Kazia Therapeutics (ADR) (KZIA)
Develops paxalisib and licensed oncology programs for treatment-resistant cancers.
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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
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 1, 2026 | BTIG | Reiterate | Rating: —Target: $34 | Target: $40 |
| Aug 13, 2026 | Canaccord Genuity | Target | Target: — | Target: $29 |
| Jul 1, 2026 | BTIG | Initiate | Rating: —Target: — | Target: $34 |
| Jun 11, 2026 | Lake Street | Target | Target: — | Target: $32 |
| Apr 15, 2026 | Laidlaw | Target | Target: — | Target: $25 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Dec 31, 2025Cash & short-term investments $48.8M · Total debt $69.4K · Total assets $50.0M · Shareholders' equity $32.6M
- Revenue
- $0
- Operating income
- −$9.4M
- Net income
- −$8.7M
Reported in AUD, converted at the latest exchange rate
No dividends on record.
| Institutions | 224.68% | 3.64M ADS | |
|---|---|---|---|
| 41 holders · as of Jun 30, 2026 | |||
| Insiders | 0.10% | 1.6K ADS | |
| 1 holder · as of Mar 18, 2026 | |||
| Adds to | 224.78% | ||
1.62M ADS (1 ADS = 10 ordinary shares) as of Sep 9, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
The share count is from the company's Jun 2022 annual report; nothing newer is on file here.
These groups come from separate filings that can overlap, so they add to 224.78%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Boxer Capital Management, LLCInstitution | 34.57% | 560,000 ADS | as of Jun 30, 2026 |
Flputnam Investment Management CoInstitution | 25.62% | 414,958 ADS | as of Jun 30, 2026 |
Bleichroeder LPInstitution | 24.69% | 400,000 ADS | as of Jun 30, 2026 |
Ikarian Capital, LLCInstitution | 24.46% | 396,201 ADS | as of Jun 30, 2026 |
Dauntless Investment Group, LLCInstitution | 21.87% | 354,208 ADS | as of Jun 30, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Kazia Therapeutics (ADR) | $10.14 | −7.14% | $17.7M | — | — | 1,269.1 | +1,648.8% |
| Novocure | $16.02 | −3.90% | $1.94B | — | — | 2.8 | +15.6% |
| Candel Therapeutics | $11.47 | −3.22% | $868.3M | — | — | — | — |
| Celcuity | $80.25 | −4.58% | $4.10B | — | — | — | — |
| Median | — | — | 2.8 | +15.6% |