Black Diamond Therapeutics, Inc. Overview
Pro stress-test →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
Pro stress-test →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
Pro stress-test →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 Clinical-stage oncology therapeutics.
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)