Cardiff Oncology (CRDF)
Develops onvansertib for first-line RAS-mutated metastatic colorectal cancer.
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Develops oral PLK1 inhibitor onvansertib, with the lead program aimed at first-line RAS-mutated metastatic colorectal cancer. The business is pre-commercial, centered on clinical execution, and depends on licensed worldwide rights now disputed by Nerviano.
Develops onvansertib, an oral PLK1 inhibitor intended to work with chemotherapy or targeted cancer drugs by disrupting PLK1-mediated DNA-damage repair. The lead company-run program is in first-line RAS-mutated metastatic colorectal cancer, with a selected regimen moving toward a registrational trial.
Additional investigator-led studies test onvansertib in metastatic pancreatic ductal adenocarcinoma, small cell lung cancer, triple-negative breast cancer, and chronic myelomonocytic leukemia. Operations are concentrated in San Diego, while the onvansertib license grants worldwide development and commercialization rights.
Execution rests on clinical development rather than approved product sales. The main structural dependency is the Nerviano license: Nerviano has issued a termination notice, while Cardiff says the notice is ineffective and continues to perform under the agreement.
Company facts
Target rangeAs of Sep 2, 2026
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Target |
|---|---|---|---|---|---|
| Aug 12, 2026 | William Blair | Downgrade | Outperform | Market Perform | |
| Aug 11, 2026 | William Blair | Downgrade | Market Perform | ||
| Jun 3, 2026 | Craig-Hallum | Downgrade | Buy | Hold | $2 |
| Jun 1, 2026 | HC Wainwright & Co. | Downgrade | Buy | Neutral | |
| Jun 1, 2026 | TD Cowen | Downgrade | Buy | Hold |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $34.5M · Total debt $457.0K · Total assets $37.3M · Shareholders' equity $26.5M
- Revenue
- $104.0K
- Operating income
- −$9.6M
- Net income
- −$9.2M
No dividends on record.
| Institutions120 holders · as of Mar 31, 2026 | 31.62% | 24.60M shares | |
| Insiders6 holders · as of Jul 16, 2026 | 4.58% | 3.56M shares | |
| Otherremainder | 63.80% | 49.63M shares |
77.80M company shares as of Sep 3, 2026 · institutions as of Mar 31, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Evidence |
|---|---|---|---|
BlackRock, Inc.Institution | 5.12% | 3.98M | 13Fas of Mar 31, 2026 |
Gary W. PaceInsiderdirector | 4.36% | 3.39M | Form 4filed Jul 16, 2026 ↗ |
Vanguard Capital Management LLCInstitution | 3.67% | 2.86M | 13Fas of Mar 31, 2026 |
Laurion Capital Management LPInstitution | 3.40% | 2.65M | 13Fas of Mar 31, 2026 |
Pfizer IncInstitution | 3.10% | 2.41M | 13Fas of Mar 31, 2026 |
| See all 25 → | |||
13F — a manager's quarterly holdings · Form 4 — an insider's transaction report
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 14, 2026 | Mani Mohindru | director, officer: Chief Executive Officer | +68,728 | $1.39 |
| Jul 14, 2026 | Gary W. Pace | director | +1,374,570 | $1.39 |
| Jun 18, 2026 | Gary W. Pace | director | +30,000 | $1.22 |
| Jun 18, 2026 | Mani Mohindru | director, officer: Chief Executive Officer | +24,703 | $1.21 |
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ComparePre-market
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Cardiff Oncology | $1.03 | −1.90% | $81.7M | — | — | 160.8 | −14.1% |
| Amgen | $442.00 | −0.19% | $239.00B | 27.5 | 18.9 | 6.3 | +9.7% |
| Merck | $151.28 | −0.24% | $374.52B | 121.3 | 17.6 | 5.6 | +5.1% |
| Summit Therapeutics | $15.32 | +4.90% | $11.65B | — | — | — | — |
| Bristol-Myers Squibb | $67.70 | +0.07% | $138.21B | 14.9 | 10.6 | 2.8 | +5.7% |
| Revolution Medicines | $209.00 | −0.11% | $44.48B | — | — | — | — |
| Median | 27.5 | 17.6 | 5.6 | +5.7% |