CEO Mark A. Velleca reported a new stock option grant. On January 21, 2026, he was awarded a stock option to buy 600,000 shares of Black Diamond Therapeutics common stock at an exercise price of $2.57 per share. According to the vesting terms, 25% of the shares under this option will vest and become exercisable on January 21, 2027, with the remaining shares vesting in 36 equal monthly installments thereafter, conditioned on his continued service with the company. Following this grant, he beneficially owns 600,000 derivative securities in the form of this option, held directly.
Black Diamond Therapeutics reported that a non-employee director received 5,208 shares of common stock as compensation for annual board service.
The shares were issued on December 12, 2025 under the company’s Fifth Amended and Restated Non-Employee Director Compensation Policy, after the director elected to take stock instead of cash fees.
The award was valued at $2.76 per share, based on the closing market price on December 11, 2025. Following this grant, the director beneficially owns 86,649 shares directly and has additional indirect interests in shares held by investment funds affiliated with New Enterprise Associates, while disclaiming beneficial ownership of portions in which there is no pecuniary interest.
Black Diamond Therapeutics reported that one of its non-employee directors acquired 4,665 shares of the company’s common stock on December 12, 2025, as reflected in a Form 4 insider trading report.
The shares were issued under the company’s Fifth Amended and Restated Non-Employee Director Compensation Policy, after the director elected to receive stock instead of cash for annual board service. The value was based on the $2.76 closing market price on December 11, 2025, and the director now beneficially owns 31,027 shares held directly.