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Black Diamond Therapeutics (BDTX) investor relations material
Black Diamond Therapeutics Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary7 Aug, 2025
Executive summary
Entered a global licensing agreement with Servier for BDTX-4933, receiving a $70M upfront payment and eligibility for up to $710M in milestones and tiered royalties.
Lead program silevertinib advanced in Phase 2 trials for EGFRm NSCLC and GBM, with key data readouts expected in late 2025 and 2026.
Completed enrollment for Phase 2 silevertinib trial in 1L non-classical EGFRm NSCLC (n=43); ORR and preliminary DOR data expected Q4 2025.
Corporate restructuring and operational efficiencies led to significant reductions in R&D and G&A expenses year-over-year.
Cash, cash equivalents, and investments of $142.8M as of June 30, 2025, expected to fund operations into Q4 2027.
Financial highlights
Reported $70M in license revenue for the six months ended June 30, 2025, compared to none in the prior year period.
Net income of $46.0M for the six months ended June 30, 2025, versus a net loss of $38.1M year-over-year.
R&D expenses decreased to $19.8M from $26.1M, and G&A expenses fell to $9.1M from $16.3M for the six-month period.
Net loss for Q2 2025 was $10.6M, compared to $19.9M in Q2 2024.
Cash position increased to $142.8M at June 30, 2025, from $98.6M at December 31, 2024.
Outlook and guidance
Cash runway projected into Q4 2027 based on current plans and assumptions.
Initial results from frontline silevertinib Phase 2 cohort expected in Q4 2025; final results from recurrent setting anticipated in H1 2026.
Exploring partnership opportunities for silevertinib pivotal development and monitoring macroeconomic and regulatory changes.
Silevertinib FDA meeting timeline for 1L NSCLC?
What is the rationale for silevertinib partnerships?
What is the strategic impact of BDTX-4933 outlicensing?
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Next Black Diamond Therapeutics earnings date
Q3 20254 Nov, 2025
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Frequently asked questions
Black Diamond Therapeutics, Inc. is a clinical-stage biotechnology company focused on developing precision oncology therapies. The company specializes in "MasterKey" therapies, designed to target a broad range of genetically defined tumors. These therapies aim to overcome resistance to treatment, minimize toxicities associated with targeting healthy cells, and penetrate the blood-brain barrier to address central nervous system (CNS) diseases. The company is headquartered in Cambridge, Massachusetts, and its shares are listed on the NASDAQ.
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