KAZIA THERAPEUTICS LTD
KZIA evidence brief
What we can confirm
- Market Cap:
- $173.5M
What it means
What to watch
Prepared research question
What matters most for KZIA—catalysts, financial risk and supporting evidence?
Traceable citations · Unknowns marked
BioSniper AI · KZIA
KAZIA THERAPEUTICS LTD (KZIA) is an emerging oncology-focused biotechnology company developing a portfolio of first-in-class and best-in-class drug candidates, with lead programs paxalisib (PI3K/mTOR inhibitor) and EVT801 (VEGFR3 inhibitor) [sec · filed 2025-11-07].
Key risk: Cash runway risk
Market Cap
$173.5M
Cash Runway
—
Lead Asset
—
Next Catalyst
—
Tracking 1 clinical trial for KAZIA THERAPEUTICS LTD.
KAZIA THERAPEUTICS LTD (KZIA) is an emerging oncology-focused biotechnology company developing a portfolio of first-in-class and best-in-class drug candidates, with lead programs paxalisib (PI3K/mTOR inhibitor) and EVT801 (VEGFR3 inhibitor) [sec · filed 2025-11-07].
- Lead program paxalisib is a brain-penetrant dual PI3K/mTOR inhibitor in clinical development [sec · filed 2025-12-02].
- Second clinical candidate EVT801 is a small molecule selective inhibitor of VEGFR3 [sec · filed 2025-11-07].
- As of 30 June 2025, the company had cash and cash equivalents of A$4.3 million and accumulated losses of A$134.8 million [sec · filed 2025-11-07].
- In December 2025, the company raised approximately $46.5 million in net proceeds from a private placement to support paxalisib clinical development [sec · filed 2025-12-02].
- The company has an exclusive worldwide license agreement with Vivesto AB for Cantrixil (ovarian cancer) and a license agreement with QIMR Berghofer for PI3K combination therapies [sec · filed 2025-11-07].
What works
- Diversified portfolio across multiple distinct technologies, with potential for first-in-class and best-in-class agents in oncology [sec · filed 2025-11-07].
- Clinical validation of the PI3K/Akt/mTOR pathway as a target for oncology therapies supports paxalisib's mechanism [sec · filed 2025-11-07].
- Recent private placement of ~$46.5 million provides near-term funding for lead program development [sec · filed 2025-12-02].
What to weigh
- As of 30 June 2025, the company had only A$4.3 million in cash and cash equivalents and accumulated losses of A$134.8 million, indicating a high cash burn rate [sec · filed 2025-11-07].
- The company has substantial doubt about its ability to continue as a going concern and expects to need additional capital periodically [sec · filed 2025-11-07].
- Failure of either clinical candidate (paxalisib or EVT801) could materially and adversely affect business continuity and financial condition [sec · filed 2025-11-07].
- The company has been incurring negative cash flows since inception and anticipates continued operating losses for at least several more years [sec · filed 2025-11-07].
From the filings
Quoted directly from source documents.
Company description as an emerging oncology-focused biotech with diversified portfolio
“The Company is an emerging oncology-focused biotechnology company that has a portfolio of development candidates, diversified across several distinct technologies, with the potential to yield first-in-class and best-in-class agents in a range of oncology indications.”
SEC filings · November 7, 2025
Lead programs paxalisib and EVT801
“The Company's lead programs include Paxalisib (formerly GDC-0084), a small molecule inhibitor of the PI3K/Akt/mTOR pathway, and EVT801, a small molecule selective inhibitor of vascular endothelial growth factor receptor 3 ("VEGFR3").”
SEC filings · November 7, 2025
Cash and accumulated losses as of 30 June 2025
“As of 30 June 2025, we had cash and cash equivalents of A$4.3 million held in both Australian dollars and U.S. dollars.”
SEC filings · November 7, 2025
Private placement net proceeds of ~$46.5 million
“The Company estimates that the net proceeds to the Company from the Private Placement will be approximately $46.5 million, after deducting placement agent's fees and estimated offering expenses.”
SEC filings · December 2, 2025
Risks & what to watch (4)›
Key risks
- Cash runway risk — Only A$4.3 million cash as of 30 June 2025, with ongoing operating losses and need for additional capital [sec · filed 2025-11-07].
- Clinical trial failure risk — Failure of paxalisib or EVT801 could materially and adversely affect business continuity and financial condition [sec · filed 2025-11-07].
- Going concern uncertainty — Substantial doubt about ability to continue as a going concern, hindering future financing [sec · filed 2025-11-07].
- Dilution from future funding — Any additional funding will dilute existing security holders, potentially substantially if share price is low [sec · filed 2025-11-07].
What to watch
- Progress of paxalisib clinical trials and any interim or final data readouts [sec · filed 2025-11-07].
- EVT801 clinical trial results and any safety or efficacy updates [sec · filed 2025-11-07].
- Cash position and any new financing rounds or strategic collaborations [sec · filed 2025-11-07].
- Outcome of the license agreements with Vivesto AB and QIMR Berghofer [sec · filed 2025-11-07].
Sources: SEC filings · Generated September 25, 2026 · How we verify sources →
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Evidence & data
Regulatory
Financials
Institutional Holdings
Source: SEC Form 13F · as of Mar 2026Institutional holders
23
Total value held
$13.0M
| Holder | Shares | Value |
|---|---|---|
| bleichroeder lp | 400,000 | $3.0M |
| stonepine capital management, llc | 345,179 | $2.6M |
| point72 asset management, l.p. | 200,000 | $1.5M |
| balyasny asset management l.p. | 193,114 | $1.4M |
| flputnam investment management co | 142,469 | $1.1M |
| velan capital investment management lp | 135,315 | $1.0M |
| dauntless investment group, llc | 79,832 | $594K |
| sequoia financial advisors, llc | 60,000 | $446K |
| westside investment management, inc. | 50,425 | $375K |
| royal bank of canada | 34,340 | $255K |
Showing top 10 of 23 institutional holders of KAZIA THERAPEUTICS LTD. Open the full 13F history after sign-in.
Short Interest
as of May 21, 2026- % of float
- 3.6%
- Days to cover
- 1.4
- Shares short
- 408,115
- Daily short volume
- -
Short percent of float and days-to-cover reflect reported short positioning. Daily short volume is the exchange-reported short share of a single day's trading volume and is noisier. See the most-shorted biotech ranking →
KZIA short interestFrequently asked questions
What is the AI investment thesis for KAZIA THERAPEUTICS LTD?
KAZIA THERAPEUTICS LTD (KZIA) is an emerging oncology-focused biotechnology company developing a portfolio of first-in-class and best-in-class drug candidates, with lead programs paxalisib (PI3K/mTOR inhibitor) and EVT801 (VEGFR3 inhibitor) [sec · filed 2025-11-07].
Who is the CEO of KAZIA THERAPEUTICS LTD?
Dr. John Edwin Friend II, M.D. is the chief executive officer of KAZIA THERAPEUTICS LTD (KZIA).
Where is KAZIA THERAPEUTICS LTD headquartered?
KAZIA THERAPEUTICS LTD (KZIA) is headquartered in Sydney, NSW, Australia.
What therapeutic areas does KAZIA THERAPEUTICS LTD focus on?
KAZIA THERAPEUTICS LTD develops therapies across Oncology.
The AI overview and BioSniper Score are neutral, data-derived signals built from public SEC filings, ClinicalTrials.gov and FDA records — not investment advice.