Kazia Therapeutics (ADR)
Develops paxalisib and licensed oncology programs for treatment-resistant cancers.
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Profile
Develops paxalisib, a brain-penetrant dual PI3K/mTOR inhibitor, alongside licensed immuno-oncology programs. Generates limited revenue through licensing and other research transactions while relying on external partners for development and trial execution.
Develops paxalisib, an oral, once-daily brain-penetrant dual PI3K/mTOR inhibitor, for glioblastoma, pediatric brain cancers, PI3K-altered brain metastases with radiation and advanced breast cancer. The pipeline also includes NDL2, a preclinical PD-L1 degrader, and MSETC, a preclinical SETDB1-inhibitor platform intended to restore immune signaling in treatment-resistant tumors. EVT801, a selective VEGFR3 inhibitor, is retained for partnering rather than active internal development.
Commercializes research principally through licenses and other transactions rather than product sales. Development and trial execution depend on licensors, contract research organizations, academic centers, consortia, manufacturers and territorial licensees; paxalisib rights are subject to Genentech, Simcere and Sovargen arrangements, while NDL2 and MSETC depend on QIMR licenses and company-funded development.
Company facts
Key statistics
Year to date +173% · Average volume (30d) 244.8K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| Aug 13, 2026 | Canaccord Genuity | Target | $29 | |
| Jul 1, 2026 | BTIG | Initiate | Buy | $34 |
| Jun 11, 2026 | Lake Street | Target | $32 | |
| Apr 15, 2026 | Laidlaw | Target | $25 | |
| Dec 12, 2025 | H.C. Wainwright | Target | $18 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Mar 16, 2026Q2 FY26 | −$0.01 | −$0.58 | −8,205.2% | — | $216.9K | — | −7.15% |
| Nov 7, 2025 | −$0.01 | −$0.43 | −6,529.9% | $10.5K | $10.5K | +0.3% | +0.82% |
| Jun 30, 2025 | −$0.01 | −$4.18 | −63,968.6% | $10.5K | $12.9K | +23.2% | +5.74% |
| May 28, 2025 | −$10.76 | −$7.61 | +29.3% | — | $13.8K | — | +6.18% |
Financial highlights
| 12 quarters | Q4 FY23 | Q2 FY24 | Q4 FY24 | Q2 FY25 | Q4 FY25 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $716 | $4 | $1.8M | $16.0K | $14.1K | $0 | |
| Gross profit | $716 | $4 | $1.8M | $16.0K | $14.1K | $0 | |
| Operating income | −$7.5M | −$6.4M | −$14.0M | −$6.7M | −$3.5M | −$9.5M | |
| Net income | −$4.9M | −$6.3M | −$12.9M | −$7.5M | −$7.1M | −$8.8M | |
| Diluted EPS | −$10.82 | −$13.18 | −$22.35 | −$4.41 | −$4.59 | −$2.83 | |
| Gross margin | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | — | |
| Operating margin | -1,051,589.9% | -159,109,525.0% | -789.1% | -42,030.4% | -24,599.7% | — |
Revenue by product · FY24
Revenue by geography · FY25
Balance sheet, Dec 31, 2025Cash & short-term investments $49.7M · Total debt $70.7K · Total assets $50.9M · Shareholders' equity $33.3M
Dividends
No dividends on record.
Ownership
Shares outstanding 1.62M · Float 1.60M · 98.6% free float
Insiders — filings are in the shares behind the receipt.
This listing is a depositary receipt and the Form 4 positions here are filed in the shares behind it, a different unit from the share count and in a ratio the filings never state, so no insider percentage is shown.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Chernett Jorey | 2.11M | 18.50% | 13G | May 27, 2026 |
| Ikarian Capital, LLC | 580.8K | 5.10% | 13G | Feb 17, 2026 |
| Bleichroeder LP | 400.0K | 24.69% | 13F | May 14, 2026 |
| Stonepine Capital Management, LLC | 345.2K | 21.31% | 13F | May 14, 2026 |
| Point72 Asset Management, L.P. | 200.0K | 12.35% | 13F | May 15, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
View detailsPeers
- Novocure
Marketed GBM therapy with established treatment-pathway access.
- Candel Therapeutics
Recurrent-GBM immunotherapy pipeline competing for trial access.
- Celcuity
PI3K/mTOR therapy in advanced breast cancer.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Kazia Therapeutics (ADR) | $13.92 | +2.00% | $22.0M | — | — | 1,557.7 | — |
| Novocure | $17.66 | −0.95% | $2.08B | — | — | 3.0 | +15.6% |
| Candel Therapeutics | $13.07 | +0.08% | $957.6M | — | — | — | — |
| Celcuity | $90.10 | +1.81% | $4.31B | — | — | — | — |
| Median | — | — | 3.0 | +15.6% |