EQUITY RESEARCH MEMO

Cardiff Oncology (CRDF)

Generated 5/9/2026

Executive Summary

Conviction (model self-assessment)65/100

Cardiff Oncology (CRDF) is a clinical-stage biotechnology company focused on developing onvansertib, a novel PLK1 inhibitor, for the treatment of various cancers. The company's lead asset is being investigated in combination with standard-of-care therapies across multiple indications, including pancreatic cancer, metastatic colorectal cancer (mCRC), and acute myeloid leukemia (AML). With a robust preclinical and clinical pipeline, Cardiff Oncology aims to address significant unmet needs in oncology by targeting PLK1, a key regulator of cell division overexpressed in many cancers. The company's strategic focus on combination therapies positions onvansertib as a potential backbone in multiple treatment regimens. As a public company trading on the Nasdaq under ticker CRDF, Cardiff Oncology continues to advance its clinical programs and expand its intellectual property estate. The company's recent data presentations have shown encouraging efficacy signals, particularly in pancreatic cancer and mCRC, supporting further clinical development. With a dedicated team and strong scientific rationale, Cardiff Oncology is poised to deliver multiple value-inflection points over the next 12 months.

Upcoming Catalysts (preview)

  • Q4 2026Top-line Phase 2 data for onvansertib + gemcitabine/nab-paclitaxel in first-line pancreatic cancer60% success
  • Q2 2026Initiation of Phase 2/3 pivotal trial for onvansertib + FOLFIRI/bevacizumab in second-line mCRC80% success
  • Q3 2026Interim Phase 2 data for onvansertib + decitabine in relapsed/refractory AML55% success
Locked sections
  • · Pipeline Analysis
  • · Competitive Landscape
  • · Catalyst Calendar (full 12-month)
  • · Bull Case
  • · Bear Case
  • · Counterfactual Scenarios
  • · Valuation Notes
  • · SEC Filing Highlights
  • · Insider Activity
  • · Literature Watch
  • · Patent Landscape
  • · Mechanism Cluster Map
  • · Audio Briefing (5 min)