BDTX vs. Cullinan Therapeutic: Which EGFR Challenger Is the Better Buy?


Key Takeaways BDTX is advancing silevertinib in phase II for EGFRm NSCLC, with initial frontline results due late 2025.Cullinan's zipalertinib met its phase IIb endpoint in EGFR ex20ins NSCLC, with Taiho planning a 2025 filingBDTX shares have surged 59.8% YTD versus a 48.4% drop for Cullinan, while trading at a cheaper valuation.Black Diamond Therapeutics, Inc. ((BDTX) is a clinical-stage oncology company developing therapies that target families of oncogenic mutations in patients with cancer.Cullinan Thera ...