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Black Diamond Therapeutics, Inc.: Business Overview, Financials & Competitive Analysis

Black Diamond Therapeutics is a clinical-stage oncology company developing MasterKey therapies that target families of oncogenic mutations in patients with cancer. The company is focused on its lead program silevertin...

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Black Diamond Therapeutics, Inc. OverviewStrategic ProfileCompetitive LandscapeIndustry ContextKey facts
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6/ 10Solid

Cyborg Score thesis

Focused EGFR oncology play with brain-penetrant positioning and CNS activity data could support pivotal trial success, but...

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Industry Oncology Drugs
4 named competitors
3 recent developments
11 analyst dimensions
Synthesized from analyst-debate stress-testing across 11 dimensions and hundreds of data points. Methodology →
Cyborg Score recalibrated: October 19, 2026
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Black Diamond Therapeutics, Inc. Overview

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Black Diamond Therapeutics is a clinical-stage oncology company developing MasterKey therapies that target families of oncogenic mutations in patients with cancer. The company is focused on its lead program silevertinib (BDTX-1535), with pivotal development as the primary near-term objective.

Strategic Profile

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Black Diamond bets on brain-penetrant EGFR drug silevertinib, targeting C797S resistance and CNS metastases as key edge in crowded lung cancer market. The company has outlicensed BDTX-4933 to increase focus on the development of silevertinib.

Competitive Landscape

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Black Diamond's story hinges on silevertinib, with 2026 data on progression-free survival and durability set to determine whether its single-asset story can justify upside. The company competes in the crowded EGFR-mutant NSCLC space against larger programs from Roche, AstraZeneca, Pfizer, and other oncology-focused competitors. Its brain-penetrant profile and CNS activity differentiation are key competitive points.

Industry Context

Black Diamond Therapeutics, Inc. operates in Oncology Drugs.

Key facts

Founded: 2014 · Headquarters: Cambridge, MA, USA · Employees: Not disclosed as of 2026-07-22 · Revenue: Clinical-stage; no product revenue; funded by R&D burn and prior licensing proceeds · Market cap: $182.75M (as of April 2026)

What the AI analysts debated

AI-generated and not independently verified: selected findings from the multi-agent debate on Black Diamond Therapeutics, Inc..

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Recent developments

Material events tracked by the AskCyborg corpus.

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Named competitors

Pulled from the analyst-debate framework. Click any competitor to see their Cyborg Score.

OsimertinibEGFR inhibitor for NSCLC→ErlotinibFirst-generation EGFR TKI for EGFR-mutant NSCLC→AfatinibIrreversible EGFR/HER2 inhibitor for EGFR-mutant NSCLC→ExkivityThird-generation EGFR TKI for EGFR-mutant NSCLC→

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Industry context

Black Diamond Therapeutics, Inc. operates in Oncology Drugs. See how the rest of the sector scores on the Cyborg framework.

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Frequently asked questions

What does Black Diamond Therapeutics, Inc. do?+
Black Diamond Therapeutics is a clinical-stage oncology company developing MasterKey therapies that target families of oncogenic mutations in patients with cancer. The company is focused on its lead program silevertin...
What is Black Diamond Therapeutics, Inc.'s Cyborg Score?+
Black Diamond Therapeutics, Inc. has a Cyborg Score of 6/10 (Solid). The score synthesizes business model, financials, leadership, competitive position, technology, marketing, and ESG dimensions across hundreds of data points.
Who are Black Diamond Therapeutics, Inc.'s main competitors?+
Named competitors include Osimertinib, Erlotinib, Afatinib, Exkivity. The full competitive landscape is in the AskCyborg report.
How can I get the full Black Diamond Therapeutics, Inc. research report?+
Get the report plus analyst-debate audio at askcyborg.com -- no credit card required for preview access. Pro adds saved-company audio playlists and monitoring.
How current is the Black Diamond Therapeutics, Inc. research?+
The Cyborg Score is recalibrated weekly. Recent developments are tracked continuously and surfaced in every report.

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