NASDAQ$CRDF

Cardiff Oncology Inc · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Announced second quarter 2021 results and provided business updates, highlighting clinical program advancements and financial performance.

Cardiff Oncology reported its second quarter 2021 results, highlighting advancements in its clinical programs, particularly in KRAS-mutated metastatic colorectal cancer and metastatic pancreatic ductal adenocarcinoma. The company's leadership was strengthened with new appointments, and the financial results indicated a strong cash position of approximately $140 million.

  • Lead clinical program in KRAS-mutated metastatic colorectal cancer continues to show robust response and progression-free survival.
  • First patient dosed in Phase 2 study for metastatic pancreatic ductal adenocarcinoma.
  • Appointed new CMO and CFO, and added two new board members with expertise in drug development and financial strategy.
  • Company included as a member of FTSE Russell Indexes.

Headline financials

Total Revenue

$68K

Previous: $42.6K+59.5%
EPS (adj)

-$0.17

Previous: -$0.51+66.7%
Free Cash Flow

-$6.76M

Previous: -$4.12M-63.8%
Net Income

-$6.76M

Previous: -$4.12M-63.8%
Operating Income

-$6.89M

Previous: -$4.1M-67.9%
Gross Profit

$68K

Previous: $42.6K+59.5%
Cash & Equivalents

$10.6M

Previous: $27.8M-61.9%
Total Assets

$144M

Previous: $30.1M+377.1%
Stock-Based Comp

$1.04M

Previous: $282K+267.3%

Revenue & EPS history

Cardiff Oncology · Revenue · Quarterly

$68K

Q2 2021+59.5%vs Q2 2020
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

Cardiff Oncology · $68K total across 1 segment · Q2 2021

  • Royalties
    $68K

Forward guidance

Cardiff Oncology anticipates continued progress in its clinical trials and efforts to expand onvansertib's pipeline of indications. The company expects a steady cadence of catalysts over the coming months, driven by its strong cash position and recent progress in clinical and preclinical programs.

Tailwinds

  • Advancements in KRAS-focused programs for metastatic pancreatic ductal adenocarcinoma (mPDAC).
  • Promising data from the lead KRAS-mutated metastatic colorectal cancer program.
  • Expectations for continued progress in castrate-resistant prostate cancer trial.
  • Advancements in efforts to expand onvansertib’s pipeline of indications.
  • Strong cash position to support ongoing and future clinical trials.

Headwinds

  • Clinical trials involve a lengthy and expensive process with an uncertain outcome.
  • Clinical trials may be suspended or discontinued due to unexpected side effects or other safety risks.
  • Risks related to business interruptions, including the outbreak of COVID-19 coronavirus.
  • Uncertainties of government or third party payer reimbursement.
  • Dependence on key personnel.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2021

Historical avgQ2 2021

+2.2%

Avg return

Earnings day

+1.9%

Avg return

5 days after

+3.0%

Avg return

30 days after

43%

28 / 65 earnings

Positive

+118.2%

Q4 2010

Best reaction

-21.2%

Q4 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.8%+3.6%
Q4 2025+12.9%+14.1%-8.8%
Q3 2025-3.1%-0.4%-6.2%
Q2 2025-1.3%-24.2%-36.6%
Q1 2025+4.0%+2.5%+37.4%
Q4 2024+4.4%+5.2%-19.0%
Q3 2024-19.2%-17.6%-39.4%
Q2 2024+11.2%+5.1%-1.4%
Q1 2024-16.8%-21.7%-24.8%
Q4 2023+59.9%+100.5%+193.4%
Q3 2023+5.7%+3.8%+20.0%
Q2 2023-5.0%-8.3%-15.6%
Q1 2023+1.1%-4.8%-12.4%
Q4 2022+2.3%+7.6%-4.1%
Q3 2022-4.7%-10.7%+5.4%
Q2 2022+15.0%+30.0%+27.7%
Q1 2022-7.7%-11.9%-0.7%
Q4 2021+7.1%+0.4%-5.6%
Q3 2021-5.1%-3.6%-14.1%
Q2 2021+15.0%+19.4%+51.3%
Q1 2021-5.5%-13.1%-24.5%
Q4 2020+0.6%+8.0%-3.1%
Q3 2020+10.6%+5.8%+26.6%
Q2 2020-14.6%-10.2%-3.4%
Q1 2020+0.8%+6.7%+167.5%
Q4 2019-2.8%+12.8%-24.1%
Q3 2019+1.8%+2.4%-20.8%
Q2 2019-4.1%-10.0%+10.6%
Q1 2019-8.1%-11.2%-11.2%
Q4 2018+25.2%+47.0%+18.2%
Q3 2018+6.7%+4.0%-6.7%
Q2 2018-1.2%-1.2%+0.0%
Q1 2018+0.0%-3.6%-47.3%
Q4 2017-6.2%-3.1%+6.2%
Q3 2017-1.5%-4.4%-26.5%
Q2 2017-7.1%+1.2%-13.1%
Q1 2017-5.0%-1.2%+1.3%
Q4 2016-21.2%-28.5%-37.0%
Q3 2016-5.6%-15.5%-29.6%
Q2 2016-6.6%-0.4%-11.0%
Q1 2016-3.7%
Q4 2015-18.7%
Q3 2015+11.7%
Q2 2015-15.0%
Q1 2015+9.6%
Q4 2014+0.3%
Q3 2014-1.9%
Q2 2014+1.6%
Q1 2014-2.3%
Q4 2013+7.9%
Q3 2013+12.2%
Q2 2013-1.7%
Q4 2012-2.4%
Q1 2013-2.4%
Q3 2012+2.3%
Q2 2012-6.5%
Q1 2012+8.8%
Q4 2011-3.9%
Q3 2011-17.1%
Q2 2011+0.0%
Q1 2011+0.0%
Q4 2010+118.2%
Q3 2010+0.0%
Q2 2010+0.0%
Q1 2010+13.2%

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