Cardiff Oncology, Inc.
- Open
- 1.00
- Day high
- 1.12
- Day low
- 0.94
- Prev close
- 1.05
- Volume
- 1.3M
- Mkt cap
- $77M
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- 2.9
- P/S
- 190.4
- Yield
- —
- Per share
- —
- ▲Insiders net buying $1.1M over the last 3 months (4 open-market buys, 0 sales)
- ◆Cluster buying — multiple insiders bought within days
- 🏛Institutions reducing (13F)
Cardiff Oncology, Inc. (CRDF) is a Healthcare company listed on NASDAQ. The stock is down 58% over the past year. Over the trailing 3 months, insiders filed 4 open-market buys and 0 sales (SEC Form 4).
Cardiff Oncology, Inc. (CRDF) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 3 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
CRDF earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Aug 11, 2026 | $-0.12 | $-0.14 | -17.0% | $104000 | +65.7% |
| May 14, 2026 | $-0.13 | $-0.18 | -38.5% | $41000 | -53.7% |
| Feb 25, 2026 | $-0.18 | $-0.11 | +38.9% | $109000 | +30.8% |
| Nov 6, 2025 | $-0.20 | $-0.17 | +15.0% | $120000 | +15.9% |
| Jul 29, 2025 | $-0.19 | $-0.21 | -10.5% | $121000 | +10.6% |
| May 8, 2025 | $-0.19 | $-0.20 | -5.3% | $109000 | +22.1% |
| Feb 27, 2025 | $-0.26 | $-0.21 | +19.2% | $151000 | +60.3% |
| Nov 7, 2024 | $-0.27 | $-0.25 | +7.4% | $165000 | +135.7% |
| Aug 8, 2024 | $-0.25 | $-0.26 | -4.0% | $163000 | +171.7% |
| May 2, 2024 | $-0.25 | $-0.22 | +12.0% | $205000 | +192.9% |
| Feb 29, 2024 | $-0.26 | $-0.21 | +19.2% | $156000 | +290.0% |
| Nov 2, 2023 | $-0.29 | $-0.22 | +24.1% | $141000 | +252.5% |
CRDF insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 16, 2026 | PACE GARY Wdirector | Buy | 687,285 | $1.46 |
| Jul 16, 2026 | Mohindru Manidirector, officer: Chief Executive Officer | Buy | 34,364 | $1.46 |
| Jun 22, 2026 | Mohindru Manidirector, officer: Chief Executive Officer | Buy | 24,703 | $1.21 |
| Jun 22, 2026 | PACE GARY Wdirector | Buy | 30,000 | $1.22 |
| Jun 15, 2026 | Armitage James Odirector | Grant | 40,565 | $1.59 |
| Jun 15, 2026 | White Laledirector | Grant | 40,565 | $1.59 |
| Jun 15, 2026 | TANNENBAUM RENEE Pdirector | Grant | 40,565 | $1.59 |
| Jun 15, 2026 | Markin Rodney Sdirector | Grant | 40,565 | $1.59 |
| Jun 15, 2026 | PACE GARY Wdirector | Grant | 40,565 | $1.59 |
| Apr 28, 2026 | Aggarwal Ajayofficer: Chief Operating Officer | Grant | 400,000 | $1.72 |
| Apr 16, 2026 | Smeal Todofficer: Chief Scientific Officer | Grant | 300,000 | $1.63 |
| Apr 16, 2026 | Muntner Joshua Bofficer: Chief Financial Officer | Grant | 486,650 | $1.58 |
| Apr 2, 2026 | Mohindru Manidirector, officer: Chief Executive Officer | Grant | 600,000 | $1.62 |
| Feb 18, 2026 | Mohindru Manidirector, officer: Interim CEO | Grant | 200,000 | $1.56 |
| Feb 18, 2026 | Lindsay Brigitte Uteofficer: Chief Accounting Officer | Grant | 200,000 | $1.60 |
Source: CRDF SEC Form 4 filings, latest Jul 16, 2026. For informational purposes only — not investment advice.
See the full CRDF insider & 13F page →Cardiff Oncology, Inc. company profile
Overview
Cardiff Oncology, Inc. (NASDAQ:CRDF) is a clinical-stage biotechnology company founded in 1999 and headquartered in San Diego, California. Originally incorporated as Trovagene, Inc., the company changed its name to Cardiff Oncology in May 2012 to reflect its focused mission on developing innovative cancer treatments. The company went public in 2004 and has since dedicated itself to advancing novel therapeutic approaches for cancer patients, with a particular emphasis on targeting specific molecular pathways that drive tumor growth and resistance to existing treatments.
Business
Cardiff Oncology operates in the biotechnology sector, specifically focusing on oncology drug development. The company is a clinical-stage biopharmaceutical enterprise that develops targeted cancer therapies designed to address unmet medical needs in various cancer types. The company's primary focus centers on onvansertib, an oral selective Polo-like Kinase 1 (PLK1) inhibitor. PLK1 is a critical enzyme that regulates cell division and is often overexpressed in cancer cells, making it an attractive target for cancer therapy. By inhibiting PLK1, onvansertib disrupts the cancer cell's ability to divide properly, leading to cell death while potentially sparing normal cells that have lower PLK1 activity. Cardiff's pipeline includes several key programs: 1. RAS-mutated metastatic colorectal cancer (mCRC) - The company's lead indication, targeting patients with mutations in the RAS gene family, which occurs in approximately 50% of colorectal cancer cases. This represents the company's most advanced clinical program with their CRDF-004 Phase II trial. 2. Metastatic castration-resistant prostate cancer - Through their TROV-053 Phase II clinical trial, combining onvansertib with Zytiga (abiraterone acetate), a standard treatment for advanced prostate cancer. 3. Additional solid tumors and leukemias - The company is developing CY140, which inhibits not only PLK1 but also PLK2 and PLK3, currently in Phase 1/2 studies across various cancer types. The company also conducts preclinical research exploring onvansertib's potential in breast cancer, pancreatic cancer, and ovarian cancer, often in combination with other established cancer treatments.
Revenue model
Cardiff Oncology operates under a traditional biotech business model focused on drug development and eventual commercialization or licensing. Currently, the company generates minimal revenue (approximately $680,000 annually) primarily from research collaborations and grants, which is typical for clinical-stage biotechnology companies that have not yet brought products to market. The company's primary revenue strategy involves advancing their drug candidates through clinical trials with the ultimate goal of either licensing the compounds to larger pharmaceutical companies or bringing them to market independently. Cardiff has established a partnership with Pfizer Ignite, which provides clinical trial execution support, helping to reduce development costs and accelerate patient enrollment. Several factors could significantly impact Cardiff's future profitability and margins: Positive factors include the large unmet medical need in RAS-mutated colorectal cancer, where no new therapies have been approved in 20 years, potentially allowing for premium pricing. The company's intellectual property position, including patents extending to 2043, provides potential competitive protection. Additionally, successful clinical trial results could attract partnership deals or acquisition interest from larger pharmaceutical companies. Negative factors include the high failure rate inherent in drug development, where most clinical-stage compounds never reach market approval. Increasing competition from other PLK1 inhibitors or alternative approaches to treating RAS-mutated cancers could reduce market opportunity. The company also faces regulatory risks, as FDA approval requirements continue to evolve, and manufacturing scale-up costs could be substantial if the drugs prove successful. The company's current cash burn rate of approximately $10-12 million per quarter means they must either achieve clinical milestones that attract additional funding or risk diluting shareholders through additional equity raises.
Competitive moat
Cardiff Oncology's competitive moat is relatively narrow, which is typical for clinical-stage biotechnology companies. The company's primary defensive position rests on its intellectual property portfolio, particularly patents covering onvansertib's use in combination with bevacizumab for KRAS-mutated colorectal cancer, which extend patent protection until at least 2043. The company benefits from first-mover advantage in certain indications, particularly RAS-mutated metastatic colorectal cancer, where they face no direct competing clinical trials currently. Their partnership with Pfizer Ignite provides operational advantages in clinical trial execution, potentially allowing faster and more cost-effective development compared to smaller competitors. However, Cardiff's moat faces significant challenges. The biotechnology sector is highly competitive, with numerous companies developing PLK1 inhibitors and alternative approaches to treating RAS-mutated cancers. Large pharmaceutical companies possess substantially greater resources and could potentially develop competing compounds more rapidly. The company's relatively small size (market cap around $258 million) limits their ability to conduct multiple large-scale trials simultaneously or weather extended development timelines. Potential disruption could come from several sources: breakthrough therapies targeting RAS mutations directly (such as KRAS G12C inhibitors, though these currently address only 4% of RAS-mutated patients), immunotherapy advances that prove more effective in these patient populations, or other PLK1 inhibitors that demonstrate superior safety or efficacy profiles. Additionally, the company's dependence on a single primary compound (onvansertib) creates concentration risk - clinical trial failures could severely impact the company's prospects. The strength of Cardiff's moat will ultimately depend on their ability to demonstrate compelling clinical efficacy and safety data that differentiate onvansertib from existing and emerging alternatives.
Risks & safety
Cardiff Oncology presents a mixed margin of safety profile typical of clinical-stage biotechnology companies, with strong liquidity but inherent business model risks. Overall Assessment: Moderate near-term financial safety with high business execution risk. Liquidity and Solvency: • Cash and short-term investments: $24.1 million (Q1 2025) • Current ratio: 6.22x indicating strong short-term liquidity • Debt-to-equity ratio: 0.019 (minimal debt burden) • Quarterly cash burn: ~$12.8 million (Q1 2025) • Estimated cash runway: Through Q1 2027 based on current burn rate Valuation Metrics: • Price-to-book ratio: 2.95x (premium to tangible assets) • Graham net-net ratio: 1.00 (trading near liquidation value) • Enterprise value negative due to cash position exceeding market cap • Revenue multiple not meaningful given minimal revenue base Other Considerations: • High clinical trial execution risk with binary outcomes • Single primary drug candidate creates concentration risk • No revenue diversification or recurring income streams • Potential for significant dilution if additional funding required before clinical milestones
Recent development
Over the past few years, Cardiff Oncology has undergone a strategic transformation, focusing their resources on their most promising clinical program while expanding their scientific understanding of onvansertib's potential applications. The company's most significant development has been the advancement of their CRDF-004 Phase II trial in RAS-mutated metastatic colorectal cancer. In late 2024, Cardiff reported encouraging initial data showing a 64% objective response rate with the 30mg dose of onvansertib plus standard care, compared to 33% in the control arm. This represents a substantial improvement in a patient population that has seen no new approved therapies in two decades. Cardiff has strengthened their intellectual property position, securing new patents covering onvansertib's use with bevacizumab in KRAS-mutated colorectal cancer, extending protection until at least 2043. This patent portfolio expansion demonstrates the company's commitment to building defensible market positions around their lead compound. The company has also expanded their preclinical research efforts, demonstrating onvansertib's potential across multiple cancer types including hormone receptor-positive breast cancer, triple-negative breast cancer, and platinum-resistant ovarian cancer. They have begun exploring combinations with antibody-drug conjugates (ADCs), representing a potentially significant expansion of their addressable market. Strategically, Cardiff has refined their clinical development approach, shifting their pancreatic cancer program from combining onvansertib with Gem-Abraxane to instead combining it with NALIRIFOX based on superior efficacy data. This demonstrates the company's willingness to adapt their clinical strategy based on evolving treatment standards. The company has also strengthened their financial position through a $40 million capital raise in December 2024, extending their cash runway into 2027 and providing sufficient resources to complete their current clinical programs and potentially initiate new trials based on positive results.
CRDF company profile · for informational purposes only — not investment advice.
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