secwatch.observer — SEC 8-K summary ====================================== Issuer: Cardiff Oncology, Inc. (CRDF) CIK: 0001213037 Form: 8-K Filed at: 2026-08-11T20:11:16+00:00 Accession: 0001193125-26-344645 Event type: earnings Sentiment: positive Materiality: 0.80 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Cardiff Oncology Q2 2026: positive Phase 2 mCRC data, FDA aligned on Phase 3, licensing dispute -------------------------------------------------------------------------------- - Q2 2026 cash ~$34.5M; six-month net cash burn $24.1M vs $21.1M in 2025; runway into Q3 2027 - Phase 2 CRDF-004: 30mg onvansertib+FOLFIRI/bev confirmed ORR 72.2% vs 42.1% for SoC; PFS HR 0.55 (BICR) - Completed FDA End-of-Phase 2 meeting; aligned on Phase 3 design; initiation planned Q1 2027 subject to financing - Completed $10M registered direct offering in July 2026 to extend cash runway - Licensor NMS alleged material breach and terminated license; Cardiff filed lawsuit in May 2026 seeking declaratory relief Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1213037/000119312526344645/0001193125-26-344645-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1213037/000119312526344645/crdf-20260811.htm HTML page: https://secwatch.observer/filing/0001193125-26-344645 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer