Black Diamond Therapeutics Inc 2026年季度报告

☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934FOR THE QUARTERLY PERIOD ENDED March31, 2026OR FOR THE TRANSITION PERIOD FROM _ TO _COMMISSION FILE NUMBER 001-38501___________________________________________ BLACK DIAMOND THERAPEUTICS, INC.(Exact name of registrant as specified in its charter) ________________________________________________________________________________ Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant (1)has filed all reports required to be filed by Section13 or 15(d) of the Securities Exchange Actof 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2)has beensubject to such filing requirements for the past 90 days.Yes☒No Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required tosubmit such files).Yes☒No Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reportingcompany, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,”and “emerging growth company” in Rule 12b-2 of the Exchange Act. Largeacceleratedfiler☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complyingwith any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act).Yes☐No☒ As of May1, 2026, the registrant had 57,301,774 shares of common stock, $0.0001 par value per share, outstanding. SPECIAL NOTE REGARDING FORWARD-LOOKING STATEMENTS This Quarterly Report on Form 10-Q (this Quarterly Report) contains forward-looking statements which are made pursuant to thesafe harbor provisions of Section 27A of the Securities Act of 1933, as amended (the Securities Act), and Section 21E of theSecurities Exchange Act of 1934, as amended (the Exchange Act). All statements other than statements of historical factscontained in this Quarterly Report are forward-looking statements. In some cases, you can identify forward-looking statements byterminology such as “may”, “will”, “could”, “should”, “expects”, “intends”, “plans”, “anticipates”, “believes”, “estimates”,“predicts”, “potential”, “continue” or the negative of these terms or other comparable terminology. These statements are notguarantees of future results or performance and involve substantial risks and uncertainties. Forward-looking statements in thisQuarterly Report include, but are not limited to, statements about: •the progress, timing and success of our clinical trials of silevertinib and any of our future product candidates, including theavailability, timing and announcement of data and results of such trials;•our ability to obtain and maintain regulatory approval for silevertinib or any of our future product candidates that we mayidentify or develop;•the scope, timing, progress and results of our clinical trials and investigational new drug (IND) applications, developmentefforts and other regulatory submissions;•the effects of competition with respect to silevertinib or any of our other current or future product candidates, as well asinnovations by current and future competitors in our industry;•our evaluation of potential partnership opportunities to advance the pivotal development of silevertinib in a timely mannerand to successfully execute and realize the intended and potential benefits of any such potential partnership;•our partnership with Servier Pharmaceuticals LLC (Servier) and the intended and potential benefits thereof, including thereceipt of potential development and commercial milestone payments, along with tiered royalties based on global netsales, if any;•Servier’s ability to develop and commercialize BDTX-4933 (also known as S241656);•our evaluation of strategic alternatives for BDTX-4876, including our ability to execute and realize the anticipatedbenefits of any strategic alternatives we may pursue;•our ability to develop our current and future product candidates for the treatment of various cancers;•the rate and degree of market acceptance and clinical utility for any current or future product candidates we may develop;•the implementation of our strategic plans for our business and our product candidates;•our intellectual property position, including the scope of protection we are able to establish, maintain and enforce forintellectual property rights covering our product candidates and Mutation-Allostery-Pharmacology (MAP) drug discoveryengine;•our ability to