ASCO presentations in late May–June 2026 could catalyze investor interest, especially if updated efficacy or durability data are presented. Monitor for signs of progression-free survival (PFS) or duration of response (DOR) data, which are key value drivers beyond ORR.
Price Chart
Executive Summary
Black Diamond Therapeutics announced upcoming presentations of Phase 2 data for silevertinib in non-small cell lung cancer (NSCLC) and a planned randomized Phase 2 trial in glioblastoma (GBM) at ASCO 2026. The company previously reported strong early results in NSCLC, including a 60% objective response rate and 86% CNS response rate, with no new safety signals.
Key Facts
- Silevertinib showed 60% ORR and 86% CNS ORR in treatment-naïve NSCLC patients with non-classical EGFR mutations as of November 3, 2025.
- Phase 2 data will be presented at ASCO 2026 in both oral and poster sessions, increasing scientific visibility.
- Company is initiating a randomized Phase 2 trial in newly diagnosed EGFRvIII-positive GBM in Q2 2026, indicating clinical advancement.
- Silevertinib is a brain-penetrant, fourth-generation EGFR inhibitor with activity across >50 non-classical EGFR mutations and EGFRvIII in GBM.
- Over 200 patients have been treated with silevertinib to date, supporting ongoing development.
Financial Impact
No direct financial impact disclosed, but positive clinical data de-risks development and supports potential future revenue from silevertinib in NSCLC and GBM.
Risk Factors
- Forward-looking statements carry high uncertainty; future data may not replicate initial results.
- Silevertinib remains in mid-stage development with no guarantee of regulatory approval.
- Company has no approved products and relies entirely on clinical trial outcomes for value creation.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3278175 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 15, 2026 10w ago | Institutional Cluster | $2.05 $2.06 | ▲ +0.49% | ▲ +1.16% | $1.69 (−17.56%) |
Aug 5, 2026 11w ago | 8-K | $1.92 $1.95 | ▲ +1.56% | ▲ +0.95% | $1.69 (−11.98%) |
May 21, 2026 22w ago | 8-K | $2.28 $2.33 | ▲ +2.19% | ▲ +1.61% | $1.69 (−25.88%) |
May 21, 2026 22w ago | Press Release | $2.28 $2.33 | ▲ +2.19% | ▲ +1.61% | $1.69 (−25.88%) |
May 7, 2026 24w ago | 8-K | $2.72 $2.99 | ▲ +9.93% | ▲ +9.10% | $1.69 (−37.87%) |
Apr 21, 2026 26w ago | Press Release | $3.15 $3.35 | ▲ +6.35% | ▲ +5.33% | $1.69 (−46.35%) |
Mar 16, 2026 32w ago | Press Release | $2.23 $2.17 | ▼ −2.69% | ▼ −1.29% | $1.69 (−24.22%) |
US Market Status
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