Summary

• Kazia Therapeutics' lead asset, Paxalisib, showed stronger concurrent-control survival data in GBM, but FDA accelerated approval remains unavailable.
• Paxalisib is also being explored across CNS tumors and TNBC, giving Kazia broad oncology optionality but limited near-term validation.
• NDL2 and SETDB1 add differentiated immuno-oncology platforms, though both remain preclinical and remain mostly speculative.
• Fortunately, KZIA has a healthy cash runway into 2029, which reduces any near-term dilution risks.
• But, on balance, I feel KZIA’s interesting assets and speculative M&A potential aren’t worth buying at these levels.

Kazia Therapeutics Limited (KZIA) is a clinical-stage oncology company that develops several programs. Their lead asset is Paxalisib, in Phase 2/3 in glioblastoma (GBM), with results in GBM showing meaningful concurrent-control survival data. Paxalisib is also studied in

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