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Kazia Therapeutics

KZIA Rare disease Lead: Phase 2 1 Biotech Distilled article ↓ 75 filings & releases ↓ Cash A$69.5M (Dec 31, 2025) ↓ 1 verdict ↓
NeurologyOncology PeptideSmall Molecule

Market cap $82.0M 11.4M shares (vendor count, Nov 7, 2026) × $7.18 close Nov 6, 2026 · share count from the market-data vendor, not the SEC cover page

Most recent annual filing: 2025-11-07

Catalyst timeline

9 trackedQuarter catalyst calendar →
  1. Paxalisib glioblastoma filing2H 2026Paxalisib glioblastoma filing, 2H 2026, notable
  2. Paxalisib HR trial start4Q 2026Paxalisib HR trial start, 4Q 2026, notable
  3. Paxalisib colorectal Ph2 start1Q 2027Paxalisib colorectal Ph2 start, 1Q 2027, notable
  4. Paxalisib colorectal enrollment done2027Paxalisib colorectal enrollment done, 2027, notable
  5. NDL2 and MSETC IND filing~2027NDL2 and MSETC IND filing, ~2027, notable
  6. Paxalisib TNBC corporate update2H 2027Paxalisib TNBC corporate update, 2H 2027, material
  7. Paxalisib TNBC enrollment doneJul 2027Paxalisib TNBC enrollment done, Jul 2027, notable
  8. Paxalisib HR topline2028Paxalisib HR topline, 2028, major
  9. Paxalisib HR corporate update1H 2028Paxalisib HR corporate update, 1H 2028, material

Bar width shows how precise the guidance is — a pin is a stated date, a wide band a six-month window. Deeper blue means more of the thesis rides on the event; it is not a view on the stock.

Pipeline (13 active programs)

Technology platforms

PD-L1 Protein Degrader Platform

First-in-class optimized intracellular PD-L1 protein degrader platform; designed to overcome mechanisms of resistance to antibody-based checkpoint inhibitors; potential broad applicability across solid tumors and rationale for combination with pathway inhibitors and cytotoxics; IND-enabling studies commencing 2026

Targets: PD-L1

PD-L1 protein degrader platform · QIMR Berghofer

Bicyclic peptide-based PD-L1 protein degrader platform targeting intracellular PD-L1 to restore anti-tumor immune responses; focus on cancers exhibiting immune evasion or checkpoint inhibitor resistance. Lead compound: NDL2.

Targets: PD-L1

SETDB1-targeted epigenetic platform · QIMR Berghofer Medical Research Institute

Proprietary SETDB1 histone methyltransferase inhibition platform targeting cancer resistance mechanisms; SETDB1 overexpression suppresses immune signaling and drives resistance to immunotherapy; platform aims to restore immune function in tumors and enhance cancer treatment efficacy

Targets: SETDB1

SETDB1 Epigenetic Drug Development Platform · QIMR Berghofer

AI-integrated epigenetic drug discovery engine enabling rapid, precise, and scalable candidate generation targeting SETDB1-associated nuclear complexes; focus on restoring immune signaling in tumors resistant to immunotherapy across multiple solid tumor types

Targets: SETDB1

SETDB1 Inhibitor Platform

First-in-class optimized SETDB1 inhibitor platform targeting SETDB1, a key epigenetic regulator of immune evasion; designed to restore immune visibility in resistant tumors; applicable across solid tumors; IND-enabling studies commencing 2026

Targets: SETDB1

SETDB1 inhibitor platform · QIMR Berghofer

Bicyclic peptide-based SETDB1 inhibitor platform targeting SETDB1, a key epigenetic regulator of immune evasion in cancer. Lead compound: MSETC. In-licensed from QIMR Berghofer.

Targets: SETDB1

Discontinued (1)

Capital (as filed)

Cash
A$69.5M cash and cash equivalents · Dec 31, 2025 (6-K)
As stated in coverage
$65.0M cash, runway into 2029 per the deep dive of Sep 1, 2026 — the company's own words as read there, not the filed figure

Offering documents (12)

Cash, investments and operating cash flow are the company's own XBRL facts as filed with the SEC, each shown with its period end and tag. As-stated figures come from the company's own words as read in Biotech Distilled coverage, dated, and routinely count securities and planned financing that a balance sheet does not. Offering rows are the SEC cover pages as filed. Not investment advice. Figures as of Nov 7, 2026.

Biotech Distilled coverage (1)

Articles open on Substack. Some are subscriber-only; those marked ★ Distilled Pro are for Distilled Pro members.

Verdict history (1 call)

Every verdict Biotech Distilled has published on Kazia Therapeutics, oldest first — the full history, never a selection. How calls are scored: the track record.

  1. 2026-09-02 Watch Kazia Therapeutics (KZIA) — Scientific Deep Dive for Paxalisib and Pipeline Products Pharmacodynamics are genuinely interesting but every efficacy number comes from six unblinded patients on an active backbone with one ineligible patient providing the only complete response; a control arm is needed before taking a position.

Every verdict Biotech Distilled has published on this company, in order, with the post it came from — the full history, never a selection. Position figures are the same ones shown on /track-record, computed by the same method. Editorial opinion, not investment advice.

Filings & releases (75)

SEC filings from EDGAR and press releases captured from the company's investor-relations site, newest first. Releases captured from Sep 1, 2026; filings from March 2026. Summaries come from the BD update that read the document; "BD extracted" counts point at the pipeline table above. All companies →

11 more filings (13G holder notices, S-8, proxy material, SEC correspondence …)