BIOTECH MARKET RESEARCH $CRDF | Ep. 739

Cardiff Oncology

Cardiff Oncology ($CRDF) is positioned for a pivotal stage with the awaited updated data for its 1L mCRC treatment. A positive readout could position Cardiff as a leader in a new class of oncogenic mutation therapeutics, or compel the field to reassess the viability of KRAS pathway modulation in colorectal cancer. Market sentiment currently indicates cautious optimism, with volatility expected to be high (+/- 110%) as the date approaches, underlining the high stakes of this crucial trial.

Every Monday we are out with public biotech research, profiling biotech companies with near term catalysts. This will focus primarily on the major market moving biotech events such as data readouts from the major scientific conferences as well as potential regulatory approvals.

We will not offer specific trading advice (and we do not hold any publicly traded biotech equity), but rather flag emerging events that will likely materially drive stock prices (sometimes +/-100% in either direction).

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HOW TO PLAY BIOTECH APPROVAL/DATA READOUTS ANNOUNCEMENTS

While biotech equities will move on news of announcement, often if there is high conviction in a positive read, a large run up ahead of the news will occur and the actual event turns into a sell the news event. Sometimes, investors wait for the actual event to make a long/short decision. And obviously if the news is disappointing (more often than not) the stock will tank.

This is not financial advice so you will have to make your own call on how to best play these events. Our aim is simply to flag catalysts with high projected volatility.

🚨 ALERT: Updated data in 1L KRAS+ mCRC

📅 DATE: July 29, 2025

📈 IMPLIED VOLATILITY: +/- 200%

BACKGROUND: