Cardiff Oncology, Inc. (CRDF)
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
$1.09+0.93%
Close 2026-09-04 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
QuarterlyIQ Insights · CRDF
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance dropped from the top half to the bottom half of its industry over the past month — the reason to own it has weakened.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 343.2% |
| Our one-year growth estimate | diamond | -38.9% |
Growth built into the price is above our model estimate.
The price assumes 382.1 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Model as of 2026-09-04 · Compared with 398 industry peers · Company calendar date is not available
CRDF — litigation filed
Dated 2026-05-29
Entry into a Material Definitive Agreement. As previously disclosed, on May 19, 2026, Cardiff Oncology, Inc. (the “Company”) filed a lawsuit against Nerviano Medical Sciences S.r.l. (“NMS”) disputing NMS’s allegation that the Company materially breached the License Agreement dated March 13, 2017 between the Company and NMS (the “Agreement”) by declining to name NMS employee Dr. Barbara Valsasina as a joint inventor of the Company’s U.S. Pat. Nos. 12,144,813 and 12,263,173 (the “Cardiff Patent…
Why it matters: Details on the Phase 3 trial could clarify the path to potential FDA approval for onvansertib.
Supportive ifManagement shares a clear Phase 3 trial design that aligns with FDA feedback.
Worry ifManagement does not give specific details or makes big changes to the trial design.
Why it matters: The outcome could impact Cardiff's financial health and operational focus. A resolution may clear the path for growth.
Watch forThe company announces a good settlement or drops the lawsuit.
Also watch forThe litigation gets worse or leads to a big financial penalty for Cardiff.
Why it matters: This data will show how well onvansertib works in treating RAS-mutated mCRC. Positive results could boost confidence in the drug's potential.
Supportive ifThe presentation at ASCO shows an objective response rate (ORR) above 70%.
Worry ifThe presentation shows an ORR below 50%. This means weaker effectiveness.
Why it matters: If sector revenue growth speeds up, it may help Cardiff's performance. It shows a healthier market.
Supportive ifSector revenue growth exceeds 10% year over year.
Worry ifSector revenue growth remains below 10% year over year.
Why it matters: Changes in leadership can change the company's path and affect investor trust.
Watch forNews of new leaders or a positive direction that investors like.
Also watch forNo changes or bad news about leadership decisions.
Why it matters: The outcome of this lawsuit could affect Cardiff's stability and finances. A resolution could help focus on clinical trials.
Worry ifThe lawsuit ends in favor of Cardiff. This lets the company move forward without legal issues.
Less concerning ifThe court decides against Cardiff. This could lead to financial penalties or limits on operations.
Why it matters: Sharing data on CRDF-004 is key for investor confidence and future funding.
Supportive ifA press release detailing positive results or plans for CRDF-004.
Worry ifNo new data or negative updates on CRDF-004 are shared.
Why it matters: New data on CRDF-004 could impact investor confidence and future funding.
Supportive ifManagement will share detailed clinical data on CRDF-004 by the next earnings date.
Worry ifNo new data is shared by the next earnings date, causing investor concern.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$277 on $10,000 · ±2.8% | How much price usually moves either way. |
| Bad day | $713 loss on $10,000 · 7.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $7,477 loss on $10,000 · 74.8% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.