CRDF

• Cash, cash equivalents, and short-term investments totaled $34.5 million as of June 30, 2026.
• Phase 2 CRDF-004 data showed confirmed ORR of 72.2% for 30 mg onvansertib plus FOLFIRI/bevacizumab vs 42.1% for FOLFIRI/bevacizumab alone.
• Company plans to initiate Phase 3 trial in Q1 2027, subject to securing additional financing.
• Completed $10 million registered direct offering in July 2026.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• Certain officers and directors agreed to purchase 721,649 shares and accompanying warrants at $1.455 per share and warrant.
• The common warrants have an exercise price of $1.31 per share ($1.33 for insiders), exercisable beginning six months after issuance or after stockholder approval of an authorized share increase, and expire five and one-half years later.
• The offering closed on July 16, 2026, with gross proceeds of approximately $10.05 million before fees and expenses.
• Net proceeds are intended for working capital and general corporate purposes; H.C. Wainwright & Co. acted as exclusive placement agent with a 7.0% cash fee and a warrant to purchase up to 465,157 shares at $1.3125 per share.

1.01 Entry into a Material Definitive Agreement · 8.01 Other Events · 9.01 Financial Statements and Exhibits

• Cardiff Oncology held its 2026 Annual Meeting of Stockholders on June 11, 2026, with 41,614,848 shares represented, constituting a quorum.
• Stockholders ratified the appointment of BDO USA, P.C. as independent registered public accounting firm for fiscal year 2026, with 40,239,508 votes for and 1,070,807 against.
• An amendment to the 2021 Equity Incentive Plan to increase shares issuable to 15,150,000 was approved, with 10,740,460 votes for and 8,063,520 against.
• The advisory vote on named executive officer compensation was approved, with 17,120,176 votes for and 1,772,185 against.

5.07 Submission of Matters to a Vote of Security Holders

• Cardiff Oncology disclosed interim results from the randomized Phase 2 CRDF-004 trial evaluating onvansertib plus standard-of-care chemo/bevacizumab in first-line RAS-mutated metastatic colorectal cancer (mCRC).
• Median progression-free survival (PFS) was not reached for the onvansertib 30 mg + FOLFIRI/bevacizumab arm, compared to 12.22 months (investigator assessment) for the control arm.
• The company stated it had a successful End-of-Phase 2 meeting with the FDA and aligned on a registrational trial design, with the Phase 3 intended to support accelerated approval (ORR) and full approval (PFS).
• The presentation was furnished under Item 7.01 Regulation FD Disclosure and is not deemed filed for SEC purposes.

7.01 Regulation FD Disclosure

• NMS alleges Cardiff breached the agreement by failing to correct inventorship of the Cardiff Patents to include NMS employee Dr. Barbara Valsasina as a joint inventor, and by failing to use Commercially Reasonable Efforts in development and regulatory approval activities for onvansertib.
• Cardiff responded that the termination notice is legally ineffective, factually unsupported, and procedurally improper, and that it will continue to perform under the agreement.
• The dispute follows a lawsuit filed by Cardiff on May 19, 2026, against NMS in the U.S. District Court for the Southern District of California, seeking injunctive relief and a declaratory judgment that Cardiff did not breach the agreement.
• The agreement is central to the development of onvansertib, and the termination dispute may affect the collaboration between the two companies.

1.01 Entry into a Material Definitive Agreement

• The lawsuit disputes NMS's allegation that Cardiff materially breached the license agreement for onvansertib.
• Cardiff seeks injunctive relief requiring NMS to continue performing under the agreement and a declaratory judgment that Cardiff did not breach it.
• NMS had alleged Cardiff failed to name an NMS employee as joint inventor on U.S. Patent Nos. 12,144,813 and 12,263,173 and did not agree to file a joint continuation patent application.
• Cardiff maintains it did not breach the agreement and that it is not required to name NMS employees on inventions made exclusively by Cardiff or to make false inventorship representations.

8.01 Other Events

• Total operating expenses decreased to $12.891 million from $14.491 million year-over-year.
• Cash, cash equivalents, and short-term investments totaled approximately $46.1 million as of March 31, 2026.
• Company expects current cash to fund operations into the first quarter of 2027.
• Completed End-of-Phase 2 meeting with FDA; selected 30 mg onvansertib with FOLFIRI/bev for Phase 3 trial.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• Josh Muntner appointed CFO effective April 6, 2026; base salary $475,000/year, 40% annual discretionary bonus, and inducement stock options for 486,650 shares at $1.58/share.
• Ajay Aggarwal, MD, MBA, appointed COO effective April 27, 2026; base salary $490,000/year, 40% annual discretionary bonus, and expected grant of 400,000 stock options.
• Muntner's options vest over four years (25% after 12 months, then monthly); Mohindru received prior option grants in February and March 2026.
• No arrangements or family relationships were disclosed for the new officers.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 8.01 Other Events · 9.01 Financial Statements and Exhibits