Onvansertib continues to show dose-dependent activity in KRAS-mutated mCRC, with response rates improving up to 49% in the high-dose arm. Recent data are less dramatic than early interim results, reflecting typical regression to the mean and leaving some questions unanswered until the next update in Q1 2026. CRDF's cash position is stable for now, but a future financing need is likely as the co...
– Trial demonstrates 49% confirmed ORR in the 30mg onvansertib dose arm versus 30% confirmed ORR in the control arm in intent-to-treat population (N=110) –
Cardiff Oncology's recent trial data readout delay has unnerved the market, but I see this as a potential buying opportunity for speculative investors. Leadership change is not a major risk factor. The new CMO's pedigree suggests confidence in the company's prospects ahead of the catalyst. The delay could suggest an attempt to improve poor data, or an ability to add to already strong data by wa...
Sidhu joined Cardiff from Treadwell Therapeutics, where he was medical chief and acting chief executive officer. Previously, Sidhu spent nearly 10 years at Amgen.
– Veteran executive with over 20 years of oncology leadership and clinical experience with proven track record of success in bringing development candidates through late-stage clinical development –
Cardiff Oncology's onvansertib shows promise as a first-in-class PLK1 inhibitor for first-line RAS-mutated metastatic colorectal cancer, potentially redefining standard-of-care and achieving blockbuster status. Onvansertib's synergy with bevacizumab and promising clinical data support its pivot to first-line treatment, with potential peak global sales of $1.2B to $2B annually. Despite strong pr...
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